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salesforce shares owned by Stonehaven Wealth & Tax Solutions

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Stonehaven Wealth & Tax Solutions from 13F filings

Historical chart of Stonehaven Wealth & Tax Solutions investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Stonehaven Wealth & Tax Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Stonehaven Wealth & Tax Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $294k 1.6k 186.67

More positions owned by Stonehaven Wealth & Tax Solutions

J P Morgan Exchange Traded F Betabuilders I (BBIN)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange Traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded SHS (FVD)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Spdr Index Shs Fds State Street Spd (SPEM)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Global X Fds S&p 500 Catholic (CATH)

View all positions for Stonehaven Wealth & Tax Solutions

Top funds holding salesforce

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Jane Street
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

View all funds holding salesforce