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salesforce shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $387k 1.3k 301.18
2023-12-31 $244k 928 263.14

More positions owned by MBL Wealth

Spdr S&p 500 Etf Tr Put Put Option (Principal) (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p Mcp Etf (IJH)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p Scp Etf (IJR)
World Gold Tr Spdr Gld Minis (GLDM)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)

View all positions for MBL Wealth

Top funds holding salesforce

Vanguard Group
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Legal & General Group
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Goldman Sachs Group
Royal Bank of Canada
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