Wellington Management Group LLP Salesforce, Inc. Transaction History

Wellington Management Group LLP

$545 Billion
Q3 2025

A detailed history of Wellington Management Group LLP transactions in Salesforce, Inc. stock. As of the latest transaction made, Wellington Management Group LLP holds 914,858 shares of CRM stock, worth $217 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

914,858

Previous 6,198,020 85.24%

Holding current value

$217 Million

Previous $1.69 Billion 87.17%

% of portfolio

0.04%

Previous 0.32%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$231.66 - $273.65 $1.22 Billion - $1.45 Billion	-5,283,162 Reduced 85.24%	914,858 $217 Million
Q2 2025 Aug 14, 2025	SELL	$236.26 - $291.15 $334 Million - $411 Million	-1,411,828 Reduced 18.55%	6,198,020 $1.69 Billion
Q1 2025 May 13, 2025	BUY	$268.36 - $359.95 $2.04 Billion - $2.74 Billion	7,609,848 New	7,609,848 $2.04 Billion
Q4 2024 Feb 12, 2025	SELL	$270.87 - $367.87 $91.4 Million - $124 Million	-337,414 Reduced 3.88%	8,369,826 $2.8 Billion
Q3 2024 Nov 14, 2024	SELL	$238.42 - $276.53 $54.7 Million - $63.5 Million	-229,542 Reduced 2.57%	8,707,240 $2.38 Billion
Q2 2024 Aug 13, 2024	SELL	$218.01 - $304.74 $250 Million - $349 Million	-1,145,893 Reduced 11.36%	8,936,782 $2.3 Billion
Q1 2024 May 15, 2024	BUY	$251.12 - $316.88 $2.53 Billion - $3.19 Billion	10,082,675 New	10,082,675 $3.04 Billion
Q4 2023 Feb 12, 2024	BUY	$196.25 - $267.25 $2.06 Billion - $2.8 Billion	10,483,358 New	10,483,358 $2.76 Billion
Q3 2023 Nov 14, 2023	SELL	$202.49 - $234.37 $25.7 Million - $29.7 Million	-126,758 Reduced 1.02%	12,322,767 $2.5 Billion
Q2 2023 Aug 14, 2023	SELL	$188.89 - $223.38 $318 Million - $376 Million	-1,684,645 Reduced 11.92%	12,449,525 $2.63 Billion
Q1 2023 May 12, 2023	BUY	$134.8 - $199.78 $335 Million - $496 Million	2,481,759 Added 21.3%	14,134,170 $2.82 Billion
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $78.3 Million - $101 Million	-610,598 Reduced 4.98%	11,652,411 $1.55 Billion
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $111 Million - $147 Million	-771,027 Reduced 5.92%	12,263,009 $1.76 Billion
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $86.6 Million - $122 Million	556,718 Added 4.46%	13,034,036 $2.15 Billion
Q1 2022 May 16, 2022	SELL	$190.54 - $255.46 $461 Million - $619 Million	-2,421,852 Reduced 16.25%	12,477,318 $2.65 Billion
Q4 2021 Feb 11, 2022	SELL	$247.21 - $309.96 $245 Million - $307 Million	-990,649 Reduced 6.23%	14,899,170 $3.79 Billion
Q3 2021 Nov 15, 2021	BUY	$237.55 - $285.63 $191 Million - $230 Million	805,630 Added 5.34%	15,889,819 $4.31 Billion
Q2 2021 Aug 16, 2021	BUY	$210.54 - $246.26 $329 Million - $384 Million	1,560,874 Added 11.54%	15,084,189 $3.68 Billion
Q1 2021 May 17, 2021	BUY	$205.33 - $248.59 $634 Million - $767 Million	3,086,695 Added 29.58%	13,523,315 $2.87 Billion
Q4 2020 Feb 12, 2021	BUY	$220.15 - $267.07 $76.1 Million - $92.4 Million	345,878 Added 3.43%	10,436,620 $2.32 Billion
Q3 2020 Nov 16, 2020	BUY	$185.51 - $281.25 $189 Million - $286 Million	1,017,389 Added 11.21%	10,090,742 $2.54 Billion
Q2 2020 Aug 14, 2020	BUY	$134.06 - $191.65 $22.4 Million - $32 Million	166,999 Added 1.88%	9,073,353 $1.7 Billion
Q1 2020 May 14, 2020	BUY	$124.3 - $193.36 $170 Million - $264 Million	1,364,910 Added 18.1%	8,906,354 $1.28 Billion
Q4 2019 Feb 11, 2020	BUY	$142.33 - $164.98 $1.07 Billion - $1.24 Billion	7,541,444 New	7,541,444 $1.23 Billion

Others Institutions Holding CRM

# of Institutions

3,310

Shares Held

766M

Call Options Held

24.6M

Put Options Held

22.1M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $237B
Description
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...

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Wellington Management Group LLP Salesforce, Inc. Transaction History