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salesforce shares owned by Archvest Wealth Advisors

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

Historical chart of Archvest Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Archvest Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $253k 836 302.26
2023-12-31 $220k 836 263.14
2021-12-31 $212k 835 253.89

More positions owned by Archvest Wealth Advisors

Ishares Tr Core Us Aggbd Et (AGG)
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Vanguard Malvern Fds Strm Infopro Idx (VTIP)
Vanguard Bd Index Fds Short Trm Bnd (BSV)
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)
Vanguard Tax-manatged Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Aggres Alloc Etf (AOA)
Vanguard Whitehall Fds Em Mc Gov Bd Etf (VWOB)
Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr Conser Alloc Etf (AOK)
Eli Lilly & Co. (LLY)

View all positions for Archvest Wealth Advisors

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