WS Portfolio Advisory »

salesforce shares owned by WS Portfolio Advisory

Quarter-by-quarter ownership of salesforce (CRM) shares owned by WS Portfolio Advisory from 13F filings

Historical chart of WS Portfolio Advisory investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by WS Portfolio Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by WS Portfolio Advisory

Quarter filed Position value Share count Share price at filing
2024-03-31 $9.8M 33k 301.18

More positions owned by WS Portfolio Advisory

Ishares Tr Russell 2000 Etf Put Option (IWM)
Microsoft Corporation (MSFT)
Western Alliance Bancorporation (WAL)
Amazon (AMZN)
Willscot Mobil Mini Hldng Com Cl A (WSC)
Alphabet Cap Stk Cl A (GOOGL)
Atkore Intl (ATKR)
Pulte (PHM)
CRH Ord (CRH)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)
Fiserv (FI)
Cheniere Energy Com New (LNG)
Franco-Nevada Corporation (FNV)
Agnico (AEM)

View all positions for WS Portfolio Advisory

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