UBPAM
Union Bancaire Privee Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.12M | Sell |
19,467
-4,466
| -19% | -$946K | 2.18% | 13 |
|
|
2020
Q4 | $5.33M | Sell |
23,933
-8,644
| -27% | -$1.92M | 2.45% | 13 |
|
|
2020
Q3 | $8.19M | Sell |
32,577
-4,042
| -11% | -$1.02M | 3.12% | 7 |
|
|
2020
Q2 | $6.86M | Buy |
36,619
+4,956
| +16% | +$928K | 2.7% | 11 |
|
|
2020
Q1 | $4.56M | Buy |
31,663
+2,400
| +8% | +$346K | 2.83% | 11 |
|
|
2019
Q4 | $4.76M | Buy |
29,263
+6,649
| +29% | +$1.08M | 2.41% | 11 |
|
|
2019
Q3 | $3.36M | Sell |
22,614
-540
| -2% | -$80.2K | 2.16% | 18 |
|
|
2019
Q2 | $3.51M | Buy |
23,154
+10,058
| +77% | +$1.53M | 2.06% | 19 |
|
|
2019
Q1 | $2.07M | Hold |
13,096
| – | – | 2.14% | 19 |
|
|
2018
Q4 | $1.79M | Buy |
+13,096
| New | +$1.79M | 2.05% | 20 |
|