Pinnacle West Asset Management’s Salesforce CRM Stock Holding History

Pinnacle West Asset 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
2026 Q1	$217K	Sell	1,160 -25	-2%	-$5.18K	0.15%	112
2025 Q4	$314K	Sell	1,185 -45	-4%	-$11.2K	0.2%	94
2025 Q3	$292K	Buy	1,230 +25	+2%	+$6.3K	0.19%	100
2025 Q2	$329K	Buy	1,205 +55	+5%	+$14.7K	0.23%	88
2025 Q1	$309K	Buy	1,150 +20	+2%	+$6.22K	0.22%	92
2024 Q4	$378K	Hold	1,130	–	–	0.27%	83
2024 Q3	$309K	Buy	1,130 +15	+1%	+$3.84K	0.22%	94
2024 Q2	$287K	Buy	1,115 +10	+0.9%	+$2.68K	0.22%	92
2024 Q1	$333K	Hold	1,105	–	–	0.26%	86
2023 Q4	$291K	Buy	1,105 +80	+8%	+$18.1K	0.25%	90
2023 Q3	$208K	Buy	+1,025	New	+$221K	0.2%	95

Other funds holding CRM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pinnacle West Asset Management's CRM Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Salesforce (CRM) stake by 2.1% in Q1 2026, selling an estimated $5.18K and leaving 1,160 shares worth $217K. The position accounts for 0.15% of the portfolio, ranked #112.

Pinnacle West Asset Management first reported a position in CRM in Q3 2023 and has held it in 11 quarters since. The position peaked at $378K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Pinnacle West Asset Management held 1,160 shares of Salesforce worth $217K as of Q1 2026.
Pinnacle West Asset Management sold 25 Salesforce shares in Q1 2026, an estimated $5.18K.
Salesforce made up 0.15% of Pinnacle West Asset Management's portfolio in Q1 2026, its #112 holding.
Pinnacle West Asset Management first reported a position in Salesforce in Q3 2023 and has held it in 11 quarters since.
Pinnacle West Asset Management's Salesforce position peaked at $378K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.