Salesforce.com (CRM)

Sector:Technology
Super Investor Stats:
Ownership count:9
Ownership rank:33
% of all portfolios:0.541%
Hold Price * :$269.71
History Portfolio Manager Activity Share change % change to portfolio
Q1  2021
Josh Tarasoff - Greenlea Lane Capital Add 11.48% 20,740 1.84
Robert Vinall - RV Capital GmbH Buy 219,513 14.89
David Tepper - Appaloosa Management Reduce 30.00% 165,000 0.50
Daniel Loeb - Third Point Sell 100.00% 900,000 1.54
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
Josh Tarasoff - Greenlea Lane Capital Reduce 1.34% 2,461 0.20
Daniel Loeb - Third Point Reduce 36.84% 525,000 0.90
Lee Ainslie - Maverick Capital Sell 100.00% 6,052 0.03
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
Chase Coleman - Tiger Global Management Reduce 1.76% 41,000 0.03
Lee Ainslie - Maverick Capital Reduce 6.14% 396 0.00
David Tepper - Appaloosa Management Reduce 12.50% 62,500 0.28
Wallace Weitz - Weitz Large Cap Equity Fund Reduce 14.29% 20,000 0.64
Stephen Mandel - Lone Pine Capital Sell 100.00% 3,045,252 2.93
Viking Global Investors Sell 100.00% 2,145,463 1.74
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
Daniel Loeb - Third Point Reduce 6.56% 100,000 0.26
Viking Global Investors Reduce 38.82% 1,361,465 1.10
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
David Tepper - Appaloosa Management Reduce 6.90% 34,500 0.15
Viking Global Investors Reduce 19.71% 860,794 0.65
Daniel Loeb - Third Point Reduce 30.68% 675,000 1.55
Stephen Mandel - Lone Pine Capital Sell 100.00% 4,140,694 3.61
John Armitage - Egerton Capital Sell 100.00% 1,588,101 1.85
Q4  2019
Polen Capital Management Buy 3,081,772 1.97
Viking Global Investors Reduce 11.44% 564,288 0.43
Daniel Loeb - Third Point Reduce 12.00% 300,000 0.56
John Armitage - Egerton Capital Reduce 16.71% 318,529 0.37
Stephen Mandel - Lone Pine Capital Reduce 18.89% 964,066 0.84
Chase Coleman - Tiger Global Management Reduce 69.31% 1,668,739 1.49
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
Q3  2018
Daniel Loeb - Third Point Reduce 20.00% 125,000 0.14
Q2  2018
Daniel Loeb - Third Point Add 38.89% 175,000 0.17
Q1  2018
Daniel Loeb - Third Point Buy 450,000 0.41
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
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
Daniel Loeb - Third Point Sell 100.00% 3,000,000 2.44
Q1  2017
Daniel Loeb - Third Point Buy 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
Q1  2010
Stephen Mandel - Lone Pine Capital Buy 7,641,468 1.38

* "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.