Univest Financial’s Salesforce CRM Stock Holding History

Univest Financial’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
2025 Q2	$13.9M	Sell
2025 Q1	$14M	Sell
2024 Q4	$25.5M	Sell
2024 Q3	$21.2M	Buy
2024 Q2	$4.93M	Sell
2024 Q1	$5.82M	Buy
2023 Q4	$4.3M	Sell
2023 Q3	$3.35M	Sell
2023 Q2	$3.74M	Buy