Unigestion Holding’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $975K | Buy |
+3,633
| New | +$975K | 0.06% | 149 |
|
|
2022
Q4 | – | Sell |
-170,689
| Closed | -$25.1M | – | 225 |
|
|
2022
Q3 | $25.1M | Buy |
170,689
+8,100
| +5% | +$1.19M | 1.46% | 22 |
|
|
2022
Q2 | $26.8M | Buy |
162,589
+68,917
| +74% | +$11.4M | 1.5% | 24 |
|
|
2022
Q1 | $19.9M | Buy |
93,672
+22,328
| +31% | +$4.74M | 0.85% | 40 |
|
|
2021
Q4 | $18.1M | Buy |
+71,344
| New | +$18.1M | 0.74% | 43 |
|
|
2021
Q3 | – | Sell |
-85,774
| Closed | -$21.1M | – | 208 |
|
|
2021
Q2 | $21.1M | Buy |
85,774
+84,100
| +5,024% | +$20.7M | 0.76% | 43 |
|
|
2021
Q1 | $355K | Sell |
1,674
-9,662
| -85% | -$2.05M | 0.01% | 209 |
|
|
2020
Q4 | $2.52M | Buy |
11,336
+5,719
| +102% | +$1.27M | 0.09% | 88 |
|
|
2020
Q3 | $1.41M | Buy |
5,617
+2,619
| +87% | +$658K | 0.05% | 107 |
|
|
2020
Q2 | $562K | Sell |
2,998
-1,080
| -26% | -$202K | 0.02% | 154 |
|
|
2020
Q1 | $587K | Buy |
+4,078
| New | +$587K | 0.02% | 198 |
|