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salesforce shares owned by Compass Ion Advisors

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

Historical chart of Compass Ion Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Compass Ion Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $604k 3.9k 156.67

More positions owned by Compass Ion Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Univrsl Usd (IUSB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Spdr Series Trust St Str P500etf (SPYM)
Etf Ser Solutions Aptus Defined (DRSK)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core Div Grwth (DGRO)
Etf Ser Solutions Aptus Collrd Inv (ACIO)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Ea Series Trust Freedom 100 Em (FRDM)
NVIDIA Corporation (NVDA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Compass Ion Advisors

Top funds holding salesforce

BlackRock
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Jane Street
Geode Capital Management
Capital World Investors
Harris Associates L.P
Vanguard Portfolio Management
Arrowstreet Capital, Limited Partnership
Citadel Advisors
Bank of America Corporation
Capital Research Global Investors
Jpmorgan Chase & Co

View all funds holding salesforce