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salesforce shares owned by Lodestone Wealth Management

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

Historical chart of Lodestone Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Lodestone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $82k 310 265.06

More positions owned by Lodestone Wealth Management

Apple Stock (AAPL)
Capital Group Core Plus Income Etf Etf (CGCP)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Microsoft Corp Stock (MSFT)
Capital Group Short Duration Income Etf Etf (CGSD)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Capital Group Dividend Value Etf Etf (CGDV)
Nvidia Corporation Stock (NVDA)
Jpmorgan Chase & Co Stock (JPM)
Amgen Stock (AMGN)
Vanguard Value Etf Etf (VTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Capital Group International Focus Equity Etf Etf (CGXU)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for Lodestone 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
Sanders Capital

View all funds holding salesforce