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salesforce shares owned by ZynergyRetirementPlanning

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

Historical chart of ZynergyRetirementPlanning investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by ZynergyRetirementPlanning

Quarter filed Position value Share count Share price at filing
2024-09-30 $30k 110 273.71
2024-06-30 $28k 110 257.10

More positions owned by ZynergyRetirementPlanning

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Reit Etf (SCHH)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Spdr Ser Tr Bloomberg 3-12 M (BILS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for ZynergyRetirementPlanning

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