Nixon Peabody Trust’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.5M | Sell |
9,554
-3,834
| -29% | -$674K | 0.11% | 84 |
|
|
2026
Q1 | $2.5M | Sell |
13,388
-48,866
| -78% | -$10.1M | 0.2% | 67 |
|
|
2025
Q4 | $16.5M | Sell |
62,254
-1,465
| -2% | -$364K | 1.25% | 22 |
|
|
2025
Q3 | $15.1M | Sell |
63,719
-170
| -0.3% | -$42.9K | 1.11% | 27 |
|
|
2025
Q2 | $17.4M | Sell |
63,889
-370
| -0.6% | -$98.9K | 1.35% | 20 |
|
|
2025
Q1 | $17.2M | Sell |
64,259
-14,095
| -18% | -$4.38M | 1.46% | 17 |
|
|
2024
Q4 | $26.2M | Buy |
78,354
+50
| +0.1% | +$16K | 2.16% | 11 |
|
|
2024
Q3 | $21.4M | Buy |
78,304
+568
| +0.7% | +$145K | 1.78% | 13 |
|
|
2024
Q2 | $20M | Sell |
77,736
-2,338
| -3% | -$626K | 1.78% | 13 |
|
|
2024
Q1 | $24.1M | Buy |
80,074
+2,782
| +4% | +$803K | 2.21% | 9 |
|
|
2023
Q4 | $20.3M | Buy |
77,292
+65,274
| +543% | +$14.8M | 2.28% | 8 |
|
|
2023
Q3 | $2.44M | Sell |
12,018
-187
| -2% | -$40.4K | 2.04% | 10 |
|
|
2023
Q2 | $2.58M | Sell |
12,205
-3,394
| -22% | -$693K | 2.09% | 9 |
|
|
2023
Q1 | $3.12M | Sell |
15,599
-593
| -4% | -$100K | 2.18% | 8 |
|
|
2022
Q4 | $2.15M | Buy |
16,192
+1,354
| +9% | +$198K | 1.74% | 20 |
|
|
2022
Q3 | $2.13M | Sell |
14,838
-11,515
| -44% | -$1.95M | 1.81% | 15 |
|
|
2022
Q2 | $4.35M | Sell |
26,353
-2,001
| -7% | -$354K | 1.97% | 14 |
|
|
2022
Q1 | $6.02M | Buy |
28,354
+517
| +2% | +$111K | 2.07% | 12 |
|
|
2021
Q4 | $7.07M | Sell |
27,837
-677
| -2% | -$190K | 2.14% | 11 |
|
|
2021
Q3 | $7.73M | Buy |
28,514
+205
| +0.7% | +$52.1K | 2.79% | 5 |
|
|
2021
Q2 | $6.92M | Sell |
28,309
-4
| -0% | -$922 | 2.66% | 6 |
|
|
2021
Q1 | $6M | Buy |
28,313
+92
| +0.3% | +$20.5K | 2.43% | 6 |
|
|
2020
Q4 | $6.28M | Sell |
28,221
-3,790
| -12% | -$922K | 2.65% | 6 |
|
|
2020
Q3 | $8.04M | Sell |
32,011
-192
| -0.6% | -$42K | 3.7% | 4 |
|
|
2020
Q2 | $6.03M | Buy |
32,203
+704
| +2% | +$119K | 3.06% | 5 |
|
|
2020
Q1 | $4.54M | Sell |
31,499
-863
| -3% | -$148K | 2.8% | 6 |
|
|
2019
Q4 | $5.26M | Buy |
32,362
+52
| +0.2% | +$8.15K | 2.62% | 7 |
|
|
2019
Q3 | $4.8M | Sell |
32,310
-239
| -0.7% | -$36.3K | 2.55% | 9 |
|
|
2019
Q2 | $4.94M | Buy |
32,549
+5,300
| +19% | +$831K | 2.78% | 6 |
|
|
2019
Q1 | $4.32M | Buy |
27,249
+3,738
| +16% | +$579K | 2.83% | 5 |
|
|
2018
Q4 | $3.22M | Buy |
23,511
+166
| +0.7% | +$22.8K | 2.54% | 8 |
|
|
2018
Q3 | $3.71M | Buy |
23,345
+1,863
| +9% | +$276K | 2.54% | 11 |
|
|
2018
Q2 | $2.93M | Buy |
21,482
+754
| +4% | +$96.2K | 2.27% | 15 |
|
|
2018
Q1 | $2.41M | Sell |
20,728
-80
| -0.4% | -$9.19K | 2.16% | 19 |
|
|
2017
Q4 | $2.13M | Buy |
20,808
+1,356
| +7% | +$138K | 1.83% | 28 |
|
|
2017
Q3 | $1.82M | Buy |
19,452
+955
| +5% | +$87.9K | 1.65% | 32 |
|
|
2017
Q2 | $1.6M | Buy |
18,497
+695
| +4% | +$60.5K | 1.48% | 34 |
|
|
2017
Q1 | $1.47M | Buy |
+17,802
| New | +$1.42M | 1.38% | 36 |
|
Other funds holding CRM
FWIA
ATO
VPI
CRM
Nixon Peabody Trust's CRM Position: Q2 2026 in Review
Nixon Peabody Trust reduced its Salesforce (CRM) stake by 29% in Q2 2026, selling an estimated $674K and leaving 9,554 shares worth $1.5M. The position accounts for 0.11% of the portfolio, ranked #84.
Nixon Peabody Trust first reported a position in CRM in Q1 2017 and has held it in 38 quarters since. The position peaked at $26.2M in Q4 2024. 896 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Nixon Peabody Trust held 9,554 shares of Salesforce worth $1.5M as of Q2 2026.
- Nixon Peabody Trust sold 3,834 Salesforce shares in Q2 2026, an estimated $674K.
- Salesforce made up 0.11% of Nixon Peabody Trust's portfolio in Q2 2026, its #84 holding.
- Nixon Peabody Trust first reported a position in Salesforce in Q1 2017 and has held it in 38 quarters since.
- Nixon Peabody Trust's Salesforce position peaked at $26.2M in Q4 2024.
- 896 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Nixon Peabody Trust's 13F filing for Q2 2026, filed 27 Jul 2026.