KILEY JUERGENS WEALTH MANAGEMENT, LLC

Position in CRM — Salesforce, Inc.

CIK 1723223 OLYMPIA, WA

Position in CRM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$268,201

-$100,285 QoQ

Shares Held

1,712

-13.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,900

of 2,451 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

KILEY JUERGENS WEALTH MANAGEMENT, LLC holds $3,656,081 across 5 Software - Application names. CRM ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	33,199	$2,395,639
2	SNOW	Snowflake Inc.	1,858	$472,861
3	PAYX	Paychex Inc	3,200	$314,656
4	CRM	Salesforce, Inc. This page	1,712	$268,201
5	SHOP	Shopify Inc.	1,793	$204,724

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$268,201	1,712	-13.3%	Shares	Sole	2026-08-07
2026-03-31	$368,486	1,974	—	Shares	Sole	2026-04-28
No filing history on record for this holder in this stock.