BankPlus Wealth Management »

salesforce shares owned by BankPlus Wealth Management

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

Historical chart of BankPlus Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by BankPlus Wealth Management 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 BankPlus Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $656k 2.5k 264.99
2025-09-30 $544k 2.3k 237.10
2025-06-30 $617k 2.3k 272.71
2025-03-31 $597k 2.2k 268.44

More positions owned by BankPlus Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Income Etf (JPIE)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Russell 2000 Etf (IWM)
T Rowe Price Etf Total Return Etf (TOTR)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for BankPlus Wealth Management

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