Conatus Capital Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-545,019
| Closed | -$47.2M | – | 30 |
|
|
2017
Q2 | $47.2M | Sell |
545,019
-6,796
| -1% | -$589K | 4.33% | 13 |
|
|
2017
Q1 | $45.5M | Buy |
+551,815
| New | +$45.5M | 3.39% | 13 |
|
|
2014
Q3 | – | Sell |
-1,381,193
| Closed | -$80.2M | – | 24 |
|
|
2014
Q2 | $80.2M | Buy |
+1,381,193
| New | +$80.2M | 3.7% | 18 |
|
|
2013
Q3 | – | Sell |
-2,001,584
| Closed | -$76.4M | – | 30 |
|
|
2013
Q2 | $76.4M | Buy |
+2,001,584
| New | +$76.4M | 3.2% | 9 |
|