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Pine Grove Financial Group’s Salesforce CRM Stock Holding History

Pine Grove Financial Group’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 		$222K Sell
1,420
-271
-16% -$47.7K 0.02% 202
2026
Q1 		$316K Buy
1,691
+46
+3% +$9.53K 0.04% 152
2025
Q4 		$436K Buy
+1,645
New +$409K 0.05% 124

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

Pine Grove Financial Group's CRM Position: Q2 2026 in Review

Pine Grove Financial Group reduced its Salesforce (CRM) stake by 16% in Q2 2026, selling an estimated $47.7K and leaving 1,420 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #202.

Pine Grove Financial Group first reported a position in CRM in Q4 2025 and has held it in 3 quarters since. The position peaked at $436K in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pine Grove Financial Group held 1,420 shares of Salesforce worth $222K as of Q2 2026.
  • Pine Grove Financial Group sold 271 Salesforce shares in Q2 2026, an estimated $47.7K.
  • Salesforce made up 0.02% of Pine Grove Financial Group's portfolio in Q2 2026, its #202 holding.
  • Pine Grove Financial Group first reported a position in Salesforce in Q4 2025 and has held it in 3 quarters since.
  • Pine Grove Financial Group's Salesforce position peaked at $436K in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pine Grove Financial Group's 13F filing for Q2 2026, filed 2 Sep 2026.