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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
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

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Apple (AAPL)
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First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Pimco Etf Tr Active Bd Etf (BOND)
Invesco Exch Trd Slf Idx Bulshs 2024 Hy (BSJO)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJAN)
NVIDIA Corporation (NVDA)
Walt Disney Company (DIS)
Nike CL B (NKE)

View all positions for Milestone Asset Management

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