Bartlett & Co. LLC’s Salesforce Inc Position
Does Bartlett & Co. LLC own Salesforce Inc (CRM)? Yes — 240.2K shares worth $64M (+1.04% of its 13F portfolio) as of Q4 2023, up from 234.1K shares the prior filed quarter.
Position Value
$64M
Q4 2023
Shares
240.2K
% of Portfolio
+1.04%
Quarters Held
18
currently held
Position History CRM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2023 | 240.2K | $64M | +1.04% |
| Q3 2023 | 234.1K | $47M | +0.85% |
| Q2 2023 | 232.5K | $49M | +0.85% |
| Q1 2023 | 223.1K | $45M | +0.86% |
| Q4 2022 | 214.2K | $28M | +0.57% |
| Q3 2022 | 259.4K | $37M | +0.80% |
| Q2 2022 | 261.1K | $43M | +0.87% |
| Q1 2022 | 275.6K | $59M | +1.02% |
| Q3 2021 | 264.6K | $72M | +1.37% |
| Q2 2021 | 261.9K | $64M | +1.22% |
| Q1 2021 | 254.0K | $54M | +1.08% |
| Q4 2020 | 216.2K | $48M | +1.03% |
| Q3 2020 | 202.4K | $51M | +1.19% |
| Q2 2020 | 196.5K | $37M | +0.96% |
| Q1 2020 | 126.9K | $18M | +0.56% |
| Q3 2019 | 1.4K | $202,000 | +0.01% |
| Q2 2019 | 362 | $55,000 | 0.00% |
| Q1 2019 | 360 | $57,000 | 0.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Bartlett & Co. LLC’s full portfolio or all institutional holders of CRM.