Pinnacle Bancorp’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 | $351K | Buy |
2,241
+200
| +10% | +$35.2K | 0.09% | 181 |
|
|
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
Pinnacle Bancorp's CRM Position: Q2 2026 in Review
Pinnacle Bancorp increased its Salesforce (CRM) stake by 9.8% in Q2 2026, buying an estimated $35.2K and bringing the position to 2,241 shares worth $351K. The position accounts for 0.09% of the portfolio, ranked #181.
Pinnacle Bancorp first reported a position in CRM in Q1 2017 and has held it in 32 quarters since. The position peaked at $580K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Pinnacle Bancorp held 2,241 shares of Salesforce worth $351K as of Q2 2026.
- Pinnacle Bancorp bought 200 Salesforce shares in Q2 2026, an estimated $35.2K.
- Salesforce made up 0.09% of Pinnacle Bancorp's portfolio in Q2 2026, its #181 holding.
- Pinnacle Bancorp first reported a position in Salesforce in Q1 2017 and has held it in 32 quarters since.
- Pinnacle Bancorp's Salesforce position peaked at $580K in Q4 2024.
- 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Pinnacle Bancorp's 13F filing for Q2 2026, filed 28 Jul 2026.