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salesforce shares owned by WMG Financial Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by WMG Financial Advisors from 13F filings

Historical chart of WMG Financial Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by WMG Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by WMG Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $296k 1.1k 273.71
2024-06-30 $279k 1.1k 257.10
2021-12-31 $297k 1.2k 253.91

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View all positions for WMG Financial Advisors

Top funds holding salesforce

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Morgan Stanley
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Fisher Investments
Capital World Investors
Bank of America Corporation
Nuveen Asset Management
Northern Trust
Goldman Sachs Group

View all funds holding salesforce