Nisa Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.3M | Sell |
167,517
-57,210
| -25% | -$11.9M | 0.12% | 107 |
|
|
2025
Q4 | $59.6M | Buy |
224,727
+54,531
| +32% | +$13.6M | 0.2% | 64 |
|
|
2025
Q3 | $40.4M | Sell |
170,196
-31,254
| -16% | -$7.88M | 0.16% | 86 |
|
|
2025
Q2 | $55M | Sell |
201,450
-27,050
| -12% | -$7.23M | 0.25% | 60 |
|
|
2025
Q1 | $61.3M | Buy |
228,500
+21,049
| +10% | +$6.55M | 0.31% | 49 |
|
|
2024
Q4 | $69.4M | Buy |
207,451
+10,394
| +5% | +$3.32M | 0.27% | 52 |
|
|
2024
Q3 | $54M | Sell |
197,057
-1,071
| -0.5% | -$274K | 0.32% | 60 |
|
|
2024
Q2 | $50.9M | Sell |
198,128
-8,225
| -4% | -$2.2M | 0.32% | 55 |
|
|
2024
Q1 | $62.2M | Buy |
206,353
+4,777
| +2% | +$1.38M | 0.4% | 44 |
|
|
2023
Q4 | $53M | Sell |
201,576
-38
| -0% | -$8.6K | 0.38% | 50 |
|
|
2023
Q3 | $40.9M | Sell |
201,614
-18,576
| -8% | -$4.01M | 0.31% | 58 |
|
|
2023
Q2 | $46.5M | Buy |
220,190
+5,588
| +3% | +$1.14M | 0.34% | 54 |
|
|
2023
Q1 | $42.9M | Buy |
214,602
+31,588
| +17% | +$5.34M | 0.34% | 65 |
|
|
2022
Q4 | $24.3M | Sell |
183,014
-26,049
| -12% | -$3.8M | 0.19% | 122 |
|
|
2022
Q3 | $30.3M | Buy |
209,063
+5,666
| +3% | +$961K | 0.26% | 81 |
|
|
2022
Q2 | $33.6M | Buy |
203,397
+2,159
| +1% | +$381K | 0.29% | 72 |
|
|
2022
Q1 | $42.7M | Buy |
201,238
+8,450
| +4% | +$1.82M | 0.3% | 73 |
|
|
2021
Q4 | $44.8M | Sell |
192,788
-8,302
| -4% | -$2.33M | 0.34% | 68 |
|
|
2021
Q3 | $54.5K | Buy |
201,090
+1,300
| +0.7% | +$330K | 0.33% | 63 |
|
|
2021
Q2 | $48.8K | Sell |
199,790
-7,269
| -4% | -$1.68M | 0.3% | 67 |
|
|
2021
Q1 | $43.9K | Sell |
207,059
-47,640
| -19% | -$10.6M | 0.28% | 74 |
|
|
2020
Q4 | $56.7M | Buy |
254,699
+40,555
| +19% | +$9.86M | 0.36% | 63 |
|
|
2020
Q3 | $53.8M | Buy |
214,144
+8,215
| +4% | +$1.8M | 0.43% | 46 |
|
|
2020
Q2 | $38.6M | Buy |
205,929
+2,051
| +1% | +$346K | 0.35% | 62 |
|
|
2020
Q1 | $29.4M | Buy |
203,878
+6,920
| +4% | +$1.19M | 0.33% | 67 |
|
|
2019
Q4 | $32M | Sell |
196,958
-17,650
| -8% | -$2.77M | 0.27% | 79 |
|
|
2019
Q3 | $31.9M | Buy |
214,608
+15,354
| +8% | +$2.33M | 0.28% | 73 |
|
|
2019
Q2 | $30.2M | Buy |
199,254
+1,372
| +0.7% | +$215K | 0.29% | 78 |
|
|
2019
Q1 | $31.3M | Buy |
197,882
+5,100
| +3% | +$790K | 0.31% | 72 |
|
|
2018
Q4 | $26.4M | Sell |
192,782
-12,452
| -6% | -$1.71M | 0.29% | 77 |
|
|
2018
Q3 | $32.6M | Buy |
205,234
+22,450
| +12% | +$3.33M | 0.3% | 74 |
|
|
2018
Q2 | $24.9M | Buy |
182,784
+336
| +0.2% | +$42.9K | 0.26% | 85 |
|
|
2018
Q1 | $21.2M | Buy |
182,448
+700
| +0.4% | +$80.4K | 0.22% | 104 |
|
|
2017
Q4 | $18.6M | Buy |
181,748
+3,300
| +2% | +$336K | 0.19% | 123 |
|
|
2017
Q3 | $16.7M | Buy |
178,448
+5,051
| +3% | +$465K | 0.19% | 128 |
|
|
2017
Q2 | $15.1M | Buy |
173,397
+1,032
| +0.6% | +$89.9K | 0.18% | 140 |
|
|
2017
Q1 | $14.2M | Sell |
172,365
-3,245
| -2% | -$259K | 0.17% | 143 |
|
|
2016
Q4 | $12M | Buy |
175,610
+24,445
| +16% | +$1.77M | 0.15% | 164 |
|
|
2016
Q3 | $10.8M | Sell |
151,165
-14,903
| -9% | -$1.16M | 0.14% | 173 |
|
|
2016
Q2 | $13.2M | Buy |
166,068
+20,620
| +14% | +$1.62M | 0.18% | 132 |
|
|
2016
Q1 | $10.7M | Sell |
145,448
-2,300
| -2% | -$158K | 0.15% | 153 |
|
|
2015
Q4 | $11.6M | Buy |
147,748
+900
| +0.6% | +$70.3K | 0.17% | 140 |
|
|
2015
Q3 | $10.2M | Sell |
146,848
-2,720
| -2% | -$193K | 0.16% | 146 |
|
|
2015
Q2 | $10.4M | Buy |
149,568
+3,346
| +2% | +$238K | 0.15% | 152 |
|
|
2015
Q1 | $9.77M | Buy |
146,222
+500
| +0.3% | +$31K | 0.13% | 160 |
|
|
2014
Q4 | $8.64M | Buy |
145,722
+900
| +0.6% | +$53.1K | 0.12% | 180 |
|
|
2014
Q3 | $8.33M | Buy |
144,822
+1,000
| +0.7% | +$56.3K | 0.12% | 172 |
|
|
2014
Q2 | $8.35M | Sell |
143,822
-3,154
| -2% | -$170K | 0.12% | 177 |
|
|
2014
Q1 | $8.39M | Hold |
146,976
| – | – | 0.12% | 173 |
|
|
2013
Q4 | $8.11M | Sell |
146,976
-7,221
| -5% | -$386K | 0.12% | 174 |
|
|
2013
Q3 | $8M | Sell |
154,197
-17,600
| -10% | -$799K | 0.12% | 165 |
|
|
2013
Q2 | $6.56M | Buy |
+171,797
| New | +$7.09M | 0.1% | 195 |
|
Other funds holding CRM
VCM
VPM
Nisa Investment Advisors's CRM Position: Q1 2026 in Review
Nisa Investment Advisors reduced its Salesforce (CRM) stake by 25% in Q1 2026, selling an estimated $11.9M and leaving 167,517 shares worth $31.3M. The position accounts for 0.12% of the portfolio, ranked #107.
Nisa Investment Advisors first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $69.4M in Q4 2024. 2,677 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Nisa Investment Advisors held 167,517 shares of Salesforce worth $31.3M as of Q1 2026.
- Nisa Investment Advisors sold 57,210 Salesforce shares in Q1 2026, an estimated $11.9M.
- Salesforce made up 0.12% of Nisa Investment Advisors's portfolio in Q1 2026, its #107 holding.
- Nisa Investment Advisors first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
- Nisa Investment Advisors's Salesforce position peaked at $69.4M in Q4 2024.
- 2,677 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.