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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
2023-12-31 $247k 939 263.14

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Apple (AAPL)
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American Centy Etf Tr Us Eqt Etf (AVUS)
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Meta Platforms Cl A (META)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr Ser Tr Portfoli S&p1500 (SPTM)

View all positions for Morling Financial Advisors

Top funds holding salesforce

Vanguard Group
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Norges Bank Investment Management
Wellington Management Company
Bank of America Corporation
Jennison Associates
Legal & General Group
Ubs Global Asset Management Americas
Goldman Sachs Group
Royal Bank of Canada
Polen Capital Management
Bank of New York Mellon
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View all funds holding salesforce