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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's CRM Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Salesforce (CRM) stake by 1.8% in Q1 2026, buying an estimated $8.08K and bringing the position to 2,219 shares worth $414K. The position accounts for 0.03% of the portfolio, ranked #321.

Pinnacle Wealth Management Advisory Group first reported a position in CRM in Q1 2022 and has held it in 16 quarters since. The position peaked at $904K in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 2,219 shares of Salesforce worth $414K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group bought 39 Salesforce shares in Q1 2026, an estimated $8.08K.
  • Salesforce made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #321 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Salesforce in Q1 2022 and has held it in 16 quarters since.
  • Pinnacle Wealth Management Advisory Group's Salesforce position peaked at $904K in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.