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salesforce shares owned by Helium Advisors

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

Historical chart of Helium Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Helium Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $304k 1.1k 272.69
2025-03-31 $303k 1.1k 268.42
2024-12-31 $362k 1.1k 334.26

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Apple (AAPL)
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NVIDIA Corporation (NVDA)
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Select Sector Spdr Tr Sbi Healthcare (XLV)
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Oracle Corporation (ORCL)

View all positions for Helium Advisors

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