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
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
Robert Vinall - RV Capital GmbH Add 41.27% 4,531 0.22
AKO Capital Add 13.50% 42,197 0.15
Hillman Capital Management Add 5.38% 559 0.07
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
First Eagle Investment Management Add 17.03% 628,382 0.29
Mairs & Power Funds Add 0.42% 1,224 0.00
Q3  2025
Vulcan Value Partners Add 46.43% 496,033 2.13
Bill Nygren - Oakmark Funds Add 135.47% 4,053,994 1.54
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
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
Stephen Mandel - Lone Pine Capital Add 7.59% 131,499 0.26
Q1  2025
AKO Capital Buy 359,908 1.25
Stephen Mandel - Lone Pine Capital Add 10.64% 166,487 0.39
Mairs & Power Funds Add 5.58% 13,464 0.04
First Eagle Investment Management Add 0.63% 14,755 0.01
Q4  2024
Viking Global Investors Add 122.53% 667,080 0.72
Q3  2024
Stephen Mandel - Lone Pine Capital Buy 2,337,830 4.77
Viking Global Investors Add 34.38% 139,267 0.14
Bill Nygren - Oakmark Funds Add 0.48% 24,252 0.01
Hillman Capital Management Add 0.06% 12 0.00
Q2  2024
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
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
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
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
Daniel Loeb - Third Point Buy 800,000 2.62
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
Q4  2022
ValueAct Capital Buy 560,221 1.40
David Tepper - Appaloosa Management Add 57.89% 110,000 1.08
Stephen Mandel - Lone Pine Capital Buy 549,003 0.69
Lee Ainslie - Maverick Capital Add 6.53% 48,851 0.16
First Eagle Investment Management Add 3.27% 62,873 0.02
Q3  2022
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
Polen Capital Management Add 12.50% 1,228,763 0.50
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
Lee Ainslie - Maverick Capital Buy 206,099 0.85
Chuck Akre - Akre Capital Management Add 8.20% 232,790 0.31
Q1  2022
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
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
John Armitage - Egerton Capital Buy 595,319 0.71
Polen Capital Management Add 3.18% 310,910 0.13
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
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
Polen Capital Management Add 4.56% 420,672 0.20
Thomas Gayner - Markel Group 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
Polen Capital Management Add 31.04% 2,186,033 1.04
First Eagle Investment Management Add 14.77% 251,148 0.14
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
Josh Tarasoff - Greenlea Lane Capital Add 8.75% 14,730 1.42
First Eagle Investment Management Add 17.48% 247,107 0.19
Polen Capital Management Add 0.64% 42,734 0.03
Q2  2020
Josh Tarasoff - Greenlea Lane Capital Add 48.07% 54,645 4.89
Stephen Mandel - Lone Pine Capital Buy 3,045,252 2.93
Chase Coleman - Tiger Global Management Add 105.78% 1,197,596 0.87
First Eagle Investment Management Buy 1,413,810 0.83
Polen Capital Management Add 10.75% 651,752 0.37
David Tepper - Appaloosa Management Add 7.41% 34,500 0.11
Lee Ainslie - Maverick Capital Add 89.09% 3,038 0.01
Q1  2020
Josh Tarasoff - Greenlea Lane Capital Buy 113,684 10.75
Polen Capital Management Add 96.72% 2,980,823 1.86
Chase Coleman - Tiger Global Management Add 53.19% 393,104 0.34
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

* "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.