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salesforce shares owned by AssuredPartners Investment Advisors

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

Historical chart of AssuredPartners Investment Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $371k 1.4k 264.92
2025-06-30 $792k 2.9k 272.68
2025-03-31 $626k 2.3k 268.33

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Gold Tr Ishares New (IAU)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Micron Technology (MU)
Tesla Motors (TSLA)

View all positions for AssuredPartners Investment Advisors

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
J. Stern & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Susquehanna International
Norges Bank Investment Management
Northern Trust
FMR
Harris Associates L.P
Capital Research Global Investors
Ameriprise Financial

View all funds holding salesforce