PINNACLE ASSOCIATES LTD

Position in CRM — Salesforce, Inc.

CIK 743127 NEW YORK, NY

Position in CRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,313,476

-$2,902,812 QoQ

Shares Held

27,534

-28.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#684

of 2,465 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $89,674,617 across 26 Software - Application names. CRM ranks #7 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	74,847	$19,048,561
2	CVLT	Commvault Systems Inc	127,557	$18,078,653
3	AIOT	Powerfleet, Inc.	3,984,734	$15,261,531
4	UBER	Uber Technologies, Inc	103,539	$7,471,374
5	ADP	Automatic Data Processing Inc	28,700	$6,427,365
6	ADBE	Adobe Inc.	22,937	$4,702,543
7	CRM	Salesforce, Inc. This page	27,534	$4,313,476
8	NOW	ServiceNow, Inc.	24,697	$2,451,918

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,313,476	27,534	-28.8%	Shares	Sole	2026-08-03
2026-03-31	$7,216,288	38,658	+8.1%	Shares	Sole	2026-04-22
2025-12-31	$9,469,737	35,747	-0.9%	Shares	Sole	2026-02-05
2025-09-30	$8,550,960	36,080	+2.5%	Shares	Sole	2025-11-13
2025-06-30	$9,596,779	35,193	+3.6%	Shares	Sole	2025-08-04
2025-03-31	$9,113,505	33,960	+2.4%	Shares	Sole	2025-05-06
2024-12-31	$11,090,394	33,172	+4.8%	Shares	Sole	2025-02-14
2024-09-30	$8,666,753	31,664	+1.1%	Shares	Sole	2024-10-25
2024-06-30	$8,055,457	31,332	-1.7%	Shares	Sole	2024-07-30
2024-03-31	$9,596,799	31,864	+0.6%	Shares	Sole	2024-04-26
2023-12-31	$8,332,064	31,664	+0.7%	Shares	Sole	2024-01-19
2023-09-30	$6,379,053	31,458	-2.0%	Shares	Sole	2023-10-24
2023-06-30	$6,778,065	32,084	+3.0%	Shares	Sole	2023-07-27
2023-03-31	$6,220,150	31,135	+5.5%	Shares	Sole	2023-05-05
2022-12-31	$3,911,802	29,503	+58.0%	Shares	Sole	2023-02-01
2022-09-30	$2,685,061	18,667	+0.9%	Shares	Sole	2022-11-01
2022-06-30	$3,054,725	18,509	-4.5%	Shares	Sole	2022-08-02
2022-03-31	$4,117,097	19,391	+29.3%	Shares	Sole	2022-05-05
2021-12-31	$3,810,171	14,993	+10.1%	Shares	Sole	2022-02-02
2021-09-30	$3,692,660	13,615	+1.2%	Shares	Sole	2021-10-19
2021-06-30	$3,286,408	13,454	-21.3%	Shares	Sole	2021-08-02
2021-03-31	$3,620,646	17,089	+12.5%	Shares	Sole	2021-05-12
2020-12-31	$3,380,453	15,191	+42.0%	Shares	Sole	2021-01-26
2020-09-30	$2,688,118	10,696	-77.2%	Shares	Sole	2020-10-23
2020-06-30	$8,770,790	46,820	-19.6%	Shares	Sole	2020-08-14
2020-03-31	$8,387,266	58,253	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.