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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 $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

Pinnacle Associates's CRM Position: Q1 2026 in Review

Pinnacle Associates increased its Salesforce (CRM) stake by 8.1% in Q1 2026, buying an estimated $603K and bringing the position to 38,658 shares worth $7.22M. The position accounts for 0.09% of the portfolio, ranked #200.

Pinnacle Associates first reported a position in CRM in Q4 2016 and has held it in 38 quarters since. The position peaked at $11.1M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Pinnacle Associates held 38,658 shares of Salesforce worth $7.22M as of Q1 2026.
  • Pinnacle Associates bought 2,911 Salesforce shares in Q1 2026, an estimated $603K.
  • Salesforce made up 0.09% of Pinnacle Associates's portfolio in Q1 2026, its #200 holding.
  • Pinnacle Associates first reported a position in Salesforce in Q4 2016 and has held it in 38 quarters since.
  • Pinnacle Associates's Salesforce position peaked at $11.1M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.