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salesforce shares owned by Precision Wealth Strategies

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

Historical chart of Precision Wealth Strategies investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Precision Wealth Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $376k 1.4k 263.14
2023-09-30 $293k 1.4k 202.78

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Belpointe Prep Unit Rp Ltd Lb A (OZ)
Neos Etf Trust Neos Enh Inm Cas (CSHI)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)
Etf Ser Solutions Aptus Enhanced (JUCY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Ishares Tr Short Treas Bd (SHV)
Pimco Etf Tr Ultra Short Govt (BILZ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Broadcom (AVGO)
Meta Platforms Cl A (META)
Netflix (NFLX)
General Electric Com New (GE)
Microsoft Corporation (MSFT)

View all positions for Precision Wealth Strategies

Top funds holding salesforce

Vanguard Group
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Legal & General Group
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Goldman Sachs Group
Royal Bank of Canada
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