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salesforce shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $220k 831 264.91

More positions owned by Collaborative Wealth Managment

Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust State Street Spd (SPMD)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Series Trust State Street Spd (SPTM)
Spdr Series Trust State Street Spd (HYMB)
Apple (AAPL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Spdr Series Trust State Street Spd (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Collaborative Wealth Managment

Top funds holding salesforce

Vanguard Group
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Capital Research and Management Company - Division 3
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Capital World Investors
Jpmorgan Chase & Co
Susquehanna International
Norges Bank Investment Management
Northern Trust
FMR
Harris Associates L.P
Capital Research Global Investors
Sanders Capital
Ubs Global Asset Management Americas

View all funds holding salesforce