Pinnacle Wealth Planning Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $372K | Sell |
1,991
-1,069
| -35% | -$221K | 0.04% | 275 |
|
|
2025
Q4 | $811K | Buy |
3,060
+870
| +40% | +$216K | 0.08% | 126 |
|
|
2025
Q3 | $519K | Sell |
2,190
-1,084
| -33% | -$273K | 0.06% | 204 |
|
|
2025
Q2 | $893K | Buy |
3,274
+787
| +32% | +$210K | 0.12% | 102 |
|
|
2025
Q1 | $667K | Buy |
2,487
+249
| +11% | +$77.4K | 0.1% | 121 |
|
|
2024
Q4 | $748K | Sell |
2,238
-2,357
| -51% | -$752K | 0.11% | 104 |
|
|
2024
Q3 | $1.26M | Sell |
4,595
-277
| -6% | -$71K | 0.17% | 79 |
|
|
2024
Q2 | $1.25M | Sell |
4,872
-74
| -1% | -$19.8K | 0.18% | 78 |
|
|
2024
Q1 | $1.49M | Buy |
4,946
+38
| +0.8% | +$11K | 0.22% | 68 |
|
|
2023
Q4 | $1.29M | Sell |
4,908
-229
| -4% | -$51.8K | 0.2% | 76 |
|
|
2023
Q3 | $1.04M | Sell |
5,137
-97
| -2% | -$21K | 0.17% | 82 |
|
|
2023
Q2 | $1.11M | Sell |
5,234
-477
| -8% | -$97.4K | 0.18% | 86 |
|
|
2023
Q1 | $1.14M | Buy |
5,711
+4,118
| +259% | +$696K | 0.19% | 80 |
|
|
2022
Q4 | $211K | Sell |
1,593
-1,369
| -46% | -$200K | 0.04% | 357 |
|
|
2022
Q3 | $426K | Sell |
2,962
-3,490
| -54% | -$592K | 0.08% | 167 |
|
|
2022
Q2 | $1.06M | Buy |
6,452
+1,760
| +38% | +$311K | 0.19% | 80 |
|
|
2022
Q1 | $996K | Sell |
4,692
-1,376
| -23% | -$296K | 0.18% | 92 |
|
|
2021
Q4 | $1.54M | Buy |
6,068
+1,128
| +23% | +$317K | 0.3% | 62 |
|
|
2021
Q3 | $1.34M | Buy |
4,940
+245
| +5% | +$62.2K | 0.3% | 62 |
|
|
2021
Q2 | $1.15M | Buy |
4,695
+477
| +11% | +$110K | 0.27% | 66 |
|
|
2021
Q1 | $893K | Buy |
4,218
+241
| +6% | +$53.7K | 0.23% | 72 |
|
|
2020
Q4 | $885K | Sell |
3,977
-381
| -9% | -$92.7K | 0.21% | 72 |
|
|
2020
Q3 | $1.09M | Buy |
4,358
+334
| +8% | +$73.1K | 0.36% | 53 |
|
|
2020
Q2 | $753K | Buy |
4,024
+82
| +2% | +$13.8K | 0.24% | 72 |
|
|
2020
Q1 | $566K | Buy |
3,942
+1,015
| +35% | +$174K | 0.27% | 75 |
|
|
2019
Q4 | $476K | Buy |
2,927
+568
| +24% | +$89K | 0.22% | 91 |
|
|
2019
Q3 | $350K | Buy |
2,359
+968
| +70% | +$147K | 0.19% | 105 |
|
|
2019
Q2 | $211K | Buy |
+1,391
| New | +$218K | 0.13% | 151 |
|
|
2019
Q1 | – | Sell |
-1,503
| Closed | -$206K | – | 170 |
|
|
2018
Q4 | $206K | Buy |
1,503
+49
| +3% | +$6.74K | 0.13% | 129 |
|
|
2018
Q3 | $231K | Sell |
1,454
-173
| -11% | -$25.7K | 0.21% | 151 |
|
|
2018
Q2 | $222K | Buy |
+1,627
| New | +$208K | 0.22% | 154 |
|
Other funds holding CRM
VCM
VPM
Pinnacle Wealth Planning Services's CRM Position: Q1 2026 in Review
Pinnacle Wealth Planning Services reduced its Salesforce (CRM) stake by 35% in Q1 2026, selling an estimated $221K and leaving 1,991 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #275.
Pinnacle Wealth Planning Services first reported a position in CRM in Q2 2018 and has held it in 31 quarters since. The position peaked at $1.54M in Q4 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Pinnacle Wealth Planning Services held 1,991 shares of Salesforce worth $372K as of Q1 2026.
- Pinnacle Wealth Planning Services sold 1,069 Salesforce shares in Q1 2026, an estimated $221K.
- Salesforce made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #275 holding.
- Pinnacle Wealth Planning Services first reported a position in Salesforce in Q2 2018 and has held it in 31 quarters since.
- Pinnacle Wealth Planning Services's Salesforce position peaked at $1.54M in Q4 2021.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.