Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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UBPAM
Union Bancaire Privee Asset Management’s
Salesforce
CRM
Stock Holding History
Union Bancaire Privee Asset Management’s Portfolio
CRM Stock Details
CRM Fund Activity
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Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q1
$4.12M
Sell
2020
Q4
$5.33M
Sell
2020
Q3
$8.19M
Sell
2020
Q2
$6.86M
Buy
2020
Q1
$4.56M
Buy
2019
Q4
$4.76M
Buy
2019
Q3
$3.36M
Sell
2019
Q2
$3.51M
Buy
2019
Q1
$2.07M
Hold
2018
Q4
$1.79M
Buy
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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