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salesforce shares owned by Safeguard Investment Advisory Group

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Safeguard Investment Advisory Group from 13F filings

Historical chart of Safeguard Investment Advisory Group investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Safeguard Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $320k 1.3k 237.02
2025-06-30 $360k 1.3k 272.71
2025-03-31 $432k 1.6k 268.57
2024-12-31 $300k 898 334.50
2024-09-30 $256k 936 273.80
2024-03-31 $214k 709 301.18
2020-12-31 $82k 370 221.62

More positions owned by Safeguard Investment Advisory Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U.s. Med Dvc Etf (IHI)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard World Health Car Etf (VHT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom (AVGO)

View all positions for Safeguard Investment Advisory Group

Top funds holding salesforce

Vanguard Group
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State Street Corporation
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Morgan Stanley
Capital Research and Management Company - Division 3
Capital World Investors
Jpmorgan Chase & Co
Susquehanna International
Northern Trust
FMR
Capital Research Global Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
UBS Group

View all funds holding salesforce