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salesforce shares owned by Alera Investment Advisors

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

Historical chart of Alera Investment Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Alera Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $656k 2.4k 273.71
2024-06-30 $562k 2.2k 257.10
2024-03-31 $262k 870 301.17
2023-12-31 $203k 771 263.15
2019-03-31 $47k 295 159.32
2018-12-31 $49k 361 135.73

More positions owned by Alera Investment Advisors

Spdr Portfolio S&p 500 Etf Etf (SPYM)
Ishares S&p 500 Growth Etf Etf (IVW)
Ishares Russell 1000 Growth Etf Etf (IWF)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Ishares S&p 500 Value Etf Etf (IVE)
Schwab Us Aggregate Bond Etf Etf (SCHZ)
Ishares Russell 1000 Value Etf Etf (IWD)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares U.s. Technology Etf Etf (IYW)
Ishares Msci Emerging Markets Ex China Etf Etf (EMXC)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Alera Investment Advisors

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