Wellington Management Group
CRM icon

Wellington Management Group’s Salesforce CRM Stock Holding History

Wellington Management 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
2018
Q1 		– Sell
-1,460
Closed -$2.52M – 2215
2017
Q4 		$2.52M Buy
1,460
+45
+3% +$4.59K ﹤0.01% 1662
2017
Q3 		$1.66M Buy
1,415
+915
+183% +$84.2K ﹤0.01% 1762
2017
Q2 		$466K Hold
500
– – ﹤0.01% 2043
2017
Q1 		$650K Buy
+500
New +$39.9K ﹤0.01% 2029

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

Wellington Management Group's CRM Position: Q2 2026 in Review

Wellington Management Group reduced its Salesforce (CRM) stake by 23% in Q2 2026, selling an estimated $117M and leaving 2,197,032 shares worth $344M. The position accounts for 0.06% of the portfolio, ranked #284.

Wellington Management Group first reported a position in CRM in Q2 2013 and has held it in 53 quarters since. The position peaked at $4.31B in Q3 2021. 2,480 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Wellington Management Group held 2,197,032 shares of Salesforce worth $344M as of Q2 2026.
  • Wellington Management Group sold 666,889 Salesforce shares in Q2 2026, an estimated $117M.
  • Salesforce made up 0.06% of Wellington Management Group's portfolio in Q2 2026, its #284 holding.
  • Wellington Management Group first reported a position in Salesforce in Q2 2013 and has held it in 53 quarters since.
  • Wellington Management Group's Salesforce position peaked at $4.31B in Q3 2021.
  • 2,480 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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