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Puzo Michael J

SEC CIK
0001053914
Latest filing
Aug 10, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Puzo Michael J, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
6
Since Q3 2024
Holdings of CRM by Puzo Michael J, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−1,184−100.0%Sold outHolders
Q4 20251,184$313.7K0.1%−13,058−91.7%ReducedHolders
Q3 202514,242$3.38M0.9%+796+5.9%AddedHolders
Q2 202513,446$3.67M1.0%+2,322+20.9%AddedHolders
Q1 202511,124$2.99M0.9%+5,548+99.5%AddedHolders
Q4 20245,576$1.86M0.5%+4,826+643.5%AddedHolders
Q3 2024750$205.3K0.1%+750NewHolders