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salesforce shares owned by Balanced Rock Investment Advisors

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

Historical chart of Balanced Rock Investment Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Balanced Rock Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $568k 1.9k 301.18

More positions owned by Balanced Rock Investment Advisors

Ishares Tr Esg Adv Ttl Usd (EUSB)
Ishares Tr Esg Msci Usa Etf (USXF)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Esg Eafe Etf (DMXF)
Ishares Tr Esg Awr Us Agrgt (EAGG)
Ishares Tr Esg Aw Msci Eafe (ESGD)
Manager Directed Portfolios Vert Glb Sust Re (VGSR)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Pimco Equity Ser Rafi Esg Us (RAFE)
Vanguard World Esg Intl Stk Etf (VSGX)
Ishares Tr Egsadvncdmsci Em (EMXF)
Ishares Tr Esg Awr Msci Usa (ESGU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Esg Advncd Hy Bd (HYXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Balanced Rock Investment Advisors

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Capital World Investors
Capital Research Global Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Bank of America Corporation
Fisher Investments
Northern Trust
Wellington Management Company

View all funds holding salesforce