Salesforce.com (CRM)

Sector:Technology
Super Investor Stats:
Ownership count:10
Ownership rank:23
% of all portfolios:0.522%
Hold Price * :$334.33
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q4  2024
≡ Viking Global Investors Add 122.53% 667,080 0.72
≡ First Eagle Investment Management Reduce 10.05% 263,216 0.20
≡ ValueAct Capital Reduce 25.95% 1,015,800 7.74
≡ Lee Ainslie - Maverick Capital Reduce 28.37% 76,573 0.46
≡ Stephen Mandel - Lone Pine Capital Reduce 33.05% 772,637 1.92
≡ Bill Nygren - Oakmark Select Fund Reduce 42.46% 521,100 2.57
≡ Polen Capital Management Reduce 45.16% 16,128 0.02
≡ Robert Vinall - RV Capital GmbH Sell 100.00% 7,000 0.40
Q3  2024
≡ Viking Global Investors Add 34.38% 139,267 0.14
≡ Bill Nygren - Oakmark Select Fund Add 10.78% 119,400 0.52
≡ Stephen Mandel - Lone Pine Capital Buy 2,337,830 4.77
≡ First Eagle Investment Management Reduce 0.24% 6,264 0.00
≡ Lee Ainslie - Maverick Capital Reduce 0.26% 711 0.00
≡ Polen Capital Management Reduce 99.47% 6,678,978 5.61
Q2  2024
≡ Bill Nygren - Oakmark Select Fund Add 52.11% 379,600 1.69
≡ First Eagle Investment Management Add 35.84% 692,493 0.40
≡ ValueAct Capital Add 12.28% 428,000 3.09
≡ Robert Vinall - RV Capital GmbH Buy 7,000 0.43
≡ Viking Global Investors Buy 405,135 0.40
≡ Polen Capital Management Reduce 3.45% 240,057 0.15
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 13.64% 15,000 0.44
≡ Hillman Value Fund Reduce 21.75% 5,615 0.60
≡ Lee Ainslie - Maverick Capital Reduce 36.19% 153,438 0.75
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 2,400,267 5.71
Q1  2024
≡ Lee Ainslie - Maverick Capital Add 14.51% 53,735 0.31
≡ First Eagle Investment Management Reduce 0.12% 2,238 0.00
≡ Stephen Mandel - Lone Pine Capital Reduce 3.98% 99,363 0.24
≡ Polen Capital Management Reduce 4.41% 320,627 0.22
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 12.00% 15,000 0.49
≡ Bill Nygren - Oakmark Select Fund Reduce 14.65% 125,000 0.61
≡ Robert Vinall - RV Capital GmbH Sell 100.00% 186,849 14.22
Q4  2023
≡ Lee Ainslie - Maverick Capital Add 25.54% 75,329 0.41
≡ First Eagle Investment Management Reduce 0.39% 7,529 0.00
≡ Polen Capital Management Reduce 5.03% 385,014 0.24
≡ Bill Nygren - Oakmark Select Fund Reduce 33.54% 430,600 1.97
≡ Robert Vinall - RV Capital GmbH Reduce 36.63% 107,994 8.22
Q3  2023
≡ Stephen Mandel - Lone Pine Capital Add 47.47% 804,634 1.57
≡ Bill Nygren - Oakmark Select Fund Add 11.85% 136,000 0.56
≡ Robert Vinall - RV Capital GmbH Reduce 1.24% 3,700 0.23
≡ First Eagle Investment Management Reduce 2.14% 42,492 0.02
≡ Polen Capital Management Reduce 3.19% 252,109 0.13
≡ Lee Ainslie - Maverick Capital Reduce 30.28% 128,086 0.61
Q2  2023
≡ First Eagle Investment Management Reduce 0.20% 3,907 0.00
≡ Robert Vinall - RV Capital GmbH Reduce 1.55% 4,700 0.32
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 10.71% 15,000 0.39
≡ Stephen Mandel - Lone Pine Capital Reduce 16.72% 340,300 0.66
≡ Polen Capital Management Reduce 24.75% 2,602,169 1.36
≡ Bill Nygren - Oakmark Select Fund Reduce 25.80% 399,200 1.68
≡ Hillman Value Fund Reduce 32.45% 12,400 1.24
≡ Mairs & Power Growth Fund Reduce 49.56% 112,000 0.49
≡ Lee Ainslie - Maverick Capital Reduce 51.49% 449,030 2.03
≡ Josh Tarasoff - Greenlea Lane Capital Sell 100.00% 119,595 9.54
≡ David Tepper - Appaloosa Management Sell 100.00% 290,000 3.13
≡ Daniel Loeb - Third Point Sell 100.00% 800,000 2.62
Q1  2023
≡ ValueAct Capital Add 522.31% 2,926,088 9.52
≡ Stephen Mandel - Lone Pine Capital Add 270.73% 1,486,293 2.75
≡ Lee Ainslie - Maverick Capital Add 9.38% 74,756 0.38
≡ Polen Capital Management Add 0.33% 34,228 0.02
≡ First Eagle Investment Management Add 0.09% 1,719 0.00
≡ Daniel Loeb - Third Point Buy 800,000 2.62
≡ Bill Nygren - Oakmark Select Fund Reduce 3.00% 47,800 0.21
≡ David Tepper - Appaloosa Management Reduce 3.33% 10,000 0.11
≡ Josh Tarasoff - Greenlea Lane Capital Reduce 44.22% 94,810 7.56
≡ Mairs & Power Growth Fund Reduce 45.28% 187,000 0.82
Q4  2022
≡ David Tepper - Appaloosa Management Add 57.89% 110,000 1.08
≡ Bill Nygren - Oakmark Select Fund Add 32.37% 390,000 1.27
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 12.00% 15,000 0.27
≡ Lee Ainslie - Maverick Capital Add 6.53% 48,851 0.16
≡ First Eagle Investment Management Add 3.27% 62,873 0.02
≡ Mairs & Power Growth Fund Add 2.74% 11,000 0.03
≡ ValueAct Capital Buy 560,221 1.40
≡ Stephen Mandel - Lone Pine Capital Buy 549,003 0.69
≡ Robert Vinall - RV Capital GmbH Reduce 0.62% 1,900 0.13
≡ Polen Capital Management Reduce 5.22% 577,251 0.22
≡ Josh Tarasoff - Greenlea Lane Capital Reduce 30.94% 96,050 6.06
≡ Chuck Akre - Akre Capital Management Sell 100.00% 3,095,500 3.93
≡ Viking Global Investors Sell 100.00% 2,400,649 1.60
Q3  2022
≡ Lee Ainslie - Maverick Capital Add 263.15% 542,357 1.76
≡ Polen Capital Management Add 12.50% 1,228,763 0.50
≡ Josh Tarasoff - Greenlea Lane Capital Add 10.78% 30,200 1.58
≡ Mairs & Power Growth Fund Add 8.06% 30,000 0.10
≡ First Eagle Investment Management Add 1.73% 32,716 0.01
≡ Chuck Akre - Akre Capital Management Add 0.83% 25,500 0.03
≡ Bill Nygren - Oakmark Select Fund Buy 1,205,000 4.31
≡ Viking Global Investors Buy 2,400,649 1.60
≡ Robert Vinall - RV Capital GmbH Reduce 2.86% 9,000 0.62
≡ David Tepper - Appaloosa Management Reduce 5.00% 10,000 0.11
Q2  2022
≡ Mairs & Power Growth Fund Add 41.44% 109,000 0.40
≡ Hillman Value Fund Add 24.89% 7,615 0.61
≡ Chuck Akre - Akre Capital Management Add 8.20% 232,790 0.31
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 4.17% 5,000 0.11
≡ David Tepper - Appaloosa Management Buy 200,000 2.07
≡ Lee Ainslie - Maverick Capital Buy 206,099 0.85
≡ Robert Vinall - RV Capital GmbH Reduce 0.82% 2,600 0.19
≡ First Eagle Investment Management Reduce 1.03% 19,633 0.01
≡ Polen Capital Management Reduce 2.47% 249,099 0.11
≡ Josh Tarasoff - Greenlea Lane Capital Reduce 7.57% 22,942 1.51
≡ Chase Coleman - Tiger Global Management Sell 100.00% 387,700 0.31
Q1  2022
≡ Mairs & Power Growth Fund Add 48.59% 86,000 0.34
≡ Josh Tarasoff - Greenlea Lane Capital Add 15.46% 40,590 2.40

* "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.