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salesforce shares owned by My Personal CFO

Quarter-by-quarter ownership of salesforce (CRM) shares owned by My Personal CFO from 13F filings

Historical chart of My Personal CFO investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by My Personal CFO consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by My Personal CFO

Quarter filed Position value Share count Share price at filing
2024-03-31 $256k 849 301.18
2023-12-31 $214k 814 263.14
2023-09-30 $217k 1.1k 202.78
2022-12-31 $5.6k 42 132.60

More positions owned by My Personal CFO

Vanguard Index Fds Total Stk Mkt (VTI)
Okta Cl A (OKTA)
Microsoft Corporation (MSFT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Stagwell Com Cl A (STGW)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Innovator Etfs Trust Us Eqty Bufr Feb (BFEB)
Innovator Etfs Trust Us Eqty Buf Dec (BDEC)
Ishares Tr Select Divid Etf (DVY)
Vanguard Index Fds Real Estate Etf (VNQ)

View all positions for My Personal CFO

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