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salesforce shares owned by FOCUS Wealth Advisors

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

Historical chart of FOCUS Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by FOCUS Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 7.5k 301.18
2023-12-31 $1.9M 7.3k 263.14
2023-09-30 $1.5M 7.3k 202.78
2023-06-30 $1.5M 7.3k 211.26
2020-12-31 $940k 4.2k 222.49

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Innovator Etfs Trust GRWT100 PWR BF (NAPR)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Vaneck Etf Trust Intrmdt Muni Etf (ITM)
Ishares Tr Us Home Cons Etf (ITB)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Stellar Bancorp Ord (STEL)
Ishares Tr Us Aer Def Etf (ITA)
Spdr Ser Tr S&p Metals Mng (XME)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Ishares Tr Select Divid Etf (DVY)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Ns (BUFQ)
Select Sector Spdr Tr Energy (XLE)

View all positions for FOCUS Wealth Advisors

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