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 Q2	–	Sell	-1,160	Closed	-$217K	–	109
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Pinnacle West Asset Management's CRM Position: Q2 2026 in Review

Pinnacle West Asset Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,160 shares — an estimated $217K sold.

Pinnacle West Asset Management first reported a position in CRM in Q3 2023 and held it in 11 quarters. The position peaked at $378K in Q4 2024. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Pinnacle West Asset Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Pinnacle West Asset Management sold 1,160 Salesforce shares in Q2 2026, an estimated $217K.
Pinnacle West Asset Management first reported a position in Salesforce in Q3 2023 and held it in 11 quarters.
Pinnacle West Asset Management's Salesforce position peaked at $378K in Q4 2024.
2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Pinnacle West Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.