NC
Nicholas Company’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $74M | Hold |
271,485
| – | – | 1.24% | 17 |
|
|
2025
Q1 | $72.9M | Sell |
271,485
-13,000
| -5% | -$3.49M | 1.26% | 18 |
|
|
2024
Q4 | $95.1M | Sell |
284,485
-10
| -0% | -$3.34K | 1.54% | 9 |
|
|
2024
Q3 | $77.9M | Hold |
284,495
| – | – | 1.27% | 21 |
|
|
2024
Q2 | $73.1M | Buy |
284,495
+17,245
| +6% | +$4.43M | 1.22% | 20 |
|
|
2024
Q1 | $80.5M | Hold |
267,250
| – | – | 1.33% | 12 |
|
|
2023
Q4 | $70.3M | Buy |
267,250
+16,820
| +7% | +$4.43M | 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% | -$80.9K | 1.02% | 34 |
|
|
2022
Q4 | $33.3M | Buy |
250,835
+31,265
| +14% | +$4.15M | 0.71% | 56 |
|
|
2022
Q3 | $31.6M | Sell |
219,570
-58,010
| -21% | -$8.34M | 0.72% | 54 |
|
|
2022
Q2 | $45.8M | Buy |
277,580
+27,670
| +11% | +$4.57M | 1% | 27 |
|
|
2022
Q1 | $53.1M | Buy |
249,910
+32,540
| +15% | +$6.91M | 0.95% | 34 |
|
|
2021
Q4 | $55.2M | Buy |
217,370
+35,295
| +19% | +$8.97M | 0.9% | 38 |
|
|
2021
Q3 | $49.4M | Buy |
182,075
+15
| +0% | +$4.07K | 0.87% | 43 |
|
|
2021
Q2 | $44.5M | Buy |
182,060
+7,585
| +4% | +$1.85M | 0.78% | 47 |
|
|
2021
Q1 | $37M | Buy |
174,475
+56,615
| +48% | +$12M | 0.69% | 51 |
|
|
2020
Q4 | $26.2M | Sell |
117,860
-10,080
| -8% | -$2.24M | 0.5% | 64 |
|
|
2020
Q3 | $32.2M | Sell |
127,940
-60,205
| -32% | -$15.1M | 0.68% | 54 |
|
|
2020
Q2 | $35.2M | Buy |
188,145
+40
| +0% | +$7.49K | 0.81% | 40 |
|
|
2020
Q1 | $27.1M | Buy |
188,105
+65
| +0% | +$9.36K | 0.77% | 52 |
|
|
2019
Q4 | $30.6M | Sell |
188,040
-25
| -0% | -$4.07K | 0.64% | 56 |
|
|
2019
Q3 | $27.9M | Hold |
188,065
| – | – | 0.63% | 56 |
|
|
2019
Q2 | $28.5M | Sell |
188,065
-10
| -0% | -$1.52K | 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% | -$5.18M | 0.65% | 54 |
|
|
2018
Q2 | $30.1M | Sell |
220,655
-29,255
| -12% | -$3.99M | 0.7% | 46 |
|
|
2018
Q1 | $29.1M | Sell |
249,910
-43,745
| -15% | -$5.09M | 0.66% | 52 |
|
|
2017
Q4 | $30M | Sell |
293,655
-36,205
| -11% | -$3.7M | 0.65% | 53 |
|
|
2017
Q3 | $30.8M | Hold |
329,860
| – | – | 0.69% | 53 |
|
|
2017
Q2 | $28.6M | Buy |
329,860
+1,885
| +0.6% | +$163K | 0.64% | 55 |
|
|
2017
Q1 | $27.1M | Sell |
327,975
-19,585
| -6% | -$1.62M | 0.61% | 54 |
|
|
2016
Q4 | $23.8M | Buy |
347,560
+131,740
| +61% | +$9.02M | 0.53% | 54 |
|
|
2016
Q3 | $15.4M | Buy |
+215,820
| New | +$15.4M | 0.34% | 53 |
|