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salesforce shares owned by Intrepid Financial Planning Group

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

Historical chart of Intrepid Financial Planning Group investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $261k 953 273.71
2024-06-30 $245k 953 257.10
2024-03-31 $286k 948 301.18
2023-06-30 $200k 948 211.26

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Eli Lilly & Co. (LLY)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
JPMorgan Chase & Co. (JPM)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Northwest Bancshares (NWBI)
Select Sector Spdr Tr Indl (XLI)
Spdr Ser Tr S&p Semicndctr (XSD)

View all positions for Intrepid Financial Planning Group

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