Westfield Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $73.2M | Buy |
467,006
+195,043
| +72% | +$34.3M | 0.24% | 121 |
|
|
2026
Q1 | $50.8M | Buy |
271,963
+93,455
| +52% | +$19.4M | 0.21% | 143 |
|
|
2025
Q4 | $47.3M | Buy |
+178,508
| New | +$44.4M | 0.2% | 156 |
|
|
2025
Q3 | – | Sell |
-647,474
| Closed | -$177M | – | 247 |
|
|
2025
Q2 | $177M | Sell |
647,474
-135,455
| -17% | -$36.2M | 0.74% | 30 |
|
|
2025
Q1 | $210M | Buy |
782,929
+185,826
| +31% | +$57.8M | 1.02% | 19 |
|
|
2024
Q4 | $200M | Buy |
597,103
+132,469
| +29% | +$42.3M | 0.87% | 21 |
|
|
2024
Q3 | $127M | Sell |
464,634
-149,107
| -24% | -$38.2M | 0.57% | 48 |
|
|
2024
Q2 | $158M | Buy |
613,741
+23,177
| +4% | +$6.2M | 0.78% | 26 |
|
|
2024
Q1 | $178M | Sell |
590,564
-17,552
| -3% | -$5.06M | 0.93% | 18 |
|
|
2023
Q4 | $160M | Buy |
608,116
+37,940
| +7% | +$8.59M | 0.93% | 18 |
|
|
2023
Q3 | $116M | Sell |
570,176
-73,282
| -11% | -$15.8M | 0.79% | 31 |
|
|
2023
Q2 | $136M | Sell |
643,458
-12,425
| -2% | -$2.54M | 0.86% | 25 |
|
|
2023
Q1 | $131M | Buy |
655,883
+91,018
| +16% | +$15.4M | 0.93% | 22 |
|
|
2022
Q4 | $74.9M | Sell |
564,865
-3,366
| -0.6% | -$491K | 0.58% | 62 |
|
|
2022
Q3 | $81.7M | Sell |
568,231
-6,763
| -1% | -$1.15M | 0.65% | 49 |
|
|
2022
Q2 | $94.9M | Sell |
574,994
-59,759
| -9% | -$10.6M | 0.75% | 39 |
|
|
2022
Q1 | $135M | Sell |
634,753
-87,607
| -12% | -$18.9M | 0.86% | 29 |
|
|
2021
Q4 | $184M | Sell |
722,360
-34,347
| -5% | -$9.65M | 1.09% | 14 |
|
|
2021
Q3 | $205M | Buy |
756,707
+380
| +0.1% | +$96.5K | 1.24% | 13 |
|
|
2021
Q2 | $185M | Sell |
756,327
-70,251
| -8% | -$16.2M | 1.11% | 13 |
|
|
2021
Q1 | $175M | Sell |
826,578
-149,740
| -15% | -$33.3M | 1.09% | 16 |
|
|
2020
Q4 | $217M | Sell |
976,318
-87,361
| -8% | -$21.2M | 1.29% | 11 |
|
|
2020
Q3 | $267M | Sell |
1,063,679
-69,608
| -6% | -$15.2M | 1.73% | 7 |
|
|
2020
Q2 | $212M | Sell |
1,133,287
-20,137
| -2% | -$3.39M | 1.46% | 11 |
|
|
2020
Q1 | $166M | Buy |
1,153,424
+28,023
| +2% | +$4.8M | 1.46% | 10 |
|
|
2019
Q4 | $183M | Sell |
1,125,401
-5,338
| -0.5% | -$837K | 1.3% | 12 |
|
|
2019
Q3 | $168M | Sell |
1,130,739
-30,631
| -3% | -$4.66M | 1.34% | 13 |
|
|
2019
Q2 | $176M | Sell |
1,161,370
-49,555
| -4% | -$7.77M | 1.33% | 12 |
|
|
2019
Q1 | $192M | Sell |
1,210,925
-87,594
| -7% | -$13.6M | 1.46% | 10 |
|
|
2018
Q4 | $178M | Buy |
1,298,519
+50,347
| +4% | +$6.93M | 1.52% | 10 |
|
|
2018
Q3 | $198M | Sell |
1,248,172
-4,812
| -0.4% | -$714K | 1.39% | 10 |
|
|
2018
Q2 | $171M | Sell |
1,252,984
-34,632
| -3% | -$4.42M | 1.28% | 14 |
|
|
2018
Q1 | $150M | Sell |
1,287,616
-3,166
| -0.2% | -$364K | 1.15% | 18 |
|
|
2017
Q4 | $132M | Sell |
1,290,782
-191,844
| -13% | -$19.6M | 1.01% | 16 |
|
|
2017
Q3 | $139M | Buy |
1,482,626
+49,671
| +3% | +$4.57M | 1.06% | 17 |
|
|
2017
Q2 | $124M | Sell |
1,432,955
-477,652
| -25% | -$41.6M | 1.06% | 18 |
|
|
2017
Q1 | $158M | Sell |
1,910,607
-360,316
| -16% | -$28.8M | 1.35% | 12 |
|
|
2016
Q4 | $155M | Buy |
2,270,923
+550,273
| +32% | +$39.9M | 1.36% | 10 |
|
|
2016
Q3 | $123M | Sell |
1,720,650
-20,101
| -1% | -$1.57M | 0.99% | 21 |
|
|
2016
Q2 | $138M | Sell |
1,740,751
-293,421
| -14% | -$23M | 1.14% | 17 |
|
|
2016
Q1 | $150M | Sell |
2,034,172
-128,191
| -6% | -$8.83M | 1.14% | 19 |
|
|
2015
Q4 | $170M | Sell |
2,162,363
-539,747
| -20% | -$42.1M | 1.14% | 21 |
|
|
2015
Q3 | $188M | Sell |
2,702,110
-76,184
| -3% | -$5.4M | 1.33% | 10 |
|
|
2015
Q2 | $193M | Sell |
2,778,294
-133,620
| -5% | -$9.51M | 1.18% | 16 |
|
|
2015
Q1 | $195M | Sell |
2,911,914
-61,509
| -2% | -$3.82M | 1.12% | 12 |
|
|
2014
Q4 | $176M | Sell |
2,973,423
-232,598
| -7% | -$13.7M | 1.04% | 18 |
|
|
2014
Q3 | $184M | Buy |
3,206,021
+186
| +0% | +$10.5K | 1.13% | 16 |
|
|
2014
Q2 | $186M | Buy |
3,205,835
+156,405
| +5% | +$8.45M | 1.11% | 15 |
|
|
2014
Q1 | $174M | Sell |
3,049,430
-288,766
| -9% | -$17.3M | 1.04% | 17 |
|
|
2013
Q4 | $184M | Sell |
3,338,196
-35,031
| -1% | -$1.87M | 1.08% | 14 |
|
|
2013
Q3 | $175M | Sell |
3,373,227
-86,405
| -2% | -$3.92M | 1.12% | 13 |
|
|
2013
Q2 | $132M | Buy |
+3,459,632
| New | +$143M | 0.91% | 27 |
|
Other funds holding CRM
Westfield Capital Management's CRM Position: Q2 2026 in Review
Westfield Capital Management increased its Salesforce (CRM) stake by 72% in Q2 2026, buying an estimated $34.3M and bringing the position to 467,006 shares worth $73.2M. The position accounts for 0.24% of the portfolio, ranked #121.
Westfield Capital Management first reported a position in CRM in Q2 2013 and has held it in 52 quarters since. The position peaked at $267M in Q3 2020. 2,467 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Westfield Capital Management held 467,006 shares of Salesforce worth $73.2M as of Q2 2026.
- Westfield Capital Management bought 195,043 Salesforce shares in Q2 2026, an estimated $34.3M.
- Salesforce made up 0.24% of Westfield Capital Management's portfolio in Q2 2026, its #121 holding.
- Westfield Capital Management first reported a position in Salesforce in Q2 2013 and has held it in 52 quarters since.
- Westfield Capital Management's Salesforce position peaked at $267M in Q3 2020.
- 2,467 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Westfield Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.