WESTWOOD HOLDINGS GROUP INC

Position in CRM — Salesforce, Inc.

CIK 1165002 DALLAS, TX

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,094,740

-$1,634,002 QoQ

Shares Held

6,988

-52.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#1,176

of 2,451 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Technology · as of Jun 30, 2026

WESTWOOD HOLDINGS GROUP INC holds $51,445,763 across 15 Software - Application names. CRM ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BL	Blackline, Inc.	1,318,230	$37,002,716
2	CDNS	Cadence Design Systems Inc	18,923	$7,102,180
3	UBER	Uber Technologies, Inc	16,379	$1,181,908
4	CRM	Salesforce, Inc. This page	6,988	$1,094,740
5	ADBE	Adobe Inc.	5,064	$1,038,221
6	SNOW	Snowflake Inc.	3,742	$952,339
7	SHOP	Shopify Inc.	4,673	$533,563
8	ADSK	Autodesk, Inc.	2,517	$489,355

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,094,740	6,988	-52.2%	Shares	Defined	2026-08-14
2026-03-31	$2,728,742	14,618	-93.0%	Shares	Defined	2026-05-15
2025-12-31	$55,599,840	209,882	-35.4%	Shares	Defined	2026-02-17
2025-09-30	$76,969,305	324,765	-0.1%	Shares	Defined	2025-11-14
2025-06-30	$88,613,342	324,960	+8.3%	Shares	Defined	2025-10-08
2025-03-31	$80,530,005	300,082	+8.3%	Shares	Defined	2025-05-09
2024-12-31	$92,596,705	276,962	-19.6%	Shares	Defined	2025-02-14
2024-09-30	$94,281,872	344,459	-0.6%	Shares	Defined	2024-11-14
2024-06-30	$89,099,547	346,556	+32.3%	Shares	Defined	2024-08-13
2024-03-31	$78,919,400	262,034	-12.9%	Shares	Defined	2024-06-06
2023-12-31	$79,194,877	300,961	+4530.2%	Shares	Defined	2024-02-13
2022-12-31	$861,835	6,500	-11.5%	Shares	Defined	2023-02-14
2022-09-30	$1,056,504	7,345	-42.4%	Shares	Defined	2022-11-14
2022-06-30	$2,103,929	12,748	-0.5%	Shares	Defined	2022-08-15
2022-03-31	$2,720,243	12,812	-9.3%	Shares	Defined	2022-05-12
2021-12-31	$3,587,807	14,118	+61.4%	Shares	Defined	2022-02-25
2021-09-30	$2,372,361	8,747	-6.9%	Shares	Defined	2021-11-12
2021-06-30	$2,293,939	9,391	-28.7%	Shares	Defined	2021-08-16
2021-03-31	$2,789,056	13,164	-11.8%	Shares	Defined	2021-05-14
2020-12-31	$3,321,260	14,925	-4.0%	Shares	Defined	2021-04-13
2020-09-30	$3,906,769	15,545	-5.0%	Shares	Defined	2020-11-10
2020-06-30	$3,063,969	16,356	+71.7%	Shares	Defined	2020-08-13
2020-03-31	$1,371,841	9,528	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.