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salesforce shares owned by Gradient Capital Advisors

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

Historical chart of Gradient Capital Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Gradient Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $360k 1.2k 301.18
2023-12-31 $313k 1.2k 263.14
2023-09-30 $241k 1.2k 202.78
2023-06-30 $210k 994 211.26

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Ishares Core S&p 500 Etf Etf (IVV)
Apple Stock (AAPL)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Schwab International Equity Etf Etf (SCHF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Schwab U.s. Mid-cap Etf Etf (SCHM)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Jpmorgan Ultra-short Income Etf Ultra Short Income Fund Etf (JPST)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Schwab U.s. Large-cap Etf Etf (SCHX)
Microsoft Corp Stock (MSFT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Jpmorgan Chase & Co Stock (JPM)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Large-cap Etf Etf (VV)

View all positions for Gradient Capital Advisors

Top funds holding salesforce

Vanguard Group
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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
Bank of New York Mellon
Polen Capital Management
UBS Group

View all funds holding salesforce