Wellington Group’s Salesforce CRM Stock Holding History

Wellington Group’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	–	Sell	-549	Closed	-$102K	–	198
2026 Q1	$102K	Buy	549 +18	+3%	+$3.73K	0.03%	190
2025 Q4	$141K	Buy	+531	New	+$132K	0.05%	158

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Group's CRM Position: Q2 2026 in Review

Wellington Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 549 shares — an estimated $102K sold.

Wellington Group first reported a position in CRM in Q4 2025 and held it in 2 quarters. The position peaked at $141K in Q4 2025. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Wellington Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 549 Salesforce shares in Q2 2026, an estimated $102K.
Wellington Group first reported a position in Salesforce in Q4 2025 and held it in 2 quarters.
Wellington Group's Salesforce position peaked at $141K in Q4 2025.
2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.