WESTWOOD HOLDINGS GROUP INC

Position in CRM — Salesforce, Inc.

CIK 1165002 DALLAS, TX

Position in CRM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,728,742

-$52,871,098 QoQ

Shares Held

14,618

-93.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

22 quarters on record

Voting authority Sole 85.96251197154193.ToString("F0")% Shared 0.ToString("F0")% None 14.037488028458064.ToString("F0")%

Technology · as of Mar 31, 2026

WESTWOOD HOLDINGS GROUP INC holds $124,740,198 across 10 Software - Application names. CRM ranks #6 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BL	Blackline, Inc.	1,456,649	$53,896,013
2	DFIN	Donnelley Financial Solutions, Inc.	761,163	$35,881,223
3	PEGA	Pegasystems Inc	504,478	$21,470,583
4	CDNS	Cadence Design Systems Inc	18,138	$5,040,006
5	TYL	Tyler Technologies Inc	10,890	$3,728,518
6	CRM	Salesforce, Inc. This page	14,618	$2,728,742
7	SNOW	Snowflake Inc.	4,013	$605,240
8	SHOP	Shopify Inc.	4,983	$591,083

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.