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salesforce shares owned by Sigma Investment Counselors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Sigma Investment Counselors from 13F filings

Historical chart of Sigma Investment Counselors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Sigma Investment Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Sigma Investment Counselors

Quarter filed Position value Share count Share price at filing
2024-03-31 $333k 1.1k 301.18
2023-12-31 $288k 1.1k 263.14
2023-09-30 $248k 1.2k 202.78
2023-06-30 $211k 1.0k 211.26
2023-03-31 $207k 1.0k 199.78
2021-12-31 $221k 868 254.61
2021-09-30 $219k 807 271.38

More positions owned by Sigma Investment Counselors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr S&p 100 Etf (OEF)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Ibonds Dec2026 (IBDR)

View all positions for Sigma Investment Counselors

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