MNA
Manning & Napier Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.7M | Buy |
241,095
+160,647
| +200% | +$43.8M | 0.78% | 44 |
|
|
2025
Q1 | $21.6M | Sell |
80,448
-75,952
| -49% | -$20.4M | 0.27% | 77 |
|
|
2024
Q4 | $52.3M | Sell |
156,400
-19,615
| -11% | -$6.56M | 0.6% | 47 |
|
|
2024
Q3 | $48.2M | Buy |
176,015
+2,123
| +1% | +$581K | 0.53% | 47 |
|
|
2024
Q2 | $44.7M | Buy |
+173,892
| New | +$44.7M | 0.5% | 53 |
|
|
2017
Q3 | $55.1M | Sell |
589,608
-1,062,371
| -64% | -$99.2M | 0.47% | 53 |
|
|
2017
Q2 | $143M | Sell |
1,651,979
-162,329
| -9% | -$14.1M | 1.23% | 29 |
|
|
2017
Q1 | $150M | Sell |
1,814,308
-63,122
| -3% | -$5.21M | 1.16% | 35 |
|
|
2016
Q4 | $129M | Buy |
1,877,430
+36,019
| +2% | +$2.47M | 0.84% | 46 |
|
|
2016
Q3 | $131M | Buy |
1,841,411
+1,324,985
| +257% | +$94.5M | 0.81% | 45 |
|
|
2016
Q2 | $41M | Buy |
+516,426
| New | +$41M | 0.25% | 60 |
|