Kiley Juergens Wealth Management’s Salesforce CRM Stock Holding History

Kiley Juergens Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$268K	Sell	1,712 -262	-13%	-$46.1K	0.04%	205
2026 Q1	$369K	Buy	+1,974	New	+$409K	0.07%	159
2018 Q4	–	Sell	-130	Closed	-$20K	–	162
2018 Q3	$20K	Hold	130	–	–	0.01%	359
2018 Q2	$17K	Buy	+130	New	+$16.6K	0.02%	351
2018 Q1	–	Sell	-80	Closed	-$8K	–	189
2017 Q4	$8K	Buy	+80	New	+$8.15K	0.01%	485

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kiley Juergens Wealth Management's CRM Position: Q2 2026 in Review

Kiley Juergens Wealth Management reduced its Salesforce (CRM) stake by 13% in Q2 2026, selling an estimated $46.1K and leaving 1,712 shares worth $268K. The position accounts for 0.04% of the portfolio, ranked #205.

Kiley Juergens Wealth Management first reported a position in CRM in Q4 2017 and has held it in 5 quarters since. The position peaked at $369K in Q1 2026. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Kiley Juergens Wealth Management held 1,712 shares of Salesforce worth $268K as of Q2 2026.
Kiley Juergens Wealth Management sold 262 Salesforce shares in Q2 2026, an estimated $46.1K.
Salesforce made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #205 holding.
Kiley Juergens Wealth Management first reported a position in Salesforce in Q4 2017 and has held it in 5 quarters since.
Kiley Juergens Wealth Management's Salesforce position peaked at $369K in Q1 2026.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.