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salesforce shares owned by KFA Private Wealth Group

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

Historical chart of KFA Private Wealth Group investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by KFA Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $314k 1.3k 237.09
2025-06-30 $361k 1.3k 272.76
2025-03-31 $341k 1.3k 268.42

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for KFA Private Wealth Group

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