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salesforce shares owned by Cassady Schiller Wealth Management

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

Historical chart of Cassady Schiller Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Cassady Schiller Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $102k 371 273.71
2024-06-30 $95k 371 257.10
2024-03-31 $112k 371 301.18
2023-12-31 $96k 365 263.14
2023-09-30 $74k 365 202.78
2023-06-30 $77k 365 211.26
2023-03-31 $67k 334 199.78
2022-12-31 $44k 334 132.59
2021-12-31 $89k 352 252.84

More positions owned by Cassady Schiller Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Procter & Gamble Company (PG)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Cintas Corporation (CTAS)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Russell 3000 Etf (IWV)
Paylocity Holding Corporation (PCTY)
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)

View all positions for Cassady Schiller Wealth Management

Top funds holding salesforce

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