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salesforce shares owned by Trinity Financial Advisors

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

Historical chart of Trinity Financial Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $302k 1.0k 301.18
2023-12-31 $264k 1.0k 263.14
2023-09-30 $203k 1.0k 202.78
2023-06-30 $220k 1.0k 211.26

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Owl Rock Capital Corporation (OBDC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Oaktree Specialty Lending Corp (OCSL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)

View all positions for Trinity Financial Advisors

Top funds holding salesforce

Vanguard Group
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T. Rowe Price Associates
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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