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salesforce shares owned by CBIZ Investment Advisory Services

Quarter-by-quarter ownership of salesforce (CRM) shares owned by CBIZ Investment Advisory Services from 13F filings

Historical chart of CBIZ Investment Advisory Services investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by CBIZ Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by CBIZ Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $35k 147 237.42
2025-06-30 $36k 133 272.99
2025-03-31 $30k 112 268.36
2024-12-31 $9.0k 27 334.56
2024-09-30 $2.2k 8 274.00
2020-03-31 $21k 143 146.85

More positions owned by CBIZ Investment Advisory Services

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p500 Etf (IVV)
TransDigm Group Incorporated (TDG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for CBIZ Investment Advisory Services

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
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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