Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Long Run Wealth Advisors »

salesforce shares owned by Long Run Wealth Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Long Run Wealth Advisors from 13F filings

Historical chart of Long Run Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Long Run Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in salesforce by Long Run Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$515k	1.5k	334.33
2024-09-30	$537k	2.0k	273.71

More positions owned by Long Run Wealth Advisors

Ishares Tr Usd Inv Grde Etf (USIG)

First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)

Ishares Tr Core Msci Eafe (IEFA)

Select Sector Spdr Tr Technology (XLK)

Vanguard Whitehall Fds High Div Yld (VYM)

Ishares Tr Eafe Value Etf (EFV)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Ishares Core Msci Emkt (IEMG)

First Tr Exchange-traded Fst Low Oppt Eft (LMBS)

Ishares Tr Core S&p Scp Etf (IJR)

Select Sector Spdr Tr Financial (XLF)

NVIDIA Corporation (NVDA)

Select Sector Spdr Tr Indl (XLI)

Select Sector Spdr Tr Communication (XLC)

View all positions for Long Run Wealth Advisors

Top funds holding salesforce

State Street Corporation

Capital Research Global Investors

Geode Capital Management

Capital Research and Management Company - Division 3

Jpmorgan Chase & Co

Fisher Investments

Capital World Investors

Bank of America Corporation

Goldman Sachs Group

Legal & General Group

Wellington Management Company

View all funds holding salesforce

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z