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salesforce shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Trivant Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 10k 301.18
2023-12-31 $2.8M 11k 263.14
2023-09-30 $2.1M 11k 202.78
2023-06-30 $2.2M 11k 211.26
2023-03-31 $2.0M 10k 199.78

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View all positions for Trivant Custom Portfolio Group

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
Bank of New York Mellon
Polen Capital Management
UBS Group

View all funds holding salesforce