CRM β€” salesforce.com Inc

Ownership history in Union Investments & Development Ltd.  Β·  12 quarters on record

AI Ownership Summary

Union Investments & Development Ltd. reported salesforce.com Inc (CRM) in 12 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.96% in 2024 Q1. The latest visible filing shows CRM at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Union Investments & Development Ltd.'s position in salesforce.com Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

CRM was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.96% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Union Investments & Development Ltd. held CRM β€” position size vs. price
% of Fund (quarterly)    CRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 UNCHANGED 350 β€” 0% 0.55% $96K 2024-11-14 (Est.) $328.30
2024 Q2 REDUCED 350 -350 -50.0% 0.55% $90K 2024-08-08 $246.22
2024 Q1 UNCHANGED 700 β€” 0% 0.96% $211K 2024-05-07 $273.53
2023 Q4 UNCHANGED 700 β€” 0% 0.17% $184K 2024-02-13 $277.08
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Union Investments & Development Ltd. and CRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Union Investments & Development Ltd. reported owning CRM?

Union Investments & Development Ltd. reported CRM across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported CRM position in Union Investments & Development Ltd.'s portfolio?

The largest reported portfolio weight for CRM was 0.96% in 2024 Q1.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2024 Q3, when Union Investments & Development Ltd. reported 350 shares, equal to 0.55% of portfolio, with an estimated market value of $96K.

What does the chart on this CRM ownership page compare?

The chart compares Union Investments & Development Ltd.'s quarterly CRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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