KJWM
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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Kiley Juergens Wealth Management's CRM Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Salesforce (CRM) in Q1 2026: 1,974 shares worth $369K. The stake represents 0.07% of the portfolio and ranks #159 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in CRM as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in CRM in Q4 2017 and has held it in 4 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Kiley Juergens Wealth Management held 1,974 shares of Salesforce worth $369K as of Q1 2026.
  • Salesforce was a new Kiley Juergens Wealth Management position in Q1 2026.
  • Salesforce made up 0.07% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #159 holding.
  • Kiley Juergens Wealth Management first reported a position in Salesforce in Q4 2017 and has held it in 4 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.