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salesforce shares owned by Waterloo Capital

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2024-06-30 $394k 1.5k 257.15
2024-03-31 $324k 1.1k 301.18
2023-03-31 $430k 2.2k 199.78

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Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
Ishares Msci Usa Quality Factor Etf Msci Usa Qlt Fct (QUAL)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Apple (AAPL)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Aptus Defined Risk Etf Aptus Defined (DRSK)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Ishares Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)

View all positions for Waterloo Capital

Top funds holding salesforce

Vanguard Group
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Bank of America Corporation
Susquehanna International
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Goldman Sachs Group
T. Rowe Price Associates
Bank of New York Mellon
Polen Capital Management
Citadel Advisors

View all funds holding salesforce