UMC
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United Maritime Capital’s Salesforce CRM Stock Holding History

United Maritime Capital’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
Q3 		$209K Hold
1,450
– – 1.37% 16
2022
Q2 		$239K Sell
1,450
-450
-24% -$79.5K 2.18% 15
2022
Q1 		$403K Sell
1,900
-904
-32% -$195K 1.1% 19
2021
Q4 		$713K Sell
2,804
-50
-2% -$14K 0.82% 25
2021
Q3 		$774K Sell
2,854
-1,300
-31% -$330K 0.86% 30
2021
Q2 		$1.01M Sell
4,154
-8,150
-66% -$1.88M 0.77% 25
2021
Q1 		$2.61M Sell
12,304
-2,296
-16% -$511K 2.15% 10
2020
Q4 		$3.25M Buy
+14,600
New +$3.55M 2.81% 9

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

United Maritime Capital's CRM Position: Q3 2022 in Review

United Maritime Capital held its Salesforce (CRM) position steady in Q3 2022 at 1,450 shares worth $209K. The position accounts for 1.37% of the portfolio, ranked #16.

United Maritime Capital first reported a position in CRM in Q4 2020 and has held it in 8 quarters since. The position peaked at $3.25M in Q4 2020. 2,055 funds tracked by Wall St. Rank hold CRM as of Q3 2022.

  • United Maritime Capital held 1,450 shares of Salesforce worth $209K as of Q3 2022.
  • United Maritime Capital left its Salesforce share count unchanged in Q3 2022.
  • Salesforce made up 1.37% of United Maritime Capital's portfolio in Q3 2022, its #16 holding.
  • United Maritime Capital first reported a position in Salesforce in Q4 2020 and has held it in 8 quarters since.
  • United Maritime Capital's Salesforce position peaked at $3.25M in Q4 2020.
  • 2,055 funds tracked by Wall St. Rank held Salesforce as of Q3 2022.

Based on United Maritime Capital's 13F filing for Q3 2022, filed 10 Nov 2022.