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Pinnacle Bancorp’s Salesforce CRM Stock Holding History

Pinnacle Bancorp’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 		$381K Buy
2,041
+341
+20% +$70.7K 0.11% 159
2025
Q4 		$450K Sell
1,700
-150
-8% -$37.3K 0.13% 134
2025
Q3 		$438K Buy
1,850
+216
+13% +$54.5K 0.13% 137
2025
Q2 		$446K Buy
1,634
+25
+2% +$6.68K 0.14% 136
2025
Q1 		$432K Sell
1,609
-126
-7% -$39.2K 0.14% 128
2024
Q4 		$580K Sell
1,735
-32
-2% -$10.2K 0.19% 100
2024
Q3 		$484K Hold
1,767
– – 0.13% 113
2024
Q2 		$454K Hold
1,767
– – 0.13% 107
2024
Q1 		$532K Sell
1,767
-50
-3% -$14.4K 0.16% 96
2023
Q4 		$478K Sell
1,817
-4
-0.2% -$905 0.16% 104
2023
Q3 		$369K Hold
1,821
– – 0.13% 113
2023
Q2 		$385K Sell
1,821
-39
-2% -$7.96K 0.13% 111
2023
Q1 		$372K Sell
1,860
-50
-3% -$8.45K 0.14% 119
2022
Q4 		$253K Buy
1,910
+222
+13% +$32.4K 0.1% 158
2022
Q3 		$243K Sell
1,688
-75
-4% -$12.7K 0.1% 144
2022
Q2 		$291K Hold
1,763
– – 0.12% 121
2022
Q1 		$374K Hold
1,763
– – 0.13% 105
2021
Q4 		$448K Sell
1,763
-21
-1% -$5.9K 0.16% 96
2021
Q3 		$484K Sell
1,784
-47
-3% -$11.9K 0.19% 91
2021
Q2 		$447K Sell
1,831
-157
-8% -$36.2K 0.2% 87
2021
Q1 		$421K Buy
1,988
+134
+7% +$29.8K 0.2% 89
2020
Q4 		$413K Sell
1,854
-21
-1% -$5.11K 0.25% 82
2020
Q3 		$471K Sell
1,875
-20
-1% -$4.38K 0.33% 67
2020
Q2 		$355K Hold
1,895
– – 0.26% 80
2020
Q1 		$273K Sell
1,895
-30
-2% -$5.14K 0.23% 95
2019
Q4 		$313K Sell
1,925
-28
-1% -$4.39K 0.22% 93
2019
Q3 		$290K Buy
1,953
+28
+1% +$4.25K 0.17% 93
2019
Q2 		$292K Hold
1,925
– – 0.16% 96
2019
Q1 		$305K Sell
1,925
-100
-5% -$15.5K 0.18% 86
2018
Q4 		$277K Buy
+2,025
New +$279K 0.17% 90
2017
Q1 		$181K Buy
+2,200
New +$176K 0.13% 113

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 Bancorp's CRM Position: Q1 2026 in Review

Pinnacle Bancorp increased its Salesforce (CRM) stake by 20% in Q1 2026, buying an estimated $70.7K and bringing the position to 2,041 shares worth $381K. The position accounts for 0.11% of the portfolio, ranked #159.

Pinnacle Bancorp first reported a position in CRM in Q1 2017 and has held it in 31 quarters since. The position peaked at $580K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Pinnacle Bancorp held 2,041 shares of Salesforce worth $381K as of Q1 2026.
  • Pinnacle Bancorp bought 341 Salesforce shares in Q1 2026, an estimated $70.7K.
  • Salesforce made up 0.11% of Pinnacle Bancorp's portfolio in Q1 2026, its #159 holding.
  • Pinnacle Bancorp first reported a position in Salesforce in Q1 2017 and has held it in 31 quarters since.
  • Pinnacle Bancorp's Salesforce position peaked at $580K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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