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salesforce shares owned by Morling Financial Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Morling Financial Advisors from 13F filings

Historical chart of Morling Financial Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Morling Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Morling Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $363k 1.3k 273.71
2024-06-30 $304k 1.2k 257.10
2023-12-31 $247k 939 263.14

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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
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Coinbase Global Com Cl A (COIN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
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Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Core Msci Emkt (IEMG)

View all positions for Morling Financial Advisors

Top funds holding salesforce

Vanguard Group
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Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
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Capital World Investors
Bank of America Corporation
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View all funds holding salesforce