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salesforce shares owned by Bright Futures Wealth Management

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

Historical chart of Bright Futures Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Bright Futures Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Bright Futures Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $750k 2.5k 296.40
2024-06-30 $649k 2.7k 243.97
2024-03-31 $486k 1.9k 252.85

More positions owned by Bright Futures Wealth Management

Apple (AAPL)
Amazon (AMZN)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Ser Tr S&p Regl Bkg (KRE)
Ishares Tr 3 7 Yr Treas Bd (IEI)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Pacer Us Small (CALF)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Alphabet Cap Stk Cl C (GOOG)
Broadcom (AVGO)
Vanguard World Mega Grwth Ind (MGK)
Blackstone Mtg Tr Com Cl A (BXMT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)

View all positions for Bright Futures Wealth Management

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
FMR
Capital Research Global Investors
Geode Capital Management
Capital Research and Management Company - Division 3
Jpmorgan Chase & Co
Fisher Investments
Capital World Investors
Bank of America Corporation
Northern Trust
Goldman Sachs Group
Legal & General Group
Wellington Management Company

View all funds holding salesforce