UBS Group’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68B | Buy |
6,154,612
+202,056
| +3% | +$55.1M | 0.29% | 40 |
|
|
2025
Q1 | $1.6B | Buy |
5,952,556
+436,833
| +8% | +$117M | 0.29% | 39 |
|
|
2024
Q4 | $1.84B | Sell |
5,515,723
-93,796
| -2% | -$31.4M | 0.34% | 34 |
|
|
2024
Q3 | $1.54B | Buy |
5,609,519
+467,282
| +9% | +$128M | 0.33% | 38 |
|
|
2024
Q2 | $1.32B | Sell |
5,142,237
-158,927
| -3% | -$40.9M | 0.33% | 41 |
|
|
2024
Q1 | $1.6B | Buy |
5,301,164
+1,440,084
| +37% | +$434M | 0.4% | 26 |
|
|
2023
Q4 | $1.02B | Buy |
3,861,080
+297,108
| +8% | +$78.2M | 0.3% | 44 |
|
|
2023
Q3 | $723M | Sell |
3,563,972
-503,292
| -12% | -$102M | 0.25% | 65 |
|
|
2023
Q2 | $859M | Buy |
4,067,264
+346,012
| +9% | +$73.1M | 0.29% | 57 |
|
|
2023
Q1 | $743M | Buy |
3,721,252
+415,338
| +13% | +$83M | 0.27% | 61 |
|
|
2022
Q4 | $438M | Sell |
3,305,914
-2,552,415
| -44% | -$338M | 0.16% | 107 |
|
|
2022
Q3 | $843M | Buy |
5,858,329
+695,873
| +13% | +$100M | 0.37% | 38 |
|
|
2022
Q2 | $852M | Sell |
5,162,456
-245,082
| -5% | -$40.4M | 0.35% | 49 |
|
|
2022
Q1 | $1.15B | Sell |
5,407,538
-248,864
| -4% | -$52.8M | 0.38% | 37 |
|
|
2021
Q4 | $1.44B | Buy |
5,656,402
+48,671
| +0.9% | +$12.4M | 0.41% | 26 |
|
|
2021
Q3 | $1.52B | Buy |
5,607,731
+820,445
| +17% | +$223M | 0.48% | 21 |
|
|
2021
Q2 | $1.17B | Buy |
4,787,286
+102,572
| +2% | +$25.1M | 0.38% | 34 |
|
|
2021
Q1 | $993M | Buy |
4,684,714
+253,542
| +6% | +$53.7M | 0.33% | 41 |
|
|
2020
Q4 | $986M | Sell |
4,431,172
-312,611
| -7% | -$69.6M | 0.33% | 41 |
|
|
2020
Q3 | $1.19B | Buy |
4,743,783
+38,920
| +0.8% | +$9.78M | 0.45% | 28 |
|
|
2020
Q2 | $881M | Buy |
4,704,863
+1,273,042
| +37% | +$238M | 0.37% | 42 |
|
|
2020
Q1 | $494M | Sell |
3,431,821
-414,604
| -11% | -$59.7M | 0.23% | 78 |
|
|
2019
Q4 | $626M | Buy |
3,846,425
+65,961
| +2% | +$10.7M | 0.22% | 88 |
|
|
2019
Q3 | $561M | Buy |
3,780,464
+777,133
| +26% | +$115M | 0.22% | 87 |
|
|
2019
Q2 | $456M | Sell |
3,003,331
-485,985
| -14% | -$73.7M | 0.18% | 113 |
|
|
2019
Q1 | $553M | Buy |
3,489,316
+777,010
| +29% | +$123M | 0.23% | 87 |
|
|
2018
Q4 | $372M | Sell |
2,712,306
-416,160
| -13% | -$57M | 0.17% | 112 |
|
|
2018
Q3 | $498M | Buy |
3,128,466
+312,658
| +11% | +$49.7M | 0.2% | 100 |
|
|
2018
Q2 | $384M | Buy |
2,815,808
+669,948
| +31% | +$91.4M | 0.17% | 125 |
|
|
2018
Q1 | $250M | Sell |
2,145,860
-397,530
| -16% | -$46.2M | 0.11% | 163 |
|
|
2017
Q4 | $260M | Buy |
2,543,390
+486,370
| +24% | +$49.7M | 0.11% | 164 |
|
|
2017
Q3 | $192M | Sell |
2,057,020
-49,096
| -2% | -$4.59M | 0.09% | 179 |
|
|
2017
Q2 | $182M | Buy |
2,106,116
+113,104
| +6% | +$9.79M | 0.09% | 182 |
|
|
2017
Q1 | $164M | Buy |
1,993,012
+581,074
| +41% | +$47.9M | 0.09% | 199 |
|
|
2016
Q4 | $96.7M | Sell |
1,411,938
-200,574
| -12% | -$13.7M | 0.05% | 272 |
|
|
2016
Q3 | $115M | Buy |
1,612,512
+435,572
| +37% | +$31.1M | 0.07% | 241 |
|
|
2016
Q2 | $93.5M | Buy |
1,176,940
+9,886
| +0.8% | +$785K | 0.06% | 270 |
|
|
2016
Q1 | $86.2M | Sell |
1,167,054
-105,678
| -8% | -$7.8M | 0.06% | 267 |
|
|
2015
Q4 | $99.8M | Buy |
1,272,732
+304,514
| +31% | +$23.9M | 0.06% | 256 |
|
|
2015
Q3 | $67.2M | Buy |
968,218
+167,331
| +21% | +$11.6M | 0.05% | 325 |
|
|
2015
Q2 | $55.8M | Buy |
800,887
+123,380
| +18% | +$8.59M | 0.04% | 392 |
|
|
2015
Q1 | $45.3M | Sell |
677,507
-102,605
| -13% | -$6.86M | 0.03% | 455 |
|
|
2014
Q4 | $46.3M | Buy |
+780,112
| New | +$46.3M | 0.03% | 457 |
|