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salesforce shares owned by Wellington Wealth Strategies

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

Historical chart of Wellington Wealth Strategies investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Wellington Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $677k 2.3k 291.40
2024-03-31 $615k 2.0k 301.22
2023-12-31 $889k 3.4k 263.10
2020-12-31 $889k 3.4k 263.10

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Invesco S&p Smallcap 600rev Etf S&p Smallcap 600 (RWJ)
Apple (AAPL)
Invesco Senior Loan Etf Sr Ln Etf (BKLN)
Meta Platforms Inc Class A Cl A (META)
NVIDIA Corporation (NVDA)
Ishars Ultr Shrt Trm Bndactv Etf Blackrock Ultra (ICSH)
Amazon (AMZN)
Ishares Treasury Floatngrate Bd Etf TRS FLT RT BD (TFLO)
Jpmorgan Ultra Short Income Etf Ultra Shrt Etf (JPST)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Spdr Short Term Corporate Bnd Etf Portfolio Short (SPSB)
Alphabet Inc Class A Cap Stk Cl A (GOOGL)
Oracle Corporation (ORCL)
Merck & Co (MRK)
Adobe Systems Incorporated (ADBE)

View all positions for Wellington Wealth Strategies

Top funds holding salesforce

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital Research Global Investors
Geode Capital Management
Morgan Stanley
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Fisher Investments
Capital World Investors
Bank of America Corporation
Nuveen Asset Management
Northern Trust
Goldman Sachs Group

View all funds holding salesforce