Wallace Weitz - Weitz Investment Management, Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
Holdings Activity Buys Sells    History
Holding/activity history for  Salesforce.com (CRM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 81,500 1.06 Reduce 6.86% 0.09 $186.67 $15,213,605 SEC
2025   Q4 87,500 1.37 $264.91 $23,179,625 SEC
2025   Q3 87,500 1.13 $237.00 $20,737,500 SEC
2025   Q2 87,500 1.29 $272.69 $23,860,375 SEC
2025   Q1 87,500 1.25 Reduce 7.89% 0.13 $268.36 $23,481,500 SEC
2024   Q4 95,000 1.64 $334.33 $31,761,350 SEC
2024   Q3 95,000 1.28 $273.71 $26,002,450 SEC
2024   Q2 95,000 1.29 Reduce 13.64% 0.23 $257.10 $24,424,500 SEC
2024   Q1 110,000 1.68 Reduce 12.00% 0.21 $301.18 $33,129,800 SEC
2023   Q4 125,000 1.74 $263.14 $32,892,500 SEC
2023   Q3 125,000 1.40 $202.78 $25,347,500 SEC
2023   Q2 125,000 1.42 Reduce 10.71% 0.17 $211.26 $26,407,500 SEC
2023   Q1 140,000 1.62 $199.78 $27,969,200 SEC
2022   Q4 140,000 1.06 Add 12.00% 0.11 $132.59 $18,562,600 SEC
2022   Q3 125,000 1.07 $143.84 $17,980,000 SEC
2022   Q2 125,000 1.09 Add 4.17% 0.04 $165.04 $20,630,000 SEC
2022   Q1 120,000 1.14 $212.32 $25,478,000 SEC
2021   Q4 120,000 1.24 $254.13 $30,496,000 SEC
2021   Q3 120,000 1.38 $271.22 $32,546,000 SEC
2021   Q2 120,000 1.25 $244.27 $29,312,000 SEC
2021   Q1 120,000 1.13 $211.87 $25,424,000 SEC
2020   Q4 120,000 1.15 $222.53 $26,704,000 SEC
2020   Q3 120,000 1.43 Reduce 14.29% 0.19 $251.32 $30,158,000 SEC
2020   Q2 140,000 1.31 $187.33 $26,226,000 SEC
2020   Q1 140,000 1.08 $143.98 $20,157,000 SEC
2019   Q4 140,000 0.92 $162.64 $22,770,000 SEC
2019   Q3 140,000 0.87 Buy 0.87 $148.44 $20,782,000 SEC
2017   Q2 0 0.00 Sell 100.00% 0.03 SEC
2017   Q1 8,000 0.03 Reduce 11.11% <0.01 $82.50 $660,000 SEC
2016   Q4 9,000 0.03 Buy 0.03 $68.44 $616,000 SEC