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salesforce shares owned by TRUE Private Wealth Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by TRUE Private Wealth Advisors from 13F filings

Historical chart of TRUE Private Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by TRUE Private Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by TRUE Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 5.9k 273.74
2024-06-30 $1.5M 5.9k 257.10
2024-03-31 $1.8M 5.9k 301.15
2023-12-31 $1.6M 5.9k 263.12
2023-09-30 $1.3M 6.4k 202.78
2023-06-30 $1.3M 6.3k 211.26
2023-03-31 $1.3M 6.4k 199.78
2022-12-31 $843k 6.4k 132.59
2022-09-30 $942k 6.6k 143.73
2022-06-30 $1.1M 6.6k 164.96
2022-03-31 $1.3M 7.0k 185.42
2021-12-31 $2.0M 7.9k 254.01
2021-09-30 $2.1M 7.7k 271.22
2021-06-30 $1.9M 7.7k 244.21
2021-03-31 $1.6M 7.6k 211.93
2020-12-31 $1.7M 7.5k 222.46
2020-09-30 $1.9M 7.5k 251.30
2020-06-30 $1.4M 7.5k 187.22
2020-03-31 $1.0M 7.1k 143.90
2019-12-31 $1.2M 7.2k 162.62
2019-09-30 $895k 6.0k 148.42
2019-06-30 $918k 6.1k 151.64
2019-03-31 $972k 6.1k 158.33
2018-12-31 $870k 6.4k 136.92
2018-09-30 $1.0M 6.6k 159.03
2018-06-30 $882k 6.5k 136.28
2018-03-31 $696k 6.0k 116.19
2017-12-31 $622k 6.1k 102.13
2017-09-30 $561k 6.0k 93.34
2017-06-30 $520k 6.0k 86.52
2017-03-31 $496k 5.9k 84.30
2016-12-31 $475k 6.1k 78.45
2016-09-30 $408k 5.8k 70.54
2016-06-30 $446k 5.6k 79.27
2016-03-31 $415k 5.6k 73.76
2015-12-31 $430k 5.5k 78.41

More positions owned by TRUE Private Wealth Advisors

Ishares Tr Core Msci Total (IXUS)
Ishares Tr Agency Bond Etf (AGZ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Fltg Rate Nt Etf (FLOT)
First Tr Morningstar Divid L SHS (FDL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Zacks Trust Small/mid Cap (SMIZ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Msci Emrg Chn (EMXC)
Vaneck Etf Trust Clo Etf (CLOI)

View all positions for TRUE Private Wealth Advisors

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
FMR
Capital Research Global Investors
Geode Capital Management
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Fisher Investments
Capital World Investors
Bank of America Corporation
Northern Trust
Goldman Sachs Group
Legal & General Group
Wellington Management Company

View all funds holding salesforce