Nelson Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.39M | Buy |
8,884
+161
| +2% | +$28.3K | 0.15% | 63 |
|
|
2026
Q1 | $1.63M | Buy |
8,723
+142
| +2% | +$29.4K | 0.2% | 64 |
|
|
2025
Q4 | $2.27M | Sell |
8,581
-134
| -2% | -$33.3K | 0.27% | 61 |
|
|
2025
Q3 | $2.07M | Buy |
8,715
+26
| +0.3% | +$6.56K | 0.25% | 65 |
|
|
2025
Q2 | $2.37M | Buy |
8,689
+195
| +2% | +$52.1K | 0.31% | 60 |
|
|
2025
Q1 | $2.28M | Buy |
8,494
+312
| +4% | +$97K | 0.39% | 60 |
|
|
2024
Q4 | $2.74M | Buy |
8,182
+143
| +2% | +$45.6K | 0.45% | 48 |
|
|
2024
Q3 | $2.2M | Buy |
8,039
+846
| +12% | +$217K | 0.37% | 60 |
|
|
2024
Q2 | $1.85M | Buy |
7,193
+260
| +4% | +$69.6K | 0.33% | 63 |
|
|
2024
Q1 | $2.09M | Buy |
+6,933
| New | +$2M | 0.4% | 60 |
|
|
2022
Q4 | – | Sell |
-1,395
| Closed | -$201K | – | 93 |
|
|
2022
Q3 | $201K | Sell |
1,395
-8
| -0.6% | -$1.36K | 0.06% | 94 |
|
|
2022
Q2 | $232K | Sell |
1,403
-24,170
| -95% | -$4.27M | 0.06% | 90 |
|
|
2022
Q1 | $5.43M | Sell |
25,573
-303
| -1% | -$65.2K | 1.06% | 30 |
|
|
2021
Q4 | $6.58M | Sell |
25,876
-247
| -0.9% | -$69.4K | 1.22% | 28 |
|
|
2021
Q3 | $7.08M | Sell |
26,123
-114
| -0.4% | -$29K | 1.41% | 24 |
|
|
2021
Q2 | $6.41M | Buy |
26,237
+284
| +1% | +$65.5K | 1.3% | 27 |
|
|
2021
Q1 | $5.5M | Sell |
25,953
-302
| -1% | -$67.2K | 1.18% | 31 |
|
|
2020
Q4 | $5.84M | Sell |
26,255
-11,770
| -31% | -$2.86M | 1.26% | 29 |
|
|
2020
Q3 | $9.56M | Sell |
38,025
-1,274
| -3% | -$279K | 1.67% | 16 |
|
|
2020
Q2 | $7.36M | Buy |
39,299
+8
| +0% | +$1.35K | 1.6% | 24 |
|
|
2020
Q1 | $5.66M | Sell |
39,291
-172
| -0.4% | -$29.5K | 1.52% | 29 |
|
|
2019
Q4 | $6.42M | Sell |
39,463
-81
| -0.2% | -$12.7K | 1.35% | 34 |
|
|
2019
Q3 | $5.87M | Buy |
39,544
+159
| +0.4% | +$24.2K | 1.39% | 33 |
|
|
2019
Q2 | $5.98M | Sell |
39,385
-31,673
| -45% | -$4.96M | 1.41% | 32 |
|
|
2019
Q1 | $11.3M | Sell |
71,058
-732
| -1% | -$113K | 2.81% | 8 |
|
|
2018
Q4 | $9.83M | Sell |
71,790
-2,795
| -4% | -$384K | 2.74% | 7 |
|
|
2018
Q3 | $11.9M | Buy |
74,585
+1,729
| +2% | +$257K | 2.73% | 7 |
|
|
2018
Q2 | $9.94M | Sell |
72,856
-405
| -0.6% | -$51.7K | 2.55% | 7 |
|
|
2018
Q1 | $8.52M | Buy |
73,261
+1,367
| +2% | +$157K | 2.21% | 10 |
|
|
2017
Q4 | $7.35M | Sell |
71,894
-1,255
| -2% | -$128K | 2.29% | 12 |
|
|
2017
Q3 | $6.83M | Sell |
73,149
-80
| -0.1% | -$7.36K | 2.25% | 12 |
|
|
2017
Q2 | $6.34M | Sell |
73,229
-1,750
| -2% | -$152K | 2.15% | 14 |
|
|
2017
Q1 | $6.18M | Buy |
74,979
+725
| +1% | +$57.9K | 2.08% | 17 |
|
|
2016
Q4 | $5.08M | Sell |
74,254
-2,567
| -3% | -$186K | 1.78% | 30 |
|
|
2016
Q3 | $5.48M | Buy |
76,821
+1,240
| +2% | +$96.7K | 1.94% | 24 |
|
|
2016
Q2 | $6M | Sell |
75,581
-1,250
| -2% | -$98.1K | 2.26% | 15 |
|
|
2016
Q1 | $5.67M | Sell |
76,831
-720
| -0.9% | -$49.6K | 2.14% | 18 |
|
|
2015
Q4 | $6.08M | Buy |
77,551
+380
| +0.5% | +$29.7K | 2.34% | 15 |
|
|
2015
Q3 | $5.36M | Buy |
77,171
+1,981
| +3% | +$140K | 2.05% | 22 |
|
|
2015
Q2 | $5.24M | Buy |
75,190
+1,690
| +2% | +$120K | 1.89% | 27 |
|
|
2015
Q1 | $4.91M | Buy |
73,500
+530
| +0.7% | +$32.9K | 1.77% | 27 |
|
|
2014
Q4 | $4.33M | Buy |
72,970
+2,105
| +3% | +$124K | 1.6% | 31 |
|
|
2014
Q3 | $4.08M | Buy |
+70,865
| New | +$3.99M | 1.54% | 31 |
|
Other funds holding CRM
Nelson Capital Management's CRM Position: Q2 2026 in Review
Nelson Capital Management increased its Salesforce (CRM) stake by 1.8% in Q2 2026, buying an estimated $28.3K and bringing the position to 8,884 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #63.
Nelson Capital Management first reported a position in CRM in Q3 2014 and has held it in 43 quarters since. The position peaked at $11.9M in Q3 2018. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Nelson Capital Management held 8,884 shares of Salesforce worth $1.39M as of Q2 2026.
- Nelson Capital Management bought 161 Salesforce shares in Q2 2026, an estimated $28.3K.
- Salesforce made up 0.15% of Nelson Capital Management's portfolio in Q2 2026, its #63 holding.
- Nelson Capital Management first reported a position in Salesforce in Q3 2014 and has held it in 43 quarters since.
- Nelson Capital Management's Salesforce position peaked at $11.9M in Q3 2018.
- 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.