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salesforce shares owned by LeConte Wealth Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by LeConte Wealth Management from 13F filings

Historical chart of LeConte Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by LeConte Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by LeConte Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $221k 834 264.91

More positions owned by LeConte Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Internl Divid (SCHY)
Invesco Advantage Mun Income Sh Ben Int (VKI)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Ishares Tr Broad Usd High (USHY)
Broadcom (AVGO)
Amazon (AMZN)

View all positions for LeConte Wealth Management

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
Ameriprise Financial

View all funds holding salesforce