Twin Peaks Wealth Advisors »

salesforce shares owned by Twin Peaks Wealth Advisors

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

Historical chart of Twin Peaks Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Twin Peaks Wealth Advisors 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 Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 5.0k 301.18
2023-12-31 $1.4M 5.3k 263.14

More positions owned by Twin Peaks Wealth Advisors

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Total Usd (IUSB)
Microsoft Corporation (MSFT)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)

View all positions for Twin Peaks 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