Balanced Wealth Group »

salesforce shares owned by Balanced Wealth Group

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

Historical chart of Balanced Wealth Group investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $291k 1.1k 275.25
2023-12-31 $225k 856 263.14

More positions owned by Balanced Wealth Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Value Line Divid In SHS (FVD)

View all positions for Balanced Wealth Group

Top funds holding salesforce

Vanguard Group
Fisher Investments
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Wellington Management Company
Bank of America Corporation
Legal & General Group
Jennison Associates
Ubs Global Asset Management Americas
Goldman Sachs Group
Royal Bank of Canada
Polen Capital Management
Bank of New York Mellon
UBS Group

View all funds holding salesforce