Evergreen Wealth Solutions »

salesforce shares owned by Evergreen Wealth Solutions

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

Historical chart of Evergreen Wealth Solutions investment in salesforce

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by Evergreen Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $335k 1.8k 186.68

More positions owned by Evergreen Wealth Solutions

Ea Series Trust Mc Trio Equity B (TRIO)
Mfs Active Exchange Traded F Growth Etf (MFSG)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core Msci Eafe (IEFA)
T Rowe Price Etf Cap Appreciation (TCAF)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Ishares Tr Core S&p Scp Etf (IJR)
NVIDIA Corporation (NVDA)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Wcm Intl Equity (WCMI)
Apple (AAPL)

View all positions for Evergreen Wealth Solutions

Top funds holding salesforce

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Jane Street
Geode Capital Management
Vanguard Portfolio Management
Capital World Investors
Harris Associates L.P
Capital Research Global Investors
Capital Research and Management Company - Division 3
Susquehanna International
Bank of America Corporation
Citadel Advisors

View all funds holding salesforce