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UBS’s Salesforce CRM Stock Holding History

UBS’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
2014
Q3 		$6.34M Buy
110,200
+39,200
+55% +$2.21M ﹤0.01% 1810
2014
Q2 		$4.12M Sell
71,000
-93,600
-57% -$5.06M ﹤0.01% 2136
2014
Q1 		$9.4M Sell
164,600
-359,600
-69% -$21.5M 0.01% 1311
2013
Q4 		$28.9M Buy
524,200
+16,100
+3% +$861K 0.03% 619
2013
Q3 		$26.4M Buy
508,100
+262,200
+107% +$11.9M 0.03% 589
2013
Q2 		$9.39M Buy
+245,900
New +$10.1M 0.01% 1086

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS's CRM Position: Q3 2014 in Review

UBS increased its Salesforce (CRM) stake by 2.2% in Q3 2014, buying an estimated $702K and bringing the position to 575,729 shares worth $33.1M. The position accounts for 0.02% of the portfolio, ranked #684.

UBS first reported a position in CRM in Q2 2013 and has held it in 6 quarters since. 551 funds tracked by Wall St. Rank hold CRM as of Q3 2014.

  • UBS held 575,729 shares of Salesforce worth $33.1M as of Q3 2014.
  • UBS bought 12,469 Salesforce shares in Q3 2014, an estimated $702K.
  • Salesforce made up 0.02% of UBS's portfolio in Q3 2014, its #684 holding.
  • UBS first reported a position in Salesforce in Q2 2013 and has held it in 6 quarters since.
  • 551 funds tracked by Wall St. Rank held Salesforce as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.