PRS
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Pinkerton Retirement Specialists’s Salesforce CRM Stock Holding History

Pinkerton Retirement Specialists’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 		$3.25M Buy
+17,391
New +$3.06M 0.28% 64
2016
Q2 		– Sell
-104
Closed -$2K – 613
2016
Q1 		$2K Buy
104
+56
+117% +$3.86K ﹤0.01% 179
2015
Q4 		$4K Hold
48
– – ﹤0.01% 119
2015
Q3 		$3K Hold
48
– – ﹤0.01% 135
2015
Q2 		$3K Buy
+48
New +$3.42K ﹤0.01% 150

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

Pinkerton Retirement Specialists's CRM Position: Q2 2026 in Review

Pinkerton Retirement Specialists opened a new position in Salesforce (CRM) in Q2 2026: 17,391 shares worth $3.25M. The stake represents 0.28% of the portfolio and ranks #64 among its holdings. This is a return to the name: Pinkerton Retirement Specialists previously reported a position in CRM as recently as Q1 2016.

Pinkerton Retirement Specialists first reported a position in CRM in Q2 2015 and has held it in 5 quarters since. 2,487 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pinkerton Retirement Specialists held 17,391 shares of Salesforce worth $3.25M as of Q2 2026.
  • Salesforce was a new Pinkerton Retirement Specialists position in Q2 2026.
  • Salesforce made up 0.28% of Pinkerton Retirement Specialists's portfolio in Q2 2026, its #64 holding.
  • Pinkerton Retirement Specialists first reported a position in Salesforce in Q2 2015 and has held it in 5 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2026, filed 30 Jul 2026.