Diversified Enterprises’s Salesforce CRM Stock Holding History

Diversified Enterprises’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	$1.02M	Buy	4,425 +669	+18%	+$138K	0.05%	173
2026 Q2	$588K	Sell	3,756 -108	-3%	-$19K	0.03%	229
2026 Q1	$721K	Sell	3,864 -398	-9%	-$82.5K	0.04%	191
2025 Q4	$1.13M	Buy	4,262 +2,836	+199%	+$705K	0.07%	119
2025 Q3	$338K	Buy	1,426 +17	+1%	+$4.29K	0.02%	222
2025 Q2	$384K	Sell	1,409 -314	-18%	-$83.9K	0.03%	191
2025 Q1	$462K	Buy	1,723 +667	+63%	+$207K	0.04%	169
2024 Q4	$353K	Buy	1,056 +127	+14%	+$40.5K	0.03%	164
2024 Q3	$254K	Buy	+929	New	+$238K	0.03%	199

Other funds holding CRM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $9.9B AUM 6.96% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Diversified Enterprises's CRM Position: Q3 2026 in Review

Diversified Enterprises increased its Salesforce (CRM) stake by 18% in Q3 2026, buying an estimated $138K and bringing the position to 4,425 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #173.

Diversified Enterprises first reported a position in CRM in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.13M in Q4 2025. 1,109 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Diversified Enterprises held 4,425 shares of Salesforce worth $1.02M as of Q3 2026.
Diversified Enterprises bought 669 Salesforce shares in Q3 2026, an estimated $138K.
Salesforce made up 0.05% of Diversified Enterprises's portfolio in Q3 2026, its #173 holding.
Diversified Enterprises first reported a position in Salesforce in Q3 2024 and has held it in 9 quarters since.
Diversified Enterprises's Salesforce position peaked at $1.13M in Q4 2025.
1,109 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Diversified Enterprises's 13F filing for Q3 2026, filed 19 Oct 2026.