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UBP Investment Advisors’s Salesforce CRM Stock Holding History

UBP Investment Advisors’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
Q1 		– Sell
-1,200
Closed -$267K – 109
2020
Q4 		$267K Hold
1,200
– – 0.14% 64
2020
Q3 		$302K Hold
1,200
– – 0.23% 47
2020
Q2 		$225K Buy
+1,200
New +$202K 0.18% 50
2019
Q4 		– Sell
-2,240
Closed -$333K – 55
2019
Q3 		$333K Buy
2,240
+640
+40% +$97.3K 0.27% 43
2019
Q2 		$243K Buy
1,600
+200
+14% +$31.3K 0.22% 47
2019
Q1 		$222K Buy
+1,400
New +$217K 0.21% 47

Other funds holding CRM

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBP Investment Advisors's CRM Position: Q1 2021 in Review

UBP Investment Advisors sold out of Salesforce (CRM) in Q1 2021, closing a stake of 1,200 shares — an estimated $267K sold.

UBP Investment Advisors first reported a position in CRM in Q1 2019 and held it in 6 quarters. The position peaked at $333K in Q3 2019. 1,983 funds tracked by Wall St. Rank hold CRM as of Q1 2021.

  • UBP Investment Advisors reported no remaining Salesforce position as of Q1 2021 after selling out during the quarter.
  • UBP Investment Advisors sold 1,200 Salesforce shares in Q1 2021, an estimated $267K.
  • UBP Investment Advisors first reported a position in Salesforce in Q1 2019 and held it in 6 quarters.
  • UBP Investment Advisors's Salesforce position peaked at $333K in Q3 2019.
  • 1,983 funds tracked by Wall St. Rank held Salesforce as of Q1 2021.

Based on UBP Investment Advisors's 13F filing for Q1 2021, filed 6 May 2021.