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salesforce shares owned by Vista Cima Wealth Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Vista Cima Wealth Management from 13F filings

Historical chart of Vista Cima Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Vista Cima Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Vista Cima Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $568k 2.1k 272.72
2025-03-31 $544k 2.0k 268.38
2024-12-31 $678k 2.0k 334.34

More positions owned by Vista Cima Wealth Management

Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Lattice Strategies Tr Hartford Us Eqty (ROUS)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Agency Bond Etf (AGZ)

View all positions for Vista Cima Wealth Management

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
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
UBS Group

View all funds holding salesforce