Tempus Wealth Planning »

salesforce shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Tempus Wealth Planning 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 Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $282k 937 301.18
2023-12-31 $233k 887 263.14

More positions owned by Tempus Wealth Planning

General Electric
Microsoft Corporation (MSFT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Blackrock Ultra (ICSH)
Apple (AAPL)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Tempus Wealth Planning

Top funds holding salesforce

Vanguard Group
Fisher Investments
T. Rowe Price Associates
Jpmorgan Chase & Co
Norges Bank Investment Management
Wellington Management Company
Bank of America Corporation
Jennison Associates
Legal & General Group
Ubs Global Asset Management Americas
Goldman Sachs Group
Royal Bank of Canada
Polen Capital Management
Bank of New York Mellon
UBS Group

View all funds holding salesforce