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salesforce shares owned by Centennial Wealth Advisory

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Centennial Wealth Advisory from 13F filings

Historical chart of Centennial Wealth Advisory investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Centennial Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Centennial Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 909 237.02
2025-06-30 $233k 852 273.98
2024-03-31 $201k 668 301.18
2020-12-31 $1.5M 6.8k 222.60

More positions owned by Centennial Wealth Advisory

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
American Centy Etf Tr Avantis Core Fi (AVIG)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
First Tr Exchange-traded Core Investment (FTCB)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
NVIDIA Corporation (NVDA)

View all positions for Centennial Wealth Advisory

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

View all funds holding salesforce