PWM
CRM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pines Wealth Management's CRM Position: Q1 2026 in Review

Pines Wealth Management increased its Salesforce (CRM) stake by 29% in Q1 2026, buying an estimated $106K and bringing the position to 2,263 shares worth $422K. The position accounts for 0.14% of the portfolio, ranked #146.

Pines Wealth Management first reported a position in CRM in Q4 2024 and has held it in 6 quarters since. The position peaked at $687K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Pines Wealth Management held 2,263 shares of Salesforce worth $422K as of Q1 2026.
  • Pines Wealth Management bought 513 Salesforce shares in Q1 2026, an estimated $106K.
  • Salesforce made up 0.14% of Pines Wealth Management's portfolio in Q1 2026, its #146 holding.
  • Pines Wealth Management first reported a position in Salesforce in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Salesforce position peaked at $687K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.