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Westmount Partners’s
Salesforce
CRM
Stock Holding History
Westmount Partners’s Portfolio
CRM Stock Details
CRM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
–
Sell
-1,134
Closed
-$212K
–
281
2026
Q1
$212K
Sell
1,134
-103
-8%
-$21.3K
0.05%
250
2025
Q4
$328K
Buy
1,237
+37
+3%
+$9.2K
0.08%
184
2025
Q3
$283K
Sell
1,200
-16
-1%
-$4.04K
0.07%
198
2025
Q2
$332K
Sell
1,216
-101
-8%
-$27K
0.09%
176
2025
Q1
$353K
Buy
1,317
+262
+25%
+$81.5K
0.11%
159
2024
Q4
$353K
Buy
1,055
+15
+1%
+$4.79K
0.11%
149
2024
Q3
$285K
Buy
1,040
+33
+3%
+$8.45K
0.09%
169
2024
Q2
$258K
Sell
1,007
-289
-22%
-$77.3K
0.09%
176
2024
Q1
$390K
Buy
1,296
+102
+9%
+$29.4K
0.14%
134
2023
Q4
$314K
Buy
1,194
+97
+9%
+$22K
0.13%
145
2023
Q3
$222K
Buy
1,097
+16
+1%
+$3.46K
0.1%
169
2023
Q2
$228K
Sell
1,081
-51
-5%
-$10.4K
0.1%
160
2023
Q1
$226K
Buy
+1,132
New
+$191K
0.1%
161
Other funds holding CRM
Assenagon Asset Management
Senningerberg, Luxembourg
$80.2B AUM
50.57%
1-Year Est. Return
Swedbank
Stockholm, Sweden
$116B AUM
46.87%
1-Year Est. Return
VPI
Value Partners Investments
Winnipeg, Manitoba, Canada
$1.43B AUM
18.19%
1-Year Est. Return
CRM
Cardano Risk Management
Rotterdam, Netherlands
$13B AUM
49.44%
1-Year Est. Return
Handelsbanken Fonder
Stockholm, Sweden
$35.1B AUM
47.76%
1-Year Est. Return
DLA
Douglas Lane & Associates
New York
$7.37B AUM
21.9%
1-Year Est. Return
CNB
Czech National Bank
Prague, Czech Republic
$18.3B AUM
43.04%
1-Year Est. Return
YIH
Y-Intercept (HK)
Hong Kong
$5.05B AUM
17.89%
1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management
Stockholm, Sweden
$4.3B AUM
29.55%
1-Year Est. Return
P
PensionDanmark
Copenhagen O, Denmark
$12B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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