SEC 13F Intelligence

Waddell & Reed Financial Inc / CRM

Waddell & Reed Financial Inc’s Salesforce Inc Position

Does Waddell & Reed Financial Inc own Salesforce Inc (CRM)? Yes — 1.28M shares worth $272M (+0.56% of its 13F portfolio) as of Q1 2021, up from 1.28M shares the prior filed quarter.

Position Value
$272M
Q1 2021
Shares
1.28M
% of Portfolio
+0.56%
Quarters Held
9
currently held

Position History CRM

Reported value by quarter
Q4 ’18: $132MQ4 ’18Q1 ’19: $108MQ2 ’19: $70MQ2 ’19Q4 ’19: $85MQ1 ’20: $75MQ1 ’20Q2 ’20: $98MQ3 ’20: $282MQ3 ’20Q4 ’20: $285MQ1 ’21: $272MQ1 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20211.28M$272M+0.56%
Q4 20201.28M$285M+0.60%
Q3 20201.12M$282M+0.68%
Q2 2020520.5K$98M+0.25%
Q1 2020519.9K$75M+0.24%
Q4 2019519.9K$85M+0.21%
Q2 2019458.8K$70M+0.17%
Q1 2019681.6K$108M+0.27%
Q4 2018967.0K$132M+0.38%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Waddell & Reed Financial Inc’s full portfolio or all institutional holders of CRM.