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Westwood Holdings Group’s Salesforce CRM Stock Holding History

Westwood Holdings Group’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.73M Sell
14,618
-195,264
-93% -$40.5M 0.02% 310
2025
Q4 		$55.6M Sell
209,882
-114,883
-35% -$28.5M 0.45% 82
2025
Q3 		$77M Sell
324,765
-195
-0.1% -$49.2K 0.55% 55
2025
Q2 		$88.6M Buy
324,960
+24,878
+8% +$6.65M 0.64% 47
2025
Q1 		$80.5M Buy
300,082
+23,120
+8% +$7.19M 0.61% 52
2024
Q4 		$92.6M Sell
276,962
-67,497
-20% -$21.5M 0.71% 35
2024
Q3 		$94.3M Sell
344,459
-2,097
-0.6% -$537K 0.4% 72
2024
Q2 		$89.1M Buy
346,556
+84,522
+32% +$22.6M 0.42% 64
2024
Q1 		$78.9M Sell
262,034
-38,927
-13% -$11.2M 0.62% 55
2023
Q4 		$79.2M Buy
+300,961
New +$68.1M 0.67% 44
2023
Q1 		– Sell
-6,500
Closed -$862K – 507
2022
Q4 		$862K Sell
6,500
-845
-12% -$123K 0.01% 365
2022
Q3 		$1.06M Sell
7,345
-5,403
-42% -$916K 0.01% 313
2022
Q2 		$2.1M Sell
12,748
-64
-0.5% -$11.3K 0.02% 284
2022
Q1 		$2.72M Sell
12,812
-1,306
-9% -$281K 0.03% 283
2021
Q4 		$3.59M Buy
14,118
+5,371
+61% +$1.51M 0.03% 258
2021
Q3 		$2.37M Sell
8,747
-644
-7% -$164K 0.03% 273
2021
Q2 		$2.29M Sell
9,391
-3,773
-29% -$870K 0.02% 272
2021
Q1 		$2.79M Sell
13,164
-1,761
-12% -$392K 0.03% 283
2020
Q4 		$3.32M Sell
14,925
-620
-4% -$151K 0.04% 274
2020
Q3 		$3.91M Sell
15,545
-811
-5% -$178K 0.05% 244
2020
Q2 		$3.06M Buy
16,356
+6,828
+72% +$1.15M 0.04% 266
2020
Q1 		$1.37M Buy
+9,528
New +$1.63M 0.02% 291

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Westwood Holdings Group's CRM Position: Q1 2026 in Review

Westwood Holdings Group reduced its Salesforce (CRM) stake by 93% in Q1 2026, selling an estimated $40.5M and leaving 14,618 shares worth $2.73M. The position accounts for 0.02% of the portfolio, ranked #310.

Westwood Holdings Group first reported a position in CRM in Q1 2020 and has held it in 22 quarters since. The position peaked at $94.3M in Q3 2024. 2,677 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Westwood Holdings Group held 14,618 shares of Salesforce worth $2.73M as of Q1 2026.
  • Westwood Holdings Group sold 195,264 Salesforce shares in Q1 2026, an estimated $40.5M.
  • Salesforce made up 0.02% of Westwood Holdings Group's portfolio in Q1 2026, its #310 holding.
  • Westwood Holdings Group first reported a position in Salesforce in Q1 2020 and has held it in 22 quarters since.
  • Westwood Holdings Group's Salesforce position peaked at $94.3M in Q3 2024.
  • 2,677 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Westwood Holdings Group's 13F filing for Q1 2026, filed 15 May 2026.