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salesforce shares owned by Capital & Planning

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Capital & Planning from 13F filings

Historical chart of Capital & Planning investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Capital & Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Capital & Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $8.4k 45 186.67
2024-12-31 $12k 35 334.34

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Duke Energy Common Stock (DUK)
Apple Common Stock (AAPL)
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Texas Instruments Common Stock (TXN)
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View all positions for Capital & Planning

Top funds holding salesforce

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Jane Street
Geode Capital Management
Vanguard Portfolio Management
Capital World Investors
Susquehanna International
Harris Associates L.P
Capital Research Global Investors
Arrowstreet Capital, Limited Partnership
Capital Research and Management Company - Division 3
Bank of America Corporation
Citadel Advisors

View all funds holding salesforce