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salesforce shares owned by Spurstone Advisory Services

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

Historical chart of Spurstone Advisory Services investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Spurstone Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $166k 700 237.00
2025-06-30 $34k 125 272.69

More positions owned by Spurstone Advisory Services

Apple Common / Ordinary Stock (AAPL)
RTX Corp Common / Ordinary Stock (RTX)
HCA Healthcare Common / Ordinary Stock (HCA)
SSgA Funds Management Exchange Traded Fund (SPY)
Exxon Mobil Corp Common / Ordinary Stock (XOM)
Chevron Corp Common / Ordinary Stock (CVX)
Utd Parcel Serv Common / Ordinary Stock (UPS)
Palo Alto Networks Common / Ordinary Stock (PANW)
Crowdstrike Holdings Common / Ordinary Stock (CRWD)
Fortinet Common / Ordinary Stock (FTNT)
Pfizer Common / Ordinary Stock (PFE)
Johnson & Johnson Common / Ordinary Stock (JNJ)
Travelers Common / Ordinary Stock (TRV)
Salesforce Common / Ordinary Stock (CRM)
Phillips 66 Common / Ordinary Stock (PSX)

View all positions for Spurstone Advisory Services

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
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