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Mosaic Family Wealth Partners »

salesforce shares owned by Mosaic Family Wealth Partners

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

Historical chart of Mosaic Family Wealth Partners investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Mosaic Family Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$294k	1.1k	273.71
2024-06-30	$282k	1.1k	257.10
2024-03-31	$314k	1.0k	301.18
2023-12-31	$257k	977	263.14

More positions owned by Mosaic Family Wealth Partners

Vanguard Growth Etf Growth Etf (VUG)

Dimensional Us Large Cap Value Etf Us Large Cap Val (DFLV)

Xtrackers Msci Eafe Hedged Equity Etf Xtrack Msci Eafe (DBEF)

Vanguard Small-cap Growth Etf Sml Cp Grw Etf (VBK)

Vanguard Value Etf Value Etf (VTV)

Dimensional Emerging Markets Core Equity 2 Etf Emerging Mkts Co (DFEM)

Dimensional Us Small Cap Value Etf Us Small Cap Val (DFSV)

Dimensional U.s. Targeted Value Etf Us Targeted Vlu (DFAT)

Vanguard Ftse Developed Markets Etf Ftse Dev Mkt Etf (VEA)

Dimensional International Core Equity 2 Etf Intl Core Equity (DFIC)

Dimensional Us Marketwide Value Etf Us Mktwide Value (DFUV)

Vanguard Total Bond Market Etf Total Bnd Mrkt (BND)

Vanguard Mid-cap Value Etf Mcap Vl Idxvip (VOE)

Vanguard Small Cap Value Etf Sm Cp Val Etf (VBR)

View all positions for Mosaic Family Wealth Partners

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