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salesforce shares owned by Facet Wealth

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

Historical chart of Facet Wealth investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Facet Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $884k 3.0k 294.67
2024-06-30 $273k 1.1k 258.02
2024-03-31 $300k 1.1k 275.54

More positions owned by Facet Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Calif Mun Bd Etf (CMF)

View all positions for Facet Wealth

Top funds holding salesforce

Vanguard Group
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Capital Research and Management Company - Division 3
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Bank of America Corporation
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Northern Trust
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View all funds holding salesforce