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salesforce shares owned by Motive Wealth Advisors

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

Historical chart of Motive Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Motive Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $277k 918 301.18

More positions owned by Motive Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)

View all positions for Motive Wealth Advisors

Top funds holding salesforce

Vanguard Group
BlackRock
FMR
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
T. Rowe Price Associates
Bank of America Corporation
Fisher Investments
Wellington Management Company
Northern Trust
Nuveen Asset Management
Legal & General Group
Jennison Associates
Loomis, Sayles and

View all funds holding salesforce