Latitude Advisors »

salesforce shares owned by Latitude Advisors

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

Historical chart of Latitude Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by Latitude Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $209k 764 273.60
2024-03-31 $202k 669 301.18
2022-03-31 $341k 1.6k 212.33
2021-12-31 $322k 1.3k 253.94
2021-09-30 $337k 1.2k 271.34

More positions owned by Latitude Advisors

Advisors Inner Circle Fd Ii Pmv Adaptive Rsk (ARP)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Tyler Technologies (TYL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Gold Tr Gold Shs (GLD)
Amazon (AMZN)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Neos Etf Trust Neos Enh Inc 1-3 (CSHI)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Latitude Advisors

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