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salesforce shares owned by Essential Planning

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

Historical chart of Essential Planning investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 4.1k 318.17

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Dimensional Etf Trust Core Fixed Incom (DFCF)
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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
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Dimensional Etf Trust Us Core Equity 1 (DCOR)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)

View all positions for Essential Planning

Top funds holding salesforce

Vanguard Group
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State Street Corporation
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Morgan Stanley
Capital Research and Management Company - Division 3
Capital World Investors
Jpmorgan Chase & Co
Susquehanna International
Northern Trust
FMR
Capital Research Global Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
UBS Group

View all funds holding salesforce