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salesforce shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.0M 31k 261.34
2025-06-30 $6.8M 30k 231.66
2025-03-31 $7.1M 27k 267.76
2024-12-31 $7.5M 24k 317.85
2024-09-30 $4.6M 16k 284.43
2024-06-30 $4.7M 20k 239.01

More positions owned by Diversify Wealth Management

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Apple (AAPL)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Servicenow (NOW)
Meta Platforms Cl A (META)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)

View all positions for Diversify Wealth Management

Top funds holding salesforce

Vanguard Group
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State Street Corporation
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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