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salesforce shares owned by Positano Wealth Management

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

Historical chart of Positano Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Positano Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $7.9M 42k 186.67
2025-12-31 $3.3M 13k 264.91

More positions owned by Positano Wealth Management

Alphabet Cap Stk Cl A (GOOGL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Visa Com Cl A (V)
Chubb (CB)
Marriott Intl Cl A (MAR)
salesforce (CRM)
Micron Technology (MU)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Qualcomm (QCOM)
Hewlett Packard Enterprise (HPE)
Broadcom (AVGO)
Apple (AAPL)
Uber Technologies (UBER)
Intuit (INTU)

View all positions for Positano Wealth Management

Top funds holding salesforce

Vanguard Group
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Geode Capital Management
Vanguard Portfolio Management
Capital World Investors
Harris Associates L.P
Capital Research Global Investors
Capital Research and Management Company - Division 3
Susquehanna International
Bank of America Corporation
Citadel Advisors

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