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 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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Diversified Enterprises's CRM Position: Q2 2026 in Review

Diversified Enterprises reduced its Salesforce (CRM) stake by 2.8% in Q2 2026, selling an estimated $19K and leaving 3,756 shares worth $588K. The position accounts for 0.03% of the portfolio, ranked #229.

Diversified Enterprises first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.13M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Diversified Enterprises held 3,756 shares of Salesforce worth $588K as of Q2 2026.
Diversified Enterprises sold 108 Salesforce shares in Q2 2026, an estimated $19K.
Salesforce made up 0.03% of Diversified Enterprises's portfolio in Q2 2026, its #229 holding.
Diversified Enterprises first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
Diversified Enterprises's Salesforce position peaked at $1.13M in Q4 2025.
1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Diversified Enterprises's 13F filing for Q2 2026, filed 31 Jul 2026.