Pinnacle Associates’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.31M | Sell |
27,534
-11,124
| -29% | -$1.96M | 0.05% | 297 |
|
|
2026
Q1 | $7.22M | Buy |
38,658
+2,911
| +8% | +$603K | 0.09% | 200 |
|
|
2025
Q4 | $9.47M | Sell |
35,747
-333
| -0.9% | -$82.8K | 0.12% | 176 |
|
|
2025
Q3 | $8.55M | Buy |
36,080
+887
| +3% | +$224K | 0.11% | 183 |
|
|
2025
Q2 | $9.6M | Buy |
35,193
+1,233
| +4% | +$330K | 0.14% | 168 |
|
|
2025
Q1 | $9.11M | Buy |
33,960
+788
| +2% | +$245K | 0.13% | 161 |
|
|
2024
Q4 | $11.1M | Buy |
33,172
+1,508
| +5% | +$481K | 0.15% | 143 |
|
|
2024
Q3 | $8.33M | Buy |
31,664
+332
| +1% | +$85K | 0.14% | 175 |
|
|
2024
Q2 | $8.06M | Sell |
31,332
-532
| -2% | -$142K | 0.13% | 181 |
|
|
2024
Q1 | $9.6M | Buy |
31,864
+200
| +0.6% | +$57.7K | 0.15% | 170 |
|
|
2023
Q4 | $8.33M | Buy |
31,664
+206
| +0.7% | +$46.6K | 0.14% | 178 |
|
|
2023
Q3 | $6.38M | Sell |
31,458
-626
| -2% | -$135K | 0.12% | 194 |
|
|
2023
Q2 | $6.78M | Buy |
32,084
+949
| +3% | +$194K | 0.12% | 193 |
|
|
2023
Q1 | $6.22M | Buy |
31,135
+1,632
| +6% | +$276K | 0.13% | 182 |
|
|
2022
Q4 | $3.91M | Buy |
29,503
+10,836
| +58% | +$1.58M | 0.09% | 222 |
|
|
2022
Q3 | $2.69M | Buy |
18,667
+158
| +0.9% | +$26.8K | 0.06% | 257 |
|
|
2022
Q2 | $3.06M | Sell |
18,509
-882
| -5% | -$156K | 0.07% | 257 |
|
|
2022
Q1 | $4.12M | Buy |
19,391
+4,398
| +29% | +$947K | 0.07% | 246 |
|
|
2021
Q4 | $3.81M | Buy |
14,993
+1,378
| +10% | +$387K | 0.07% | 254 |
|
|
2021
Q3 | $3.69M | Buy |
13,615
+161
| +1% | +$40.9K | 0.07% | 257 |
|
|
2021
Q2 | $3.29M | Sell |
13,454
-3,635
| -21% | -$838K | 0.06% | 272 |
|
|
2021
Q1 | $3.62M | Buy |
17,089
+1,898
| +12% | +$423K | 0.07% | 246 |
|
|
2020
Q4 | $3.38M | Buy |
15,191
+4,495
| +42% | +$1.09M | 0.07% | 239 |
|
|
2020
Q3 | $2.69M | Sell |
10,696
-36,124
| -77% | -$7.91M | 0.06% | 247 |
|
|
2020
Q2 | $8.77M | Sell |
46,820
-11,433
| -20% | -$1.93M | 0.22% | 121 |
|
|
2020
Q1 | $8.39M | Buy |
58,253
+1,191
| +2% | +$204K | 0.25% | 113 |
|
|
2019
Q4 | $9.28M | Buy |
57,062
+3,549
| +7% | +$556K | 0.2% | 134 |
|
|
2019
Q3 | $7.94M | Sell |
53,513
-2,272
| -4% | -$345K | 0.19% | 141 |
|
|
2019
Q2 | $8.46M | Buy |
55,785
+10,760
| +24% | +$1.69M | 0.2% | 140 |
|
|
2019
Q1 | $7.13M | Buy |
45,025
+12,530
| +39% | +$1.94M | 0.16% | 167 |
|
|
2018
Q4 | $4.45M | Buy |
32,495
+1,350
| +4% | +$186K | 0.11% | 199 |
|
|
2018
Q3 | $4.95M | Sell |
31,145
-4,000
| -11% | -$594K | 0.1% | 213 |
|
|
2018
Q2 | $4.79M | Hold |
35,145
| – | – | 0.1% | 209 |
|
|
2018
Q1 | $4.09M | Sell |
35,145
-4,570
| -12% | -$525K | 0.08% | 236 |
|
|
2017
Q4 | $4.06M | Buy |
39,715
+303
| +0.8% | +$30.9K | 0.08% | 235 |
|
|
2017
Q3 | $3.68M | Sell |
39,412
-225
| -0.6% | -$20.7K | 0.07% | 242 |
|
|
2017
Q2 | $3.43M | Sell |
39,637
-250
| -0.6% | -$21.8K | 0.07% | 246 |
|
|
2017
Q1 | $3.29M | Buy |
39,887
+1,757
| +5% | +$140K | 0.06% | 261 |
|
|
2016
Q4 | $2.61M | Buy |
+38,130
| New | +$2.77M | 0.05% | 278 |
|
Other funds holding CRM
Pinnacle Associates's CRM Position: Q2 2026 in Review
Pinnacle Associates reduced its Salesforce (CRM) stake by 29% in Q2 2026, selling an estimated $1.96M and leaving 27,534 shares worth $4.31M. The position accounts for 0.05% of the portfolio, ranked #297.
Pinnacle Associates first reported a position in CRM in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.1M in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Pinnacle Associates held 27,534 shares of Salesforce worth $4.31M as of Q2 2026.
- Pinnacle Associates sold 11,124 Salesforce shares in Q2 2026, an estimated $1.96M.
- Salesforce made up 0.05% of Pinnacle Associates's portfolio in Q2 2026, its #297 holding.
- Pinnacle Associates first reported a position in Salesforce in Q4 2016 and has held it in 39 quarters since.
- Pinnacle Associates's Salesforce position peaked at $11.1M in Q4 2024.
- 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.