NB
CRM icon

Nicolet Bankshares’s Salesforce CRM Stock Holding History

Nicolet Bankshares’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
Q1 		$5.31M Buy
28,489
+23,077
+426% +$4.78M 0.2% 90
2025
Q4 		$1.43M Sell
5,412
-2,087
-28% -$519K 0.23% 71
2025
Q3 		$1.78M Sell
7,499
-165
-2% -$41.6K 0.29% 54
2025
Q2 		$2.09M Sell
7,664
-15
-0.2% -$4.01K 0.36% 43
2025
Q1 		$2.06M Sell
7,679
-377
-5% -$117K 0.41% 39
2024
Q4 		$2.69M Sell
8,056
-69
-0.8% -$22K 0.64% 31
2024
Q3 		$2.22M Sell
8,125
-127
-2% -$32.5K 0.54% 38
2024
Q2 		$2.12M Sell
8,252
-285
-3% -$76.3K 0.53% 37
2024
Q1 		$2.57M Sell
8,537
-128
-1% -$36.9K 0.64% 32
2023
Q4 		$2.28M Sell
8,665
-86
-1% -$19.5K 0.61% 35
2023
Q3 		$1.77M Sell
8,751
-4,569
-34% -$987K 0.54% 41
2023
Q2 		$2.15M Buy
13,320
+3,149
+31% +$643K 0.61% 34
2023
Q1 		$1.41M Buy
10,171
+7
+0.1% +$1.18K 0.46% 47
2022
Q4 		$932K Sell
10,164
-32
-0.3% -$4.67K 0.32% 65
2022
Q3 		$1.47M Buy
10,196
+219
+2% +$37.1K 0.42% 48
2022
Q2 		$1.65M Buy
9,977
+800
+9% +$141K 0.43% 45
2022
Q1 		$1.95M Buy
9,177
+314
+4% +$67.6K 0.42% 44
2021
Q4 		$2.25M Buy
8,863
+852
+11% +$239K 0.5% 33
2021
Q3 		$2.17M Buy
8,011
+36
+0.5% +$9.14K 0.56% 30
2021
Q2 		$1.95M Buy
7,975
+361
+5% +$83.2K 0.51% 35
2021
Q1 		$1.61M Buy
7,614
+1,181
+18% +$263K 0.45% 39
2020
Q4 		$1.43M Buy
6,433
+46
+0.7% +$11.2K 0.44% 37
2020
Q3 		$1.6M Buy
6,387
+30
+0.5% +$6.57K 0.56% 31
2020
Q2 		$1.19M Sell
6,357
-480
-7% -$80.9K 0.45% 41
2020
Q1 		$984K Hold
6,837
– – 0.44% 41
2019
Q4 		$1.11M Sell
6,837
-125
-2% -$19.6K 0.41% 49
2019
Q3 		$1.03M Sell
6,962
-203
-3% -$30.9K 0.41% 50
2019
Q2 		$1.09M Buy
7,165
+924
+15% +$145K 0.45% 41
2019
Q1 		$988K Sell
6,241
-39
-0.6% -$6.04K 0.41% 45
2018
Q4 		$860K Sell
6,280
-2,189
-26% -$301K 0.41% 46
2018
Q3 		$1.35M Sell
8,469
-146
-2% -$21.7K 0.54% 34
2018
Q2 		$1.18M Sell
8,615
-217
-2% -$27.7K 0.49% 38
2018
Q1 		$1.03M Hold
8,832
– – 0.44% 42
2017
Q4 		$903K Buy
8,832
+303
+4% +$30.9K 0.39% 53
2017
Q3 		$797K Buy
8,529
+953
+13% +$87.7K 0.36% 62
2017
Q2 		$656K Sell
7,576
-1,168
-13% -$102K 0.31% 66
2017
Q1 		$721K Sell
8,744
-2,431
-22% -$194K 0.38% 57
2016
Q4 		$765K Buy
11,175
+1,224
+12% +$88.8K 0.42% 46
2016
Q3 		$710K Buy
9,951
+5,668
+132% +$442K 0.41% 48
2016
Q2 		$340K Buy
4,283
+187
+5% +$14.7K 0.22% 93
2016
Q1 		$302K Buy
4,096
+109
+3% +$7.51K 0.21% 92
2015
Q4 		$271K Buy
+3,987
New +$311K 0.27% 96

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nicolet Bankshares's CRM Position: Q1 2026 in Review

Nicolet Bankshares increased its Salesforce (CRM) stake by 426% in Q1 2026, buying an estimated $4.78M and bringing the position to 28,489 shares worth $5.31M. The position accounts for 0.2% of the portfolio, ranked #90.

Nicolet Bankshares first reported a position in CRM in Q4 2015 and has held it in 42 quarters since. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Nicolet Bankshares held 28,489 shares of Salesforce worth $5.31M as of Q1 2026.
  • Nicolet Bankshares bought 23,077 Salesforce shares in Q1 2026, an estimated $4.78M.
  • Salesforce made up 0.2% of Nicolet Bankshares's portfolio in Q1 2026, its #90 holding.
  • Nicolet Bankshares first reported a position in Salesforce in Q4 2015 and has held it in 42 quarters since.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Nicolet Bankshares's 13F filing for Q1 2026, filed 14 May 2026.