Wellspring Financial Advisors »

salesforce shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Wellspring Financial 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 Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $328k 1.1k 301.18
2023-06-30 $206k 974 211.26
2022-03-31 $195k 917 212.65
2021-12-31 $237k 933 254.02
2021-09-30 $248k 914 271.33
2021-06-30 $219k 896 244.42
2020-12-31 $215k 968 222.11

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Vanguard Value Etf Value Etf (VTV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial 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