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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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 Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Markets (DFSE)
American Centy Etf Tr Real Estate Etf (AVRE)
American Centy Etf Tr Avantis Emgmkt (AVEM)
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)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Quantum Financial Advisors

Top funds holding salesforce

Vanguard Group
Fisher Investments
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Wellington Management Company
Bank of America Corporation
Jennison Associates
Legal & General Group
Ubs Global Asset Management Americas
Goldman Sachs Group
Royal Bank of Canada
Polen Capital Management
Bank of New York Mellon
UBS Group

View all funds holding salesforce