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salesforce shares owned by Financial Network Wealth Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Financial Network Wealth Advisors from 13F filings

Historical chart of Financial Network Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Financial Network Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Financial Network Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $118k 445 264.91
2025-09-30 $47k 197 237.00
2025-06-30 $45k 165 272.69
2025-03-31 $41k 154 268.36
2024-12-31 $22k 65 334.32
2024-09-30 $57k 209 273.75
2024-06-30 $187k 728 257.10

More positions owned by Financial Network Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Global X Fds 1-3 Month T-bill (CLIP)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p500 Etf (IVV)
Vaneck Etf Trust High Yld Munietf (HYD)
McDonald's Corporation (MCD)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)
Pacer Fds Tr Swan Sos Fd Of (PSFF)

View all positions for Financial Network Wealth Advisors

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
Sanders Capital

View all funds holding salesforce