Position in CRM
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$7,216,288
-$2,253,449 QoQ
Shares Held
38,658
+8.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Mar 31, 2026PINNACLE ASSOCIATES LTD holds $65,085,186 across 23 Software - Application names. CRM ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
74,465 | $11,230,811 | |
| 2 | CVLT |
Commvault Systems Inc
|
132,545 | $10,323,930 | |
| 3 | UBER |
Uber Technologies, Inc
|
110,304 | $7,934,166 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
38,658 | $7,216,288 | |
| 5 | ADBE |
Adobe Inc.
|
25,677 | $6,241,565 | |
| 6 | NOW |
ServiceNow, Inc.
|
59,226 | $6,192,078 | |
| 7 | ADP |
Automatic Data Processing Inc
|
27,499 | $5,587,246 | |
| 8 | PAYX |
Paychex Inc
|
21,388 | $1,970,262 |
All Filings in CRM
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,216,288 | 38,658 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,469,737 | 35,747 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $8,550,960 | 36,080 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,596,779 | 35,193 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $9,113,505 | 33,960 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $11,090,394 | 33,172 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,666,753 | 31,664 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $8,055,457 | 31,332 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $9,596,799 | 31,864 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $8,332,064 | 31,664 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $6,379,053 | 31,458 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $6,778,065 | 32,084 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $6,220,150 | 31,135 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $3,911,802 | 29,503 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,685,061 | 18,667 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $3,054,725 | 18,509 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,117,097 | 19,391 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $3,810,171 | 14,993 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $3,692,660 | 13,615 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $3,286,408 | 13,454 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $3,620,646 | 17,089 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $3,380,453 | 15,191 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $2,688,118 | 10,696 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $8,770,790 | 46,820 | 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. | ||||||