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salesforce shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 16k 284.43
2024-06-30 $4.7M 20k 239.01

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Apple (AAPL)
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Microsoft Corporation (MSFT)
Amazon (AMZN)
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View all positions for Diversify Wealth Management

Top funds holding salesforce

Vanguard Group
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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