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salesforce shares owned by Creative Planning

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Creative Planning

Quarter filed Position value Share count Share price at filing
2012-12-31 $242k 1.4k 168.06
2012-09-30 $171k 1.1k 152.68
2012-06-30 $169k 1.2k 138.41
2011-12-31 $13k 133 97.74

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding salesforce

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research Global Investors
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