Nabity-Jensen Investment Management’s Salesforce CRM Stock Holding History

Nabity-Jensen Investment Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$613K	Sell	3,285 -1,086	-25%	-$225K	0.43%	39
2025 Q4	$1.16M	Buy	4,371 +14	+0.3%	+$3.48K	0.78%	27
2025 Q3	$1.03M	Sell	4,357 -101	-2%	-$25.5K	0.72%	30
2025 Q2	$1.22M	Sell	4,458 -6	-0.1%	-$1.6K	0.9%	24
2025 Q1	$1.2M	Buy	4,464 +24	+0.5%	+$7.46K	0.95%	25
2024 Q4	$1.48M	Hold	4,440	–	–	1.12%	21
2024 Q3	$1.22M	Hold	4,440	–	–	0.93%	26
2024 Q2	$1.14M	Sell	4,440 -36	-0.8%	-$9.63K	0.93%	25
2024 Q1	$1.35M	Hold	4,476	–	–	1.11%	21
2023 Q4	$1.18M	Buy	+4,476	New	+$1.01M	1.06%	23

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nabity-Jensen Investment Management's CRM Position: Q1 2026 in Review

Nabity-Jensen Investment Management reduced its Salesforce (CRM) stake by 25% in Q1 2026, selling an estimated $225K and leaving 3,285 shares worth $613K. The position accounts for 0.43% of the portfolio, ranked #39.

Nabity-Jensen Investment Management first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.48M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Nabity-Jensen Investment Management held 3,285 shares of Salesforce worth $613K as of Q1 2026.
Nabity-Jensen Investment Management sold 1,086 Salesforce shares in Q1 2026, an estimated $225K.
Salesforce made up 0.43% of Nabity-Jensen Investment Management's portfolio in Q1 2026, its #39 holding.
Nabity-Jensen Investment Management first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
Nabity-Jensen Investment Management's Salesforce position peaked at $1.48M in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Nabity-Jensen Investment Management's 13F filing for Q1 2026, filed 21 Apr 2026.