Wallace Weitz CRM Holdings History

Number of Shares
87,500.00
Current Holdings Value*
$23.48 Mil
% of Portfolio
1.25%
Total Estimate Gain
$17.66 Mil
% of Total Estimate Gain
70.60%

Wallace Weitz's Salesforce Inc Holding Summary

As of 2025-03-31, Weitz Investment Management Inc held 87,500.00 shares of Salesforce Inc(CRM), totaling $23.48 Mil. This investment constitutes 1.25% 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 7 sales at an average price of $231.81 for 81,500.00 shares. Based on historical transaction data and CRM's current price of $271.91, Wallace Weitz's estimated gain on his CRM holdings is $17.66 Mil, reflecting a 70.60% gain to date.

Wallace Weitz CRM ($271.91) Holding Chart

Wallace Weitz CRM ($271.91) 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 %

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