Fermata Advisors »

salesforce shares owned by Fermata Advisors

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

Historical chart of Fermata Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $418k 1.4k 301.18
2021-12-31 $223k 878 253.99
2021-09-30 $226k 835 270.66

More positions owned by Fermata Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Apple (AAPL)
Pacer Fds Tr Globl Cash Etf (GCOW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Cambria Etf Tr Shshld Yield Etf (SYLD)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Fermata Advisors

Top funds holding salesforce

Vanguard Group
Fisher Investments
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Wellington Management Company
Bank of America Corporation
Jennison Associates
Legal & General Group
Ubs Global Asset Management Americas
Goldman Sachs Group
Royal Bank of Canada
Polen Capital Management
Bank of New York Mellon
UBS Group

View all funds holding salesforce