Pinnacle Holdings, LLC

Position in CRM — Salesforce, Inc.

CIK 1411784 TULSA, OK

Position in CRM

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$1,823,579

-$415,440 QoQ

Shares Held

9,769

+15.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.69%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Pinnacle Holdings, LLC holds $3,199,947 across 3 Software - Application names. CRM ranks #1 (57.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	9,769	$1,823,579
2	PUBM	PubMatic, Inc.	157,884	$1,291,491
3	UBER	Uber Technologies, Inc	1,180	$84,877

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,823,579	9,769	+15.6%	Shares	Sole	2026-05-08
2025-12-31	$2,239,019	8,452	-1.3%	Shares	Sole	2026-02-12
2025-09-30	$2,030,379	8,567	-0.6%	Shares	Sole	2025-11-12
2025-06-30	$2,349,224	8,615	+10.3%	Shares	Sole	2025-08-07
2025-03-31	$2,096,428	7,812	-5.1%	Shares	Sole	2025-05-13
2024-12-31	$2,751,201	8,229	-2.6%	Shares	Sole	2025-02-13
2024-09-30	$2,313,123	8,451	-0.7%	Shares	Sole	2024-11-12
2024-06-30	$2,188,435	8,512	-1.7%	Shares	Sole	2024-08-13
2024-03-31	$2,607,315	8,657	-7.6%	Shares	Sole	2024-05-09
2023-12-31	$2,464,306	9,365	-0.5%	Shares	Sole	2024-02-14
2023-09-30	$1,908,159	9,410	-10.1%	Shares	Sole	2023-11-14
2023-06-30	$2,212,314	10,472	-0.7%	Shares	Sole	2023-08-11
2023-03-31	$2,106,280	10,543	+0.4%	Shares	Sole	2023-05-12
2022-12-31	$1,392,857	10,505	-14.6%	Shares	Sole	2023-02-13
2022-09-30	$1,768,512	12,295	+2.6%	Shares	Sole	2022-11-14
2022-06-30	$1,978,499	11,988	+1.3%	Shares	Sole	2022-08-11
2022-03-31	$2,513,656	11,839	+11.6%	Shares	Sole	2022-05-13
2021-12-31	$2,695,556	10,607	+0.3%	Shares	Sole	2022-02-14
2021-09-30	$2,869,236	10,579	-2.3%	Shares	Sole	2021-11-12
2021-06-30	$2,645,199	10,829	-0.5%	Shares	Sole	2021-08-13
2021-03-31	$2,305,569	10,882	-2.3%	Shares	Sole	2021-05-12
2020-12-31	$2,477,426	11,133	-0.8%	Shares	Sole	2021-02-12
2020-09-30	$2,821,569	11,227	—	Shares	Sole	2020-11-13
No filing history on record for this holder in this stock.