PWM
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Pines Wealth Management’s Salesforce CRM Stock Holding History

Pines Wealth Management’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 		$346K Sell
2,211
-52
-2% -$9.14K 0.1% 169
2026
Q1 		$422K Buy
2,263
+513
+29% +$106K 0.14% 146
2025
Q4 		$464K Buy
1,750
+26
+2% +$6.46K 0.15% 137
2025
Q3 		$409K Sell
1,724
-69
-4% -$17.4K 0.14% 148
2025
Q2 		$488K Sell
1,793
-374
-17% -$100K 0.17% 130
2025
Q1 		$529K Buy
2,167
+5
+0.2% +$1.55K 0.24% 101
2024
Q4 		$687K Buy
+2,162
New +$690K 0.3% 84

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

Pines Wealth Management's CRM Position: Q2 2026 in Review

Pines Wealth Management reduced its Salesforce (CRM) stake by 2.3% in Q2 2026, selling an estimated $9.14K and leaving 2,211 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #169.

Pines Wealth Management first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $687K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pines Wealth Management held 2,211 shares of Salesforce worth $346K as of Q2 2026.
  • Pines Wealth Management sold 52 Salesforce shares in Q2 2026, an estimated $9.14K.
  • Salesforce made up 0.1% of Pines Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Pines Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Pines Wealth Management's Salesforce position peaked at $687K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pines Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.