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salesforce shares owned by Aletheian Wealth Advisors

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

Historical chart of Aletheian Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Aletheian Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 862 237.00
2025-06-30 $234k 859 272.69
2024-12-31 $221k 660 334.33
2024-06-30 $202k 786 257.10

More positions owned by Aletheian Wealth Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Pfd And Incm Sec (PFF)

View all positions for Aletheian Wealth Advisors

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Capital Research and Management Company - Division 3
Capital World Investors
Jpmorgan Chase & Co
Susquehanna International
Northern Trust
FMR
Capital Research Global Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
Invesco
Harris Associates L.P

View all funds holding salesforce