Nicholas Company’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 | $43.1M | Buy |
275,270
+95
| +0% | +$16.7K | 0.79% | 46 |
|
|
2026
Q1 | $51.4M | Buy |
275,175
+3,645
| +1% | +$755K | 1.01% | 41 |
|
|
2025
Q4 | $71.9M | Hold |
271,530
| – | – | 1.26% | 20 |
|
|
2025
Q3 | $64.4M | Buy |
271,530
+45
| +0% | +$11.3K | 1.09% | 29 |
|
|
2025
Q2 | $74M | Hold |
271,485
| – | – | 1.24% | 17 |
|
|
2025
Q1 | $72.9M | Sell |
271,485
-13,000
| -5% | -$4.04M | 1.26% | 18 |
|
|
2024
Q4 | $95.1M | Sell |
284,485
-10
| -0% | -$3.19K | 1.54% | 9 |
|
|
2024
Q3 | $77.9M | Hold |
284,495
| – | – | 1.27% | 21 |
|
|
2024
Q2 | $73.1M | Buy |
284,495
+17,245
| +6% | +$4.61M | 1.22% | 20 |
|
|
2024
Q1 | $80.5M | Hold |
267,250
| – | – | 1.33% | 12 |
|
|
2023
Q4 | $70.3M | Buy |
267,250
+16,820
| +7% | +$3.81M | 1.24% | 14 |
|
|
2023
Q3 | $50.8M | Hold |
250,430
| – | – | 1.02% | 38 |
|
|
2023
Q2 | $52.9M | Hold |
250,430
| – | – | 1.01% | 36 |
|
|
2023
Q1 | $50M | Sell |
250,430
-405
| -0.2% | -$68.4K | 1.02% | 34 |
|
|
2022
Q4 | $33.3M | Buy |
250,835
+31,265
| +14% | +$4.56M | 0.71% | 56 |
|
|
2022
Q3 | $31.6M | Sell |
219,570
-58,010
| -21% | -$9.84M | 0.72% | 54 |
|
|
2022
Q2 | $45.8M | Buy |
277,580
+27,670
| +11% | +$4.89M | 1% | 27 |
|
|
2022
Q1 | $53.1M | Buy |
249,910
+32,540
| +15% | +$7M | 0.95% | 34 |
|
|
2021
Q4 | $55.2M | Buy |
217,370
+35,295
| +19% | +$9.92M | 0.9% | 38 |
|
|
2021
Q3 | $49.4M | Buy |
182,075
+15
| +0% | +$3.81K | 0.87% | 43 |
|
|
2021
Q2 | $44.5M | Buy |
182,060
+7,585
| +4% | +$1.75M | 0.78% | 47 |
|
|
2021
Q1 | $37M | Buy |
174,475
+56,615
| +48% | +$12.6M | 0.69% | 51 |
|
|
2020
Q4 | $26.2M | Sell |
117,860
-10,080
| -8% | -$2.45M | 0.5% | 64 |
|
|
2020
Q3 | $32.2M | Sell |
127,940
-60,205
| -32% | -$13.2M | 0.68% | 54 |
|
|
2020
Q2 | $35.2M | Buy |
188,145
+40
| +0% | +$6.74K | 0.81% | 40 |
|
|
2020
Q1 | $27.1M | Buy |
188,105
+65
| +0% | +$11.1K | 0.77% | 52 |
|
|
2019
Q4 | $30.6M | Sell |
188,040
-25
| -0% | -$3.92K | 0.64% | 56 |
|
|
2019
Q3 | $27.9M | Hold |
188,065
| – | – | 0.63% | 56 |
|
|
2019
Q2 | $28.5M | Sell |
188,065
-10
| -0% | -$1.57K | 0.63% | 53 |
|
|
2019
Q1 | $29.8M | Hold |
188,075
| – | – | 0.71% | 50 |
|
|
2018
Q4 | $25.8M | Hold |
188,075
| – | – | 0.67% | 52 |
|
|
2018
Q3 | $29.9M | Sell |
188,075
-32,580
| -15% | -$4.83M | 0.65% | 54 |
|
|
2018
Q2 | $30.1M | Sell |
220,655
-29,255
| -12% | -$3.73M | 0.7% | 46 |
|
|
2018
Q1 | $29.1M | Sell |
249,910
-43,745
| -15% | -$5.02M | 0.66% | 52 |
|
|
2017
Q4 | $30M | Sell |
293,655
-36,205
| -11% | -$3.69M | 0.65% | 53 |
|
|
2017
Q3 | $30.8M | Hold |
329,860
| – | – | 0.69% | 53 |
|
|
2017
Q2 | $28.6M | Buy |
329,860
+1,885
| +0.6% | +$164K | 0.64% | 55 |
|
|
2017
Q1 | $27.1M | Sell |
327,975
-19,585
| -6% | -$1.56M | 0.61% | 54 |
|
|
2016
Q4 | $23.8M | Buy |
347,560
+131,740
| +61% | +$9.56M | 0.53% | 54 |
|
|
2016
Q3 | $15.4M | Buy |
+215,820
| New | +$16.8M | 0.34% | 53 |
|
Other funds holding CRM
Nicholas Company's CRM Position: Q2 2026 in Review
Nicholas Company increased its Salesforce (CRM) stake by 0.03% in Q2 2026, buying an estimated $16.7K and bringing the position to 275,270 shares worth $43.1M. The position accounts for 0.79% of the portfolio, ranked #46.
Nicholas Company first reported a position in CRM in Q3 2016 and has held it in 40 quarters since. The position peaked at $95.1M in Q4 2024. 2,468 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Nicholas Company held 275,270 shares of Salesforce worth $43.1M as of Q2 2026.
- Nicholas Company bought 95 Salesforce shares in Q2 2026, an estimated $16.7K.
- Salesforce made up 0.79% of Nicholas Company's portfolio in Q2 2026, its #46 holding.
- Nicholas Company first reported a position in Salesforce in Q3 2016 and has held it in 40 quarters since.
- Nicholas Company's Salesforce position peaked at $95.1M in Q4 2024.
- 2,468 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Nicholas Company's 13F filing for Q2 2026, filed 5 Aug 2026.