PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC

Position in CRM — Salesforce, Inc.

CIK 2026926 MINNEAPOLIS, MN

Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,981,083

+$963,741 QoQ

Shares Held

19,029

+76.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#806

of 2,457 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC holds $11,195,204 across 5 Software - Application names. CRM ranks #3 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	18,156	$4,066,036
2	SAP	Sap SE	22,066	$3,400,591
3	CRM	Salesforce, Inc. This page	19,029	$2,981,083
4	U	Unity Software Inc.	15,120	$432,129
5	SHOP	Shopify Inc.	2,762	$315,365

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,981,083	19,029	+76.1%	Shares	Sole	2026-08-05
2026-03-31	$2,017,342	10,807	+305.8%	Shares	Sole	2026-05-04
2025-12-31	$705,455	2,663	-70.7%	Shares	Sole	2026-02-10
2025-09-30	$2,151,723	9,079	+28.0%	Shares	Sole	2025-11-10
2025-06-30	$1,933,917	7,092	+10.2%	Shares	Sole	2025-08-11
2025-03-31	$1,726,896	6,435	+10.1%	Shares	Sole	2025-04-30
2024-12-31	$1,954,827	5,847	—	Shares	Sole	2025-02-19
No filing history on record for this holder in this stock.