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Waddell & Associates’s Salesforce CRM Stock Holding History

Waddell & Associates’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 		$239K Sell
1,528
-4,607
-75% -$810K 0.01% 470
2026
Q1 		$1.15M Buy
6,135
+4,339
+242% +$899K 0.06% 100
2025
Q4 		$476K Sell
1,796
-204
-10% -$50.7K 0.03% 188
2025
Q3 		$474K Buy
2,000
+93
+5% +$23.5K 0.04% 143
2025
Q2 		$520K Buy
1,907
+419
+28% +$112K 0.06% 108
2025
Q1 		$399K Hold
1,488
– – 0.05% 103
2024
Q4 		$497K Sell
1,488
-19
-1% -$6.06K 0.05% 84
2024
Q3 		$412K Sell
1,507
-16
-1% -$4.1K 0.05% 90
2024
Q2 		$392K Buy
1,523
+46
+3% +$12.3K 0.05% 87
2024
Q1 		$445K Buy
1,477
+25
+2% +$7.21K 0.06% 79
2023
Q4 		$382K Sell
1,452
-10
-0.7% -$2.26K 0.05% 88
2023
Q3 		$297K Hold
1,462
– – 0.04% 126
2023
Q2 		$309K Hold
1,462
– – 0.05% 118
2023
Q1 		$292K Buy
+1,462
New +$247K 0.05% 116
2022
Q4 		– Sell
-1,400
Closed -$201K – 144
2022
Q3 		$201K Buy
1,400
+30
+2% +$5.09K 0.04% 132
2022
Q2 		$226K Buy
1,370
+16
+1% +$2.83K 0.05% 127
2022
Q1 		$288K Sell
1,354
-20
-1% -$4.3K 0.05% 99
2021
Q4 		$349K Hold
1,374
– – 0.06% 90
2021
Q3 		$373K Hold
1,374
– – 0.06% 77
2021
Q2 		$336K Buy
+1,374
New +$317K 0.05% 88

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

Waddell & Associates's CRM Position: Q2 2026 in Review

Waddell & Associates reduced its Salesforce (CRM) stake by 75% in Q2 2026, selling an estimated $810K and leaving 1,528 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #470.

Waddell & Associates first reported a position in CRM in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.15M in Q1 2026. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Waddell & Associates held 1,528 shares of Salesforce worth $239K as of Q2 2026.
  • Waddell & Associates sold 4,607 Salesforce shares in Q2 2026, an estimated $810K.
  • Salesforce made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #470 holding.
  • Waddell & Associates first reported a position in Salesforce in Q2 2021 and has held it in 20 quarters since.
  • Waddell & Associates's Salesforce position peaked at $1.15M in Q1 2026.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.