Westwood Holdings Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.6M | Buy |
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|
2025
Q1 | $80.5M | Buy |
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|
2024
Q4 | $92.6M | Sell |
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|
2024
Q3 | $94.3M | Sell |
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|
2024
Q2 | $89.1M | Buy |
|
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|
2024
Q1 | $78.9M | Sell |
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|
2023
Q4 | $79.2M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $862K | Sell |
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|
2022
Q3 | $1.06M | Sell |
|
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|
2022
Q2 | $2.1M | Sell |
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|
2022
Q1 | $2.72M | Sell |
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|
2021
Q4 | $3.59M | Buy |
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|
2021
Q3 | $2.37M | Sell |
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|
2021
Q2 | $2.29M | Sell |
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|
2021
Q1 | $2.79M | Sell |
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|
2020
Q4 | $3.32M | Sell |
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|
2020
Q3 | $3.91M | Sell |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $1.37M | Buy |
|