PH
CRM icon

Pinnacle Holdings’s Salesforce CRM Stock Holding History

Pinnacle Holdings’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
Q2 		$1.47M Sell
9,357
-412
-4% -$72.4K 0.45% 85
2026
Q1 		$1.82M Buy
9,769
+1,317
+16% +$273K 0.59% 57
2025
Q4 		$2.24M Sell
8,452
-115
-1% -$28.6K 0.76% 46
2025
Q3 		$2.03M Sell
8,567
-48
-0.6% -$12.1K 0.71% 53
2025
Q2 		$2.35M Buy
8,615
+803
+10% +$215K 0.85% 42
2025
Q1 		$2.1M Sell
7,812
-417
-5% -$130K 0.8% 44
2024
Q4 		$2.75M Sell
8,229
-222
-3% -$70.8K 1.04% 23
2024
Q3 		$2.31M Sell
8,451
-61
-0.7% -$15.6K 0.9% 34
2024
Q2 		$2.19M Sell
8,512
-145
-2% -$38.8K 0.89% 33
2024
Q1 		$2.61M Sell
8,657
-708
-8% -$204K 1.05% 25
2023
Q4 		$2.46M Sell
9,365
-45
-0.5% -$10.2K 1.01% 25
2023
Q3 		$1.91M Sell
9,410
-1,062
-10% -$229K 0.89% 33
2023
Q2 		$2.21M Sell
10,472
-71
-0.7% -$14.5K 0.99% 29
2023
Q1 		$2.11M Buy
10,543
+38
+0.4% +$6.42K 0.98% 26
2022
Q4 		$1.39M Sell
10,505
-1,790
-15% -$261K 0.62% 59
2022
Q3 		$1.77M Buy
12,295
+307
+3% +$52.1K 0.83% 39
2022
Q2 		$1.98M Buy
11,988
+149
+1% +$26.3K 0.91% 32
2022
Q1 		$2.51M Buy
11,839
+1,232
+12% +$265K 0.99% 28
2021
Q4 		$2.7M Buy
10,607
+28
+0.3% +$7.87K 1.13% 18
2021
Q3 		$2.87M Sell
10,579
-250
-2% -$63.5K 1.26% 16
2021
Q2 		$2.65M Sell
10,829
-53
-0.5% -$12.2K 1.22% 18
2021
Q1 		$2.31M Sell
10,882
-251
-2% -$55.9K 1.07% 22
2020
Q4 		$2.48M Sell
11,133
-94
-0.8% -$22.9K 1.31% 15
2020
Q3 		$2.82M Buy
+11,227
New +$2.46M 1.63% 7

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 Holdings's CRM Position: Q2 2026 in Review

Pinnacle Holdings reduced its Salesforce (CRM) stake by 4.2% in Q2 2026, selling an estimated $72.4K and leaving 9,357 shares worth $1.47M. The position accounts for 0.45% of the portfolio, ranked #85.

Pinnacle Holdings first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $2.87M in Q3 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pinnacle Holdings held 9,357 shares of Salesforce worth $1.47M as of Q2 2026.
  • Pinnacle Holdings sold 412 Salesforce shares in Q2 2026, an estimated $72.4K.
  • Salesforce made up 0.45% of Pinnacle Holdings's portfolio in Q2 2026, its #85 holding.
  • Pinnacle Holdings first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
  • Pinnacle Holdings's Salesforce position peaked at $2.87M in Q3 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.