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salesforce shares owned by Oak Hill Wealth Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Oak Hill Wealth Advisors from 13F filings

Historical chart of Oak Hill Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Oak Hill Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Oak Hill Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $272k 992 273.74
2024-06-30 $255k 992 257.11
2024-03-31 $293k 972 301.18
2023-12-31 $256k 972 263.14
2023-06-30 $205k 972 211.26

More positions owned by Oak Hill Wealth Advisors

Vanguard Index Fds Value Etf Put Option (VTV)
Vanguard Specialized Funds Div App Etf Put Option (VIG)
Vanguard Index Fds Large Cap Etf Put Option (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt Put Option (VEA)
Vanguard Index Fds Growth Etf Put Option (VUG)
Vanguard Index Fds Mid Cap Etf Put Option (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Put Option (VWO)
Vanguard Charlotte Fds Total Int Bd Etf Put Option (BNDX)
Vanguard Index Fds Small Cp Etf Put Option (VB)
Vanguard Whitehall Fds High Div Yld Put Option (VYM)
Apple Put Option (AAPL)
Vanguard Scottsdale Fds Int-term Corp Put Option (VCIT)
Microsoft Corporation Put Option (MSFT)
Amazon Put Option (AMZN)
Vanguard Bd Index Fds Short Trm Bond Put Option (BSV)

View all positions for Oak Hill Wealth Advisors

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Jpmorgan Chase & Co
Fisher Investments
Bank of America Corporation
Susquehanna International
Nuveen Asset Management
Goldman Sachs Group
T. Rowe Price Associates
Bank of New York Mellon
Polen Capital Management
Citadel Advisors

View all funds holding salesforce