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salesforce shares owned by Compass Financial Services

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Compass Financial Services from 13F filings

Historical chart of Compass Financial Services investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Compass Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Compass Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $21k 89 237.33
2025-06-30 $24k 89 273.00
2025-03-31 $24k 89 268.60
2024-12-31 $30k 89 334.56

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JPST)
First Trust MF Closed and MF Open (KNG)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Jpmorgan MF Closed and MF Open (JEPQ)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (SPMO)
Ishares Core MF Closed and MF Open (DIVB)
Spdr Bloomberg MF Closed and MF Open (BIL)
First Trust MF Closed and MF Open (FDL)
Global X MF Closed and MF Open (XYLD)
Spdr Portfolio MF Closed and MF Open (SPYG)
Wisdomtree Equity MF Closed and MF Open (WTPI)
Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

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