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salesforce shares owned by Whitaker-Myers Wealth Managers

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Whitaker-Myers Wealth Managers from 13F filings

Historical chart of Whitaker-Myers Wealth Managers investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Whitaker-Myers Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Whitaker-Myers Wealth Managers

Quarter filed Position value Share count Share price at filing
2024-03-31 $395k 1.3k 301.18

More positions owned by Whitaker-Myers Wealth Managers

Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Invesco Exchange Traded Fd T S&p Mdcp Vlu Mnt (XMVM)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Wisdomtree Tr India Erngs Fd (EPI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Israel Etf (ISRA)
Sprott Physical Gold Tr Unit (PHYS)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)

View all positions for Whitaker-Myers Wealth Managers

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