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Nations Financial Group’s Salesforce CRM Stock Holding History

Nations Financial Group’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
Q2 		$781K Sell
4,987
-6,071
-55% -$1.07M 0.04% 440
2026
Q1 		$2.06M Buy
11,058
+428
+4% +$88.7K 0.11% 214
2025
Q4 		$2.82M Buy
10,630
+644
+6% +$160K 0.15% 163
2025
Q3 		$2.37M Sell
9,986
-2,944
-23% -$742K 0.15% 168
2025
Q2 		$3.53M Buy
12,930
+6,062
+88% +$1.62M 0.24% 97
2025
Q1 		$1.84M Buy
6,868
+58
+0.9% +$18K 0.14% 174
2024
Q4 		$2.28M Buy
6,810
+106
+2% +$33.8K 0.17% 154
2024
Q3 		$1.84M Buy
6,704
+58
+0.9% +$14.9K 0.13% 179
2024
Q2 		$1.71M Buy
6,646
+197
+3% +$52.7K 0.14% 169
2024
Q1 		$1.94M Buy
6,449
+1,661
+35% +$479K 0.16% 152
2023
Q4 		$1.26M Buy
4,788
+104
+2% +$23.5K 0.12% 204
2023
Q3 		$950K Buy
4,684
+66
+1% +$14.3K 0.1% 236
2023
Q2 		$976K Buy
4,618
+77
+2% +$15.7K 0.1% 240
2023
Q1 		$907K Sell
4,541
-4,870
-52% -$823K 0.1% 242
2022
Q4 		$1.25M Buy
9,411
+173
+2% +$25.2K 0.14% 182
2022
Q3 		$1.33M Sell
9,238
-355
-4% -$60.2K 0.19% 128
2022
Q2 		$1.58M Buy
9,593
+269
+3% +$47.5K 0.21% 123
2022
Q1 		$1.98M Sell
9,324
-128
-1% -$27.5K 0.24% 101
2021
Q4 		$2.4M Sell
9,452
-8,726
-48% -$2.45M 0.32% 72
2021
Q3 		$4.93M Buy
18,178
+9,135
+101% +$2.32M 0.75% 25
2021
Q2 		$2.21M Sell
9,043
-175
-2% -$40.3K 0.37% 66
2021
Q1 		$1.95M Sell
9,218
-451
-5% -$100K 0.44% 45
2020
Q4 		$2.15M Buy
9,669
+1,036
+12% +$252K 0.57% 34
2020
Q3 		$2.17M Sell
8,633
-748
-8% -$164K 0.67% 34
2020
Q2 		$1.76M Buy
9,381
+407
+5% +$68.6K 0.62% 36
2020
Q1 		$1.29M Buy
8,974
+230
+3% +$39.4K 0.55% 44
2019
Q4 		$1.42M Buy
8,744
+485
+6% +$76K 0.49% 46
2019
Q3 		$1.29M Buy
8,259
+2,649
+47% +$403K 0.46% 52
2019
Q2 		$851K Buy
+5,610
New +$879K 0.56% 43
2018
Q3 		– Sell
-6,400
Closed -$873K – 170
2018
Q2 		$873K Hold
6,400
– – 0.73% 29
2018
Q1 		$744K Sell
6,400
-100
-2% -$11.5K 0.68% 35
2017
Q4 		$664K Hold
6,500
– – 0.61% 48
2017
Q3 		$607K Hold
6,500
– – 0.59% 49
2017
Q2 		$563K Buy
6,500
+900
+16% +$78.4K 0.46% 63
2017
Q1 		$462K Buy
+5,600
New +$447K 0.45% 69

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Nations Financial Group's CRM Position: Q2 2026 in Review

Nations Financial Group reduced its Salesforce (CRM) stake by 55% in Q2 2026, selling an estimated $1.07M and leaving 4,987 shares worth $781K. The position accounts for 0.04% of the portfolio, ranked #440.

Nations Financial Group first reported a position in CRM in Q1 2017 and has held it in 35 quarters since. The position peaked at $4.93M in Q3 2021. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Nations Financial Group held 4,987 shares of Salesforce worth $781K as of Q2 2026.
  • Nations Financial Group sold 6,071 Salesforce shares in Q2 2026, an estimated $1.07M.
  • Salesforce made up 0.04% of Nations Financial Group's portfolio in Q2 2026, its #440 holding.
  • Nations Financial Group first reported a position in Salesforce in Q1 2017 and has held it in 35 quarters since.
  • Nations Financial Group's Salesforce position peaked at $4.93M in Q3 2021.
  • 749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.