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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

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Quarterly reported holdings in salesforce by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $20k 78 254.14
2024-03-31 $23k 77 301.18

More positions owned by Wiser Advisor Group

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

View all positions for Wiser Advisor Group

Top funds holding salesforce

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Jpmorgan Chase & Co
Fisher Investments
Bank of America Corporation
Susquehanna International
Nuveen Asset Management
Goldman Sachs Group
T. Rowe Price Associates
Bank of New York Mellon
Polen Capital Management
Citadel Advisors

View all funds holding salesforce