DPW
CRM icon

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
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

DiNuzzo Private Wealth's CRM Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Salesforce (CRM) stake by 18% in Q2 2026, selling an estimated $2.81K and leaving 72 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

DiNuzzo Private Wealth first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.1K in Q4 2024. 911 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • DiNuzzo Private Wealth held 72 shares of Salesforce worth $11.3K as of Q2 2026.
  • DiNuzzo Private Wealth sold 16 Salesforce shares in Q2 2026, an estimated $2.81K.
  • Salesforce made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #269 holding.
  • DiNuzzo Private Wealth first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Salesforce position peaked at $28.1K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.