UNIVEST FINANCIAL Corp CRM Holdings History
UNIVEST FINANCIAL Corp's Salesforce Inc Holding Summary
As of 2025-03-31, UNIVEST FINANCIAL Corp held 52,140.00 shares of Salesforce Inc(CRM), totaling $13.99 Mil. This investment constitutes 0.91% of their stock portfolio, and UNIVEST FINANCIAL Corp now holds 0.01% of the outstanding Salesforce Inc(CRM) stock.
The initial trade took place in 2023Q2. And since then UNIVEST FINANCIAL Corp has made 3 purchases of CRM, at an average price of $245.69, for a total of 78,856.00 shares. In addition, there have been 5 sales at an average price of $306.49 for 26,716.00 shares. Based on historical transaction data and CRM's current price of $272.15, UNIVEST FINANCIAL Corp's estimated gain on his CRM holdings is $3.00 Mil, reflecting a 15.50% gain to date.
UNIVEST FINANCIAL Corp CRM ($272.15) Holding Chart
UNIVEST FINANCIAL Corp CRM ($272.15) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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