Westfield Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $177M | Sell |
647,474
-135,455
| -17% | -$36.9M | 0.74% | 30 |
|
|
2025
Q1 | $210M | Buy |
782,929
+185,826
| +31% | +$49.9M | 1.02% | 19 |
|
|
2024
Q4 | $200M | Buy |
597,103
+132,469
| +29% | +$44.3M | 0.87% | 21 |
|
|
2024
Q3 | $127M | Sell |
464,634
-149,107
| -24% | -$40.8M | 0.57% | 48 |
|
|
2024
Q2 | $158M | Buy |
613,741
+23,177
| +4% | +$5.96M | 0.78% | 26 |
|
|
2024
Q1 | $178M | Sell |
590,564
-17,552
| -3% | -$5.29M | 0.93% | 18 |
|
|
2023
Q4 | $160M | Buy |
608,116
+37,940
| +7% | +$9.98M | 0.93% | 18 |
|
|
2023
Q3 | $116M | Sell |
570,176
-73,282
| -11% | -$14.9M | 0.79% | 31 |
|
|
2023
Q2 | $136M | Sell |
643,458
-12,425
| -2% | -$2.62M | 0.86% | 25 |
|
|
2023
Q1 | $131M | Buy |
655,883
+91,018
| +16% | +$18.2M | 0.93% | 22 |
|
|
2022
Q4 | $74.9M | Sell |
564,865
-3,366
| -0.6% | -$446K | 0.58% | 62 |
|
|
2022
Q3 | $81.7M | Sell |
568,231
-6,763
| -1% | -$973K | 0.65% | 49 |
|
|
2022
Q2 | $94.9M | Sell |
574,994
-59,759
| -9% | -$9.86M | 0.75% | 39 |
|
|
2022
Q1 | $135M | Sell |
634,753
-87,607
| -12% | -$18.6M | 0.86% | 29 |
|
|
2021
Q4 | $184M | Sell |
722,360
-34,347
| -5% | -$8.73M | 1.09% | 14 |
|
|
2021
Q3 | $205M | Buy |
756,707
+380
| +0.1% | +$103K | 1.24% | 13 |
|
|
2021
Q2 | $185M | Sell |
756,327
-70,251
| -8% | -$17.2M | 1.11% | 13 |
|
|
2021
Q1 | $175M | Sell |
826,578
-149,740
| -15% | -$31.7M | 1.09% | 16 |
|
|
2020
Q4 | $217M | Sell |
976,318
-87,361
| -8% | -$19.4M | 1.29% | 11 |
|
|
2020
Q3 | $267M | Sell |
1,063,679
-69,608
| -6% | -$17.5M | 1.73% | 7 |
|
|
2020
Q2 | $212M | Sell |
1,133,287
-20,137
| -2% | -$3.77M | 1.46% | 11 |
|
|
2020
Q1 | $166M | Buy |
1,153,424
+28,023
| +2% | +$4.03M | 1.46% | 10 |
|
|
2019
Q4 | $183M | Sell |
1,125,401
-5,338
| -0.5% | -$868K | 1.3% | 12 |
|
|
2019
Q3 | $168M | Sell |
1,130,739
-30,631
| -3% | -$4.55M | 1.34% | 13 |
|
|
2019
Q2 | $176M | Sell |
1,161,370
-49,555
| -4% | -$7.52M | 1.33% | 12 |
|
|
2019
Q1 | $192M | Sell |
1,210,925
-87,594
| -7% | -$13.9M | 1.46% | 10 |
|
|
2018
Q4 | $178M | Buy |
1,298,519
+50,347
| +4% | +$6.9M | 1.52% | 10 |
|
|
2018
Q3 | $198M | Sell |
1,248,172
-4,812
| -0.4% | -$765K | 1.39% | 10 |
|
|
2018
Q2 | $171M | Sell |
1,252,984
-34,632
| -3% | -$4.72M | 1.28% | 14 |
|
|
2018
Q1 | $150M | Sell |
1,287,616
-3,166
| -0.2% | -$368K | 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% | +$4.64M | 1.06% | 17 |
|
|
2017
Q2 | $124M | Sell |
1,432,955
-477,652
| -25% | -$41.4M | 1.06% | 18 |
|
|
2017
Q1 | $158M | Sell |
1,910,607
-360,316
| -16% | -$29.7M | 1.35% | 12 |
|
|
2016
Q4 | $155M | Buy |
2,270,923
+550,273
| +32% | +$37.7M | 1.36% | 10 |
|
|
2016
Q3 | $123M | Sell |
1,720,650
-20,101
| -1% | -$1.43M | 0.99% | 21 |
|
|
2016
Q2 | $138M | Sell |
1,740,751
-293,421
| -14% | -$23.3M | 1.14% | 17 |
|
|
2016
Q1 | $150M | Sell |
2,034,172
-128,191
| -6% | -$9.46M | 1.14% | 19 |
|
|
2015
Q4 | $170M | Sell |
2,162,363
-539,747
| -20% | -$42.3M | 1.14% | 21 |
|
|
2015
Q3 | $188M | Sell |
2,702,110
-76,184
| -3% | -$5.29M | 1.33% | 10 |
|
|
2015
Q2 | $193M | Sell |
2,778,294
-133,620
| -5% | -$9.3M | 1.18% | 16 |
|
|
2015
Q1 | $195M | Sell |
2,911,914
-61,509
| -2% | -$4.11M | 1.12% | 12 |
|
|
2014
Q4 | $176M | Sell |
2,973,423
-232,598
| -7% | -$13.8M | 1.04% | 18 |
|
|
2014
Q3 | $184M | Buy |
3,206,021
+186
| +0% | +$10.7K | 1.13% | 16 |
|
|
2014
Q2 | $186M | Buy |
3,205,835
+156,405
| +5% | +$9.08M | 1.11% | 15 |
|
|
2014
Q1 | $174M | Sell |
3,049,430
-288,766
| -9% | -$16.5M | 1.04% | 17 |
|
|
2013
Q4 | $184M | Sell |
3,338,196
-35,031
| -1% | -$1.93M | 1.08% | 14 |
|
|
2013
Q3 | $175M | Sell |
3,373,227
-86,405
| -2% | -$4.49M | 1.12% | 13 |
|
|
2013
Q2 | $132M | Buy |
+3,459,632
| New | +$132M | 0.91% | 27 |
|