Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in salesforce by Mosaic Family Wealth Partners

Quarter filed	Position value	Share count	Share price at filing
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 Value Etf Value Etf (VTV)

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

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 Global Real Estate Etf Global Real Est (DFGR)

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)

Microsoft Corporation (MSFT)

View all positions for Mosaic Family Wealth Partners

Top funds holding salesforce

State Street Corporation

Capital Research Global Investors

Geode Capital Management

Capital Research and Management Company - Division 3

Jpmorgan Chase & Co

Fisher Investments

Capital World Investors

Bank of America Corporation

Nuveen Asset Management

Goldman Sachs Group

View all funds holding salesforce

© 2024 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z