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salesforce shares owned by Francis Financial

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

Historical chart of Francis Financial investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Francis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $342k 633 539.99
2024-12-31 $346k 1.0k 334.37

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Meta Platforms Cl A (META)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust International (DFSI)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)
Ishares Tr Usd Grn Bond Etf (BGRN)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Esg Msci Kld 400 (DSI)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Francis Financial

Top funds holding salesforce

Vanguard Group
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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