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salesforce shares owned by Lighthouse Financial Advisors

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

Historical chart of Lighthouse Financial Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Lighthouse Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $2.9M 14k 211.86
2020-12-31 $2.7M 12k 222.54
2020-09-30 $2.8M 11k 251.29
2020-06-30 $2.0M 11k 185.21
2020-03-31 $1.3M 9.1k 143.97
2019-12-31 $1.5M 9.5k 162.63

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ARK Innovation ETF Innovation Etf (ARKK)
Schwab International Equity ETF Intl Eqty Etf (SCHF)
iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Schwab US Small-Cap ETF Us Sml Cap Etf (SCHA)
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl (SPYV)
Illinois Tool Works (ITW)
Shopify Cl A (SHOP)
Nucor Corporation (NUE)
Amazon (AMZN)
SPDR DoubleLine Total Return Tact ETF Spdr Tr Tactic (TOTL)

View all positions for Lighthouse Financial Advisors

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