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Nichols & Pratt Advisers’s Salesforce CRM Stock Holding History

Nichols & Pratt Advisers’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 		$260K Sell
1,657
-690
-29% -$121K 0.02% 99
2026
Q1 		$438K Sell
2,347
-800
-25% -$166K 0.03% 80
2025
Q4 		$834K Buy
3,147
+32
+1% +$7.95K 0.05% 70
2025
Q3 		$738K Hold
3,115
– – 0.05% 71
2025
Q2 		$849K Buy
3,115
+800
+35% +$214K 0.06% 70
2025
Q1 		$621K Sell
2,315
-440
-16% -$137K 0.04% 73
2024
Q4 		$921K Sell
2,755
-50
-2% -$16K 0.06% 69
2024
Q3 		$768K Buy
2,805
+1,325
+90% +$339K 0.05% 72
2024
Q2 		$381K Hold
1,480
– – 0.03% 83
2024
Q1 		$446K Hold
1,480
– – 0.03% 83
2023
Q4 		$389K Hold
1,480
– – 0.03% 85
2023
Q3 		$300K Sell
1,480
-2,500
-63% -$540K 0.02% 94
2023
Q2 		$841K Buy
3,980
+2,500
+169% +$510K 0.06% 75
2023
Q1 		$296K Buy
+1,480
New +$250K 0.02% 91
2022
Q2 		– Sell
-1,020
Closed -$217K – 90
2022
Q1 		$217K Hold
1,020
– – 0.02% 95
2021
Q4 		$259K Sell
1,020
-550
-35% -$155K 0.02% 90
2021
Q3 		$432K Buy
1,570
+305
+24% +$77.5K 0.03% 80
2021
Q2 		$309K Hold
1,265
– – 0.02% 92
2021
Q1 		$268K Hold
1,265
– – 0.02% 95
2020
Q4 		$281K Buy
1,265
+100
+9% +$24.3K 0.02% 93
2020
Q3 		$293K Buy
+1,165
New +$255K 0.03% 86

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Nichols & Pratt Advisers's CRM Position: Q2 2026 in Review

Nichols & Pratt Advisers reduced its Salesforce (CRM) stake by 29% in Q2 2026, selling an estimated $121K and leaving 1,657 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #99.

Nichols & Pratt Advisers first reported a position in CRM in Q3 2020 and has held it in 21 quarters since. The position peaked at $921K in Q4 2024. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Nichols & Pratt Advisers held 1,657 shares of Salesforce worth $260K as of Q2 2026.
  • Nichols & Pratt Advisers sold 690 Salesforce shares in Q2 2026, an estimated $121K.
  • Salesforce made up 0.02% of Nichols & Pratt Advisers's portfolio in Q2 2026, its #99 holding.
  • Nichols & Pratt Advisers first reported a position in Salesforce in Q3 2020 and has held it in 21 quarters since.
  • Nichols & Pratt Advisers's Salesforce position peaked at $921K in Q4 2024.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Nichols & Pratt Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.