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salesforce shares owned by LGT Financial Advisors

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

Historical chart of LGT Financial Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by LGT Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $12k 42 272.69
2025-03-31 $94k 352 268.26
2024-06-30 $16k 63 257.10

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Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Microsoft Corporation (MSFT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Chevron Corporation (CVX)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
Ishares Tr Russell 3000 Etf (IWV)

View all positions for LGT Financial Advisors

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
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
Invesco
Harris Associates L.P

View all funds holding salesforce