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salesforce shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 14k 263.14
2023-09-30 $3.1M 15k 202.78
2023-06-30 $2.6M 12k 211.26
2023-03-31 $2.2M 11k 199.78
2022-12-31 $1.1M 8.7k 132.59
2022-09-30 $822k 5.7k 143.86
2022-06-30 $1.6M 9.8k 165.06
2022-03-31 $1.5M 6.9k 212.35
2021-12-31 $1.1M 4.4k 254.15

More positions owned by HB Wealth Management

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Vanguard Specialized Funds Div App Etf (VIG)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Home Depot (HD)
Ishares Tr S&p 500 Grwt Etf (IVW)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)

View all positions for HB Wealth Management

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