Pinnacle Wealth Planning Services, Inc.
Position in CRM — Salesforce, Inc.
CIK 1726752
MANSFIELD, OH
Position in CRM
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$371,659
-$438,965 QoQ
Shares Held
1,991
-34.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $8,727,647 across 81 Software - Application names. CRM ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SAP |
Sap SE
|
6,723 | $1,151,044 | |
| 2 | UBER |
Uber Technologies, Inc
|
10,590 | $761,738 | |
| 3 | INTU |
Intuit Inc.
|
1,636 | $707,373 | |
| 4 | NOW |
ServiceNow, Inc.
|
5,627 | $588,302 | |
| 5 | SHOP |
Shopify Inc.
|
3,484 | $413,272 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
1,991 | $371,659 | |
| 7 | CDNS |
Cadence Design Systems Inc
|
1,226 | $340,668 | |
| 8 | ADSK |
Autodesk, Inc.
|
1,294 | $309,783 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $371,659 | 1,991 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $810,624 | 3,060 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $519,030 | 2,190 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $892,787 | 3,274 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $667,411 | 2,487 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $748,230 | 2,238 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $1,257,697 | 4,595 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,252,591 | 4,872 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,489,636 | 4,946 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,291,491 | 4,908 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,041,680 | 5,137 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,105,734 | 5,234 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,140,943 | 5,711 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $211,215 | 1,593 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $426,054 | 2,962 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,064,838 | 6,452 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $996,205 | 4,692 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,542,060 | 6,068 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,339,826 | 4,940 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $1,146,847 | 4,695 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $893,667 | 4,218 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $885,001 | 3,977 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,095,252 | 4,358 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $753,815 | 4,024 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $567,568 | 3,942 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||