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salesforce shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $322k 992 324.60
2024-09-30 $209k 736 283.97

More positions owned by Rooted Wealth Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Div Grwth (DGRO)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Total (IXUS)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted Wealth Advisors

Top funds holding salesforce

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

View all funds holding salesforce