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Pine Haven Investment Counsel’s Salesforce CRM Stock Holding History

Pine Haven Investment Counsel’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 		$494K Buy
3,152
+30
+1% +$5.28K 0.33% 74
2026
Q1 		$583K Sell
3,122
-30
-1% -$6.22K 0.43% 64
2025
Q4 		$835K Buy
3,152
+46
+1% +$11.4K 0.59% 49
2025
Q3 		$736K Buy
3,106
+180
+6% +$45.4K 0.53% 55
2025
Q2 		$798K Buy
2,926
+89
+3% +$23.8K 0.63% 47
2025
Q1 		$761K Sell
2,837
-38
-1% -$11.8K 0.64% 47
2024
Q4 		$961K Buy
2,875
+100
+4% +$31.9K 0.79% 40
2024
Q3 		$760K Buy
2,775
+419
+18% +$107K 0.61% 45
2024
Q2 		$606K Buy
2,356
+77
+3% +$20.6K 0.52% 50
2024
Q1 		$686K Buy
2,279
+40
+2% +$11.5K 0.6% 48
2023
Q4 		$589K Buy
2,239
+55
+3% +$12.4K 0.55% 52
2023
Q3 		$443K Buy
2,184
+199
+10% +$43K 0.46% 61
2023
Q2 		$419K Buy
1,985
+55
+3% +$11.2K 0.42% 64
2023
Q1 		$386K Buy
1,930
+100
+5% +$16.9K 0.4% 67
2022
Q4 		$243K Buy
1,830
+395
+28% +$57.6K 0.27% 87
2022
Q3 		$206K Hold
1,435
– – 0.25% 95
2022
Q2 		$237K Buy
1,435
+45
+3% +$7.95K 0.28% 90
2022
Q1 		$295K Buy
1,390
+345
+33% +$74.2K 0.29% 85
2021
Q4 		$266K Buy
+1,045
New +$294K 0.25% 93

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Pine Haven Investment Counsel's CRM Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its Salesforce (CRM) stake by 0.96% in Q2 2026, buying an estimated $5.28K and bringing the position to 3,152 shares worth $494K. The position accounts for 0.33% of the portfolio, ranked #74.

Pine Haven Investment Counsel first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $961K in Q4 2024. 752 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pine Haven Investment Counsel held 3,152 shares of Salesforce worth $494K as of Q2 2026.
  • Pine Haven Investment Counsel bought 30 Salesforce shares in Q2 2026, an estimated $5.28K.
  • Salesforce made up 0.33% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #74 holding.
  • Pine Haven Investment Counsel first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Pine Haven Investment Counsel's Salesforce position peaked at $961K in Q4 2024.
  • 752 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.