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salesforce shares owned by Marion Wealth Management

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

Historical chart of Marion Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Marion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $207k 686 301.18

More positions owned by Marion Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ubs Ag London Branch Etracs Aler Mlp (MLPB)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Wisdomtree Tr Us Midcap Divid (DON)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Rus 2000 Val Etf (IWN)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Apple (AAPL)

View all positions for Marion 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
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