Pinnacle Wealth Advisors’s Salesforce CRM Stock Holding History

Pinnacle Wealth Advisors’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
2021 Q2	$5.39M	Buy	+22,049	New	+$5.08M	0.22%	117

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pinnacle Wealth Advisors's CRM Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Salesforce (CRM) in Q2 2021: 22,049 shares worth $5.39M. The stake represents 0.22% of the portfolio and ranks #117 among its holdings.

2,066 funds tracked by Wall St. Rank hold CRM as of Q2 2021.

Pinnacle Wealth Advisors held 22,049 shares of Salesforce worth $5.39M as of Q2 2021.
Salesforce was a new Pinnacle Wealth Advisors position in Q2 2021.
Salesforce made up 0.22% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #117 holding.
2,066 funds tracked by Wall St. Rank held Salesforce as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.