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salesforce shares owned by TruWealth Advisors

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

Historical chart of TruWealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by TruWealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $239k 792 301.18
2023-12-31 $208k 792 263.14

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View all positions for TruWealth Advisors

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