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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
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 $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

Pinion Investment Advisors's CRM Position: Q1 2026 in Review

Pinion Investment Advisors reduced its Salesforce (CRM) stake by 22% in Q1 2026, selling an estimated $70.9K and leaving 1,227 shares worth $229K. The position accounts for 0.05% of the portfolio, ranked #162.

Pinion Investment Advisors first reported a position in CRM in Q4 2020 and has held it in 17 quarters since. The position peaked at $470K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Pinion Investment Advisors held 1,227 shares of Salesforce worth $229K as of Q1 2026.
  • Pinion Investment Advisors sold 342 Salesforce shares in Q1 2026, an estimated $70.9K.
  • Salesforce made up 0.05% of Pinion Investment Advisors's portfolio in Q1 2026, its #162 holding.
  • Pinion Investment Advisors first reported a position in Salesforce in Q4 2020 and has held it in 17 quarters since.
  • Pinion Investment Advisors's Salesforce position peaked at $470K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.