Manning & Napier Group's CRM Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 231.4K shares of Salesforce, Inc. (CRM) worth $56.72 M, representing 0.72% of the portfolio. First purchased in 2016-Q2, this long-term strategic position has been held for 38 quarters.
Based on 13F filings, Manning & Napier Group has maintained a strategic position in CRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2016, adding 1.3M shares. Largest reduction occurred in Q3 2017, reducing 1.1M shares.
Analysis based on 13F filings available since 2013 Q2
Manning & Napier Group's Salesforce (CRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Salesforce (CRM) Trades by Manning & Napier Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2016 | +516,426 | New Buy | 516,426 | $79.41 |
| Q3 2016 | +1.32 M | Add 256.57% | 1.84 M | $71.33 |
| Q4 2016 | +36,019 | Add 1.96% | 1.88 M | $68.46 |
| Q1 2017 | -63,122 | Reduce 3.36% | 1.81 M | $82.49 |
| Q2 2017 | -162,329 | Reduce 8.95% | 1.65 M | $86.60 |
| Q3 2017 | -1.06 M | Reduce 64.31% | 589,608 | $93.42 |
| Q4 2017 | +4,526 | Add 0.00% | 4,525 | $102.10 |
| Q1 2018 | -820 | Reduce 18.12% | 3,705 | $116.06 |
| Q2 2018 | -3,705 | Sold Out | 3,705 | $0.00 |
| Q1 2020 | +627,315 | New Buy | 627,315 | $143.98 |
| Q2 2020 | -24,530 | Reduce 3.91% | 602,785 | $187.33 |
| Q3 2020 | -227,801 | Reduce 37.79% | 374,984 | $251.31 |
| Q4 2020 | -286,364 | Reduce 76.37% | 88,620 | $222.52 |
| Q1 2021 | +24,856 | Add 28.05% | 113,476 | $211.86 |
| Q2 2021 | +252,470 | Add 222.49% | 365,946 | $244.27 |
| Q3 2021 | +253,634 | Add 69.31% | 619,580 | $271.22 |
| Q4 2021 | -5,385 | Reduce 0.87% | 614,195 | $254.13 |
| Q1 2022 | +13,354 | Add 2.17% | 627,549 | $212.32 |
| Q2 2022 | +211,960 | Add 33.78% | 839,509 | $165.04 |
| Q3 2022 | +12,845 | Add 1.53% | 852,354 | $143.84 |
| Q4 2022 | -21,761 | Reduce 2.55% | 830,593 | $132.59 |
| Q1 2023 | -330,904 | Reduce 39.84% | 499,689 | $199.78 |
| Q2 2023 | -15,024 | Reduce 3.01% | 484,665 | $211.26 |
| Q3 2023 | -20,585 | Reduce 4.25% | 464,080 | $202.78 |
| Q4 2023 | -201,986 | Reduce 43.52% | 262,094 | $263.14 |
| Q1 2024 | -99,478 | Reduce 37.96% | 162,616 | $301.18 |
| Q2 2024 | +173,893 | Add 0.00% | 173,892 | $257.10 |
| Q3 2024 | +2,123 | Add 1.22% | 176,015 | $273.71 |
| Q4 2024 | -19,615 | Reduce 11.14% | 156,400 | $334.33 |
| Q1 2025 | -75,952 | Reduce 48.56% | 80,448 | $268.36 |
| Q2 2025 | +160,647 | Add 199.69% | 241,095 | $272.69 |
| Q3 2025 | -9,681 | Reduce 4.02% | 231,414 | $245.10 |
Manning & Napier Group's Salesforce Investment FAQs
Manning & Napier Group first purchased Salesforce, Inc. (CRM) in Q2 2016, acquiring 516,426 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group has held Salesforce, Inc. (CRM) for 38 quarters since Q2 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group's largest addition to Salesforce, Inc. (CRM) was in Q3 2016, adding 1,841,411 shares worth $131.35 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 231,414 shares of Salesforce, Inc. (CRM), valued at approximately $56.72 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Salesforce, Inc. (CRM) represents approximately 0.72% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Manning & Napier Group's peak holding in Salesforce, Inc. (CRM) was 1,877,430 shares, as reported at the end of Q4 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.