Wellington Management Group’s Salesforce CRM Stock Holding History

Wellington Management Group’s Portfolio CRM Stock Details CRM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.69B	Sell	6,198,020 -1,411,828	-19%	-$385M	0.31%	78
2025 Q1	$2.04B	Sell	7,609,848 -759,978	-9%	-$204M	0.39%	65
2024 Q4	$2.8B	Sell	8,369,826 -337,414	-4%	-$113M	0.51%	41
2024 Q3	$2.38B	Sell	8,707,240 -229,542	-3%	-$62.8M	0.42%	58
2024 Q2	$2.3B	Sell	8,936,782 -1,145,893	-11%	-$295M	0.41%	52
2024 Q1	$3.04B	Sell	10,082,675 -400,683	-4%	-$121M	0.54%	40
2023 Q4	$2.76B	Sell	10,483,358 -1,839,409	-15%	-$484M	0.51%	43
2023 Q3	$2.5B	Sell	12,322,767 -126,758	-1%	-$25.7M	0.5%	45
2023 Q2	$2.63B	Sell	12,449,525 -1,684,645	-12%	-$356M	0.5%	45
2023 Q1	$2.82B	Buy	14,134,170 +2,481,759	+21%	+$496M	0.56%	38
2022 Q4	$1.54B	Sell	11,652,411 -610,598	-5%	-$81M	0.31%	82
2022 Q3	$1.76B	Sell	12,263,009 -771,027	-6%	-$111M	0.38%	68
2022 Q2	$2.15B	Buy	13,034,036 +556,718	+4%	+$91.9M	0.43%	63
2022 Q1	$2.65B	Sell	12,477,318 -2,421,852	-16%	-$514M	0.45%	58
2021 Q4	$3.79B	Sell	14,899,170 -990,649	-6%	-$252M	0.61%	34
2021 Q3	$4.31B	Buy	15,889,819 +805,630	+5%	+$219M	0.73%	24
2021 Q2	$3.68B	Buy	15,084,189 +1,560,874	+12%	+$381M	0.61%	32
2021 Q1	$2.87B	Buy	13,523,315 +3,086,695	+30%	+$654M	0.5%	43
2020 Q4	$2.32B	Buy	10,436,620 +345,878	+3%	+$77M	0.43%	57
2020 Q3	$2.54B	Buy	10,090,742 +1,017,389	+11%	+$256M	0.52%	46
2020 Q2	$1.7B	Buy	9,073,353 +166,999	+2%	+$31.3M	0.38%	64
2020 Q1	$1.28B	Buy	8,906,354 +1,364,910	+18%	+$197M	0.34%	67
2019 Q4	$1.23B	Buy	7,541,444 +798,695	+12%	+$130M	0.26%	86
2019 Q3	$1B	Buy	6,742,749 +333,527	+5%	+$49.5M	0.23%	104
2019 Q2	$972M	Sell	6,409,222 -263,323	-4%	-$40M	0.22%	108
2019 Q1	$1.06B	Sell	6,672,545 -2,392,752	-26%	-$379M	0.24%	106
2018 Q4	$1.24B	Sell	9,065,297 -1,833,258	-17%	-$251M	0.31%	79
2018 Q3	$1.73B	Sell	10,898,555 -1,084,628	-9%	-$172M	0.37%	69
2018 Q2	$1.63B	Sell	11,983,183 -1,116,790	-9%	-$152M	0.36%	68
2018 Q1	$1.52B	Buy	13,099,973 +1,017,274	+8%	+$118M	0.34%	76
2017 Q4	$1.24B	Buy	12,082,699 +3,294,221	+37%	+$337M	0.27%	89
2017 Q3	$821M	Buy	8,788,478 +225,227	+3%	+$21M	0.19%	129
2017 Q2	$742M	Sell	8,563,251 -1,168,730	-12%	-$101M	0.17%	137
2017 Q1	$803M	Buy	9,731,981 +2,549,255	+35%	+$210M	0.19%	127
2016 Q4	$492M	Sell	7,182,726 -134,405	-2%	-$9.2M	0.12%	174
2016 Q3	$522M	Sell	7,317,131 -1,607,622	-18%	-$115M	0.13%	169
2016 Q2	$709M	Buy	8,924,753 +573,779	+7%	+$45.6M	0.18%	130
2016 Q1	$617M	Buy	8,350,974 +4,237,752	+103%	+$313M	0.16%	140
2015 Q4	$322M	Buy	4,113,222 +277,117	+7%	+$21.7M	0.08%	227
2015 Q3	$266M	Buy	3,836,105 +125,952	+3%	+$8.74M	0.07%	246
2015 Q2	$258M	Sell	3,710,153 -2,498,527	-40%	-$174M	0.07%	274
2015 Q1	$415M	Buy	6,208,680 +422,133	+7%	+$28.2M	0.11%	189
2014 Q4	$343M	Buy	5,786,547 +494,548	+9%	+$29.3M	0.09%	229
2014 Q3	$304M	Sell	5,291,999 -1,340,834	-20%	-$77.1M	0.08%	249
2014 Q2	$385M	Sell	6,632,833 -1,502,613	-18%	-$87.3M	0.1%	207
2014 Q1	$464M	Buy	8,135,446 +2,120,891	+35%	+$121M	0.13%	177
2013 Q4	$332M	Buy	6,014,555 +2,939,610	+96%	+$162M	0.1%	233
2013 Q3	$160M	Buy	3,074,945 +1,004,831	+49%	+$52.2M	0.05%	376
2013 Q2	$79M	Buy	+2,070,114	New	+$79M	0.03%	544