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salesforce shares owned by LightSquare Wealth Management

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

Historical chart of LightSquare Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by LightSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $215k 1.2k 186.59

More positions owned by LightSquare Wealth Management

Select Sector Spdr Tr State Street Tec (XLK)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Select Sector Spdr Tr State Street Fin (XLF)
Select Sector Spdr Tr State Street Ind (XLI)
Vanguard Whitehall Fds High Div Yld (VYM)
Select Sector Spdr Tr State Street Con (XLY)
Select Sector Spdr Tr State Street Hea (XLV)
Select Sector Spdr Tr State Street Com (XLC)
Spdr Series Trust State Street Spd (SJNK)
Ishares Tr 1 3 Yr Treas Bd (SHY)
NVIDIA Corporation (NVDA)
Select Sector Spdr Tr State Street Con (XLP)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for LightSquare Wealth Management

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