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salesforce shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $446k 2.8k 156.65
2022-03-31 $230k 1.1k 211.98

More positions owned by Summit Financial Wealth Advisors

Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust St Str Corpo Etf (SPBO)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
First Tr Exchange-traded First Tr Enh New (FTSM)
UnitedHealth (UNH)
Valero Energy Corporation (VLO)
Cisco Systems (CSCO)
3M Company (MMM)

View all positions for Summit Financial Wealth Advisors

Top funds holding salesforce

BlackRock
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Arrowstreet Capital, Limited Partnership
Citadel Advisors
Bank of America Corporation
Capital Research Global Investors
Jpmorgan Chase & Co

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