DiNuzzo Private Wealth
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DiNuzzo Private Wealth’s Salesforce CRM Stock Holding History

DiNuzzo Private Wealth’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
Q3 		$17.7K Buy
77
+5
+7% +$1.03K ﹤0.01% 223
2026
Q2 		$11.3K Sell
72
-16
-18% -$2.81K ﹤0.01% 269
2026
Q1 		$16.4K Sell
88
-6
-6% -$1.24K ﹤0.01% 217
2025
Q4 		$24.9K Buy
94
+10
+12% +$2.48K ﹤0.01% 178
2025
Q3 		$21.5K Sell
84
-2
-2% -$504 ﹤0.01% 181
2025
Q2 		$23.5K Hold
86
– – ﹤0.01% 176
2025
Q1 		$23.1K Buy
86
+2
+2% +$622 ﹤0.01% 168
2024
Q4 		$28.1K Hold
84
– – ﹤0.01% 154
2024
Q3 		$23K Buy
84
+44
+110% +$11.3K ﹤0.01% 178
2024
Q2 		$10.3K Buy
40
+6
+18% +$1.61K ﹤0.01% 198
2024
Q1 		$10.2K Hold
34
– – ﹤0.01% 177
2023
Q4 		$8.95K Buy
+34
New +$7.7K ﹤0.01% 181

Other funds holding CRM

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sustainable Growth Advisers
Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

DiNuzzo Private Wealth's CRM Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Salesforce (CRM) stake by 6.9% in Q3 2026, buying an estimated $1.03K and bringing the position to 77 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

DiNuzzo Private Wealth first reported a position in CRM in Q4 2023 and has held it in 12 quarters since. The position peaked at $28.1K in Q4 2024. 985 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • DiNuzzo Private Wealth held 77 shares of Salesforce worth $17.7K as of Q3 2026.
  • DiNuzzo Private Wealth bought 5 Salesforce shares in Q3 2026, an estimated $1.03K.
  • Salesforce made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #223 holding.
  • DiNuzzo Private Wealth first reported a position in Salesforce in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Salesforce position peaked at $28.1K in Q4 2024.
  • 985 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.