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salesforce shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 888 273.71
2024-06-30 $218k 724 301.18
2024-03-31 $218k 724 301.18

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding salesforce

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Morgan Stanley
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Fisher Investments
Capital World Investors
Bank of America Corporation
Nuveen Asset Management
Northern Trust
Goldman Sachs Group

View all funds holding salesforce