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salesforce shares owned by Keyes, Stange & Wooten Wealth Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Keyes, Stange & Wooten Wealth Management from 13F filings

Historical chart of Keyes, Stange & Wooten Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Keyes, Stange & Wooten Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Keyes, Stange & Wooten Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $258k 858 301.18
2023-12-31 $230k 874 263.14

More positions owned by Keyes, Stange & Wooten Wealth Management

Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Small Cap V (DISV)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Apple (AAPL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Intermed Term (BIV)
JPMorgan Chase & Co. (JPM)
Marathon Petroleum Corp (MPC)
Eaton Corp SHS (ETN)

View all positions for Keyes, Stange & Wooten Wealth Management

Top funds holding salesforce

Vanguard Group
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T. Rowe Price Associates
Fisher Investments
Wellington Management Company
Northern Trust
Bank of America Corporation
Nuveen Asset Management
Legal & General Group
Jennison Associates
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding salesforce