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salesforce shares owned by Power Wealth Management

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

Historical chart of Power Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Power Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.1M 6.8k 301.18
2023-12-31 $1.7M 6.6k 263.14

More positions owned by Power Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core Sp500 Etf (IVV)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Sp 500 Etf Tr Tr Unit (SPY)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Sp 500 Grwt Etf (IVW)
Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Spdr Ser Tr Prtflo Sp500 Vl (SPYV)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Power Wealth Management

Top funds holding salesforce

Vanguard Group
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Wellington Management Company
Bank of America Corporation
Legal & General Group
Jennison Associates
Ubs Global Asset Management Americas
Goldman Sachs Group
Royal Bank of Canada
Polen Capital Management
Bank of New York Mellon
UBS Group

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