Nautilus Advisors’s Salesforce CRM Stock Holding History

Nautilus Advisors’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 Q3	$1.38M	Sell	6,029 -77	-1%	-$15.9K	0.84%	29
2026 Q2	$997K	Sell	6,106 -364	-6%	-$64K	0.59%	46
2026 Q1	$1.21M	Sell	6,470 -219	-3%	-$45.4K	0.83%	29
2025 Q4	$1.77M	Sell	6,689 -184	-3%	-$45.7K	1.16%	19
2025 Q3	$1.63M	Buy	6,873 +1	+0%	+$252	1.1%	20
2025 Q2	$1.87M	Sell	6,872 -188	-3%	-$50.3K	1.37%	15
2025 Q1	$1.89M	Sell	7,060 -72	-1%	-$22.4K	1.57%	11
2024 Q4	$2.38M	Buy	+7,132	New	+$2.28M	1.9%	7

Other funds holding CRM

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

KIG

Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

Nautilus Advisors's CRM Position: Q3 2026 in Review

Nautilus Advisors reduced its Salesforce (CRM) stake by 1.3% in Q3 2026, selling an estimated $15.9K and leaving 6,029 shares worth $1.38M. The position accounts for 0.84% of the portfolio, ranked #29.

Nautilus Advisors first reported a position in CRM in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.38M in Q4 2024. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Nautilus Advisors held 6,029 shares of Salesforce worth $1.38M as of Q3 2026.
Nautilus Advisors sold 77 Salesforce shares in Q3 2026, an estimated $15.9K.
Salesforce made up 0.84% of Nautilus Advisors's portfolio in Q3 2026, its #29 holding.
Nautilus Advisors first reported a position in Salesforce in Q4 2024 and has held it in 8 quarters since.
Nautilus Advisors's Salesforce position peaked at $2.38M in Q4 2024.
122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Nautilus Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.