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Westwood Management Corporation’s Salesforce CRM Stock Holding History

Westwood Management Corporation’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
2023
Q4 		$2.27M Sell
8,643
-22,998
-73% -$5.2M 0.84% 18
2023
Q3 		$6.42M Sell
31,641
-700
-2% -$151K 0.92% 18
2023
Q2 		$6.83M Sell
32,341
-5,060
-14% -$1.03M 0.88% 18
2023
Q1 		$7.47M Sell
37,401
-200
-0.5% -$33.8K 0.95% 19
2022
Q4 		$4.99M Sell
37,601
-4,800
-11% -$700K 0.67% 20
2022
Q3 		$6.1M Sell
42,401
-1,323
-3% -$224K 0.8% 20
2022
Q2 		$7.22M Sell
43,724
-600
-1% -$106K 0.91% 18
2022
Q1 		$9.41M Buy
44,324
+700
+2% +$151K 0.89% 19
2021
Q4 		$11.1M Buy
43,624
+22,524
+107% +$6.33M 0.85% 20
2021
Q3 		$5.72M Buy
21,100
+2,900
+16% +$736K 0.47% 28
2021
Q2 		$4.45M Sell
18,200
-1,000
-5% -$230K 0.36% 28
2021
Q1 		$4.07M Sell
19,200
-115,400
-86% -$25.7M 0.36% 29
2020
Q4 		$30M Sell
134,600
-1,300
-1% -$316K 2.52% 16
2020
Q3 		$34.2M Buy
135,900
+35,300
+35% +$7.73M 3.1% 12
2020
Q2 		$18.8M Buy
100,600
+37,800
+60% +$6.37M 1.94% 17
2020
Q1 		$9.04M Buy
62,800
+60,300
+2,412% +$10.3M 1.22% 17
2019
Q4 		$407K Buy
+2,500
New +$392K 0.05% 56

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Westwood Management Corporation's CRM Position: Q4 2023 in Review

Westwood Management Corporation reduced its Salesforce (CRM) stake by 73% in Q4 2023, selling an estimated $5.2M and leaving 8,643 shares worth $2.27M. The position accounts for 0.84% of the portfolio, ranked #18.

Westwood Management Corporation first reported a position in CRM in Q4 2019 and has held it in 17 quarters since. The position peaked at $34.2M in Q3 2020. 2,593 funds tracked by Wall St. Rank hold CRM as of Q4 2023.

  • Westwood Management Corporation held 8,643 shares of Salesforce worth $2.27M as of Q4 2023.
  • Westwood Management Corporation sold 22,998 Salesforce shares in Q4 2023, an estimated $5.2M.
  • Salesforce made up 0.84% of Westwood Management Corporation's portfolio in Q4 2023, its #18 holding.
  • Westwood Management Corporation first reported a position in Salesforce in Q4 2019 and has held it in 17 quarters since.
  • Westwood Management Corporation's Salesforce position peaked at $34.2M in Q3 2020.
  • 2,593 funds tracked by Wall St. Rank held Salesforce as of Q4 2023.

Based on Westwood Management Corporation's 13F filing for Q4 2023, filed 29 Jan 2024.