Source Financial Advisors »

salesforce shares owned by Source Financial Advisors

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

Historical chart of Source Financial Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by Source Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $222k 812 273.71
2024-03-31 $246k 816 301.18
2023-12-31 $212k 804 263.14

More positions owned by Source Financial Advisors

Uber Technologies (UBER)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
MarketAxess Holdings (MKTX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Confluent Class A Com (CFLT)
Ishares Tr Core S&p Ttl Stk (ITOT)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Elastic N V Ord Shs (ESTC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Source Financial 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