LRI Investments »

salesforce shares owned by LRI Investments

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

Historical chart of LRI Investments investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by LRI Investments 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 LRI Investments

Quarter filed Position value Share count Share price at filing
2024-12-31 $421k 25k 17.18
2024-09-30 $579k 25k 23.20
2024-06-30 $399k 1.6k 257.18

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Amazon Stock (AMZN)
Meta Platforms Inc Cl A Stock (META)
Apple Stock (AAPL)
Trane Technologies Stock (TT)
Dimensional International Small Cap Value Etf Etf (DISV)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Vanguard Real Estate Etf Etf (VNQ)

View all positions for LRI Investments

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Capital Research Global Investors
FMR
Geode Capital Management
Jpmorgan Chase & Co
Morgan Stanley
Capital Research and Management Company - Division 3
Fisher Investments
Northern Trust
Norges Bank Investment Management
Bank of America Corporation
Capital World Investors
Goldman Sachs Group

View all funds holding salesforce