Unigestion Holding’s Salesforce CRM Stock Holding History

Unigestion Holding’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
2025 Q1	$975K	Buy	+3,633	New	+$1.13M	0.06%	149
2022 Q4	–	Sell	-170,689	Closed	-$25.1M	–	225
2022 Q3	$25.1M	Buy	170,689 +8,100	+5%	+$1.37M	1.46%	22
2022 Q2	$26.8M	Buy	162,589 +68,917	+74%	+$12.2M	1.5%	24
2022 Q1	$19.9M	Buy	93,672 +22,328	+31%	+$4.81M	0.85%	40
2021 Q4	$18.1M	Buy	+71,344	New	+$20M	0.74%	43
2021 Q3	–	Sell	-85,774	Closed	-$21.1M	–	208
2021 Q2	$21.1M	Buy	85,774 +84,100	+5,024%	+$19.4M	0.76%	43
2021 Q1	$355K	Sell	1,674 -9,662	-85%	-$2.15M	0.01%	209
2020 Q4	$2.52M	Buy	11,336 +5,719	+102%	+$1.39M	0.09%	88
2020 Q3	$1.41M	Buy	5,617 +2,619	+87%	+$573K	0.05%	107
2020 Q2	$562K	Sell	2,998 -1,080	-26%	-$182K	0.02%	154
2020 Q1	$587K	Buy	+4,078	New	+$699K	0.02%	198

Other funds holding CRM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Unigestion Holding's CRM Position: Q1 2025 in Review

Unigestion Holding opened a new position in Salesforce (CRM) in Q1 2025: 3,633 shares worth $975K. The stake represents 0.06% of the portfolio and ranks #149 among its holdings. This is a return to the name: Unigestion Holding previously reported a position in CRM as recently as Q3 2022.

Unigestion Holding first reported a position in CRM in Q1 2020 and has held it in 11 quarters since. The position peaked at $26.8M in Q2 2022. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

Unigestion Holding held 3,633 shares of Salesforce worth $975K as of Q1 2025.
Salesforce was a new Unigestion Holding position in Q1 2025.
Salesforce made up 0.06% of Unigestion Holding's portfolio in Q1 2025, its #149 holding.
Unigestion Holding first reported a position in Salesforce in Q1 2020 and has held it in 11 quarters since.
Unigestion Holding's Salesforce position peaked at $26.8M in Q2 2022.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.