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salesforce shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.7M 9.1k 301.18
2021-12-31 $6.0k 25 240.00

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Diversifid Crp (KORP)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pacer Fds Tr Pacer Us Small (CALF)
Ishares Tr Core S&p Scp Etf (IJR)
Caterpillar (CAT)
salesforce (CRM)

View all positions for Core Wealth Advisors

Top funds holding salesforce

Vanguard Group
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Bank of America Corporation
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Northern Trust
Nuveen Asset Management
Legal & General Group
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Loomis, Sayles and

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