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Contravisory Investment Management’s Salesforce CRM Stock Holding History

Contravisory Investment 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
2024
Q3 		– Sell
-1,846
Closed -$475K – 362
2024
Q2 		$475K Buy
1,846
+73
+4% +$19.5K 0.11% 129
2024
Q1 		$534K Sell
1,773
-83
-4% -$23.9K 0.12% 115
2023
Q4 		$488K Sell
1,856
-21
-1% -$4.75K 0.12% 116
2023
Q3 		$381K Sell
1,877
-71
-4% -$15.3K 0.11% 139
2023
Q2 		$412K Buy
+1,948
New +$398K 0.11% 136
2021
Q1 		– Sell
-952
Closed -$212K – 270
2020
Q4 		$212K Sell
952
-77
-7% -$18.7K 0.07% 152
2020
Q3 		$259K Buy
1,029
+1,019
+10,190% +$223K 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% -$60.8K ﹤0.01% 262
2019
Q3 		$59K Sell
398
-30,172
-99% -$4.59M 0.02% 220
2019
Q2 		$4.64M Sell
30,570
-1,587
-5% -$249K 1.79% 21
2019
Q1 		$5.09M Sell
32,157
-1,007
-3% -$156K 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% -$201K 1.94% 17
2018
Q2 		$4.81M Sell
35,263
-44
-0.1% -$5.61K 1.76% 24
2018
Q1 		$4.11M Buy
+35,307
New +$4.05M 1.52% 36
2017
Q4 		– Sell
-5
Closed – – 453
2017
Q3 		$0 Buy
+5
New +$460 ﹤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% +$138 ﹤0.01% 150
2015
Q4 		$2K Buy
+25
New +$1.95K ﹤0.01% 156

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Contravisory Investment Management's CRM Position: Q3 2024 in Review

Contravisory Investment Management sold out of Salesforce (CRM) in Q3 2024, closing a stake of 1,846 shares — an estimated $475K sold.

Contravisory Investment Management first reported a position in CRM in Q4 2015 and held it in 21 quarters. The position peaked at $5.39M in Q3 2018. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • Contravisory Investment Management reported no remaining Salesforce position as of Q3 2024 after selling out during the quarter.
  • Contravisory Investment Management sold 1,846 Salesforce shares in Q3 2024, an estimated $475K.
  • Contravisory Investment Management first reported a position in Salesforce in Q4 2015 and held it in 21 quarters.
  • Contravisory Investment Management's Salesforce position peaked at $5.39M in Q3 2018.
  • 2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Contravisory Investment Management's 13F filing for Q3 2024, filed 9 Oct 2024.