Wallace Weitz CRM Holdings History

Number of Shares
125,000.00
Current Holdings Value*
$32.89 Mil
% of Portfolio
1.74%
Total Estimate Gain
$17.48 Mil
% of Total Estimate Gain
69.87%

Wallace Weitz's Salesforce Inc Holding Summary

As of 2023-12-31, Weitz Investment Management Inc held 125,000.00 shares of Salesforce Inc(CRM), totaling $32.89 Mil. This investment constitutes 1.74% of their stock portfolio, and Weitz Investment Management Inc now holds 0.01% of the outstanding Salesforce Inc(CRM) stock.

The initial trade took place in 2016Q4. And since then Wallace Weitz has made 4 purchases of CRM, at an average price of $148.05, for a total of 169,000.00 shares. In addition, there have been 4 sales at an average price of $186.77 for 44,000.00 shares. Based on historical transaction data and CRM's current price of $274.29, Wallace Weitz's estimated gain on his CRM holdings is $17.48 Mil, reflecting a 69.87% gain to date.

Wallace Weitz CRM ($274.29) Holding Chart

Wallace Weitz CRM ($274.29) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

Top Ranked Articles

  • 1