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salesforce shares owned by Balanced Wealth Group

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Balanced Wealth Group from 13F filings

Historical chart of Balanced Wealth Group investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Balanced Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Balanced Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $290k 1.1k 273.68
2024-06-30 $271k 1.1k 256.29
2024-03-31 $291k 1.1k 275.25
2023-12-31 $225k 856 263.14

More positions owned by Balanced Wealth Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Eaton Vance Tax Managed Buy Write Opport (ETV)
First Tr Value Line Divid In SHS (FVD)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Balanced Wealth Group

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
FMR
Capital Research Global Investors
Geode Capital Management
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Fisher Investments
Capital World Investors
Bank of America Corporation
Northern Trust
Goldman Sachs Group
Legal & General Group
Wellington Management Company

View all funds holding salesforce