PCM
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Pinnbrook Capital Management’s Salesforce CRM Stock Holding History

Pinnbrook Capital 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
2025
Q1 		– Sell
-87,500
Closed -$29.3M – 78
2024
Q4 		$29.3M Buy
+87,500
New +$27.9M 2.9% 8
2024
Q1 		– Sell
-35,000
Closed -$9.21M – 113
2023
Q4 		$9.21M Buy
+35,000
New +$7.92M 1.04% 25
2022
Q1 		– Sell
-40,500
Closed -$10.3M – 54
2021
Q4 		$10.3M Buy
+40,500
New +$11.4M 4.01% 5

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Pinnbrook Capital Management's CRM Position: Q1 2025 in Review

Pinnbrook Capital Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 16,628 shares — an estimated $5.56M sold.

Pinnbrook Capital Management first reported a position in CRM in Q1 2023 and held it in 6 quarters. The position peaked at $15.4M in Q4 2023. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Pinnbrook Capital Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Pinnbrook Capital Management sold 16,628 Salesforce shares in Q1 2025, an estimated $5.56M.
  • Pinnbrook Capital Management first reported a position in Salesforce in Q1 2023 and held it in 6 quarters.
  • Pinnbrook Capital Management's Salesforce position peaked at $15.4M in Q4 2023.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Pinnbrook Capital Management's 13F filing for Q1 2025, filed 12 May 2025.