WIM
Weitz Investment Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Hold |
87,500
| – | – | 1.28% | 31 |
|
|
2025
Q1 | $23.5M | Sell |
87,500
-7,500
| -8% | -$2.01M | 1.25% | 31 |
|
|
2024
Q4 | $31.8M | Hold |
95,000
| – | – | 1.64% | 24 |
|
|
2024
Q3 | $26M | Hold |
95,000
| – | – | 1.28% | 33 |
|
|
2024
Q2 | $24.4M | Sell |
95,000
-15,000
| -14% | -$3.86M | 1.28% | 32 |
|
|
2024
Q1 | $33.1M | Sell |
110,000
-15,000
| -12% | -$4.52M | 1.67% | 23 |
|
|
2023
Q4 | $32.9M | Hold |
125,000
| – | – | 1.73% | 22 |
|
|
2023
Q3 | $25.3M | Hold |
125,000
| – | – | 1.39% | 29 |
|
|
2023
Q2 | $26.4M | Sell |
125,000
-15,000
| -11% | -$3.17M | 1.41% | 27 |
|
|
2023
Q1 | $28M | Hold |
140,000
| – | – | 1.61% | 24 |
|
|
2022
Q4 | $18.6M | Buy |
140,000
+15,000
| +12% | +$1.99M | 1.05% | 33 |
|
|
2022
Q3 | $18M | Hold |
125,000
| – | – | 1.06% | 32 |
|
|
2022
Q2 | $20.6M | Buy |
125,000
+5,000
| +4% | +$825K | 1.08% | 35 |
|
|
2022
Q1 | $25.5M | Hold |
120,000
| – | – | 1.13% | 31 |
|
|
2021
Q4 | $30.5M | Hold |
120,000
| – | – | 1.22% | 30 |
|
|
2021
Q3 | $32.5M | Hold |
120,000
| – | – | 1.36% | 24 |
|
|
2021
Q2 | $29.3M | Hold |
120,000
| – | – | 1.24% | 27 |
|
|
2021
Q1 | $25.4M | Hold |
120,000
| – | – | 1.12% | 32 |
|
|
2020
Q4 | $26.7M | Hold |
120,000
| – | – | 1.14% | 31 |
|
|
2020
Q3 | $30.2M | Sell |
120,000
-20,000
| -14% | -$5.03M | 1.41% | 26 |
|
|
2020
Q2 | $26.2M | Hold |
140,000
| – | – | 1.3% | 26 |
|
|
2020
Q1 | $20.2M | Hold |
140,000
| – | – | 1.07% | 31 |
|
|
2019
Q4 | $22.8M | Hold |
140,000
| – | – | 0.89% | 40 |
|
|
2019
Q3 | $20.8M | Buy |
+140,000
| New | +$20.8M | 0.84% | 41 |
|
|
2017
Q2 | – | Sell |
-8,000
| Closed | -$660K | – | 76 |
|
|
2017
Q1 | $660K | Sell |
8,000
-1,000
| -11% | -$82.5K | 0.03% | 69 |
|
|
2016
Q4 | $616K | Buy |
+9,000
| New | +$616K | 0.02% | 70 |
|