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salesforce shares owned by Strategic Family Wealth Counselors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Strategic Family Wealth Counselors from 13F filings

Historical chart of Strategic Family Wealth Counselors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Strategic Family Wealth Counselors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Strategic Family Wealth Counselors

Quarter filed Position value Share count Share price at filing
2025-12-31 $339k 1.5k 220.07

More positions owned by Strategic Family Wealth Counselors

Roblox Corp Cl A (RBLX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Vanguard Whitehall Fds High Div Yld (VYM)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Apple (AAPL)
Uber Technologies (UBER)
Wisdomtree Tr Us Largecap Divd (DLN)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (SDY)

View all positions for Strategic Family Wealth Counselors

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
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
Invesco
Harris Associates L.P

View all funds holding salesforce