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  2024
≡ Robert Vinall - RV Capital GmbH Sell 100.00% 186,849 14.22
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 12.00% 15,000 0.49
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
≡ Lee Ainslie - Maverick Capital Add 25.54% 75,329 0.41
≡ Polen Capital Management Reduce 5.03% 385,014 0.24
≡ First Eagle Investment Management Reduce 0.39% 7,529 0.00
Q3  2023
≡ Stephen Mandel - Lone Pine Capital Add 47.47% 804,634 1.57
≡ Lee Ainslie - Maverick Capital Reduce 30.28% 128,086 0.61
≡ Bill Nygren - Oakmark Select Fund Add 11.85% 136,000 0.56
≡ Robert Vinall - RV Capital GmbH Reduce 1.24% 3,700 0.23
≡ Polen Capital Management Reduce 3.19% 252,109 0.13
≡ First Eagle Investment Management Reduce 2.14% 42,492 0.02
Q2  2023
≡ 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
≡ Lee Ainslie - Maverick Capital Reduce 51.49% 449,030 2.03
≡ Bill Nygren - Oakmark Select Fund Reduce 25.80% 399,200 1.68
≡ Polen Capital Management Reduce 24.75% 2,602,169 1.36
≡ Hillman Value Fund Reduce 32.45% 12,400 1.24
≡ Stephen Mandel - Lone Pine Capital Reduce 16.72% 340,300 0.66
≡ Mairs & Power Growth Fund Reduce 49.56% 112,000 0.49
≡ 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
Q1  2023
≡ ValueAct Capital Add 522.31% 2,926,088 9.52
≡ Josh Tarasoff - Greenlea Lane Capital Reduce 44.22% 94,810 7.56
≡ Stephen Mandel - Lone Pine Capital Add 270.73% 1,486,293 2.75
≡ Daniel Loeb - Third Point Buy 800,000 2.62
≡ Mairs & Power Growth Fund Reduce 45.28% 187,000 0.82
≡ Lee Ainslie - Maverick Capital Add 9.38% 74,756 0.38
≡ Bill Nygren - Oakmark Select Fund Reduce 3.00% 47,800 0.21
≡ David Tepper - Appaloosa Management Reduce 3.33% 10,000 0.11
≡ Polen Capital Management Add 0.33% 34,228 0.02
≡ First Eagle Investment Management Add 0.09% 1,719 0.00
Q4  2022
≡ 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
≡ ValueAct Capital Buy 560,221 1.40
≡ Bill Nygren - Oakmark Select Fund Add 32.37% 390,000 1.27
≡ David Tepper - Appaloosa Management Add 57.89% 110,000 1.08
≡ Stephen Mandel - Lone Pine Capital Buy 549,003 0.69
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 12.00% 15,000 0.27
≡ Polen Capital Management Reduce 5.22% 577,251 0.22
≡ Lee Ainslie - Maverick Capital Add 6.53% 48,851 0.16
≡ Robert Vinall - RV Capital GmbH Reduce 0.62% 1,900 0.13
≡ Mairs & Power Growth Fund Add 2.74% 11,000 0.03
≡ First Eagle Investment Management Add 3.27% 62,873 0.02
Q3  2022
≡ Bill Nygren - Oakmark Select Fund Buy 1,205,000 4.31
≡ Lee Ainslie - Maverick Capital Add 263.15% 542,357 1.76
≡ Viking Global Investors Buy 2,400,649 1.60
≡ Josh Tarasoff - Greenlea Lane Capital Add 10.78% 30,200 1.58
≡ Robert Vinall - RV Capital GmbH Reduce 2.86% 9,000 0.62
≡ Polen Capital Management Add 12.50% 1,228,763 0.50
≡ David Tepper - Appaloosa Management Reduce 5.00% 10,000 0.11
≡ Mairs & Power Growth Fund Add 8.06% 30,000 0.10
≡ Chuck Akre - Akre Capital Management Add 0.83% 25,500 0.03
≡ First Eagle Investment Management Add 1.73% 32,716 0.01
Q2  2022
≡ David Tepper - Appaloosa Management Buy 200,000 2.07
≡ Josh Tarasoff - Greenlea Lane Capital Reduce 7.57% 22,942 1.51
≡ Lee Ainslie - Maverick Capital Buy 206,099 0.85
≡ Hillman Value Fund Add 24.89% 7,615 0.61
≡ Mairs & Power Growth Fund Add 41.44% 109,000 0.40
≡ Chuck Akre - Akre Capital Management Add 8.20% 232,790 0.31
≡ Chase Coleman - Tiger Global Management Sell 100.00% 387,700 0.31
≡ Robert Vinall - RV Capital GmbH Reduce 0.82% 2,600 0.19
≡ Wallace Weitz - Weitz Large Cap Equity Fund Add 4.17% 5,000 0.11
≡ Polen Capital Management Reduce 2.47% 249,099 0.11
≡ First Eagle Investment Management Reduce 1.03% 19,633 0.01
Q1  2022
≡ Hillman Value Fund Buy 30,600 2.76
≡ Josh Tarasoff - Greenlea Lane Capital Add 15.46% 40,590 2.40
≡ John Armitage - Egerton Capital Sell 100.00% 595,319 0.71
≡ Mairs & Power Growth Fund Add 48.59% 86,000 0.34
≡ Robert Vinall - RV Capital GmbH Reduce 0.69% 2,200 0.14
≡ Chuck Akre - Akre Capital Management Add 1.33% 37,210 0.05
≡ First Eagle Investment Management Add 0.13% 2,478 0.00
≡ Polen Capital Management Reduce 0.10% 10,481 0.00
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
≡ Mairs & Power Growth Fund Buy 177,000 0.76
≡ John Armitage - Egerton Capital Buy 595,319 0.71
≡ Polen Capital Management Add 3.18% 310,910 0.13
≡ Lee Ainslie - Maverick Capital Sell 100.00% 8,207 0.02
≡ First Eagle Investment Management Reduce 0.97% 18,693 0.01
≡ Thomas Gayner - Markel Asset Management Sell 100.00% 1,753 0.01
Q3  2021
≡ 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
≡ Lee Ainslie - Maverick Capital Add 412.62% 6,606 0.02
≡ First Eagle Investment Management Reduce 1.65% 32,273 0.02
Q2  2021
≡ Chuck Akre - Akre Capital Management Buy 2,800,000 4.21
≡ Josh Tarasoff - Greenlea Lane Capital Add 11.49% 23,130 1.70
≡ David Tepper - Appaloosa Management Sell 100.00% 385,000 1.17
≡ Chase Coleman - Tiger Global Management Reduce 83.06% 1,901,000 0.88
≡ Polen Capital Management Add 4.56% 420,672 0.20
≡ Thomas Gayner - Markel Asset Management Buy 1,753 0.01
≡ First Eagle Investment Management Add 0.40% 7,756 0.00
≡ Lee Ainslie - Maverick Capital Buy 1,601 0.00
Q1  2021
≡ Robert Vinall - RV Capital GmbH Buy 219,513 14.89
≡ Josh Tarasoff - Greenlea Lane Capital Add 11.48% 20,740 1.84

* "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.