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salesforce shares owned by Unify Financial Advisors

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

Historical chart of Unify Financial Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Unify Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $689k 2.6k 264.91

More positions owned by Unify Financial Advisors

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Unify Financial Advisors

Top funds holding salesforce

Vanguard Group
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Geode Capital Management
Capital World Investors
Susquehanna International
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Northern Trust
FMR
Harris Associates L.P
Capital Research Global Investors
Ameriprise Financial
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