UBS O'Connor’s Salesforce CRM Stock Holding History

UBS O'Connor’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
2016 Q3	–	Sell	-334,000	Closed	-$319K	–	431
2016 Q2	$319K	Buy	+334,000	New	+$26.2M	0.01%	359

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS O'Connor's CRM Position: Q2 2025 in Review

UBS O'Connor sold out of Salesforce (CRM) in Q2 2025, closing a stake of 8,896 shares — an estimated $2.39M sold.

UBS O'Connor first reported a position in CRM in Q2 2014 and held it in 30 quarters. The position peaked at $32.5M in Q3 2021. 2,959 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

UBS O'Connor reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
UBS O'Connor sold 8,896 Salesforce shares in Q2 2025, an estimated $2.39M.
UBS O'Connor first reported a position in Salesforce in Q2 2014 and held it in 30 quarters.
UBS O'Connor's Salesforce position peaked at $32.5M in Q3 2021.
2,959 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on UBS O'Connor's 13F filing for Q2 2025, filed 14 Aug 2025.