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PINNACLE ASSOCIATES LTD: CRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PINNACLE ASSOCIATES LTD on CRM, newest first. How the timeline and the estimate are built.

PINNACLE ASSOCIATES LTD held 27,534 CRM shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,534 shares
    Change vs previous 13F -11,124 shares

    0.05% of the 13F portfolio, value $4,313,489.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 38,658 shares
    Change vs previous 13F +2,911 shares

    0.09% of the 13F portfolio, value $7,216,208.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 35,747 shares
    Change vs previous 13F -333 shares

    0.12% of the 13F portfolio, value $9,469,824.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 36,080 shares
    Change vs previous 13F +887 shares

    0.11% of the 13F portfolio, value $8,550,955.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,193 shares
    Change vs previous 13F +1,233 shares

    0.14% of the 13F portfolio, value $9,596,720.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,960 shares
    Change vs previous 13F +788 shares

    0.13% of the 13F portfolio, value $9,113,541.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 33,172 shares
    Change vs previous 13F +1,508 shares

    0.15% of the 13F portfolio, value $11,090,517.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 31,664 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $8,331,968.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).