Barnes Dennig Private Wealth Management LLC
Position in CRM — Salesforce, Inc.
CIK 2058270
CINCINNATI, OH
Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,879
+$1,319 QoQ
Shares Held
12
+300.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,409
of 2,451 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Barnes Dennig Private Wealth Management LLC holds $32,240 across 8 Software - Application names. CRM ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
96 | $21,499 | |
| 2 | CDNS |
Cadence Design Systems Inc
|
10 | $3,753 | |
| 3 | ADBE |
Adobe Inc.
|
13 | $2,665 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
12 | $1,879 | |
| 5 | SAP |
Sap SE
|
6 | $924 | |
| 6 | SNOW |
Snowflake Inc.
|
2 | $509 | |
| 7 | MNDY |
monday.com Ltd.
|
7 | $506 | |
| 8 | UBER |
Uber Technologies, Inc
|
7 | $505 |
All Filings in CRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,879 | 12 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $560 | 3 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $794 | 3 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $711 | 3 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $818 | 3 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $805 | 3 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||