BLODGETT WEALTH ADVISORS, LLC

Position in CRM — Salesforce, Inc.

CIK 1907826 CONCORD, CA

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$474,679

-$73,757 QoQ

Shares Held

3,030

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,597

of 2,451 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BLODGETT WEALTH ADVISORS, LLC holds $3,240,129 across 4 Software - Application names. CRM ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	27,555	$1,988,368
2	SNOW	Snowflake Inc.	2,100	$534,450
3	CRM	Salesforce, Inc. This page	3,030	$474,679
4	SHOP	Shopify Inc.	2,125	$242,632

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$474,679	3,030	+3.1%	Shares	Sole	2026-08-14
2026-03-31	$548,436	2,938	0.0%	Shares	Sole	2026-04-30
2025-12-31	$778,305	2,938	-8.6%	Shares	Sole	2026-01-29
2025-09-30	$761,481	3,213	0.0%	Shares	Sole	2025-10-28
2025-06-30	$876,152	3,213	+6.6%	Shares	Sole	2025-07-09
2025-03-31	$808,568	3,013	-1.3%	Shares	Sole	2025-04-17
2024-12-31	$1,020,375	3,052	+16.2%	Shares	Sole	2025-01-24
2024-09-30	$719,036	2,627	-2.2%	Shares	Sole	2024-10-21
2024-06-30	$690,827	2,687	-7.1%	Shares	Sole	2024-07-24
2024-03-31	$871,012	2,892	+4.0%	Shares	Sole	2024-04-23
2023-12-31	$731,529	2,780	0.0%	Shares	Sole	2024-02-02
2023-09-30	$563,728	2,780	+1.8%	Shares	Sole	2023-10-30
2023-06-30	$576,739	2,730	-12.5%	Shares	Sole	2023-07-27
2023-03-31	$623,313	3,120	-9.4%	Shares	Sole	2023-04-24
2022-12-31	$456,772	3,445	-2.8%	Shares	Sole	2023-02-02
2022-09-30	$509,912	3,545	+1.3%	Shares	Sole	2022-10-21
2022-06-30	$577,640	3,500	-40.9%	Shares	Sole	2022-07-20
2022-03-31	$1,257,996	5,925	+9.2%	Shares	Sole	2022-04-27
2021-12-31	$1,378,655	5,425	—	Shares	Sole	2022-02-02
No filing history on record for this holder in this stock.