Number of Shares
52,140.00
Current Holdings Value*
$13.99 Mil
% of Portfolio
0.91%
Total Estimate Gain
$2.49 Mil
% of Total Estimate Gain
12.87%

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 $262.38, UNIVEST FINANCIAL Corp's estimated gain on his CRM holdings is $2.49 Mil, reflecting a 12.87% gain to date.

UNIVEST FINANCIAL Corp CRM ($262.38) Holding Chart

UNIVEST FINANCIAL Corp CRM ($262.38) 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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