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Nikulski Financial’s Salesforce CRM Stock Holding History

Nikulski Financial’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
-9,754
Closed -$2.66M – 156
2025
Q2 		$2.66M Sell
9,754
-191
-2% -$51.1K 0.73% 43
2025
Q1 		$2.67M Buy
9,945
+200
+2% +$62.2K 0.81% 39
2024
Q4 		$3.26M Buy
9,745
+81
+0.8% +$25.9K 0.96% 36
2024
Q3 		$2.65M Buy
9,664
+285
+3% +$73K 0.79% 40
2024
Q2 		$2.41M Buy
9,379
+733
+8% +$196K 0.77% 39
2024
Q1 		$2.6M Buy
8,646
+53
+0.6% +$15.3K 0.86% 37
2023
Q4 		$2.26M Buy
8,593
+165
+2% +$37.3K 0.83% 36
2023
Q3 		$1.71M Buy
8,428
+652
+8% +$141K 0.71% 40
2023
Q2 		$1.64M Buy
7,776
+403
+5% +$82.3K 0.68% 41
2023
Q1 		$1.47M Buy
7,373
+705
+11% +$119K 0.65% 43
2022
Q4 		$884K Sell
6,668
-614
-8% -$89.6K 0.42% 57
2022
Q3 		$1.05M Buy
7,282
+257
+4% +$43.6K 0.54% 44
2022
Q2 		$1.16M Sell
7,025
-365
-5% -$64.5K 0.58% 45
2022
Q1 		$1.57M Buy
7,390
+530
+8% +$114K 0.66% 40
2021
Q4 		$1.74M Buy
6,860
+640
+10% +$180K 0.73% 40
2021
Q3 		$1.69M Buy
6,220
+1,448
+30% +$368K 0.78% 38
2021
Q2 		$1.16M Buy
4,772
+2,467
+107% +$569K 0.54% 50
2021
Q1 		$488K Buy
2,305
+275
+14% +$61.2K 0.25% 78
2020
Q4 		$452K Sell
2,030
-50
-2% -$12.2K 0.25% 76
2020
Q3 		$523K Buy
2,080
+325
+19% +$71.1K 0.33% 62
2020
Q2 		$329K Hold
1,755
– – 0.23% 81
2020
Q1 		$253K Hold
1,755
– – 0.22% 78
2019
Q4 		$319K Sell
1,755
-100
-5% -$15.7K 0.23% 68
2019
Q3 		$277K Sell
1,855
-80
-4% -$12.2K 0.23% 71
2019
Q2 		$306K Buy
1,935
+150
+8% +$23.5K 0.26% 64
2019
Q1 		$283K Buy
1,785
+80
+5% +$12.4K 0.28% 61
2018
Q4 		$234K Buy
1,705
+250
+17% +$34.4K 0.25% 60
2018
Q3 		$200K Buy
+1,455
New +$216K 0.19% 79

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

Nikulski Financial's CRM Position: Q3 2025 in Review

Nikulski Financial sold out of Salesforce (CRM) in Q3 2025, closing a stake of 9,754 shares — an estimated $2.66M sold.

Nikulski Financial first reported a position in CRM in Q3 2018 and held it in 28 quarters. The position peaked at $3.26M in Q4 2024. 2,807 funds tracked by Wall St. Rank hold CRM as of Q3 2025.

  • Nikulski Financial reported no remaining Salesforce position as of Q3 2025 after selling out during the quarter.
  • Nikulski Financial sold 9,754 Salesforce shares in Q3 2025, an estimated $2.66M.
  • Nikulski Financial first reported a position in Salesforce in Q3 2018 and held it in 28 quarters.
  • Nikulski Financial's Salesforce position peaked at $3.26M in Q4 2024.
  • 2,807 funds tracked by Wall St. Rank held Salesforce as of Q3 2025.

Based on Nikulski Financial's 13F filing for Q3 2025, filed 5 Nov 2025.