Wallace Weitz's CRM Position Overview
Wallace Weitz (via Weitz Investment Management, Inc.) currently holds 87,500 shares of Salesforce, Inc. (CRM) worth $20.74 M, representing 1.13% of the portfolio. First purchased in 2016-Q4, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Wallace Weitz has maintained a strategic position in CRM, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 140,000 shares. Largest reduction occurred in Q3 2020, reducing 20,000 shares.
Analysis based on 13F filings available since 2013 Q2
Wallace Weitz's Salesforce (CRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Salesforce (CRM) Trades by Wallace Weitz
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2016 | +9,000 | New Buy | 9,000 | $68.44 |
| Q1 2017 | -1,000 | Reduce 11.11% | 8,000 | $82.50 |
| Q2 2017 | -8,000 | Sold Out | 0 | $0.00 |
| Q3 2019 | +140,000 | New Buy | 140,000 | $148.44 |
| Q3 2020 | -20,000 | Reduce 14.29% | 120,000 | $251.32 |
| Q2 2022 | +5,000 | Add 4.17% | 125,000 | $165.04 |
| Q4 2022 | +15,000 | Add 12.00% | 140,000 | $132.59 |
| Q2 2023 | -15,000 | Reduce 10.71% | 125,000 | $211.26 |
| Q1 2024 | -15,000 | Reduce 12.00% | 110,000 | $301.18 |
| Q2 2024 | -15,000 | Reduce 13.64% | 95,000 | $257.10 |
| Q1 2025 | -7,500 | Reduce 7.89% | 87,500 | $268.36 |
Wallace Weitz's Salesforce Investment FAQs
Wallace Weitz first purchased Salesforce, Inc. (CRM) in Q4 2016, acquiring 9,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Wallace Weitz has held Salesforce, Inc. (CRM) for 28 quarters since Q4 2016.
Wallace Weitz's largest addition to Salesforce, Inc. (CRM) was in Q3 2019, adding 140,000 shares worth $20.78 M.
According to the latest 13F filing for Q3 2025, Wallace Weitz's firm, Weitz Investment Management, Inc., owns 87,500 shares of Salesforce, Inc. (CRM), valued at approximately $20.74 M.
As of the Q3 2025 filing, Salesforce, Inc. (CRM) represents approximately 1.13% of Wallace Weitz's publicly disclosed stock portfolio, making it one of their key holdings.
Wallace Weitz's peak holding in Salesforce, Inc. (CRM) was 140,000 shares, as reported at the end of Q3 2019.