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United Capital Management of KS’s Salesforce CRM Stock Holding History

United Capital Management of KS’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
-797
Closed -$203K – 92
2021
Q4 		$203K Sell
797
-38
-5% -$10.7K 0.08% 88
2021
Q3 		$226K Sell
835
-1
-0.1% -$254 0.09% 87
2021
Q2 		$204K Sell
836
-102
-11% -$23.5K 0.08% 93
2021
Q1 		$199K Sell
938
-128
-12% -$28.5K 0.09% 88
2020
Q4 		$237K Buy
1,066
+3
+0.3% +$730 0.11% 86
2020
Q3 		$267K Sell
1,063
-17
-2% -$3.72K 0.14% 80
2020
Q2 		$202K Buy
+1,080
New +$182K 0.12% 83
2020
Q1 		– Sell
-1,462
Closed -$238K – 79
2019
Q4 		$238K Sell
1,462
-106
-7% -$16.6K 0.15% 100
2019
Q3 		$233K Sell
1,568
-133
-8% -$20.2K 0.17% 96
2019
Q2 		$262K Buy
1,701
+168
+11% +$26.3K 0.2% 91
2019
Q1 		$245K Buy
+1,533
New +$238K 0.19% 96
2018
Q4 		– Sell
-1,265
Closed -$193K – 106
2018
Q3 		$193K Buy
+1,265
New +$188K 0.16% 115

Other funds holding CRM

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

United Capital Management of KS's CRM Position: Q1 2022 in Review

United Capital Management of KS sold out of Salesforce (CRM) in Q1 2022, closing a stake of 797 shares — an estimated $203K sold.

United Capital Management of KS first reported a position in CRM in Q3 2018 and held it in 12 quarters. The position peaked at $267K in Q3 2020. 2,278 funds tracked by Wall St. Rank hold CRM as of Q1 2022.

  • United Capital Management of KS reported no remaining Salesforce position as of Q1 2022 after selling out during the quarter.
  • United Capital Management of KS sold 797 Salesforce shares in Q1 2022, an estimated $203K.
  • United Capital Management of KS first reported a position in Salesforce in Q3 2018 and held it in 12 quarters.
  • United Capital Management of KS's Salesforce position peaked at $267K in Q3 2020.
  • 2,278 funds tracked by Wall St. Rank held Salesforce as of Q1 2022.

Based on United Capital Management of KS's 13F filing for Q1 2022, filed 26 Apr 2022.