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Nicholas Hoffman & Company’s Salesforce CRM Stock Holding History

Nicholas Hoffman & Company’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 		$479K Sell
3,060
-274
-8% -$48.2K 0.01% 246
2026
Q1 		$622K Sell
3,334
-170
-5% -$35.2K 0.01% 205
2025
Q4 		$928K Buy
3,504
+5
+0.1% +$1.24K 0.02% 152
2025
Q3 		$829K Buy
3,499
+40
+1% +$10.1K 0.02% 167
2025
Q2 		$943K Buy
3,459
+577
+20% +$154K 0.02% 135
2025
Q1 		$773K Buy
2,882
+996
+53% +$310K 0.03% 147
2024
Q4 		$631K Buy
1,886
+321
+21% +$102K 0.03% 168
2024
Q3 		$428K Buy
1,565
+22
+1% +$5.63K 0.02% 215
2024
Q2 		$397K Sell
1,543
-41
-3% -$11K 0.02% 215
2024
Q1 		$477K Hold
1,584
– – 0.02% 189
2023
Q4 		$417K Hold
1,584
– – 0.03% 195
2023
Q3 		$321K Sell
1,584
-27
-2% -$5.83K 0.02% 208
2023
Q2 		$340K Hold
1,611
– – 0.01% 208
2023
Q1 		$322K Buy
+1,611
New +$272K 0.03% 208
2022
Q4 		– Sell
-1,468
Closed -$211K – 266
2022
Q3 		$211K Buy
1,468
+210
+17% +$35.6K 0.01% 240
2022
Q2 		$208K Hold
1,258
– – 0.01% 245
2022
Q1 		$267K Hold
1,258
– – 0.01% 242
2021
Q4 		$320K Buy
1,258
+104
+9% +$29.2K 0.01% 217
2021
Q3 		$313K Buy
1,154
+114
+11% +$29K 0.05% 210
2021
Q2 		$254K Buy
+1,040
New +$240K 0.05% 228

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nicholas Hoffman & Company's CRM Position: Q2 2026 in Review

Nicholas Hoffman & Company reduced its Salesforce (CRM) stake by 8.2% in Q2 2026, selling an estimated $48.2K and leaving 3,060 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #246.

Nicholas Hoffman & Company first reported a position in CRM in Q2 2021 and has held it in 20 quarters since. The position peaked at $943K in Q2 2025. 1,240 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Nicholas Hoffman & Company held 3,060 shares of Salesforce worth $479K as of Q2 2026.
  • Nicholas Hoffman & Company sold 274 Salesforce shares in Q2 2026, an estimated $48.2K.
  • Salesforce made up 0.01% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #246 holding.
  • Nicholas Hoffman & Company first reported a position in Salesforce in Q2 2021 and has held it in 20 quarters since.
  • Nicholas Hoffman & Company's Salesforce position peaked at $943K in Q2 2025.
  • 1,240 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.