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Pinion Investment Advisors’s Salesforce CRM Stock Holding History

Pinion Investment Advisors’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 		– Sell
-1,227
Closed -$229K – 209
2026
Q1 		$229K Sell
1,227
-342
-22% -$70.9K 0.05% 162
2025
Q4 		$416K Sell
1,569
-11
-0.7% -$2.73K 0.1% 116
2025
Q3 		$403K Buy
1,580
+19
+1% +$4.79K 0.11% 115
2025
Q2 		$426K Buy
1,561
+181
+13% +$48.4K 0.15% 111
2025
Q1 		$370K Sell
1,380
-27
-2% -$8.4K 0.08% 111
2024
Q4 		$470K Sell
1,407
-64
-4% -$20.4K 0.19% 95
2024
Q3 		$403K Buy
1,471
+66
+5% +$16.9K 0.17% 111
2024
Q2 		$361K Buy
1,405
+141
+11% +$37.7K 0.18% 102
2024
Q1 		$381K Sell
1,264
-22
-2% -$6.35K 0.2% 104
2023
Q4 		$338K Buy
+1,286
New +$291K 0.2% 109
2022
Q3 		– Sell
-1,288
Closed -$213K – 151
2022
Q2 		$213K Sell
1,288
-147
-10% -$26K 0.18% 150
2022
Q1 		$305K Buy
1,435
+147
+11% +$31.6K 0.21% 133
2021
Q4 		$327K Buy
1,288
+223
+21% +$62.7K 0.22% 132
2021
Q3 		$289K Buy
1,065
+27
+3% +$6.86K 0.23% 128
2021
Q2 		$254K Sell
1,038
-667
-39% -$154K 0.2% 134
2021
Q1 		$361K Buy
1,705
+157
+10% +$35K 0.33% 109
2020
Q4 		$344K Buy
+1,548
New +$376K 0.36% 94

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 $3.38T AUM 44.17% 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

Pinion Investment Advisors's CRM Position: Q2 2026 in Review

Pinion Investment Advisors sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,227 shares — an estimated $229K sold.

Pinion Investment Advisors first reported a position in CRM in Q4 2020 and held it in 17 quarters. The position peaked at $470K in Q4 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pinion Investment Advisors reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Pinion Investment Advisors sold 1,227 Salesforce shares in Q2 2026, an estimated $229K.
  • Pinion Investment Advisors first reported a position in Salesforce in Q4 2020 and held it in 17 quarters.
  • Pinion Investment Advisors's Salesforce position peaked at $470K in Q4 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pinion Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.