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salesforce shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2011-03-31 $7.0k 55 127.27
2010-12-31 $5.0k 37 135.14

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Atmos Energy Corporation (ATO)
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Spdr Ser Tr Msci Usa Strtgic (QUS)
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Apple (AAPL)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
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Amazon (AMZN)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for SFMG Wealth Advisors

Top funds holding salesforce

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

View all funds holding salesforce