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salesforce shares owned by Milestone Asset Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Milestone Asset Management from 13F filings

Historical chart of Milestone Asset Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Milestone Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Milestone Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.3M 9.9k 237.00
2025-06-30 $707k 2.6k 272.50
2025-03-31 $524k 2.0k 268.25
2024-12-31 $1.3M 3.9k 334.32
2024-09-30 $880k 3.2k 273.72
2024-06-30 $788k 3.1k 257.10
2024-03-31 $1.0M 3.4k 301.17
2023-12-31 $214k 814 263.14

More positions owned by Milestone Asset Management

Spdr Series Trust Bloomberg Invt (FLRN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr TRS FLT RT BD (TFLO)
Etf Ser Solutions Lha Mkt St Tactl (MSTB)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)

View all positions for Milestone Asset Management

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