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salesforce shares owned by Quantum Financial Advisors

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

Historical chart of Quantum Financial Advisors investment in salesforce

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

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Quarterly reported holdings in salesforce by Quantum Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $230k 841 273.71
2024-06-30 $216k 841 257.10
2024-03-31 $253k 841 301.18
2023-12-31 $223k 846 263.14

More positions owned by Quantum Financial Advisors

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust International (DFSI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Emerging Markets (DFSE)
Dimensional Etf Trust Global Sustaina (DFSB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)

View all positions for Quantum Financial Advisors

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