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salesforce shares owned by Unique Wealth Strategies

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

Historical chart of Unique Wealth Strategies investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Unique Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Unique Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 3.9k 301.18
2023-12-31 $913k 3.5k 263.14

More positions owned by Unique Wealth Strategies

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Meta Platforms Cl A (META)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Booking Holdings (BKNG)
Ishares Core Msci Emkt (IEMG)
Visa Com Cl A (V)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Anthem (ELV)

View all positions for Unique Wealth Strategies

Top funds holding salesforce

Vanguard Group
Fisher Investments
T. Rowe Price Associates
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Norges Bank Investment Management
Wellington Management Company
Bank of America Corporation
Legal & General Group
Jennison Associates
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