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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
2023-12-31 $889k 3.4k 263.10
2020-12-31 $889k 3.4k 263.10

More positions owned by Wellington Wealth Strategies

Invesco S&p Smallcap 600 Revenue Etf etf (RWJ)
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Merck & Co (MRK)
Adobe Systems Incorporated (ADBE)
Invesco Senior Loan Etf otr (BKLN)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
Ishares Tr liquid inc etf (ICSH)
Spdr Series Trust dj ttl mkt etf (SPTM)
J P Morgan Exchange Traded F ultra shrt (JPST)
Intercontinental Exchange (ICE)
Accenture (ACN)
AmerisourceBergen (COR)
Costco Wholesale Corporation (COST)
UnitedHealth (UNH)

View all positions for Wellington Wealth Strategies

Top funds holding salesforce

Vanguard Group
BlackRock
FMR
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Fisher Investments
Wellington Management Company
Northern Trust
Bank of America Corporation
Nuveen Asset Management
Legal & General Group
Jennison Associates
Ubs Global Asset Management Americas
Goldman Sachs Group

View all funds holding salesforce