NS Partners’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 | – | Sell |
-106,996
| Closed | -$28.3M | – | 76 |
|
|
2025
Q4 | $28.3M | Sell |
106,996
-325
| -0.3% | -$80.8K | 1.11% | 26 |
|
|
2025
Q3 | $25.4M | Buy |
107,321
+115
| +0.1% | +$29K | 0.98% | 29 |
|
|
2025
Q2 | $29.2M | Sell |
107,206
-9,549
| -8% | -$2.55M | 1.19% | 26 |
|
|
2025
Q1 | $31.3M | Buy |
116,755
+1,878
| +2% | +$584K | 1.38% | 24 |
|
|
2024
Q4 | $38.4M | Buy |
114,877
+13,161
| +13% | +$4.2M | 1.59% | 18 |
|
|
2024
Q3 | $27.8M | Buy |
101,716
+2,434
| +2% | +$623K | 1.17% | 28 |
|
|
2024
Q2 | $25.5M | Buy |
99,282
+573
| +0.6% | +$153K | 1.16% | 28 |
|
|
2024
Q1 | $29.7M | Sell |
98,709
-1,619
| -2% | -$467K | 1.37% | 23 |
|
|
2023
Q4 | $26.4M | Sell |
100,328
-80
| -0.1% | -$18.1K | 1.28% | 27 |
|
|
2023
Q3 | $20.4M | Sell |
100,408
-999
| -1% | -$216K | 1.1% | 35 |
|
|
2023
Q2 | $21.4M | Sell |
101,407
-396
| -0.4% | -$80.8K | 1.13% | 38 |
|
|
2023
Q1 | $20.3M | Buy |
101,803
+97
| +0.1% | +$16.4K | 1.14% | 38 |
|
|
2022
Q4 | $13.5M | Buy |
101,706
+282
| +0.3% | +$41.1K | 0.81% | 54 |
|
|
2022
Q3 | $14.6M | Buy |
101,424
+3,626
| +4% | +$615K | 0.95% | 48 |
|
|
2022
Q2 | $16.1M | Buy |
97,798
+576
| +0.6% | +$102K | 0.98% | 42 |
|
|
2022
Q1 | $20.6M | Sell |
97,222
-3,672
| -4% | -$790K | 1.1% | 36 |
|
|
2021
Q4 | $25.6M | Buy |
100,894
+570
| +0.6% | +$160K | 1.2% | 31 |
|
|
2021
Q3 | $27.2M | Buy |
100,324
+328
| +0.3% | +$83.3K | 1.39% | 24 |
|
|
2021
Q2 | $24.4M | Buy |
99,996
+415
| +0.4% | +$95.6K | 1.29% | 28 |
|
|
2021
Q1 | $21.1M | Buy |
99,581
+167
| +0.2% | +$37.2K | 1.22% | 30 |
|
|
2020
Q4 | $22.1M | Buy |
99,414
+700
| +0.7% | +$170K | 1.29% | 30 |
|
|
2020
Q3 | $24.8M | Buy |
98,714
+16,586
| +20% | +$3.63M | 1.63% | 23 |
|
|
2020
Q2 | $15.4M | Buy |
82,128
+10,427
| +15% | +$1.76M | 1.14% | 35 |
|
|
2020
Q1 | $10.3M | Buy |
71,701
+2,547
| +4% | +$437K | 0.96% | 43 |
|
|
2019
Q4 | $11.2M | Sell |
69,154
-116
| -0.2% | -$18.2K | 0.9% | 43 |
|
|
2019
Q3 | $10.3M | Buy |
69,270
+1,216
| +2% | +$185K | 0.93% | 44 |
|
|
2019
Q2 | $10.3M | Buy |
68,054
+597
| +0.9% | +$93.6K | 0.95% | 45 |
|
|
2019
Q1 | $10.7M | Hold |
67,457
| – | – | 0.99% | 44 |
|
|
2018
Q4 | $9.24M | Buy |
67,457
+15,950
| +31% | +$2.19M | 0.99% | 43 |
|
|
2018
Q3 | $8.19M | Buy |
+51,507
| New | +$7.64M | 0.78% | 54 |
|
Other funds holding CRM
VCM
VPM
NS Partners's CRM Position: Q1 2026 in Review
NS Partners sold out of Salesforce (CRM) in Q1 2026, closing a stake of 106,996 shares — an estimated $28.3M sold.
NS Partners first reported a position in CRM in Q3 2018 and held it in 30 quarters. The position peaked at $38.4M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- NS Partners reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
- NS Partners sold 106,996 Salesforce shares in Q1 2026, an estimated $28.3M.
- NS Partners first reported a position in Salesforce in Q3 2018 and held it in 30 quarters.
- NS Partners's Salesforce position peaked at $38.4M in Q4 2024.
- 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on NS Partners's 13F filing for Q1 2026, filed 11 May 2026.