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salesforce shares owned by BlackDiamond Wealth Management

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

Historical chart of BlackDiamond Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by BlackDiamond Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $263k 1.1k 249.12
2024-03-31 $298k 989 301.18
2023-12-31 $268k 930 288.11

More positions owned by BlackDiamond Wealth Management

Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Pacer Fds Tr Metaurus Cap 400 (QDPL)
Capital Grp Fixed Incm Etf T Short Duration (CGSD)
Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ishares Tr Eafe Grwth Etf (EFG)
Costco Wholesale Corporation (COST)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Strategic Trust Running Gwth Etf (RUNN)

View all positions for BlackDiamond Wealth Management

Top funds holding salesforce

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Geode Capital Management
Morgan Stanley
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Fisher Investments
Capital World Investors
Bank of America Corporation
Nuveen Asset Management
Northern Trust
Goldman Sachs Group

View all funds holding salesforce