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salesforce shares owned by Treybourne Wealth Planners

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

Historical chart of Treybourne Wealth Planners investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Treybourne Wealth Planners

Quarter filed Position value Share count Share price at filing
2021-06-30 $292k 1.2k 244.56
2021-03-31 $250k 1.2k 211.69
2020-12-31 $267k 1.2k 222.13

More positions owned by Treybourne Wealth Planners

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Morningstar Valu (ILCV)
Eli Lilly & Co. (LLY)
Ishares Tr Core Msci Total (IXUS)
Wisdomtree Tr Us Largecap Divd (DLN)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)
Ishares Tr Morningstar Grwt (ILCG)
Caesars Entertainment (CZR)
Fs Kkr Capital Corp (FSK)

View all positions for Treybourne Wealth Planners

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