Salesforce.com (CRM)

Sector:Technology
Super Investor Stats:
Ownership count:11
Ownership rank:30
% of all portfolios:0.294%
Hold Price * :$186.67
History Portfolio Manager Activity Share change % change to portfolio ▼
Q1  2026
≡ Vulcan Value Partners Reduce 87.30% 1,353,068 6.67
≡ Harry Burn - Sound Shore Sell 100.00% 378,539 3.19
≡ Chuck Akre - Akre Capital Management Buy 717,799 2.19
≡ Bill Nygren - Oakmark Funds Add 52.36% 5,126,665 1.28
≡ First Eagle Investment Management Add 41.98% 1,813,358 0.57
≡ Mairs & Power Funds Reduce 83.11% 246,017 0.49
≡ Robert Vinall - RV Capital GmbH Add 41.27% 4,531 0.22
≡ AKO Capital Add 13.50% 42,197 0.15
≡ Wallace Weitz - Weitz Investment Management Reduce 6.86% 6,000 0.08
≡ Hillman Capital Management Add 5.38% 559 0.07
≡ Polen Capital Management Reduce 52.93% 1,366 0.00
Q4  2025
≡ Harry Burn - Sound Shore Buy 378,539 3.19
≡ Bill Nygren - Oakmark Funds Add 38.95% 2,744,748 0.92
≡ ValueAct Capital Add 3.31% 96,000 0.36
≡ Hillman Capital Management Reduce 15.96% 1,974 0.33
≡ First Eagle Investment Management Add 17.03% 628,382 0.29
≡ Vulcan Value Partners Reduce 0.93% 14,486 0.07
≡ AKO Capital Reduce 4.15% 13,520 0.05
≡ Mairs & Power Funds Add 0.42% 1,224 0.00
≡ Polen Capital Management Reduce 31.21% 1,171 0.00
Q3  2025
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 1,863,179 3.68
≡ Vulcan Value Partners Add 46.43% 496,033 2.13
≡ Bill Nygren - Oakmark Funds Add 135.47% 4,053,994 1.54
≡ AKO Capital Reduce 30.50% 143,126 0.48
≡ Robert Vinall - RV Capital GmbH Buy 10,980 0.48
≡ First Eagle Investment Management Add 14.79% 475,495 0.20
≡ Mairs & Power Funds Add 16.13% 40,948 0.09
≡ Hillman Capital Management Add 1.84% 223 0.03
≡ Polen Capital Management Reduce 24.79% 1,237 0.00
Q2  2025
≡ Vulcan Value Partners Add 47.65% 344,762 1.71
≡ Bill Nygren - Oakmark Funds Add 818.86% 2,666,903 1.19
≡ First Eagle Investment Management Add 35.67% 845,389 0.46
≡ AKO Capital Add 30.38% 109,346 0.38
≡ Hillman Capital Management Reduce 15.24% 2,185 0.33
≡ Stephen Mandel - Lone Pine Capital Add 7.59% 131,499 0.26
≡ Mairs & Power Funds Reduce 0.40% 1,014 0.00
≡ Polen Capital Management Reduce 39.58% 3,268 0.00
Q1  2025
≡ Viking Global Investors Sell 100.00% 1,211,482 1.31
≡ AKO Capital Buy 359,908 1.25
≡ Lee Ainslie - Maverick Capital Sell 100.00% 193,289 1.16
≡ Hillman Capital Management Reduce 32.25% 6,824 0.90
≡ Bill Nygren - Oakmark Funds Reduce 75.54% 1,005,803 0.46
≡ Stephen Mandel - Lone Pine Capital Add 10.64% 166,487 0.39
≡ Vulcan Value Partners Reduce 3.47% 26,004 0.13
≡ Wallace Weitz - Weitz Investment Management Reduce 7.89% 7,500 0.11
≡ Mairs & Power Funds Add 5.58% 13,464 0.04
≡ First Eagle Investment Management Add 0.63% 14,755 0.01
≡ Polen Capital Management Reduce 57.83% 11,325 0.01
Q4  2024
≡ ValueAct Capital Reduce 25.95% 1,015,800 7.74
≡ Vulcan Value Partners Reduce 46.01% 638,648 3.57
≡ Bill Nygren - Oakmark Funds Reduce 73.55% 3,702,459 2.06
≡ Stephen Mandel - Lone Pine Capital Reduce 33.05% 772,637 1.92
≡ Viking Global Investors Add 122.53% 667,080 0.72
≡ Lee Ainslie - Maverick Capital Reduce 28.37% 76,573 0.46
≡ Robert Vinall - RV Capital GmbH Sell 100.00% 7,000 0.40
≡ First Eagle Investment Management Reduce 10.05% 263,216 0.20
≡ Polen Capital Management Reduce 45.16% 16,128 0.02
≡ Hillman Capital Management Reduce 0.23% 48 0.01
≡ Mairs & Power Funds Reduce 0.65% 1,573 0.01
Q3  2024
≡ Polen Capital Management Reduce 99.47% 6,678,978 5.61
≡ Stephen Mandel - Lone Pine Capital Buy 2,337,830 4.77
≡ Vulcan Value Partners Reduce 5.95% 87,897 0.40
≡ Viking Global Investors Add 34.38% 139,267 0.14
≡ Mairs & Power Funds Reduce 5.30% 13,595 0.04
≡ Bill Nygren - Oakmark Funds Add 0.48% 24,252 0.01
≡ Hillman Capital Management Add 0.06% 12 0.00
≡ First Eagle Investment Management Reduce 0.24% 6,264 0.00
≡ Lee Ainslie - Maverick Capital Reduce 0.26% 711 0.00
Q2  2024
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 2,400,267 5.71
≡ ValueAct Capital Add 12.28% 428,000 3.09
≡ Vulcan Value Partners Add 76.06% 637,710 2.48
≡ Bill Nygren - Oakmark Funds Add 61.05% 1,898,985 0.83
≡ Lee Ainslie - Maverick Capital Reduce 36.19% 153,438 0.75
≡ Hillman Capital Management Reduce 21.18% 5,696 0.52
≡ Robert Vinall - RV Capital GmbH Buy 7,000 0.43
≡ First Eagle Investment Management Add 35.84% 692,493 0.40
≡ Viking Global Investors Buy 405,135 0.40
≡ Wallace Weitz - Weitz Investment Management Reduce 13.64% 15,000 0.20
≡ Polen Capital Management Reduce 3.45% 240,057 0.15
≡ Mairs & Power Funds Reduce 3.92% 10,477 0.03
Q1  2024
≡ Robert Vinall - RV Capital GmbH Sell 100.00% 186,849 14.22
≡ Lee Ainslie - Maverick Capital Add 14.51% 53,735 0.31
≡ Stephen Mandel - Lone Pine Capital Reduce 3.98% 99,363 0.24
≡ Wallace Weitz - Weitz Investment Management Reduce 12.00% 15,000 0.23
≡ Polen Capital Management Reduce 4.41% 320,627 0.22
≡ First Eagle Investment Management Reduce 0.12% 2,238 0.00
Q4  2023
≡ Robert Vinall - RV Capital GmbH Reduce 36.63% 107,994 8.22
≡ 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
≡ 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
≡ Polen Capital Management Reduce 24.75% 2,602,169 1.36

* "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.