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salesforce shares owned by Fi3 FINANCIAL ADVISORS

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Fi3 FINANCIAL ADVISORS from 13F filings

Historical chart of Fi3 FINANCIAL ADVISORS investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Fi3 FINANCIAL ADVISORS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Fi3 FINANCIAL ADVISORS

Quarter filed Position value Share count Share price at filing
2023-12-31 $428k 1.6k 263.14
2023-09-30 $361k 1.8k 202.78
2023-06-30 $296k 1.4k 211.26
2023-03-31 $278k 1.4k 199.78
2022-03-31 $231k 1.1k 212.71
2021-12-31 $244k 962 253.64

More positions owned by Fi3 FINANCIAL ADVISORS

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Hillenbrand (HI)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Fi3 FINANCIAL 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