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salesforce shares owned by Momentous Wealth Management

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

Historical chart of Momentous Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Momentous Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $228k 960 237.00
2025-06-30 $290k 1.1k 272.69
2025-03-31 $286k 1.1k 268.36

More positions owned by Momentous Wealth Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Dimensional Etf Trust Global Sustaina (DFSB)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust International (DFSI)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Dimensional Etf Trust Emerging Markets (DFSE)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Momentous Wealth Management

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