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Sittner & Nelson’s Salesforce CRM Stock Holding History

Sittner & Nelson’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
2026
Q1 		$144K Sell
769
-22
-3% -$4.56K 0.05% 195
2025
Q4 		$151K Sell
791
-101
-11% -$25.1K 0.05% 187
2025
Q3 		$211K Buy
892
+76
+9% +$19.2K 0.08% 144
2025
Q2 		$223K Buy
816
+100
+14% +$26.7K 0.09% 133
2025
Q1 		$192K Sell
716
-31
-4% -$9.64K 0.08% 144
2024
Q4 		$250K Sell
747
-45
-6% -$14.4K 0.11% 112
2024
Q3 		$217K Hold
792
– – 0.1% 126
2024
Q2 		$204K Sell
792
-36
-4% -$9.63K 0.1% 112
2024
Q1 		$249K Buy
828
+100
+14% +$28.9K 0.13% 105
2023
Q4 		$192K Sell
728
-300
-29% -$67.9K 0.1% 114
2023
Q3 		$208K Hold
1,028
– – 0.12% 101
2023
Q2 		$217K Buy
1,028
+36
+4% +$7.35K 0.12% 102
2023
Q1 		$198K Buy
992
+36
+4% +$6.08K 0.11% 113
2022
Q4 		$127K Sell
956
-80
-8% -$11.7K 0.08% 147
2022
Q3 		$149K Buy
1,036
+300
+41% +$50.9K 0.1% 123
2022
Q2 		$121K Buy
736
+300
+69% +$53K 0.08% 129
2022
Q1 		$93K Buy
436
+155
+55% +$33.4K 0.05% 155
2021
Q4 		$71K Buy
281
+51
+22% +$14.3K 0.04% 177
2021
Q3 		$62K Hold
230
– – 0.04% 166
2021
Q2 		$56K Hold
230
– – 0.04% 169
2021
Q1 		$49K Buy
230
+10
+5% +$2.23K 0.04% 174
2020
Q4 		$49K Buy
+220
New +$53.5K 0.04% 167

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sittner & Nelson's CRM Position: Q1 2026 in Review

Sittner & Nelson reduced its Salesforce (CRM) stake by 2.8% in Q1 2026, selling an estimated $4.56K and leaving 769 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #195.

Sittner & Nelson first reported a position in CRM in Q4 2020 and has held it in 22 quarters since. The position peaked at $250K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Sittner & Nelson held 769 shares of Salesforce worth $144K as of Q1 2026.
  • Sittner & Nelson sold 22 Salesforce shares in Q1 2026, an estimated $4.56K.
  • Salesforce made up 0.05% of Sittner & Nelson's portfolio in Q1 2026, its #195 holding.
  • Sittner & Nelson first reported a position in Salesforce in Q4 2020 and has held it in 22 quarters since.
  • Sittner & Nelson's Salesforce position peaked at $250K in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.