Kathleen S. Wright Associates »

salesforce shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in salesforce

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All positions including salesforce held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $32k 117 273.71
2024-06-30 $30k 117 257.10
2024-03-31 $35k 117 301.18
2023-12-31 $31k 117 263.14

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
American Express Company (AXP)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ea Series Trust Us Quan Value (QVAL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Kathleen S. Wright Associates

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