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salesforce shares owned by Spectrum Planning & Advisory Services

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Spectrum Planning & Advisory Services from 13F filings

Historical chart of Spectrum Planning & Advisory Services investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Spectrum Planning & Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Spectrum Planning & Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 1.7k 236.98
2025-06-30 $417k 1.5k 272.62

More positions owned by Spectrum Planning & Advisory Services

Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Large Ca (BLCV)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Microsoft Corporation (MSFT)

View all positions for Spectrum Planning & Advisory Services

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
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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