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salesforce shares owned by Holistic Planning

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $218k 724 301.18

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive Enhanced (BUXX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Holistic Planning

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