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salesforce shares owned by OneAscent Financial Services

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

Historical chart of OneAscent Financial Services investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by OneAscent Financial Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $745k 2.5k 301.50
2023-12-31 $677k 2.6k 263.32
2023-09-30 $643k 3.2k 202.65
2023-06-30 $599k 2.8k 211.36

More positions owned by OneAscent Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Unified Ser Tr Oneascent Core P (OACP)
Unified Ser Tr Oneascent Large (OALC)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for OneAscent Financial Services

Top funds holding salesforce

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Royal Bank of Canada
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Bank of New York Mellon
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