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salesforce shares owned by Drucker Wealth 3.0

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Drucker Wealth 3.0 from 13F filings

Historical chart of Drucker Wealth 3.0 investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Drucker Wealth 3.0 consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Drucker Wealth 3.0

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.0M 3.8k 273.71
2024-06-30 $679k 2.6k 257.12

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Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
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Microsoft Corporation (MSFT)
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JPMorgan Chase & Co. (JPM)
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Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)
Vanguard Index Fds Value Etf (VTV)

View all positions for Drucker Wealth 3.0

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