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salesforce shares owned by Latitude Advisors

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

Historical chart of Latitude Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Latitude Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $202k 669 301.18
2022-03-31 $341k 1.6k 212.33
2021-12-31 $322k 1.3k 253.94
2021-09-30 $337k 1.2k 271.34

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Tyler Technologies (TYL)
Select Sector Spdr Tr Technology (XLK)
Microsoft Corporation (MSFT)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Latitude Advisors

Top funds holding salesforce

Vanguard Group
BlackRock
FMR
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Fisher Investments
Wellington Management Company
Northern Trust
Bank of America Corporation
Nuveen Asset Management
Legal & General Group
Jennison Associates
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding salesforce