Wellington Capital Management’s Salesforce CRM Stock Holding History

Wellington Capital Management’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
2025 Q2	$218K	Buy	+799	New	+$214K	0.33%	76

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Capital Management's CRM Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Salesforce (CRM) in Q2 2025: 799 shares worth $218K. The stake represents 0.33% of the portfolio and ranks #76 among its holdings.

2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Wellington Capital Management held 799 shares of Salesforce worth $218K as of Q2 2025.
Salesforce was a new Wellington Capital Management position in Q2 2025.
Salesforce made up 0.33% of Wellington Capital Management's portfolio in Q2 2025, its #76 holding.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.