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salesforce shares owned by Cannon Wealth Management Services

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

Historical chart of Cannon Wealth Management Services investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Cannon Wealth Management Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $266k 976 272.61
2025-03-31 $353k 1.3k 278.17
2024-12-31 $465k 1.4k 339.13
2024-09-30 $220k 805 273.81

More positions owned by Cannon Wealth Management Services

Spdr Series Trust Portfolio S&p500 (SPLG)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Putnam Etf Trust Focused Lar Cap (PVAL)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Spdr Series Trust Portfolio Sh Tsr (SPTS)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Duke Energy Corp Com New (DUK)

View all positions for Cannon Wealth Management Services

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Vanguard Group
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FMR
Capital Research Global Investors
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Ubs Global Asset Management Americas
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View all funds holding salesforce