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Nicholas Investment Partners’s Salesforce CRM Stock Holding History

Nicholas Investment Partners’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
2025
Q3 		– Sell
-743
Closed -$203K – 220
2025
Q2 		$203K Buy
+743
New +$199K 0.02% 211
2025
Q1 		– Sell
-7,031
Closed -$2.35M – 200
2024
Q4 		$2.35M Buy
7,031
+6,288
+846% +$2.01M 0.21% 148
2024
Q3 		$203K Sell
743
-1,363
-65% -$349K 0.02% 218
2024
Q2 		$541K Sell
2,106
-5,857
-74% -$1.57M 0.06% 183
2024
Q1 		$2.4M Hold
7,963
– – 0.25% 141
2023
Q4 		$2.1M Hold
7,963
– – 0.25% 138
2023
Q3 		$1.61M Hold
7,963
– – 0.12% 137
2023
Q2 		$1.68M Buy
7,963
+977
+14% +$199K 0.12% 146
2023
Q1 		$1.4M Buy
+6,986
New +$1.18M 0.11% 153
2022
Q4 		– Sell
-1,405
Closed -$202K – 179
2022
Q3 		$202K Buy
+1,405
New +$238K 0.02% 172
2020
Q2 		– Sell
-14,828
Closed -$2.13M – 179
2020
Q1 		$2.13M Buy
14,828
+7,405
+100% +$1.27M 0.42% 98
2019
Q4 		$1.21M Sell
7,423
-3,875
-34% -$607K 0.12% 169
2019
Q3 		$1.68M Buy
11,298
+876
+8% +$133K 0.14% 175
2019
Q2 		$1.58M Hold
10,422
– – 0.15% 182
2019
Q1 		$1.65M Buy
+10,422
New +$1.62M 0.15% 188
2016
Q3 		– Sell
-30,507
Closed -$2.42M – 303
2016
Q2 		$2.42M Buy
+30,507
New +$2.39M 0.17% 237
2016
Q1 		– Sell
-40,096
Closed -$3.14M – 310
2015
Q4 		$3.14M Buy
+40,096
New +$3.13M 0.22% 196
2015
Q2 		– Sell
-13,706
Closed -$916K – 312
2015
Q1 		$916K Buy
+13,706
New +$850K 0.06% 293
2013
Q3 		– Sell
-31,666
Closed -$1.21M – 294
2013
Q2 		$1.21M Buy
+31,666
New +$1.31M 0.11% 261

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nicholas Investment Partners's CRM Position: Q3 2025 in Review

Nicholas Investment Partners sold out of Salesforce (CRM) in Q3 2025, closing a stake of 743 shares — an estimated $203K sold.

Nicholas Investment Partners first reported a position in CRM in Q2 2013 and held it in 19 quarters. The position peaked at $3.14M in Q4 2015. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Nicholas Investment Partners reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Nicholas Investment Partners sold 743 Salesforce shares in Q3 2025, an estimated $203K.
  • Nicholas Investment Partners first reported a position in Salesforce in Q2 2013 and held it in 19 quarters.
  • Nicholas Investment Partners's Salesforce position peaked at $3.14M in Q4 2015.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Nicholas Investment Partners's 13F filing for Q3 2025, filed 14 Nov 2025.