Salesforce.com (CRM)

Sector:Technology
Super Investor Stats:
Ownership count:11
Ownership rank:21
% of all portfolios:0.555%
Hold Price * :$271.86
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Polen Capital Management Reduce 99.47% 6,678,978 5.61
Lee Ainslie - Maverick Capital Reduce 0.26% 711 0.00
First Eagle Investment Management Reduce 0.24% 6,264 0.00
Q2  2024
Lee Ainslie - Maverick Capital Reduce 36.19% 153,438 0.75
Hillman Value Fund Reduce 21.75% 5,615 0.60
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 13.64% 15,000 0.44
Polen Capital Management Reduce 3.45% 240,057 0.15
Stephen Mandel - Lone Pine Capital Sell 100.00% 2,400,267 5.71
Q1  2024
Bill Nygren - Oakmark Select Fund Reduce 14.65% 125,000 0.61
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 12.00% 15,000 0.49
Polen Capital Management Reduce 4.41% 320,627 0.22
Stephen Mandel - Lone Pine Capital Reduce 3.98% 99,363 0.24
First Eagle Investment Management Reduce 0.12% 2,238 0.00
Robert Vinall - RV Capital GmbH Sell 100.00% 186,849 14.22
Q4  2023
Robert Vinall - RV Capital GmbH Reduce 36.63% 107,994 8.22
Bill Nygren - Oakmark Select Fund Reduce 33.54% 430,600 1.97
Polen Capital Management Reduce 5.03% 385,014 0.24
First Eagle Investment Management Reduce 0.39% 7,529 0.00
Q3  2023
Lee Ainslie - Maverick Capital Reduce 30.28% 128,086 0.61
Polen Capital Management Reduce 3.19% 252,109 0.13
First Eagle Investment Management Reduce 2.14% 42,492 0.02
Robert Vinall - RV Capital GmbH Reduce 1.24% 3,700 0.23
Q2  2023
Lee Ainslie - Maverick Capital Reduce 51.49% 449,030 2.03
Mairs & Power Growth Fund Reduce 49.56% 112,000 0.49
Hillman Value Fund Reduce 32.45% 12,400 1.24
Bill Nygren - Oakmark Select Fund Reduce 25.80% 399,200 1.68
Polen Capital Management Reduce 24.75% 2,602,169 1.36
Stephen Mandel - Lone Pine Capital Reduce 16.72% 340,300 0.66
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 10.71% 15,000 0.39
Robert Vinall - RV Capital GmbH Reduce 1.55% 4,700 0.32
First Eagle Investment Management Reduce 0.20% 3,907 0.00
Daniel Loeb - Third Point Sell 100.00% 800,000 2.62
David Tepper - Appaloosa Management Sell 100.00% 290,000 3.13
Josh Tarasoff - Greenlea Lane Capital Sell 100.00% 119,595 9.54
Q1  2023
Mairs & Power Growth Fund Reduce 45.28% 187,000 0.82
Josh Tarasoff - Greenlea Lane Capital Reduce 44.22% 94,810 7.56
David Tepper - Appaloosa Management Reduce 3.33% 10,000 0.11
Bill Nygren - Oakmark Select Fund Reduce 3.00% 47,800 0.21
Q4  2022
Josh Tarasoff - Greenlea Lane Capital Reduce 30.94% 96,050 6.06
Polen Capital Management Reduce 5.22% 577,251 0.22
Robert Vinall - RV Capital GmbH Reduce 0.62% 1,900 0.13
Viking Global Investors Sell 100.00% 2,400,649 1.60
Chuck Akre - Akre Capital Management Sell 100.00% 3,095,500 3.93
Q3  2022
David Tepper - Appaloosa Management Reduce 5.00% 10,000 0.11
Robert Vinall - RV Capital GmbH Reduce 2.86% 9,000 0.62
Q2  2022
Josh Tarasoff - Greenlea Lane Capital Reduce 7.57% 22,942 1.51
Polen Capital Management Reduce 2.47% 249,099 0.11
First Eagle Investment Management Reduce 1.03% 19,633 0.01
Robert Vinall - RV Capital GmbH Reduce 0.82% 2,600 0.19
Chase Coleman - Tiger Global Management Sell 100.00% 387,700 0.31
Q1  2022
Robert Vinall - RV Capital GmbH Reduce 0.69% 2,200 0.14
Polen Capital Management Reduce 0.10% 10,481 0.00
John Armitage - Egerton Capital Sell 100.00% 595,319 0.71
Q4  2021
First Eagle Investment Management Reduce 0.97% 18,693 0.01
Thomas Gayner - Markel Group Sell 100.00% 1,753 0.01
Lee Ainslie - Maverick Capital Sell 100.00% 8,207 0.02
Q3  2021
First Eagle Investment Management Reduce 1.65% 32,273 0.02
Q2  2021
Chase Coleman - Tiger Global Management Reduce 83.06% 1,901,000 0.88
David Tepper - Appaloosa Management Sell 100.00% 385,000 1.17
Q1  2021
David Tepper - Appaloosa Management Reduce 30.00% 165,000 0.50
Daniel Loeb - Third Point Sell 100.00% 900,000 1.54
Q4  2020
Daniel Loeb - Third Point Reduce 36.84% 525,000 0.90
Josh Tarasoff - Greenlea Lane Capital Reduce 1.34% 2,461 0.20
Lee Ainslie - Maverick Capital Sell 100.00% 6,052 0.03
Q3  2020
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 14.29% 20,000 0.64
David Tepper - Appaloosa Management Reduce 12.50% 62,500 0.28
Lee Ainslie - Maverick Capital Reduce 6.14% 396 0.00
Chase Coleman - Tiger Global Management Reduce 1.76% 41,000 0.03
Viking Global Investors Sell 100.00% 2,145,463 1.74
Stephen Mandel - Lone Pine Capital Sell 100.00% 3,045,252 2.93
Q2  2020
Viking Global Investors Reduce 38.82% 1,361,465 1.10
Daniel Loeb - Third Point Reduce 6.56% 100,000 0.26
Q1  2020
Daniel Loeb - Third Point Reduce 30.68% 675,000 1.55
Viking Global Investors Reduce 19.71% 860,794 0.65
David Tepper - Appaloosa Management Reduce 6.90% 34,500 0.15
John Armitage - Egerton Capital Sell 100.00% 1,588,101 1.85
Stephen Mandel - Lone Pine Capital Sell 100.00% 4,140,694 3.61
Q4  2019
Chase Coleman - Tiger Global Management Reduce 69.31% 1,668,739 1.49
Stephen Mandel - Lone Pine Capital Reduce 18.89% 964,066 0.84
John Armitage - Egerton Capital Reduce 16.71% 318,529 0.37
Daniel Loeb - Third Point Reduce 12.00% 300,000 0.56
Viking Global Investors Reduce 11.44% 564,288 0.43
Q3  2018
Daniel Loeb - Third Point Reduce 20.00% 125,000 0.14
Q1  2018
Stephen Mandel - Lone Pine Capital Sell 100.00% 4,864,570 2.60
Q4  2017
Stephen Mandel - Lone Pine Capital Reduce 22.43% 1,406,236 0.75
Q2  2017
Daniel Loeb - Third Point Sell 100.00% 3,000,000 2.44
Q4  2010
Stephen Mandel - Lone Pine Capital Sell 100.00% 3,771,892 0.98
Q3  2010
Stephen Mandel - Lone Pine Capital Reduce 29.57% 1,584,000 0.41
Q2  2010
Stephen Mandel - Lone Pine Capital Reduce 29.91% 2,285,576 0.52

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.