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salesforce shares owned by Centennial Wealth Advisory

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

Historical chart of Centennial Wealth Advisory investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Centennial Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $201k 668 301.18
2020-12-31 $1.5M 6.8k 222.60

More positions owned by Centennial Wealth Advisory

First Tr Exchng Traded Fd Vi Vest Fund Of Dep (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

View all positions for Centennial Wealth Advisory

Top funds holding salesforce

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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