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salesforce shares owned by UMA Financial Services

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

Historical chart of UMA Financial Services investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $75k 318 237.00
2025-06-30 $98k 358 272.69
2025-03-31 $72k 268 268.36
2024-12-31 $141k 423 334.33
2021-09-30 $253k 868 291.47

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding salesforce

Vanguard Group
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Capital Research and Management Company - Division 3
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Susquehanna International
Northern Trust
FMR
Capital Research Global Investors
Goldman Sachs Group
Ubs Global Asset Management Americas
UBS Group

View all funds holding salesforce