Pinnacle Private Wealth, LLC

SEC CIK: 0001908610
Latest filing: Jul 15, 2022

SEC filings (opens in a new tab)

CRM holding history

Salesforce, Inc. in every 13F filed by Pinnacle Private Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overview All 13F holders of CRM Full Q2 2022 holdings

Shares (Q2 2022): 1,663
Value: $274.0K
% of portfolio: 0.1%
Quarters held: 3; Since Q4 2021

Holdings of CRM by Pinnacle Private Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	1,663	$274.0K	0.1%	−941−36.1%	Reduced	Holders
Q1 2022	2,604	$553.0K	0.2%	−395−13.2%	Reduced	Holders
Q4 2021	2,999	$762.0K	0.2%	–	No prior filing	Holders