Manning & Napier Group's CRM Position Overview
Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 231,414 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 1.32 M shares. Largest reduction occurred in Q3 2017, reducing 1.06 M 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
| Report Date | 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 | $116.06 |
| 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.
Manning & Napier Group's largest addition to Salesforce, Inc. (CRM) was in Q3 2016, adding 1,841,411 shares worth $131.35 M.
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.
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.
Manning & Napier Group's peak holding in Salesforce, Inc. (CRM) was 1,877,430 shares, as reported at the end of Q4 2016.