Salesforce.com (CRM)

Sector:Technology
Super Investor Stats:
Ownership count:11
Ownership rank:21
% of all portfolios:0.561%
Hold Price * :$273.71
History Portfolio Manager Activity Share change % change to portfolio
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
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
Q1  2024
Lee Ainslie - Maverick Capital Add 14.51% 53,735 0.31
Q4  2023
Lee Ainslie - Maverick Capital Add 25.54% 75,329 0.41
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
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
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
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
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
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
Chuck Akre - Akre Capital Management Add 1.33% 37,210 0.05
First Eagle Investment Management Add 0.13% 2,478 0.00
Hillman Value Fund Buy 30,600 2.76
Q4  2021
Robert Vinall - RV Capital GmbH Add 7.28% 21,635 1.42
Josh Tarasoff - Greenlea Lane Capital Add 5.04% 12,610 1.04
Polen Capital Management Add 3.18% 310,910 0.13
Mairs & Power Growth Fund Buy 177,000 0.76
John Armitage - Egerton Capital Buy 595,319 0.71
Q3  2021
Lee Ainslie - Maverick Capital Add 412.62% 6,606 0.02
Robert Vinall - RV Capital GmbH Add 35.44% 77,795 6.13
Josh Tarasoff - Greenlea Lane Capital Add 11.37% 25,529 2.26
Polen Capital Management Add 1.33% 128,367 0.06
Q2  2021
Josh Tarasoff - Greenlea Lane Capital Add 11.49% 23,130 1.70
Polen Capital Management Add 4.56% 420,672 0.20
First Eagle Investment Management Add 0.40% 7,756 0.00
Chuck Akre - Akre Capital Management Buy 2,800,000 4.21
Thomas Gayner - Markel Group Buy 1,753 0.01
Lee Ainslie - Maverick Capital Buy 1,601 0.00
Q1  2021
Polen Capital Management Add 31.04% 2,186,033 1.04
First Eagle Investment Management Add 14.77% 251,148 0.14
Josh Tarasoff - Greenlea Lane Capital Add 11.48% 20,740 1.84
Robert Vinall - RV Capital GmbH Buy 219,513 14.89
Q4  2020
David Tepper - Appaloosa Management Add 25.71% 112,500 0.37
Polen Capital Management Add 4.22% 285,441 0.15
First Eagle Investment Management Add 2.37% 39,330 0.02
Q3  2020
First Eagle Investment Management Add 17.48% 247,107 0.19
Josh Tarasoff - Greenlea Lane Capital Add 8.75% 14,730 1.42
Polen Capital Management Add 0.64% 42,734 0.03
Q2  2020
Chase Coleman - Tiger Global Management Add 105.78% 1,197,596 0.87
Lee Ainslie - Maverick Capital Add 89.09% 3,038 0.01
Josh Tarasoff - Greenlea Lane Capital Add 48.07% 54,645 4.89
Polen Capital Management Add 10.75% 651,752 0.37
David Tepper - Appaloosa Management Add 7.41% 34,500 0.11
Stephen Mandel - Lone Pine Capital Buy 3,045,252 2.93
First Eagle Investment Management Buy 1,413,810 0.83
Q1  2020
Polen Capital Management Add 96.72% 2,980,823 1.86
Chase Coleman - Tiger Global Management Add 53.19% 393,104 0.34
Josh Tarasoff - Greenlea Lane Capital Buy 113,684 10.75
Lee Ainslie - Maverick Capital Buy 3,410 0.01
Q4  2019
Polen Capital Management Buy 3,081,772 1.97
Q3  2019
Daniel Loeb - Third Point Add 92.31% 1,200,000 2.12
Stephen Mandel - Lone Pine Capital Add 73.53% 2,163,027 1.89
Viking Global Investors Add 68.77% 2,009,616 1.55
Chase Coleman - Tiger Global Management Add 5.29% 121,000 0.09
Wallace Weitz - Weitz Large Cap Equity Fund Buy 140,000 2.67
John Armitage - Egerton Capital Buy 1,906,630 2.03
Q2  2019
David Tepper - Appaloosa Management Add 150.00% 300,000 2.03
Stephen Mandel - Lone Pine Capital Add 50.07% 981,520 0.92
Daniel Loeb - Third Point Add 10.64% 125,000 0.22
Viking Global Investors Buy 2,922,394 2.00
Q1  2019
Stephen Mandel - Lone Pine Capital Add 197.90% 1,302,213 1.20
David Tepper - Appaloosa Management Buy 200,000 0.96
Q4  2018
Daniel Loeb - Third Point Add 135.00% 675,000 1.42
Stephen Mandel - Lone Pine Capital Buy 658,000 0.61
Q2  2018
Daniel Loeb - Third Point Add 38.89% 175,000 0.17
Q1  2018
Daniel Loeb - Third Point Buy 450,000 0.41
Q3  2017
Stephen Mandel - Lone Pine Capital Add 136.77% 3,622,378 1.67
Q2  2017
Stephen Mandel - Lone Pine Capital Buy 2,648,428 1.17

* "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.