ORG Wealth Partners »

salesforce shares owned by ORG Wealth Partners

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

Historical chart of ORG Wealth Partners investment in salesforce

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by ORG Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $577k 2.1k 273.50

More positions owned by ORG Wealth Partners

Core Scientific Common Stock (CORZ)
Core Scientific Inc New Wt Exp Tranche 1 Equity (CORZW)
Agnc Invt Corp Real Estate Investme (AGNC)
1/100 Berkshire Htwy A Common Stock
Berkshire Hathaway Common Stock (BRK.B)
Energy Transfer Limited Partnershp (ET)
Abbott Labs Common Stock (ABT)
Exxon Mobil Corp Common Stock (XOM)
Apple Common Stock (AAPL)
Ishares 0 To 3 Mnth Uit Exchange Traded (SGOV)
Ishares Total Usd Bond Uit Exchange Traded (IUSB)
Amazon.com Common Stock (AMZN)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Hines Global Income Trus Real Estate Investme (ZHGIIX)

View all positions for ORG Wealth Partners

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