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Waddell & Reed Financial’s Salesforce CRM Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$272M Buy
1,283,072
+3,813
+0.3% +$849K 0.56% 39
2020
Q4 		$285M Buy
1,279,259
+158,982
+14% +$38.7M 0.6% 34
2020
Q3 		$282M Buy
1,120,277
+599,753
+115% +$131M 0.68% 25
2020
Q2 		$97.5M Buy
520,524
+641
+0.1% +$108K 0.25% 111
2020
Q1 		$74.9M Buy
519,883
+2
+0% +$343 0.24% 112
2019
Q4 		$84.6M Buy
+519,881
New +$81.5M 0.21% 139
2019
Q3 		– Sell
-458,798
Closed -$69.6M – 467
2019
Q2 		$69.6M Sell
458,798
-222,849
-33% -$34.9M 0.17% 162
2019
Q1 		$108M Sell
681,647
-285,344
-30% -$44.2M 0.27% 108
2018
Q4 		$132M Sell
966,991
-919,036
-49% -$126M 0.38% 62
2018
Q3 		$300M Sell
1,886,027
-368,029
-16% -$54.6M 0.66% 34
2018
Q2 		$307M Sell
2,254,056
-393,144
-15% -$50.2M 0.71% 28
2018
Q1 		$308M Buy
2,647,200
+92,974
+4% +$10.7M 0.7% 32
2017
Q4 		$261M Sell
2,554,226
-125,516
-5% -$12.8M 0.58% 45
2017
Q3 		$250M Sell
2,679,742
-151,158
-5% -$13.9M 0.56% 45
2017
Q2 		$245M Buy
2,830,900
+1,037,251
+58% +$90.3M 0.54% 49
2017
Q1 		$148M Buy
1,793,649
+196,887
+12% +$15.7M 0.31% 84
2016
Q4 		$109M Sell
1,596,762
-24,991
-2% -$1.81M 0.24% 116
2016
Q3 		$116M Buy
1,621,753
+237,705
+17% +$18.5M 0.24% 114
2016
Q2 		$110M Buy
1,384,048
+1,149,275
+490% +$90.2M 0.23% 114
2016
Q1 		$17.3M Buy
234,773
+4,500
+2% +$310K 0.03% 324
2015
Q4 		$18.1M Buy
230,273
+12,973
+6% +$1.01M 0.03% 332
2015
Q3 		$15.1M Buy
217,300
+37,500
+21% +$2.66M 0.02% 348
2015
Q2 		$12.5M Buy
179,800
+1,000
+0.6% +$71.2K 0.02% 402
2015
Q1 		$11.9M Buy
178,800
+4,500
+3% +$279K 0.02% 407
2014
Q4 		$10.3M Buy
+174,300
New +$10.3M 0.01% 410

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Waddell & Reed Financial's CRM Position: Q1 2021 in Review

Waddell & Reed Financial increased its Salesforce (CRM) stake by 0.3% in Q1 2021, buying an estimated $849K and bringing the position to 1,283,072 shares worth $272M. The position accounts for 0.56% of the portfolio, ranked #39.

Waddell & Reed Financial first reported a position in CRM in Q4 2014 and has held it in 25 quarters since. The position peaked at $308M in Q1 2018. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • Waddell & Reed Financial held 1,283,072 shares of Salesforce worth $272M as of Q1 2021.
  • Waddell & Reed Financial bought 3,813 Salesforce shares in Q1 2021, an estimated $849K.
  • Salesforce made up 0.56% of Waddell & Reed Financial's portfolio in Q1 2021, its #39 holding.
  • Waddell & Reed Financial first reported a position in Salesforce in Q4 2014 and has held it in 25 quarters since.
  • Waddell & Reed Financial's Salesforce position peaked at $308M in Q1 2018.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.