Position in CRM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$11,279
-$5,147 QoQ
Shares Held
72
-18.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,348
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026DiNuzzo Private Wealth, Inc. holds $275,294 across 37 Software - Application names. CRM ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
1,000 | $99,280 | |
| 2 | ADP |
Automatic Data Processing Inc
|
409 | $91,595 | |
| 3 | CDNS |
Cadence Design Systems Inc
|
32 | $12,010 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
72 | $11,279 | |
| 5 | NATL |
NCR Atleos Corp
|
236 | $10,244 | |
| 6 | INTU |
Intuit Inc.
|
33 | $8,613 | |
| 7 | UBER |
Uber Technologies, Inc
|
118 | $8,514 | |
| 8 | FICO |
Fair Isaac Corp
|
5 | $5,973 |
All Filings in CRM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,279 | 72 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $16,426 | 88 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $24,901 | 94 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $19,908 | 84 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $23,451 | 86 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $23,078 | 86 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $28,083 | 84 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $22,991 | 84 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $10,284 | 40 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $10,240 | 34 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,946 | 34 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||