Breakwater Investment Management »

salesforce shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $67k 200 334.33
2024-09-30 $55k 200 273.71
2024-06-30 $51k 200 257.10
2024-03-31 $60k 200 301.18

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard World Mega Grwth Ind (MGK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Breakwater Investment Management

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