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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wellington Management Group's CRM Position: Q1 2026 in Review

Wellington Management Group increased its Salesforce (CRM) stake by 113% in Q1 2026, buying an estimated $315M and bringing the position to 2,863,921 shares worth $535M. The position accounts for 0.1% of the portfolio, ranked #199.

Wellington Management Group first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.31B in Q3 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Wellington Management Group held 2,863,921 shares of Salesforce worth $535M as of Q1 2026.
  • Wellington Management Group bought 1,518,948 Salesforce shares in Q1 2026, an estimated $315M.
  • Salesforce made up 0.1% of Wellington Management Group's portfolio in Q1 2026, its #199 holding.
  • Wellington Management Group first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Salesforce position peaked at $4.31B in Q3 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.