Nicolet Advisory Services’s Salesforce CRM Stock Holding History

Nicolet Advisory Services’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 Q4	$1.88M	Buy	7,237 +1,917	+36%	+$476K	0.13%	88
2025 Q3	$1.28M	Buy	5,320 +3	+0.1%	+$757	0.1%	105
2025 Q2	$1.33M	Sell	5,317 -304	-5%	-$81.3K	0.11%	96
2025 Q1	$1.43M	Buy	5,621 +169	+3%	+$52.6K	0.14%	81
2024 Q4	$1.73M	Buy	5,452 +426	+8%	+$136K	0.16%	70
2024 Q3	$1.41M	Sell	5,026 -39	-0.8%	-$9.99K	0.13%	80
2024 Q2	$1.28M	Buy	5,065 +16	+0.3%	+$4.28K	0.12%	84
2024 Q1	$1.53M	Buy	5,049 +3	+0.1%	+$866	0.16%	73
2023 Q4	$1.27M	Sell	5,046 -210	-4%	-$47.5K	0.14%	78
2023 Q3	$1.06M	Buy	5,256 +1,605	+44%	+$347K	0.12%	92
2023 Q2	$767K	Buy	3,651 +198	+6%	+$40.4K	0.08%	113
2023 Q1	$665K	Buy	3,453 +343	+11%	+$57.9K	0.08%	123
2022 Q4	$451K	Buy	3,110 +618	+25%	+$90.2K	0.06%	134
2022 Q3	$363K	Buy	2,492 +472	+23%	+$80K	0.06%	123
2022 Q2	$357K	Buy	2,020 +479	+31%	+$84.6K	0.05%	123
2022 Q1	$304K	Buy	1,541 +284	+23%	+$61.1K	0.04%	144
2021 Q4	$319K	Sell	1,257 -508	-29%	-$143K	0.04%	147
2021 Q3	$478K	Buy	1,765 +326	+23%	+$82.8K	0.06%	117
2021 Q2	$352K	Buy	1,439 +393	+38%	+$90.6K	0.05%	129
2021 Q1	$222K	Sell	1,046 -91	-8%	-$20.3K	0.03%	161
2020 Q4	$253K	Buy	1,137 +123	+12%	+$29.9K	0.04%	152
2020 Q3	$255K	Sell	1,014 -625	-38%	-$137K	0.04%	136
2020 Q2	$307K	Hold	1,639	–	–	0.05%	150
2020 Q1	$236K	Buy	+1,639	New	+$281K	0.04%	163

Other funds holding CRM

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nicolet Advisory Services's CRM Position: Q4 2025 in Review

Nicolet Advisory Services increased its Salesforce (CRM) stake by 36% in Q4 2025, buying an estimated $476K and bringing the position to 7,237 shares worth $1.88M. The position accounts for 0.13% of the portfolio, ranked #88.

Nicolet Advisory Services first reported a position in CRM in Q1 2020 and has held it in 24 quarters since. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Nicolet Advisory Services held 7,237 shares of Salesforce worth $1.88M as of Q4 2025.
Nicolet Advisory Services bought 1,917 Salesforce shares in Q4 2025, an estimated $476K.
Salesforce made up 0.13% of Nicolet Advisory Services's portfolio in Q4 2025, its #88 holding.
Nicolet Advisory Services first reported a position in Salesforce in Q1 2020 and has held it in 24 quarters since.
2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.