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salesforce shares owned by Wealthquest

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

Historical chart of Wealthquest investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Wealthquest

Quarter filed Position value Share count Share price at filing
2024-12-31 $207k 618 334.33

More positions owned by Wealthquest

Vanguard Large Cap ETF Etf (VV)
iShares Core MSCI EAFE Etf (IEFA)
Innovator US Equity 10 Buffer Etf (ZALT)
SPDR S&P 1500 Etf (SPTM)
Innovator Defined Wealth Shield Etf (BALT)
Vanguard Russell 1000 Growth Etf (VONG)
iShares Core S&P Mid Cap Etf (IJH)
American Finl Group Inc Ohio Stock (AFG)
Vanguard Mid Cap ETF Etf (VO)
DFA US Large Cap Vector Etf (DFVX)
Vanguard Small Cap ETF Etf (VB)
Vanguard Short Term Bond Etf (BSV)
DFA Short Duration Fixed Income Etf (DFSD)
Procter And Gamble Stock (PG)
DFA International Core Equity ETF Etf (DFAI)

View all positions for Wealthquest

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
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
Invesco

View all funds holding salesforce