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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
Q2 		$26.2K Sell
166
-702
-81% -$123K ﹤0.01% 427
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Manning & Napier Advisors's CRM Position: Q2 2026 in Review

Manning & Napier Advisors reduced its Salesforce (CRM) stake by 81% in Q2 2026, selling an estimated $123K and leaving 166 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #427.

Manning & Napier Advisors first reported a position in CRM in Q2 2016 and has held it in 15 quarters since. The position peaked at $150M in Q1 2017. 2,486 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Manning & Napier Advisors held 166 shares of Salesforce worth $26.2K as of Q2 2026.
  • Manning & Napier Advisors sold 702 Salesforce shares in Q2 2026, an estimated $123K.
  • Salesforce made up ﹤0.01% of Manning & Napier Advisors's portfolio in Q2 2026, its #427 holding.
  • Manning & Napier Advisors first reported a position in Salesforce in Q2 2016 and has held it in 15 quarters since.
  • Manning & Napier Advisors's Salesforce position peaked at $150M in Q1 2017.
  • 2,486 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Manning & Napier Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.