Falcon Wealth Planning »

salesforce shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Falcon Wealth Planning 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 Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $202k 761 264.91

More positions owned by Falcon Wealth Planning

American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard World Mega Grwth Ind (MGK)
Apple (AAPL)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Pimco Etf Tr Multisector Bd (PYLD)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Falcon Wealth Planning

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
J. Stern & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Capital World Investors
Jpmorgan Chase & Co
Susquehanna International
Norges Bank Investment Management
Northern Trust
FMR
Harris Associates L.P
Capital Research Global Investors
Ameriprise Financial

View all funds holding salesforce