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salesforce shares owned by Lloyd Advisory Services

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Lloyd Advisory Services from 13F filings

Historical chart of Lloyd Advisory Services investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Lloyd Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Lloyd Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 6.2k 301.18
2023-09-30 $2.8M 14k 202.78
2022-03-31 $74k 349 212.03
2020-06-30 $3.0k 17 176.47
2020-03-31 $2.0k 17 117.65

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Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
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First Tr Morningstar Divid L SHS (FDL)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
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View all positions for Lloyd Advisory Services

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