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salesforce shares owned by Sonoma Private Wealth

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

Historical chart of Sonoma Private Wealth investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Sonoma Private Wealth

Quarter filed Position value Share count Share price at filing
2024-12-31 $326k 976 334.39
2024-03-31 $699k 2.3k 301.18
2023-12-31 $632k 2.4k 263.14

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Sprott Asset Management Physical Gold An (CEF)
Ishares Tr S&p 500 Val Etf (IVE)
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Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Index Fds Value Etf (VTV)
At&t (T)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
Ishares Tr Msci Acwi Etf (ACWI)

View all positions for Sonoma Private Wealth

Top funds holding salesforce

Vanguard Group
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Capital Research and Management Company - Division 3
Capital World Investors
Jpmorgan Chase & Co
Susquehanna International
Northern Trust
FMR
Capital Research Global Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
UBS Group

View all funds holding salesforce