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Pinnacle Financial Partners (Tennessee)’s Salesforce CRM Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025
Q3 		$22.3M Sell
94,284
-38,480
-29% -$9.7M 0.54% 50
2025
Q2 		$36.2M Sell
132,764
-24,080
-15% -$6.44M 0.76% 23
2025
Q1 		$46.5M Buy
156,844
+734
+0.5% +$228K 0.94% 20
2024
Q4 		$48.1M Buy
156,110
+702
+0.5% +$224K 0.98% 20
2024
Q3 		$42.5M Buy
155,408
+565
+0.4% +$145K 0.85% 21
2024
Q2 		$42.8M Buy
154,843
+2,388
+2% +$639K 0.92% 19
2024
Q1 		$45.9M Buy
152,455
+3,299
+2% +$952K 0.99% 18
2023
Q4 		$39.2M Sell
149,156
-4,609
-3% -$1.04M 0.93% 19
2023
Q3 		$31.2M Sell
153,765
-4,638
-3% -$1M 0.81% 23
2023
Q2 		$33.5M Buy
158,403
+4,664
+3% +$952K 0.84% 23
2023
Q1 		$30.7M Buy
153,739
+29,321
+24% +$4.95M 0.83% 26
2022
Q4 		$16.5M Buy
124,418
+13,670
+12% +$1.99M 0.48% 61
2022
Q3 		$15.9M Buy
110,748
+21,834
+25% +$3.7M 0.58% 48
2022
Q2 		$14.7M Buy
88,914
+60,430
+212% +$10.7M 0.52% 53
2022
Q1 		$6.05M Buy
28,484
+2,648
+10% +$570K 0.19% 136
2021
Q4 		$6.57M Buy
25,836
+1,844
+8% +$518K 0.2% 131
2021
Q3 		$6.51M Buy
23,992
+1,943
+9% +$493K 0.23% 116
2021
Q2 		$5.39M Buy
22,049
+1,121
+5% +$258K 0.22% 117
2021
Q1 		$4.43M Buy
20,928
+1,227
+6% +$273K 0.2% 121
2020
Q4 		$4.38M Buy
19,701
+877
+5% +$213K 0.22% 119
2020
Q3 		$4.73M Buy
18,824
+781
+4% +$171K 0.26% 107
2020
Q2 		$3.38M Buy
18,043
+4,273
+31% +$720K 0.19% 119
2020
Q1 		$1.98M Buy
13,770
+9,985
+264% +$1.71M 0.14% 144
2019
Q4 		$615K Buy
3,785
+109
+3% +$17.1K 0.04% 247
2019
Q3 		$546K Buy
3,676
+1,343
+58% +$204K 0.04% 239
2019
Q2 		$354K Buy
2,333
+755
+48% +$118K 0.03% 266
2019
Q1 		$250K Sell
1,578
-1,127
-42% -$175K 0.02% 298
2018
Q4 		$371K Sell
2,705
-84
-3% -$11.6K 0.04% 246
2018
Q3 		$443K Buy
2,789
+351
+14% +$52.1K 0.04% 247
2018
Q2 		$333K Buy
+2,438
New +$311K 0.03% 251
2017
Q3 		– Sell
-95
Closed -$8K – 311
2017
Q2 		$8K Buy
+95
New +$8.27K ﹤0.01% 441

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s CRM Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) reduced its Salesforce (CRM) stake by 29% in Q3 2025, selling an estimated $9.7M and leaving 94,284 shares worth $22.3M. The position accounts for 0.54% of the portfolio, ranked #50.

Pinnacle Financial Partners (Tennessee) first reported a position in CRM in Q2 2017 and has held it in 31 quarters since. The position peaked at $48.1M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Pinnacle Financial Partners (Tennessee) held 94,284 shares of Salesforce worth $22.3M as of Q3 2025.
  • Pinnacle Financial Partners (Tennessee) sold 38,480 Salesforce shares in Q3 2025, an estimated $9.7M.
  • Salesforce made up 0.54% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #50 holding.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Salesforce in Q2 2017 and has held it in 31 quarters since.
  • Pinnacle Financial Partners (Tennessee)'s Salesforce position peaked at $48.1M in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.