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Pin Oak Investment Advisors’s Salesforce CRM Stock Holding History

Pin Oak Investment Advisors’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 		$6K Buy
40
+5
+14% +$879 ﹤0.01% 410
2026
Q1 		$7K Sell
35
-142
-80% -$29.4K 0.01% 393
2025
Q4 		$34K Sell
177
-25
-12% -$6.21K 0.02% 252
2025
Q3 		$48K Buy
202
+35
+21% +$8.83K 0.03% 211
2025
Q2 		$44K Sell
167
-12,040
-99% -$3.22M 0.04% 201
2025
Q1 		$3.3M Buy
12,207
+12,040
+7,210% +$3.74M 2.51% 11
2024
Q4 		$46K Hold
167
– – 0.04% 187
2024
Q3 		$45K Sell
167
-351
-68% -$89.9K 0.04% 188
2024
Q2 		$133K Buy
518
+20
+4% +$5.35K 0.13% 110
2024
Q1 		$150K Sell
498
-55
-10% -$15.9K 0.14% 108
2023
Q4 		$146K Buy
553
+40
+8% +$9.05K 0.15% 104
2023
Q3 		$104K Buy
513
+40
+8% +$8.64K 0.12% 117
2023
Q2 		$100K Sell
473
-72
-13% -$14.7K 0.11% 127
2023
Q1 		$109K Buy
545
+35
+7% +$5.91K 0.13% 109
2022
Q4 		$68K Buy
510
+65
+15% +$9.48K 0.08% 127
2022
Q3 		$64K Hold
445
– – 0.08% 128
2022
Q2 		$73K Hold
445
– – 0.09% 126
2022
Q1 		$94K Hold
445
– – 0.1% 120
2021
Q4 		$113K Hold
445
– – 0.11% 116
2021
Q3 		$121K Hold
445
– – 0.13% 101
2021
Q2 		$109K Sell
445
-903
-67% -$208K 0.11% 118
2021
Q1 		$286K Buy
1,348
+69
+5% +$15.4K 0.24% 76
2020
Q4 		$285K Hold
1,279
– – 0.23% 83
2020
Q3 		$321K Hold
1,279
– – 0.31% 65
2020
Q2 		$240K Hold
1,279
– – 0.22% 85
2020
Q1 		$184K Buy
1,279
+530
+71% +$90.9K 0.19% 98
2019
Q4 		$122K Buy
749
+722
+2,674% +$113K 0.1% 133
2019
Q3 		$4K Sell
27
-79
-75% -$12K ﹤0.01% 378
2019
Q2 		$16K Buy
106
+4
+4% +$627 0.01% 296
2019
Q1 		$16K Buy
+102
New +$15.8K 0.01% 286

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pin Oak Investment Advisors's CRM Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Salesforce (CRM) stake by 14% in Q2 2026, buying an estimated $879 and bringing the position to 40 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Pin Oak Investment Advisors first reported a position in CRM in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.3M in Q1 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pin Oak Investment Advisors held 40 shares of Salesforce worth $6K as of Q2 2026.
  • Pin Oak Investment Advisors bought 5 Salesforce shares in Q2 2026, an estimated $879.
  • Salesforce made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #410 holding.
  • Pin Oak Investment Advisors first reported a position in Salesforce in Q1 2019 and has held it in 30 quarters since.
  • Pin Oak Investment Advisors's Salesforce position peaked at $3.3M in Q1 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.