Barnes Dennig Private Wealth Management’s Salesforce CRM Stock Holding History

Barnes Dennig Private 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	$1.88K	Buy	12 +9	+300%	+$1.58K	﹤0.01%	299
2026 Q1	$560	Hold	3	–	–	﹤0.01%	307
2025 Q4	$795	Hold	3	–	–	﹤0.01%	309
2025 Q3	$711	Hold	3	–	–	﹤0.01%	297
2025 Q2	$818	Hold	3	–	–	﹤0.01%	291
2025 Q1	$805	Buy	+3	New	+$933	﹤0.01%	231

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Barnes Dennig Private Wealth Management's CRM Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management increased its Salesforce (CRM) stake by 300% in Q2 2026, buying an estimated $1.58K and bringing the position to 12 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Barnes Dennig Private Wealth Management first reported a position in CRM in Q1 2025 and has held it in 6 quarters since. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Barnes Dennig Private Wealth Management held 12 shares of Salesforce worth $1.88K as of Q2 2026.
Barnes Dennig Private Wealth Management bought 9 Salesforce shares in Q2 2026, an estimated $1.58K.
Salesforce made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #299 holding.
Barnes Dennig Private Wealth Management first reported a position in Salesforce in Q1 2025 and has held it in 6 quarters since.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.