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Pinnacle Associates’s Salesforce CRM Stock Holding History

Pinnacle Associates’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
2019
Q4 		– Sell
-5,000
Closed -$742K – 718
2019
Q3 		$742K Buy
+5,000
New +$760K 0.02% 465

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

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. 2,486 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.
  • 2,486 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.