UBS AM’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.87B | Buy |
10,511,542
+1,253,024
| +14% | +$342M | 0.58% | 24 |
|
|
2025
Q1 | $2.48B | Buy |
9,258,518
+600,386
| +7% | +$161M | 0.64% | 21 |
|
|
2024
Q4 | $2.89B | Buy |
8,658,132
+602,445
| +7% | +$201M | 0.68% | 17 |
|
|
2024
Q3 | $2.2B | Sell |
8,055,687
-423,869
| -5% | -$116M | 0.57% | 24 |
|
|
2024
Q2 | $2.18B | Buy |
8,479,556
+1,395,376
| +20% | +$359M | 0.63% | 23 |
|
|
2024
Q1 | $2.13B | Sell |
7,084,180
-638,343
| -8% | -$192M | 0.76% | 19 |
|
|
2023
Q4 | $2.03B | Buy |
7,722,523
+40,309
| +0.5% | +$10.6M | 0.8% | 17 |
|
|
2023
Q3 | $1.56B | Buy |
7,682,214
+54,058
| +0.7% | +$11M | 0.7% | 19 |
|
|
2023
Q2 | $1.52B | Hold |
7,628,156
| – | – | 0.74% | 21 |
|
|
2023
Q1 | $1.52B | Sell |
7,628,156
-675,536
| -8% | -$135M | 0.74% | 21 |
|
|
2022
Q4 | $1.1B | Buy |
8,303,692
+1,040,540
| +14% | +$138M | 0.58% | 26 |
|
|
2022
Q3 | $1.04B | Buy |
7,263,152
+912,795
| +14% | +$131M | 0.59% | 26 |
|
|
2022
Q2 | $1.05B | Buy |
6,350,357
+336,807
| +6% | +$55.6M | 0.55% | 28 |
|
|
2022
Q1 | $1.28B | Sell |
6,013,550
-900,947
| -13% | -$191M | 0.55% | 25 |
|
|
2021
Q4 | $1.76B | Buy |
6,914,497
+1,277,655
| +23% | +$325M | 0.67% | 18 |
|
|
2021
Q3 | $1.53B | Buy |
5,636,842
+348,533
| +7% | +$94.5M | 0.63% | 20 |
|
|
2021
Q2 | $1.29B | Sell |
5,288,309
-674,317
| -11% | -$165M | 0.55% | 23 |
|
|
2021
Q1 | $1.26B | Buy |
5,962,626
+478,200
| +9% | +$101M | 0.56% | 23 |
|
|
2020
Q4 | $1.22B | Buy |
5,484,426
+575,056
| +12% | +$128M | 0.57% | 24 |
|
|
2020
Q3 | $1.23B | Buy |
4,909,370
+225,542
| +5% | +$56.7M | 0.66% | 22 |
|
|
2020
Q2 | $877M | Sell |
4,683,828
-271,157
| -5% | -$50.8M | 0.54% | 28 |
|
|
2020
Q1 | $713M | Buy |
4,954,985
+313,046
| +7% | +$45.1M | 0.51% | 34 |
|
|
2019
Q4 | $755M | Sell |
4,641,939
-54,843
| -1% | -$8.92M | 0.46% | 41 |
|
|
2019
Q3 | $697M | Buy |
4,696,782
+449,900
| +11% | +$66.8M | 0.47% | 40 |
|
|
2019
Q2 | $644M | Sell |
4,246,882
-720,285
| -15% | -$109M | 0.46% | 38 |
|
|
2019
Q1 | $787M | Sell |
4,967,167
-9,784
| -0.2% | -$1.55M | 0.58% | 32 |
|
|
2018
Q4 | $682M | Sell |
4,976,951
-606,391
| -11% | -$83.1M | 0.59% | 30 |
|
|
2018
Q3 | $888M | Sell |
5,583,342
-17,339
| -0.3% | -$2.76M | 0.66% | 23 |
|
|
2018
Q2 | $764M | Buy |
5,600,681
+153,662
| +3% | +$21M | 0.59% | 27 |
|
|
2018
Q1 | $633M | Buy |
5,447,019
+2,162,006
| +66% | +$251M | 0.5% | 31 |
|
|
2017
Q4 | $336M | Buy |
3,285,013
+441,682
| +16% | +$45.2M | 0.28% | 70 |
|
|
2017
Q3 | $266M | Buy |
2,843,331
+192,056
| +7% | +$17.9M | 0.24% | 86 |
|
|
2017
Q2 | $230M | Sell |
2,651,275
-123,977
| -4% | -$10.7M | 0.22% | 97 |
|
|
2017
Q1 | $229M | Sell |
2,775,252
-396,650
| -13% | -$32.7M | 0.23% | 96 |
|
|
2016
Q4 | $217M | Sell |
3,171,902
-1,701,219
| -35% | -$116M | 0.24% | 92 |
|
|
2016
Q3 | $348M | Buy |
4,873,121
+33,623
| +0.7% | +$2.4M | 0.37% | 55 |
|
|
2016
Q2 | $384M | Sell |
4,839,498
-278,506
| -5% | -$22.1M | 0.43% | 47 |
|
|
2016
Q1 | $378M | Sell |
5,118,004
-98,953
| -2% | -$7.31M | 0.44% | 47 |
|
|
2015
Q4 | $409M | Buy |
5,216,957
+121,209
| +2% | +$9.5M | 0.47% | 43 |
|
|
2015
Q3 | $354M | Sell |
5,095,748
-451,861
| -8% | -$31.4M | 0.39% | 53 |
|
|
2015
Q2 | $386M | Sell |
5,547,609
-1,898,485
| -25% | -$132M | 0.37% | 61 |
|
|
2015
Q1 | $497M | Sell |
7,446,094
-400,839
| -5% | -$26.8M | 0.48% | 39 |
|
|
2014
Q4 | $465M | Buy |
7,846,933
+664,124
| +9% | +$39.4M | 0.44% | 46 |
|
|
2014
Q3 | $413M | Buy |
7,182,809
+677,365
| +10% | +$39M | 0.41% | 50 |
|
|
2014
Q2 | $378M | Buy |
6,505,444
+339,923
| +6% | +$19.7M | 0.38% | 61 |
|
|
2014
Q1 | $352M | Sell |
6,165,521
-837,487
| -12% | -$47.8M | 0.38% | 59 |
|
|
2013
Q4 | $386M | Sell |
7,003,008
-175,130
| -2% | -$9.67M | 0.44% | 48 |
|
|
2013
Q3 | $373M | Sell |
7,178,138
-661,836
| -8% | -$34.4M | 0.46% | 44 |
|
|
2013
Q2 | $299M | Buy |
+7,839,974
| New | +$299M | 0.39% | 57 |
|