LLBH Private Wealth Management »

salesforce shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $227k 861 263.14
2023-09-30 $222k 1.1k 202.78
2022-03-31 $220k 1.0k 212.15
2021-12-31 $251k 988 254.05
2021-09-30 $223k 823 270.96
2018-12-31 $233k 1.7k 137.06
2018-09-30 $215k 1.4k 159.26
2018-06-30 $211k 1.5k 136.57

More positions owned by LLBH Private Wealth Management

Blackstone Strategic Cred 20 Com Shs Ben In (BGB)
Lions Gate Entmnt Corp Cl B Non Vtg (LGF.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Legalzoom (LZ)
Lions Gate Entmnt Corp Cl A Vtg (LGF.A)
Apple (AAPL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
First Trust New Opportunities (FPL)
Exxon Mobil Corporation (XOM)
Target Hospitality Corp (TH)
Golub Capital BDC (GBDC)
Microsoft Corporation (MSFT)
Ares Management Corporation Cl A Com Stk (ARES)
Airbnb Com Cl A (ABNB)
Blackstone Group Inc Com Cl A (BX)

View all positions for LLBH Private Wealth Management

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
Jennison Associates
Legal & General Group
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