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Pine Valley Investments’s Salesforce CRM Stock Holding History

Pine Valley Investments’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 		$2.94M Buy
18,778
+2,318
+14% +$408K 0.12% 169
2026
Q1 		$3.07M Buy
16,460
+10,854
+194% +$2.25M 0.14% 148
2025
Q4 		$1.49M Sell
5,606
-184
-3% -$45.7K 0.07% 229
2025
Q3 		$1.37M Sell
5,790
-980
-14% -$247K 0.07% 239
2025
Q2 		$1.85M Sell
6,770
-344
-5% -$92K 0.1% 197
2025
Q1 		$1.91M Buy
7,114
+32
+0.5% +$9.95K 0.12% 187
2024
Q4 		$2.37M Buy
7,082
+35
+0.5% +$11.2K 0.14% 158
2024
Q3 		$1.93M Buy
7,047
+866
+14% +$222K 0.12% 178
2024
Q2 		$1.59M Sell
6,181
-204
-3% -$54.6K 0.1% 189
2024
Q1 		$1.92M Sell
6,385
-66
-1% -$19K 0.13% 168
2023
Q4 		$1.7M Sell
6,451
-2,073
-24% -$469K 0.12% 170
2023
Q3 		$1.73M Buy
8,524
+2,100
+33% +$454K 0.16% 150
2023
Q2 		$1.36M Sell
6,424
-78
-1% -$15.9K 0.13% 163
2023
Q1 		$1.27M Buy
+6,502
New +$1.1M 0.19% 114

Other funds holding CRM

First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Pine Valley Investments's CRM Position: Q2 2026 in Review

Pine Valley Investments increased its Salesforce (CRM) stake by 14% in Q2 2026, buying an estimated $408K and bringing the position to 18,778 shares worth $2.94M. The position accounts for 0.12% of the portfolio, ranked #169.

Pine Valley Investments first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.07M in Q1 2026. 1,338 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pine Valley Investments held 18,778 shares of Salesforce worth $2.94M as of Q2 2026.
  • Pine Valley Investments bought 2,318 Salesforce shares in Q2 2026, an estimated $408K.
  • Salesforce made up 0.12% of Pine Valley Investments's portfolio in Q2 2026, its #169 holding.
  • Pine Valley Investments first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Pine Valley Investments's Salesforce position peaked at $3.07M in Q1 2026.
  • 1,338 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.