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Conway Capital Management’s Salesforce CRM Stock Holding History

Conway 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
2022
Q4 		– Sell
-1,675
Closed -$241K – 47
2022
Q3 		$241K Hold
1,675
– – 0.22% 42
2022
Q2 		$276K Sell
1,675
-685
-29% -$121K 0.25% 39
2022
Q1 		$501K Sell
2,360
-200
-8% -$43K 0.32% 35
2021
Q4 		$651K Sell
2,560
-150
-6% -$42.1K 0.38% 32
2021
Q3 		$735K Hold
2,710
– – 0.5% 35
2021
Q2 		$662K Buy
2,710
+55
+2% +$12.7K 0.45% 38
2021
Q1 		$563K Buy
2,655
+100
+4% +$22.3K 0.42% 45
2020
Q4 		$569K Buy
+2,555
New +$621K 0.42% 46

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Conway Capital Management's CRM Position: Q4 2022 in Review

Conway Capital Management sold out of Salesforce (CRM) in Q4 2022, closing a stake of 1,675 shares — an estimated $241K sold.

Conway Capital Management first reported a position in CRM in Q4 2020 and held it in 8 quarters. The position peaked at $735K in Q3 2021. 2,024 funds tracked by Wall St. Rank hold CRM as of Q4 2022.

  • Conway Capital Management reported no remaining Salesforce position as of Q4 2022 after selling out during the quarter.
  • Conway Capital Management sold 1,675 Salesforce shares in Q4 2022, an estimated $241K.
  • Conway Capital Management first reported a position in Salesforce in Q4 2020 and held it in 8 quarters.
  • Conway Capital Management's Salesforce position peaked at $735K in Q3 2021.
  • 2,024 funds tracked by Wall St. Rank held Salesforce as of Q4 2022.

Based on Conway Capital Management's 13F filing for Q4 2022, filed 3 Dec 2024.