Garrett Wealth Advisory Group »

salesforce shares owned by Garrett Wealth Advisory Group

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Garrett Wealth Advisory Group from 13F filings

Historical chart of Garrett Wealth Advisory Group investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Garrett Wealth Advisory Group 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 Garrett Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $412k 1.7k 237.00
2025-06-30 $474k 1.7k 272.69
2019-09-30 $7.0k 47 148.45

More positions owned by Garrett Wealth Advisory Group

Energy Transfer Com Ut Ltd Ptn (ET)
Wisdomtree Tr Us Largecap Fund (EPS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Msci Usa Strtgic (QUS)
Spdr Series Trust Portfolio S&p600 (SPSM)
Capital Group New Geography SHS (CGNG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Apple (AAPL)
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Msci Usa Mmentm (MTUM)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)

View all positions for Garrett Wealth Advisory Group

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
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