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Conatus Capital Management’s Salesforce CRM Stock Holding History

Conatus Capital Management’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
2017
Q3 		– Sell
-545,019
Closed -$47.2M – 30
2017
Q2 		$47.2M Sell
545,019
-6,796
-1% -$592K 4.33% 13
2017
Q1 		$45.5M Buy
+551,815
New +$44.1M 3.39% 13
2014
Q3 		– Sell
-1,381,193
Closed -$80.2M – 25
2014
Q2 		$80.2M Buy
+1,381,193
New +$74.6M 3.7% 18
2013
Q3 		– Sell
-2,001,584
Closed -$76.4M – 30
2013
Q2 		$76.4M Buy
+2,001,584
New +$82.6M 3.2% 9

Other funds holding CRM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Conatus Capital Management's CRM Position: Q3 2017 in Review

Conatus Capital Management sold out of Salesforce (CRM) in Q3 2017, closing a stake of 545,019 shares — an estimated $47.2M sold.

Conatus Capital Management first reported a position in CRM in Q2 2013 and held it in 4 quarters. The position peaked at $80.2M in Q2 2014. 877 funds tracked by Wall St. Rank hold CRM as of Q3 2017.

  • Conatus Capital Management reported no remaining Salesforce position as of Q3 2017 after selling out during the quarter.
  • Conatus Capital Management sold 545,019 Salesforce shares in Q3 2017, an estimated $47.2M.
  • Conatus Capital Management first reported a position in Salesforce in Q2 2013 and held it in 4 quarters.
  • Conatus Capital Management's Salesforce position peaked at $80.2M in Q2 2014.
  • 877 funds tracked by Wall St. Rank held Salesforce as of Q3 2017.

Based on Conatus Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.