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salesforce shares owned by Delap Wealth Advisory

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

Historical chart of Delap Wealth Advisory investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Delap Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $356k 1.3k 273.71
2024-03-31 $794k 2.6k 301.18
2023-12-31 $283k 1.1k 263.14
2023-03-31 $233k 1.2k 199.78

More positions owned by Delap Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ea Series Trust Ea Bridgeway Omn (BSVO)

View all positions for Delap Wealth Advisory

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