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salesforce shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $582k 2.2k 264.85
2025-09-30 $473k 2.0k 237.02
2025-06-30 $398k 1.5k 272.65
2025-03-31 $375k 1.4k 268.38
2024-12-31 $508k 1.5k 334.33

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View all positions for Capstone Wealth Management Group

Top funds holding salesforce

Vanguard Group
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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
Invesco

View all funds holding salesforce