UF
Univest Financial’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.9M | Sell |
51,076
-1,064
| -2% | -$290K | 0.84% | 25 |
|
|
2025
Q1 | $14M | Sell |
52,140
-24,162
| -32% | -$6.48M | 0.91% | 24 |
|
|
2024
Q4 | $25.5M | Sell |
76,302
-1,080
| -1% | -$361K | 1.61% | 13 |
|
|
2024
Q3 | $21.2M | Buy |
77,382
+58,188
| +303% | +$15.9M | 1.4% | 17 |
|
|
2024
Q2 | $4.93M | Sell |
19,194
-143
| -0.7% | -$36.8K | 1.37% | 22 |
|
|
2024
Q1 | $5.82M | Buy |
19,337
+2,984
| +18% | +$899K | 1.64% | 18 |
|
|
2023
Q4 | $4.3M | Sell |
16,353
-179
| -1% | -$47.1K | 1.27% | 25 |
|
|
2023
Q3 | $3.35M | Sell |
16,532
-1,152
| -7% | -$234K | 1.12% | 35 |
|
|
2023
Q2 | $3.74M | Buy |
+17,684
| New | +$3.74M | 1.13% | 36 |
|