Westwood Management Corp Salesforce, Inc. Transaction History

Westwood Management Corp

$270 Million
Q4 2023

A detailed history of Westwood Management Corp transactions in Salesforce, Inc. stock. As of the latest transaction made, Westwood Management Corp holds 8,643 shares of CRM stock, worth $2.52 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

8,643

Previous 31,641 72.68%

Holding current value

$2.52 Million

Previous $6.42 Million 64.56%

% of portfolio

0.84%

Previous 0.92%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$196.25 - $267.25 $4.51 Million - $6.15 Million	-22,998 Reduced 72.68%	8,643 $2.27 Million
Q3 2023 Oct 27, 2023	SELL	$202.49 - $234.37 $141,743 - $164,059	-700 Reduced 2.16%	31,641 $6.42 Million
Q2 2023 Jul 26, 2023	SELL	$188.89 - $223.38 $955,783 - $1.13 Million	-5,060 Reduced 13.53%	32,341 $6.83 Million
Q1 2023 Apr 26, 2023	SELL	$134.8 - $199.78 $26,960 - $39,956	-200 Reduced 0.53%	37,401 $7.47 Million
Q4 2022 Jan 26, 2023	SELL	$128.21 - $165.27 $615,408 - $793,296	-4,800 Reduced 11.32%	37,601 $4.99 Million
Q3 2022 Oct 26, 2022	SELL	$143.84 - $191.27 $190,300 - $253,050	-1,323 Reduced 3.03%	42,401 $6.1 Million
Q2 2022 Jul 25, 2022	SELL	$155.6 - $218.85 $93,360 - $131,310	-600 Reduced 1.35%	43,724 $7.22 Million
Q1 2022 Apr 25, 2022	BUY	$190.54 - $255.46 $133,378 - $178,822	700 Added 1.6%	44,324 $9.41 Million
Q4 2021 Jan 25, 2022	BUY	$247.21 - $309.96 $5.57 Million - $6.98 Million	22,524 Added 106.75%	43,624 $11.1 Million
Q3 2021 Oct 26, 2021	BUY	$237.55 - $285.63 $688,895 - $828,327	2,900 Added 15.93%	21,100 $5.72 Million
Q2 2021 Jul 23, 2021	SELL	$210.54 - $246.26 $210,540 - $246,260	-1,000 Reduced 5.21%	18,200 $4.45 Million
Q1 2021 Apr 26, 2021	SELL	$205.33 - $248.59 $23.7 Million - $28.7 Million	-115,400 Reduced 85.74%	19,200 $4.07 Million
Q4 2020 Jan 26, 2021	SELL	$220.15 - $267.07 $286,195 - $347,191	-1,300 Reduced 0.96%	134,600 $30 Million
Q3 2020 Oct 23, 2020	BUY	$185.51 - $281.25 $6.55 Million - $9.93 Million	35,300 Added 35.09%	135,900 $34.2 Million
Q2 2020 Jul 27, 2020	BUY	$134.06 - $191.65 $5.07 Million - $7.24 Million	37,800 Added 60.19%	100,600 $18.8 Million
Q1 2020 Apr 27, 2020	BUY	$124.3 - $193.36 $7.5 Million - $11.7 Million	60,300 Added 2412.0%	62,800 $9.04 Million
Q4 2019 Jan 24, 2020	BUY	$142.33 - $164.98 $355,825 - $412,450	2,500 New	2,500 $407,000

Others Institutions Holding CRM

# of Institutions

2,913

Shares Held

750M

Call Options Held

15.7M

Put Options Held

16M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $291B
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 Management Corp Salesforce, Inc. Transaction History