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salesforce shares owned by Client 1st Advisory Group

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Client 1st Advisory Group from 13F filings

Historical chart of Client 1st Advisory Group investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Client 1st Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Client 1st Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $258k 1.1k 237.00
2024-12-31 $211k 631 334.33

More positions owned by Client 1st Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust Portfolio S&p500 (SPLG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Eafe Grwth Etf (EFG)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Client 1st Advisory Group

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
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