Wellington Management · CRM Holdings Trend
Salesforce · SEC 13F
Wellington Management Holdings of CRM by Quarter
Quarter Shares Value
| Quarter | Shares | Value | QoQ Change |
|---|---|---|---|
| 2024Q1 | 10.1M | $3.0B | — |
| 2024Q2 | 8.9M | $2.3B | -24.3% |
| 2024Q3 | 8.7M | $2.4B | +3.7% |
| 2024Q4 | 8.4M | $2.8B | +17.4% |
| 2025Q1 | 7.6M | $2.0B | -27.0% |
| 2025Q2 | 6.2M | $1.7B | -17.2% |
| 2025Q3 | 915K | $217M | -87.2% |
| 2025Q4 | 1.3M | $356M | +64.3% |
| 2026Q1 | 2.9M | $535M | +50.2% |
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Data source: SEC EDGAR Form 13F