YARGER WEALTH STRATEGIES, LLC

Position in CRM — Salesforce, Inc.

CIK 1908607 WESTERVILLE, OH

Position in CRM

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

Position Value

$213,997

+$10,154 QoQ

Shares Held

1,366

+25.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#2,027

of 2,450 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

YARGER WEALTH STRATEGIES, LLC holds $1,777,166 across 4 Software - Application names. CRM ranks #4 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	6,025	$598,162
2	SHOP	Shopify Inc.	4,345	$496,112
3	UBER	Uber Technologies, Inc	6,498	$468,895
4	CRM	Salesforce, Inc. This page	1,366	$213,997

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$213,997	1,366	+25.1%	Shares	Sole	2026-07-14
2026-03-31	$203,843	1,092	-30.8%	Shares	Sole	2026-05-13
2025-09-30	$373,749	1,577	+73.1%	Shares	Sole	2025-11-03
2025-06-30	$248,420	911	—	Shares	Sole	2025-07-25
No filing history on record for this holder in this stock.