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salesforce shares owned by WR Wealth Planners

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

Historical chart of WR Wealth Planners investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by WR Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-06-30 $106k 411 257.10
2024-03-31 $136k 453 301.18
2023-09-30 $46k 228 202.78
2023-06-30 $76k 360 211.26
2023-03-31 $51k 254 199.78

More positions owned by WR Wealth Planners

Spdr S&p 500 Etf Trust Etf (SPY)
Goldman Sachs Access Treasury 0-1 Year Etf Etf (GBIL)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Invesco Qqq Trust Series I Etf (QQQ)
Capital Group Growth Etf Etf (CGGR)
Avantis Short-term Fixed Income Etf Etf (AVSF)
Apple Stock (AAPL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Spdr Gold Minishares Trust Etf (GLDM)
Microsoft Corp Stock (MSFT)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for WR Wealth Planners

Top funds holding salesforce

Vanguard Group
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FMR
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Morgan Stanley
Capital World Investors
Capital Research Global Investors
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Fisher Investments
Bank of America Corporation
Susquehanna International
Northern Trust
Wellington Management Company

View all funds holding salesforce