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salesforce shares owned by WJ Financial Advisors

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

Historical chart of WJ Financial Advisors investment in salesforce

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in salesforce by WJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $708k 3.0k 237.00

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Spdr Gold Tr Gold Shs (GLD)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Mongodb Cl A (MDB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Vanguard World Inf Tech Etf (VGT)

View all positions for WJ Financial Advisors

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