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salesforce shares owned by Westwood Wealth Management

Quarter-by-quarter ownership of salesforce (CRM) shares owned by Westwood Wealth Management from 13F filings

Historical chart of Westwood Wealth Management investment in salesforce

Tip: Access up to 7 years of quarterly data

All positions including salesforce held by Westwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in salesforce by Westwood Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $400k 1.5k 264.91
2025-06-30 $434k 1.6k 272.69
2025-03-31 $846k 3.2k 268.36

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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Series Trust State Street Spd (SPYG)
T Rowe Price Etf Price Grw Stock (TGRW)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Wisdomtree Tr Us Midcap Fund (EZM)
Spdr Series Trust State Street Spd (SJNK)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Quanta Services (PWR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mcap Gr Idxvip (VOT)

View all positions for Westwood Wealth Management

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FMR
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View all funds holding salesforce