Nan Shan Life Insurance’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.7M | Sell |
137,794
-2,456
| -2% | -$509K | 0.93% | 37 |
|
|
2025
Q4 | $37.2M | Hold |
140,250
| – | – | 1.14% | 27 |
|
|
2025
Q3 | $33.2M | Hold |
140,250
| – | – | 0.71% | 46 |
|
|
2025
Q2 | $38.2M | Hold |
140,250
| – | – | 0.85% | 36 |
|
|
2025
Q1 | $37.6M | Buy |
140,250
+132,486
| +1,706% | +$41.2M | 0.89% | 37 |
|
|
2024
Q4 | $2.6M | Sell |
7,764
-143,655
| -95% | -$45.8M | 0.06% | 96 |
|
|
2024
Q3 | $41.4M | Buy |
151,419
+16,754
| +12% | +$4.29M | 0.98% | 32 |
|
|
2024
Q2 | $34.6M | Buy |
134,665
+87,512
| +186% | +$23.4M | 0.82% | 46 |
|
|
2024
Q1 | $14.2M | Sell |
47,153
-190,437
| -80% | -$54.9M | 0.33% | 73 |
|
|
2023
Q4 | $62.5M | Buy |
237,590
+73,152
| +44% | +$16.6M | 1.51% | 20 |
|
|
2023
Q3 | $33.3M | Sell |
164,438
-143,813
| -47% | -$31.1M | 0.91% | 43 |
|
|
2023
Q2 | $65.1M | Sell |
308,251
-25,000
| -8% | -$5.1M | 1.57% | 16 |
|
|
2023
Q1 | $66.6M | Sell |
333,251
-1,083
| -0.3% | -$183K | 1.58% | 14 |
|
|
2022
Q4 | $44.3M | Sell |
334,334
-9,929
| -3% | -$1.45M | 1.21% | 24 |
|
|
2022
Q3 | $49.5M | Sell |
344,263
-5,168
| -1% | -$876K | 1.21% | 25 |
|
|
2022
Q2 | $57.7M | Buy |
349,431
+43,581
| +14% | +$7.7M | 1.21% | 23 |
|
|
2022
Q1 | $64.9M | Buy |
305,850
+56,684
| +23% | +$12.2M | 1.14% | 29 |
|
|
2021
Q4 | $63.3M | Buy |
249,166
+9,982
| +4% | +$2.8M | 0.96% | 34 |
|
|
2021
Q3 | $64.9M | Buy |
239,184
+76,110
| +47% | +$19.3M | 1.08% | 31 |
|
|
2021
Q2 | $39.8M | Sell |
163,074
-4,000
| -2% | -$922K | 0.67% | 55 |
|
|
2021
Q1 | $35.4M | Sell |
167,074
-89,047
| -35% | -$19.8M | 0.69% | 58 |
|
|
2020
Q4 | $57M | Buy |
256,121
+128,408
| +101% | +$31.2M | 1.18% | 26 |
|
|
2020
Q3 | $32.1M | Sell |
127,713
-35,287
| -22% | -$7.72M | 0.84% | 32 |
|
|
2020
Q2 | $30.5M | Buy |
163,000
+15,200
| +10% | +$2.56M | 0.93% | 31 |
|
|
2020
Q1 | $21.3M | Buy |
147,800
+31,800
| +27% | +$5.45M | 0.78% | 43 |
|
|
2019
Q4 | $18.9M | Sell |
116,000
-607,781
| -84% | -$95.3M | 0.59% | 43 |
|
|
2019
Q3 | $107M | Buy |
723,781
+67,845
| +10% | +$10.3M | 2.96% | 6 |
|
|
2019
Q2 | $99.5M | Sell |
655,936
-20,000
| -3% | -$3.13M | 2.55% | 10 |
|
|
2019
Q1 | $107M | Buy |
675,936
+338,233
| +100% | +$52.4M | 2.11% | 16 |
|
|
2018
Q4 | $46.3M | Sell |
337,703
-228,897
| -40% | -$31.5M | 1.1% | 30 |
|
|
2018
Q3 | $90.1M | Buy |
566,600
+196,837
| +53% | +$29.2M | 1.75% | 18 |
|
|
2018
Q2 | $50.4M | Buy |
369,763
+32,983
| +10% | +$4.21M | 1.16% | 28 |
|
|
2018
Q1 | $39.2M | Buy |
336,780
+85,691
| +34% | +$9.84M | 0.8% | 39 |
|
|
2017
Q4 | $25.7M | Buy |
+251,089
| New | +$25.6M | 0.67% | 39 |
|
|
2015
Q3 | – | Sell |
-120,000
| Closed | -$8.36M | – | 71 |
|
|
2015
Q2 | $8.36M | Buy |
120,000
+48,700
| +68% | +$3.47M | 0.45% | 52 |
|
|
2015
Q1 | $4.76M | Hold |
71,300
| – | – | 0.34% | 55 |
|
|
2014
Q4 | $4.23M | Buy |
71,300
+16,800
| +31% | +$991K | 0.52% | 42 |
|
|
2014
Q3 | $3.13M | Buy |
54,500
+9,000
| +20% | +$507K | 0.4% | 39 |
|
|
2014
Q2 | $2.64M | Buy |
+45,500
| New | +$2.46M | 0.35% | 32 |
|
Other funds holding CRM
VCM
VPM
Nan Shan Life Insurance's CRM Position: Q1 2026 in Review
Nan Shan Life Insurance reduced its Salesforce (CRM) stake by 1.8% in Q1 2026, selling an estimated $509K and leaving 137,794 shares worth $25.7M. The position accounts for 0.93% of the portfolio, ranked #37.
Nan Shan Life Insurance first reported a position in CRM in Q2 2014 and has held it in 39 quarters since. The position peaked at $107M in Q3 2019. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Nan Shan Life Insurance held 137,794 shares of Salesforce worth $25.7M as of Q1 2026.
- Nan Shan Life Insurance sold 2,456 Salesforce shares in Q1 2026, an estimated $509K.
- Salesforce made up 0.93% of Nan Shan Life Insurance's portfolio in Q1 2026, its #37 holding.
- Nan Shan Life Insurance first reported a position in Salesforce in Q2 2014 and has held it in 39 quarters since.
- Nan Shan Life Insurance's Salesforce position peaked at $107M in Q3 2019.
- 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Nan Shan Life Insurance's 13F filing for Q1 2026, filed 14 May 2026.