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
Mairs & Power Funds Reduce 83.11% 246,017 0.49
Wallace Weitz - Weitz Investment Management Reduce 6.86% 6,000 0.08
Polen Capital Management Reduce 52.93% 1,366 0.00
Q4  2025
Hillman Capital Management Reduce 15.96% 1,974 0.33
Vulcan Value Partners Reduce 0.93% 14,486 0.07
AKO Capital Reduce 4.15% 13,520 0.05
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
AKO Capital Reduce 30.50% 143,126 0.48
Polen Capital Management Reduce 24.79% 1,237 0.00
Q2  2025
Hillman Capital Management Reduce 15.24% 2,185 0.33
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
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
Vulcan Value Partners Reduce 3.47% 26,004 0.13
Wallace Weitz - Weitz Investment Management Reduce 7.89% 7,500 0.11
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
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
Vulcan Value Partners Reduce 5.95% 87,897 0.40
Mairs & Power Funds Reduce 5.30% 13,595 0.04
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
Lee Ainslie - Maverick Capital Reduce 36.19% 153,438 0.75
Hillman Capital Management Reduce 21.18% 5,696 0.52
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
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
Polen Capital Management Reduce 5.03% 385,014 0.24
First Eagle Investment Management Reduce 0.39% 7,529 0.00
Q3  2023
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
Stephen Mandel - Lone Pine Capital Reduce 16.72% 340,300 0.66
Robert Vinall - RV Capital GmbH Reduce 1.55% 4,700 0.32
Wallace Weitz - Weitz Investment Management Reduce 10.71% 15,000 0.17
First Eagle Investment Management Reduce 0.20% 3,907 0.00
Q1  2023
Josh Tarasoff - Greenlea Lane Capital Reduce 44.22% 94,810 7.56
David Tepper - Appaloosa Management Reduce 3.33% 10,000 0.11
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
Polen Capital Management Reduce 5.22% 577,251 0.22
Robert Vinall - RV Capital GmbH Reduce 0.62% 1,900 0.13
Q3  2022
Robert Vinall - RV Capital GmbH Reduce 2.86% 9,000 0.62
David Tepper - Appaloosa Management Reduce 5.00% 10,000 0.11
Q2  2022
Josh Tarasoff - Greenlea Lane Capital Reduce 7.57% 22,942 1.51
Chase Coleman - Tiger Global Management Sell 100.00% 387,700 0.31
Robert Vinall - RV Capital GmbH Reduce 0.82% 2,600 0.19
Polen Capital Management Reduce 2.47% 249,099 0.11
First Eagle Investment Management Reduce 1.03% 19,633 0.01
Q1  2022
John Armitage - Egerton Capital Sell 100.00% 595,319 0.71
Robert Vinall - RV Capital GmbH Reduce 0.69% 2,200 0.14
Polen Capital Management Reduce 0.10% 10,481 0.00
Q4  2021
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 Group Sell 100.00% 1,753 0.01
Q3  2021
First Eagle Investment Management Reduce 1.65% 32,273 0.02
Q2  2021
David Tepper - Appaloosa Management Sell 100.00% 385,000 1.17
Chase Coleman - Tiger Global Management Reduce 83.06% 1,901,000 0.88
Q1  2021
Daniel Loeb - Third Point Sell 100.00% 900,000 1.54
David Tepper - Appaloosa Management Reduce 30.00% 165,000 0.50
Q4  2020
Daniel Loeb - Third Point Reduce 36.84% 525,000 0.90
Josh Tarasoff - Greenlea Lane Capital Reduce 1.34% 2,461 0.20
Lee Ainslie - Maverick Capital Sell 100.00% 6,052 0.03
Q3  2020
Stephen Mandel - Lone Pine Capital Sell 100.00% 3,045,252 2.93
Viking Global Investors Sell 100.00% 2,145,463 1.74
David Tepper - Appaloosa Management Reduce 12.50% 62,500 0.28
Chase Coleman - Tiger Global Management Reduce 1.76% 41,000 0.03
Lee Ainslie - Maverick Capital Reduce 6.14% 396 0.00
Q2  2020
Viking Global Investors Reduce 38.82% 1,361,465 1.10
Daniel Loeb - Third Point Reduce 6.56% 100,000 0.26
Q1  2020
Stephen Mandel - Lone Pine Capital Sell 100.00% 4,140,694 3.61

* "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.