Westwood Management Corporation’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.27M | Sell |
8,643
-22,998
| -73% | -$6.05M | 0.84% | 18 |
|
|
2023
Q3 | $6.42M | Sell |
31,641
-700
| -2% | -$142K | 0.92% | 18 |
|
|
2023
Q2 | $6.83M | Sell |
32,341
-5,060
| -14% | -$1.07M | 0.88% | 18 |
|
|
2023
Q1 | $7.47M | Sell |
37,401
-200
| -0.5% | -$40K | 0.95% | 19 |
|
|
2022
Q4 | $4.99M | Sell |
37,601
-4,800
| -11% | -$636K | 0.67% | 20 |
|
|
2022
Q3 | $6.1M | Sell |
42,401
-1,323
| -3% | -$190K | 0.8% | 20 |
|
|
2022
Q2 | $7.22M | Sell |
43,724
-600
| -1% | -$99K | 0.91% | 18 |
|
|
2022
Q1 | $9.41M | Buy |
44,324
+700
| +2% | +$149K | 0.89% | 19 |
|
|
2021
Q4 | $11.1M | Buy |
43,624
+22,524
| +107% | +$5.72M | 0.85% | 20 |
|
|
2021
Q3 | $5.72M | Buy |
21,100
+2,900
| +16% | +$787K | 0.47% | 28 |
|
|
2021
Q2 | $4.45M | Sell |
18,200
-1,000
| -5% | -$244K | 0.36% | 28 |
|
|
2021
Q1 | $4.07M | Sell |
19,200
-115,400
| -86% | -$24.5M | 0.36% | 29 |
|
|
2020
Q4 | $30M | Sell |
134,600
-1,300
| -1% | -$289K | 2.52% | 16 |
|
|
2020
Q3 | $34.2M | Buy |
135,900
+35,300
| +35% | +$8.87M | 3.1% | 12 |
|
|
2020
Q2 | $18.8M | Buy |
100,600
+37,800
| +60% | +$7.08M | 1.94% | 17 |
|
|
2020
Q1 | $9.04M | Buy |
62,800
+60,300
| +2,412% | +$8.68M | 1.22% | 17 |
|
|
2019
Q4 | $407K | Buy |
+2,500
| New | +$407K | 0.05% | 56 |
|