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salesforce shares owned by Sweet Financial Partners

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

Historical chart of Sweet Financial Partners investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $308k 1.0k 301.18
2023-12-31 $262k 997 263.14
2023-06-30 $201k 953 211.26

More positions owned by Sweet Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU)
Ishares Tr Exponential Tech (XT)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Portfolio Short (SPSB)
Apple (AAPL)
Spdr Index Shs Fds S&p North Amer (NANR)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)

View all positions for Sweet Financial Partners

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