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salesforce shares owned by Concentrum Wealth Management

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

Historical chart of Concentrum Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $709k 3.0k 237.04
2025-06-30 $824k 3.0k 272.73
2025-03-31 $812k 3.0k 268.40
2024-12-31 $1.0M 3.0k 334.36
2023-12-31 $203k 771 263.14

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Powershares Qqq Tr Etf (QQQ)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
First Trust Value Line Dividend Index Fund Etf (FVD)
Vaneck Semiconductor Etf Etf (SMH)
Tesla Motors Stock (TSLA)
Microsoft Stock (MSFT)
Ishares Bitcoin Trust Etf Etf (IBIT)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Advanced Micro Devices Stock (AMD)
Amazon.com Stock (AMZN)
Spdr Gold Etf Etf (GLD)

View all positions for Concentrum Wealth Management

Top funds holding salesforce

Vanguard Group
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State Street Corporation
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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