Leonard Rickey Investment Advisors P »

salesforce shares owned by Leonard Rickey Investment Advisors P

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Leonard Rickey Investment Advisors P from 13F filings

Historical chart of Leonard Rickey Investment Advisors P investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Leonard Rickey Investment Advisors P consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Leonard Rickey Investment Advisors P

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 1.0k 237.02
2025-06-30 $272k 997 272.59
2025-03-31 $250k 983 254.63
2024-12-31 $336k 1.0k 334.31
2024-09-30 $254k 927 273.62
2024-06-30 $200k 778 257.20

More positions owned by Leonard Rickey Investment Advisors P

Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Msci Usa Min Vol (USMV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr National Mun Etf (MUB)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Leonard Rickey Investment Advisors P

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