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 |
|---|---|---|---|
| 2025-09-30 | $252k | 1.1k | 237.00 |
| 2025-06-30 | $308k | 1.1k | 272.70 |
| 2025-03-31 | $301k | 1.1k | 268.40 |
| 2024-12-31 | $370k | 1.1k | 334.33 |
| 2024-09-30 | $296k | 1.1k | 273.71 |
| 2024-06-30 | $279k | 1.1k | 257.10 |
| 2021-12-31 | $297k | 1.2k | 253.91 |