Nicollet Investment Management’s Salesforce CRM Stock Holding History

Nicollet Investment Management’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 Q3	$2.98M	Sell	12,974 -729	-5%	-$150K	0.89%	33
2026 Q2	$2.15M	Sell	13,703 -306	-2%	-$53.8K	0.66%	40
2026 Q1	$2.62M	Sell	14,009 -372	-3%	-$77.1K	0.9%	32
2025 Q4	$3.81M	Sell	14,381 -478	-3%	-$119K	1.21%	26
2025 Q3	$3.52M	Sell	14,859 -479	-3%	-$121K	1.15%	28
2025 Q2	$4.18M	Sell	15,338 -780	-5%	-$209K	1.4%	24
2025 Q1	$4.33M	Buy	16,118 +945	+6%	+$294K	1.52%	25
2024 Q4	$5.07M	Sell	15,173 -70	-0.5%	-$22.3K	1.74%	19
2024 Q3	$4.17M	Buy	15,243 +201	+1%	+$51.5K	1.44%	27
2024 Q2	$3.87M	Buy	+15,042	New	+$4.02M	1.44%	26

Other funds holding CRM

Sustainable Growth Advisers Stamford, Connecticut $9.95B AUM 6.96% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MJRIC

Mogy Joel R Investment Counsel Beverly Hills, California $1.87B AUM 18.64% 1-Year Est. Return

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

Nicollet Investment Management's CRM Position: Q3 2026 in Review

Nicollet Investment Management reduced its Salesforce (CRM) stake by 5.3% in Q3 2026, selling an estimated $150K and leaving 12,974 shares worth $2.98M. The position accounts for 0.89% of the portfolio, ranked #33.

Nicollet Investment Management first reported a position in CRM in Q2 2024 and has held it in 10 quarters since. The position peaked at $5.07M in Q4 2024. 335 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

Nicollet Investment Management held 12,974 shares of Salesforce worth $2.98M as of Q3 2026.
Nicollet Investment Management sold 729 Salesforce shares in Q3 2026, an estimated $150K.
Salesforce made up 0.89% of Nicollet Investment Management's portfolio in Q3 2026, its #33 holding.
Nicollet Investment Management first reported a position in Salesforce in Q2 2024 and has held it in 10 quarters since.
Nicollet Investment Management's Salesforce position peaked at $5.07M in Q4 2024.
335 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on Nicollet Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.