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Twin Peaks Wealth Advisors »

salesforce shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Twin Peaks Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-09-30	$1.3M	4.9k	273.71
2024-06-30	$1.2M	4.8k	257.10
2024-03-31	$1.5M	5.0k	301.18
2023-12-31	$1.4M	5.3k	263.14

More positions owned by Twin Peaks Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

Meta Platforms Cl A (META)

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)

Ishares Tr Core Total Usd (IUSB)

First Tr Exchange-traded First Tr Enh New (FTSM)

First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)

First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)

Microsoft Corporation (MSFT)

Invesco Qqq Tr Unit Ser 1 (QQQ)

NVIDIA Corporation (NVDA)

First Tr Exchange-traded Us Eqty Oppt Etf (FPX)

Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

Top funds holding salesforce

State Street Corporation

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

Nuveen Asset Management

Goldman Sachs Group

View all funds holding salesforce

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