BXM Wealth »

salesforce shares owned by BXM Wealth

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

Historical chart of BXM Wealth investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by BXM Wealth 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 BXM Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $515k 2.2k 237.00
2025-06-30 $592k 2.2k 272.69
2025-03-31 $606k 2.3k 268.09
2024-12-31 $374k 1.1k 334.33

More positions owned by BXM Wealth

Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Expnd Tec Sc Etf (IGM)
Tidal Trust I Fundstrat Granny (GRNY)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
Oracle Corporation (ORCL)
JPMorgan Chase & Co. (JPM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for BXM Wealth

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Capital Research and Management Company - Division 3
Capital World Investors
Jpmorgan Chase & Co
Susquehanna International
Northern Trust
FMR
Capital Research Global Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
UBS Group

View all funds holding salesforce