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salesforce shares owned by Paragon Private Wealth Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Paragon Private Wealth Management from 13F filings

Historical chart of Paragon Private Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Paragon Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Paragon Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 4.9k 273.71
2024-06-30 $1.2M 4.6k 257.10
2024-03-31 $1.2M 3.9k 301.18
2023-12-31 $962k 3.7k 263.14

More positions owned by Paragon Private Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
First Tr Exchange-traded Dj Internt Idx (FDN)
NVIDIA Corporation (NVDA)
Ishares Tr Rus Mid Cap Etf (IWR)
First Tr Exchange-traded Nasdq Semcndtr (FTXL)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Scp Etf (IJR)
First Tr Exchange Traded Consumr Discre (FXD)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Vanguard Index Fds Growth Etf (VUG)

View all positions for Paragon Private Wealth Management

Top funds holding salesforce

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Morgan Stanley
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Fisher Investments
Capital World Investors
Bank of America Corporation
Nuveen Asset Management
Northern Trust
Goldman Sachs Group

View all funds holding salesforce