Wiser Advisor Group »

salesforce shares owned by Wiser Advisor Group

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

Historical chart of Wiser Advisor Group investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Wiser Advisor Group 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 Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $23k 77 301.18

More positions owned by Wiser Advisor Group

Vanguard S&p MF Closed and MF Open (VOO)
Apple Common Stock (AAPL)
First Trust MF Closed and MF Open (FMB)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
Indexiq Iq MF Closed and MF Open (HFXI)
Amazon Common Stock (AMZN)
Vanguard Value MF Closed and MF Open (VTV)
Vanguard Growth MF Closed and MF Open (VUG)
Invesco S&p MF Closed and MF Open (XMHQ)
Alphabet Common Stock (GOOGL)
Meta Platforms Common Stock (META)
First Trust MF Closed and MF Open (FPE)
Microsoft Corp Common Stock (MSFT)
Jpmorgan Chase Common Stock (JPM)

View all positions for Wiser Advisor Group

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
FMR
Morgan Stanley
Geode Capital Management
Jpmorgan Chase & Co
Capital World Investors
Capital Research Global Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Bank of America Corporation
Fisher Investments
Northern Trust
Wellington Management Company

View all funds holding salesforce