PWM
CRM icon

Pinnacle Wealth Management’s Salesforce CRM Stock Holding History

Pinnacle Wealth Management’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
2024
Q3 		– Sell
-10,092
Closed -$2.59M – 39
2024
Q2 		$2.59M Buy
10,092
+365
+4% +$97.7K 3.24% 11
2024
Q1 		$2.93M Buy
9,727
+2,588
+36% +$747K 3.05% 11
2023
Q4 		$1.88M Sell
7,139
-70
-1% -$15.8K 2.15% 22
2023
Q3 		$1.46M Buy
+7,209
New +$1.56M 1.77% 28

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Pinnacle Wealth Management's CRM Position: Q3 2024 in Review

Pinnacle Wealth Management sold out of Salesforce (CRM) in Q3 2024, closing a stake of 10,092 shares — an estimated $2.59M sold.

Pinnacle Wealth Management first reported a position in CRM in Q3 2023 and held it in 4 quarters. The position peaked at $2.93M in Q1 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Pinnacle Wealth Management reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Pinnacle Wealth Management sold 10,092 Salesforce shares in Q3 2024, an estimated $2.59M.
  • Pinnacle Wealth Management first reported a position in Salesforce in Q3 2023 and held it in 4 quarters.
  • Pinnacle Wealth Management's Salesforce position peaked at $2.93M in Q1 2024.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Pinnacle Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.