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Pinnacle Private Wealth’s Salesforce CRM Stock Holding History

Pinnacle Private Wealth’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
2022
Q2 		$274K Sell
1,663
-941
-36% -$166K 0.11% 211
2022
Q1 		$553K Sell
2,604
-395
-13% -$85K 0.17% 133
2021
Q4 		$762K Buy
+2,999
New +$843K 0.24% 100

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Pinnacle Private Wealth's CRM Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Salesforce (CRM) stake by 36% in Q2 2022, selling an estimated $166K and leaving 1,663 shares worth $274K. The position accounts for 0.11% of the portfolio, ranked #211.

Pinnacle Private Wealth first reported a position in CRM in Q4 2021 and has held it in 3 quarters since. The position peaked at $762K in Q4 2021. 2,136 funds tracked by Wall St. Rank hold CRM as of Q2 2022.

  • Pinnacle Private Wealth held 1,663 shares of Salesforce worth $274K as of Q2 2022.
  • Pinnacle Private Wealth sold 941 Salesforce shares in Q2 2022, an estimated $166K.
  • Salesforce made up 0.11% of Pinnacle Private Wealth's portfolio in Q2 2022, its #211 holding.
  • Pinnacle Private Wealth first reported a position in Salesforce in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Salesforce position peaked at $762K in Q4 2021.
  • 2,136 funds tracked by Wall St. Rank held Salesforce as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.