Vertex Planning Partners »

salesforce shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Vertex Planning Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in salesforce by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $215k 1.2k 186.69

More positions owned by Vertex Planning Partners

Spdr Series Trust State Street Spd (SPYM)
Ishares Tr TRS FLT RT BD (TFLO)
Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Apple (AAPL)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust State Street Spd (SPYG)
Blackrock Etf Trust Ishares Intl Div (BIDD)
State Str Spdr Sp 500 Etf T Tr Unit (SPY)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Ishares Tr Hdg Msci Eafe (HEFA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Wisdomtree Tr Us Total Dividnd (DTD)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Vertex Planning Partners

Top funds holding salesforce

BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Jane Street
Geode Capital Management
Vanguard Portfolio Management
Capital World Investors
Susquehanna International
Harris Associates L.P
Capital Research Global Investors
Arrowstreet Capital, Limited Partnership
Capital Research and Management Company - Division 3
Bank of America Corporation
Citadel Advisors

View all funds holding salesforce