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salesforce shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $327k 1.4k 237.00
2025-06-30 $368k 1.4k 272.63
2025-03-31 $318k 1.2k 268.45
2024-12-31 $403k 1.2k 334.39
2024-09-30 $213k 778 273.86
2024-03-31 $227k 753 301.18

More positions owned by Cassaday & Co Wealth Management

Vanguard World Mega Grwth Ind (MGK)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Rus 2000 Grw Etf (IWO)
World Gold Tr Spdr Gld Minis (GLDM)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Rus Mdcp Val Etf (IWS)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Apple (AAPL)

View all positions for Cassaday & Co Wealth Management

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