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UAS Asset Management’s Salesforce CRM Stock Holding History

UAS Asset Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-1,000
Closed -$244K – 21
2021
Q2 		$244K Buy
+1,000
New +$230K 0.06% 25
2019
Q4 		– Sell
-10,000
Closed -$1.48M – 38
2019
Q3 		$1.48M Buy
+10,000
New +$1.52M 0.59% 18
2019
Q1 		– Sell
-3,000
Closed -$411K – 26
2018
Q4 		$411K Buy
+3,000
New +$413K 0.28% 18
2018
Q2 		– Sell
-10,085
Closed -$1.17M – 27
2018
Q1 		$1.17M Buy
+10,085
New +$1.16M 0.57% 18

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UAS Asset Management's CRM Position: Q3 2021 in Review

UAS Asset Management sold out of Salesforce (CRM) in Q3 2021, closing a stake of 1,000 shares — an estimated $244K sold.

UAS Asset Management first reported a position in CRM in Q1 2018 and held it in 4 quarters. The position peaked at $1.48M in Q3 2019. 2,179 funds tracked by Wall St. Rank hold CRM as of Q3 2021.

  • UAS Asset Management reported no remaining Salesforce position as of Q3 2021 after selling out during the quarter.
  • UAS Asset Management sold 1,000 Salesforce shares in Q3 2021, an estimated $244K.
  • UAS Asset Management first reported a position in Salesforce in Q1 2018 and held it in 4 quarters.
  • UAS Asset Management's Salesforce position peaked at $1.48M in Q3 2019.
  • 2,179 funds tracked by Wall St. Rank held Salesforce as of Q3 2021.

Based on UAS Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.