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salesforce shares owned by Broadway Wealth Solutions

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

Historical chart of Broadway Wealth Solutions investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Broadway Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $382k 1.4k 264.84
2025-09-30 $337k 1.4k 237.08
2025-06-30 $346k 1.3k 272.76
2025-03-31 $321k 1.2k 268.41

More positions owned by Broadway Wealth Solutions

Spdr Series Trust State Street Spd (SPYM)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Federated Hermes Etf Trust Hermes Total Ret (FTRB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Fidelity Covington Trust Enhanced Mid (FMDE)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Spdr Series Trust State Street Spd (SPTL)
J P Morgan Exchange Traded F Active Growth (JGRO)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Neuberger Berman Etf Trust Small Mid Cap Et (NBSM)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Broadway Wealth Solutions

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