Manning & Napier Advisors’s Salesforce CRM Stock Holding History

Manning & Napier Advisors’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	$162K	Sell	868 -2,912	-77%	-$603K	﹤0.01%	321
2025 Q4	$1.01M	Sell	3,780 -227,634	-98%	-$56.6M	0.01%	240
2025 Q3	$56.7M	Sell	231,414 -9,681	-4%	-$2.44M	0.72%	45
2025 Q2	$65.7M	Buy	241,095 +160,647	+200%	+$42.9M	0.78%	44
2025 Q1	$21.6M	Sell	80,448 -75,952	-49%	-$23.6M	0.27%	77
2024 Q4	$52.3M	Sell	156,400 -19,615	-11%	-$6.26M	0.6%	47
2024 Q3	$48.2M	Buy	176,015 +2,123	+1%	+$544K	0.53%	47
2024 Q2	$44.7M	Buy	+173,892	New	+$46.5M	0.5%	53
2017 Q3	$55.1M	Sell	589,608 -1,062,371	-64%	-$97.7M	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%	-$5.04M	1.16%	35
2016 Q4	$129M	Buy	1,877,430 +36,019	+2%	+$2.61M	0.84%	46
2016 Q3	$131M	Buy	1,841,411 +1,324,985	+257%	+$103M	0.81%	45
2016 Q2	$41M	Buy	+516,426	New	+$40.5M	0.25%	60

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Manning & Napier Advisors's CRM Position: Q1 2026 in Review

Manning & Napier Advisors reduced its Salesforce (CRM) stake by 77% in Q1 2026, selling an estimated $603K and leaving 868 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

Manning & Napier Advisors first reported a position in CRM in Q2 2016 and has held it in 14 quarters since. The position peaked at $150M in Q1 2017. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Manning & Napier Advisors held 868 shares of Salesforce worth $162K as of Q1 2026.
Manning & Napier Advisors sold 2,912 Salesforce shares in Q1 2026, an estimated $603K.
Salesforce made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q1 2026, its #321 holding.
Manning & Napier Advisors first reported a position in Salesforce in Q2 2016 and has held it in 14 quarters since.
Manning & Napier Advisors's Salesforce position peaked at $150M in Q1 2017.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Manning & Napier Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.