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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
Q2 		$1.09M Sell
6,988
-7,630
-52% -$1.34M 0.01% 359
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Westwood Holdings Group's CRM Position: Q2 2026 in Review

Westwood Holdings Group reduced its Salesforce (CRM) stake by 52% in Q2 2026, selling an estimated $1.34M and leaving 6,988 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #359.

Westwood Holdings Group first reported a position in CRM in Q1 2020 and has held it in 23 quarters since. The position peaked at $94.3M in Q3 2024. 2,494 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Westwood Holdings Group held 6,988 shares of Salesforce worth $1.09M as of Q2 2026.
  • Westwood Holdings Group sold 7,630 Salesforce shares in Q2 2026, an estimated $1.34M.
  • Salesforce made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #359 holding.
  • Westwood Holdings Group first reported a position in Salesforce in Q1 2020 and has held it in 23 quarters since.
  • Westwood Holdings Group's Salesforce position peaked at $94.3M in Q3 2024.
  • 2,494 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.