Unionview LLC’s Salesforce CRM Stock Holding History

Unionview LLC’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
2022 Q1	–	Sell	-905	Closed	-$230K	–	92
2021 Q4	$230K	Buy	+905	New	+$254K	0.22%	85

Other funds holding CRM

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Unionview LLC's CRM Position: Q1 2022 in Review

Unionview LLC sold out of Salesforce (CRM) in Q1 2022, closing a stake of 905 shares — an estimated $230K sold.

Unionview LLC first reported a position in CRM in Q4 2021 and held it in 1 quarter. The position peaked at $230K in Q4 2021. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

Unionview LLC reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
Unionview LLC sold 905 Salesforce shares in Q1 2022, an estimated $230K.
Unionview LLC first reported a position in Salesforce in Q4 2021 and held it in 1 quarter.
Unionview LLC's Salesforce position peaked at $230K in Q4 2021.
2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on Unionview LLC's 13F filing for Q1 2022, filed 16 May 2022.