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salesforce shares owned by Summit Asset Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Summit Asset Management from 13F filings

Historical chart of Summit Asset Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Summit Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Summit Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $221k 806 273.71
2024-03-31 $220k 729 301.18

More positions owned by Summit Asset Management

Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Internl Divid (SCHY)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds Dec24 Etf (IBDP)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Summit Asset Management

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