Union Investments & Development’s Salesforce CRM Stock Holding History

Union Investments & Development’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
2024 Q3	$95.8K	Hold	350	–	–	0.55%	24
2024 Q2	$90K	Sell	350 -350	-50%	-$93.7K	0.55%	25
2024 Q1	$211K	Hold	700	–	–	0.96%	19
2023 Q4	$184K	Hold	700	–	–	0.17%	24
2023 Q3	$142K	Hold	700	–	–	0.08%	29
2023 Q2	$148K	Hold	700	–	–	0.07%	31
2023 Q1	$140K	Hold	700	–	–	0.08%	29
2022 Q4	$118K	Hold	700	–	–	0.07%	34
2022 Q3	$101K	Hold	700	–	–	0.05%	38
2022 Q2	$116K	Hold	700	–	–	0.05%	34
2022 Q1	$149K	Hold	700	–	–	0.05%	28
2021 Q4	$178K	Buy	+700	New	+$197K	0.06%	16

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Union Investments & Development's CRM Position: Q3 2024 in Review

Union Investments & Development held its Salesforce (CRM) position steady in Q3 2024 at 350 shares worth $95.8K. The position accounts for 0.55% of the portfolio, ranked #24.

Union Investments & Development first reported a position in CRM in Q4 2021 and has held it in 12 quarters since. The position peaked at $211K in Q1 2024. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

Union Investments & Development held 350 shares of Salesforce worth $95.8K as of Q3 2024.
Union Investments & Development left its Salesforce share count unchanged in Q3 2024.
Salesforce made up 0.55% of Union Investments & Development's portfolio in Q3 2024, its #24 holding.
Union Investments & Development first reported a position in Salesforce in Q4 2021 and has held it in 12 quarters since.
Union Investments & Development's Salesforce position peaked at $211K in Q1 2024.
2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Union Investments & Development's 13F filing for Q3 2024, filed 12 Nov 2024.