Contravisory Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,846
| Closed | -$475K | – | 362 |
|
|
2024
Q2 | $475K | Buy |
1,846
+73
| +4% | +$18.8K | 0.11% | 129 |
|
|
2024
Q1 | $534K | Sell |
1,773
-83
| -4% | -$25K | 0.12% | 115 |
|
|
2023
Q4 | $488K | Sell |
1,856
-21
| -1% | -$5.53K | 0.12% | 116 |
|
|
2023
Q3 | $381K | Sell |
1,877
-71
| -4% | -$14.4K | 0.11% | 139 |
|
|
2023
Q2 | $412K | Buy |
+1,948
| New | +$412K | 0.11% | 136 |
|
|
2021
Q1 | – | Sell |
-952
| Closed | -$212K | – | 270 |
|
|
2020
Q4 | $212K | Sell |
952
-77
| -7% | -$17.1K | 0.07% | 152 |
|
|
2020
Q3 | $259K | Buy |
1,029
+1,019
| +10,190% | +$256K | 0.09% | 131 |
|
|
2020
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 242 |
|
|
2020
Q1 | $1K | Hold |
10
| – | – | ﹤0.01% | 276 |
|
|
2019
Q4 | $2K | Sell |
10
-388
| -97% | -$77.6K | ﹤0.01% | 262 |
|
|
2019
Q3 | $59K | Sell |
398
-30,172
| -99% | -$4.47M | 0.02% | 220 |
|
|
2019
Q2 | $4.64M | Sell |
30,570
-1,587
| -5% | -$241K | 1.79% | 21 |
|
|
2019
Q1 | $5.09M | Sell |
32,157
-1,007
| -3% | -$159K | 1.97% | 13 |
|
|
2018
Q4 | $4.54M | Sell |
33,164
-743
| -2% | -$102K | 1.96% | 16 |
|
|
2018
Q3 | $5.39M | Sell |
33,907
-1,356
| -4% | -$216K | 1.94% | 17 |
|
|
2018
Q2 | $4.81M | Sell |
35,263
-44
| -0.1% | -$6K | 1.76% | 24 |
|
|
2018
Q1 | $4.11M | Buy |
+35,307
| New | +$4.11M | 1.52% | 36 |
|
|
2017
Q4 | – | Sell |
-5
| Closed | – | – | 453 |
|
|
2017
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 485 |
|
|
2016
Q3 | – | Sell |
-27
| Closed | -$2K | – | 292 |
|
|
2016
Q2 | $2K | Hold |
27
| – | – | ﹤0.01% | 161 |
|
|
2016
Q1 | $2K | Buy |
27
+2
| +8% | +$148 | ﹤0.01% | 150 |
|
|
2015
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 156 |
|