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Pinnacle Wealth Management Advisory Group’s Salesforce CRM Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$288K Sell
1,840
-379
-17% -$66.6K 0.02% 431
2026
Q1 		$414K Buy
2,219
+39
+2% +$8.08K 0.03% 321
2025
Q4 		$578K Buy
2,180
+20
+0.9% +$4.97K 0.04% 243
2025
Q3 		$512K Sell
2,160
-284
-12% -$71.6K 0.04% 225
2025
Q2 		$666K Buy
2,444
+142
+6% +$38K 0.06% 184
2025
Q1 		$618K Buy
2,302
+117
+5% +$36.4K 0.06% 181
2024
Q4 		$731K Buy
2,185
+25
+1% +$7.98K 0.07% 162
2024
Q3 		$591K Buy
2,160
+117
+6% +$30K 0.06% 180
2024
Q2 		$525K Sell
2,043
-960
-32% -$257K 0.05% 192
2024
Q1 		$904K Buy
3,003
+70
+2% +$20.2K 0.1% 136
2023
Q4 		$772K Buy
2,933
+117
+4% +$26.5K 0.09% 142
2023
Q3 		$571K Sell
2,816
-104
-4% -$22.5K 0.07% 164
2023
Q2 		$617K Sell
2,920
-146
-5% -$29.8K 0.08% 159
2023
Q1 		$613K Buy
+3,066
New +$518K 0.08% 160
2022
Q4 		– Sell
-1,920
Closed -$276K – 303
2022
Q3 		$276K Buy
1,920
+165
+9% +$28K 0.05% 216
2022
Q2 		$290K Sell
1,755
-1,074
-38% -$190K 0.05% 226
2022
Q1 		$601K Buy
+2,829
New +$609K 0.09% 166

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 $3.38T AUM 44.17% 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 Wealth Management Advisory Group's CRM Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Salesforce (CRM) stake by 17% in Q2 2026, selling an estimated $66.6K and leaving 1,840 shares worth $288K. The position accounts for 0.02% of the portfolio, ranked #431.

Pinnacle Wealth Management Advisory Group first reported a position in CRM in Q1 2022 and has held it in 17 quarters since. The position peaked at $904K in Q1 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 1,840 shares of Salesforce worth $288K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group sold 379 Salesforce shares in Q2 2026, an estimated $66.6K.
  • Salesforce made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #431 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Salesforce in Q1 2022 and has held it in 17 quarters since.
  • Pinnacle Wealth Management Advisory Group's Salesforce position peaked at $904K in Q1 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.