Westwood Holdings Group Inc Salesforce, Inc. Transaction History

Westwood Holdings Group Inc

$12.6 Billion
Q3 2024

A detailed history of Westwood Holdings Group Inc transactions in Salesforce, Inc. stock. As of the latest transaction made, Westwood Holdings Group Inc holds 344,459 shares of CRM stock, worth $118 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

344,459

Previous 346,556 0.61%

Holding current value

$118 Million

Previous $89.1 Million 5.82%

% of portfolio

0.75%

Previous 0.75%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$238.42 - $276.53 $499,966 - $579,883	-2,097 Reduced 0.61%	344,459 $94.3 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $18.4 Million - $25.8 Million	84,522 Added 32.26%	346,556 $89.1 Million
Q1 2024 May 14, 2024	SELL	$251.12 - $316.88 $9.78 Million - $12.3 Million	-38,927 Reduced 12.93%	262,034 $78.9 Million
Q4 2023 Feb 13, 2024	BUY	$196.25 - $267.25 $59.1 Million - $80.4 Million	300,961 New	300,961 $79.2 Million
Q4 2022 Feb 14, 2023	SELL	$128.21 - $165.27 $108,337 - $139,653	-845 Reduced 11.5%	6,500 $862,000
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $777,167 - $1.03 Million	-5,403 Reduced 42.38%	7,345 $1.06 Million
Q2 2022 Aug 15, 2022	SELL	$155.6 - $218.85 $9,958 - $14,006	-64 Reduced 0.5%	12,748 $2.1 Million
Q1 2022 May 12, 2022	SELL	$190.54 - $255.46 $248,845 - $333,630	-1,306 Reduced 9.25%	12,812 $2.72 Million
Q4 2021 Feb 25, 2022	BUY	$247.21 - $309.96 $1.33 Million - $1.66 Million	5,371 Added 61.4%	14,118 $3.59 Million
Q3 2021 Nov 12, 2021	SELL	$237.55 - $285.63 $152,982 - $183,945	-644 Reduced 6.86%	8,747 $2.37 Million
Q2 2021 Aug 16, 2021	SELL	$210.54 - $246.26 $794,367 - $929,138	-3,773 Reduced 28.66%	9,391 $2.29 Million
Q1 2021 May 14, 2021	SELL	$205.33 - $248.59 $361,586 - $437,766	-1,761 Reduced 11.8%	13,164 $2.79 Million
Q4 2020 Feb 12, 2021	SELL	$220.15 - $267.07 $136,493 - $165,583	-620 Reduced 3.99%	14,925 $3.32 Million
Q3 2020 Nov 10, 2020	SELL	$185.51 - $281.25 $150,448 - $228,093	-811 Reduced 4.96%	15,545 $3.91 Million
Q2 2020 Aug 13, 2020	BUY	$134.06 - $191.65 $915,361 - $1.31 Million	6,828 Added 71.66%	16,356 $3.06 Million
Q1 2020 May 15, 2020	BUY	$124.3 - $193.36 $1.18 Million - $1.84 Million	9,528 New	9,528 $1.37 Million

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $344B
Description
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...

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Westwood Holdings Group Inc Salesforce, Inc. Transaction History