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

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.