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salesforce shares owned by BlueStem Wealth Partners

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

Historical chart of BlueStem Wealth Partners investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by BlueStem Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $221k 833 264.94
2025-06-30 $242k 888 272.65
2025-03-31 $238k 886 268.26
2024-12-31 $294k 879 334.15

More positions owned by BlueStem Wealth Partners

Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Schwab International Equity Etf Etf (SCHF)
Ishares U.s. Equity Factor Rotation Active Etf Etf (DYNF)
Columbia Research Enhanced Core Etf Etf (RECS)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Ishares Core S&p 500 Etf Etf (IVV)
Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Growth Etf Etf (VUG)
Ishares U.s. Treasury Bond Etf Etf (GOVT)
Jpmorgan Mortgage-backed Securities Etf Etf (JMTG)
Vanguard Total Bond Market Etf Etf (BND)
Vanguard Value Etf Etf (VTV)
Capital Group U.s. Multi-sector Income Etf Etf (CGMS)
Ishares Core International Aggregate Bond Etf Etf (IAGG)

View all positions for BlueStem Wealth Partners

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