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salesforce shares owned by Wisconsin Wealth Advisors

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

Historical chart of Wisconsin Wealth Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by Wisconsin Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $518k 2.0k 264.94
2025-09-30 $467k 2.0k 237.04

More positions owned by Wisconsin Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded SHS (FDL)
Broadcom (AVGO)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
Spdr Gold Tr Gold Shs (GLD)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Wisconsin Wealth Advisors

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
Invesco
Harris Associates L.P

View all funds holding salesforce