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 | |||||
| ≡ | Polen Capital Management | Reduce 52.93% | 1,366 | 0.00 | |
| ≡ | Wallace Weitz - Weitz Investment Management | Reduce 6.86% | 6,000 | 0.08 | |
| ≡ | Mairs & Power Funds | Reduce 83.11% | 246,017 | 0.49 | |
| ≡ | Harry Burn - Sound Shore | Sell 100.00% | 378,539 | 3.19 | |
| ≡ | Vulcan Value Partners | Reduce 87.30% | 1,353,068 | 6.67 | |
| Q4  2025 | |||||
| ≡ | Polen Capital Management | Reduce 31.21% | 1,171 | 0.00 | |
| ≡ | AKO Capital | Reduce 4.15% | 13,520 | 0.05 | |
| ≡ | Vulcan Value Partners | Reduce 0.93% | 14,486 | 0.07 | |
| ≡ | Hillman Capital Management | Reduce 15.96% | 1,974 | 0.33 | |
| Q3  2025 | |||||
| ≡ | Polen Capital Management | Reduce 24.79% | 1,237 | 0.00 | |
| ≡ | AKO Capital | Reduce 30.50% | 143,126 | 0.48 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Sell 100.00% | 1,863,179 | 3.68 | |
| Q2  2025 | |||||
| ≡ | Polen Capital Management | Reduce 39.58% | 3,268 | 0.00 | |
| ≡ | Mairs & Power Funds | Reduce 0.40% | 1,014 | 0.00 | |
| ≡ | Hillman Capital Management | Reduce 15.24% | 2,185 | 0.33 | |
| Q1  2025 | |||||
| ≡ | Polen Capital Management | Reduce 57.83% | 11,325 | 0.01 | |
| ≡ | Wallace Weitz - Weitz Investment Management | Reduce 7.89% | 7,500 | 0.11 | |
| ≡ | Vulcan Value Partners | Reduce 3.47% | 26,004 | 0.13 | |
| ≡ | Bill Nygren - Oakmark Funds | Reduce 75.54% | 1,005,803 | 0.46 | |
| ≡ | Hillman Capital Management | Reduce 32.25% | 6,824 | 0.90 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 193,289 | 1.16 | |
| ≡ | Viking Global Investors | Sell 100.00% | 1,211,482 | 1.31 | |
| Q4  2024 | |||||
| ≡ | Mairs & Power Funds | Reduce 0.65% | 1,573 | 0.01 | |
| ≡ | Hillman Capital Management | Reduce 0.23% | 48 | 0.01 | |
| ≡ | Polen Capital Management | Reduce 45.16% | 16,128 | 0.02 | |
| ≡ | First Eagle Investment Management | Reduce 10.05% | 263,216 | 0.20 | |
| ≡ | Robert Vinall - RV Capital GmbH | Sell 100.00% | 7,000 | 0.40 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 28.37% | 76,573 | 0.46 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 33.05% | 772,637 | 1.92 | |
| ≡ | Bill Nygren - Oakmark Funds | Reduce 73.55% | 3,702,459 | 2.06 | |
| ≡ | Vulcan Value Partners | Reduce 46.01% | 638,648 | 3.57 | |
| ≡ | ValueAct Capital | Reduce 25.95% | 1,015,800 | 7.74 | |
| Q3  2024 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 0.26% | 711 | 0.00 | |
| ≡ | First Eagle Investment Management | Reduce 0.24% | 6,264 | 0.00 | |
| ≡ | Mairs & Power Funds | Reduce 5.30% | 13,595 | 0.04 | |
| ≡ | Vulcan Value Partners | Reduce 5.95% | 87,897 | 0.40 | |
| ≡ | Polen Capital Management | Reduce 99.47% | 6,678,978 | 5.61 | |
| Q2  2024 | |||||
| ≡ | Mairs & Power Funds | Reduce 3.92% | 10,477 | 0.03 | |
| ≡ | Polen Capital Management | Reduce 3.45% | 240,057 | 0.15 | |
| ≡ | Wallace Weitz - Weitz Investment Management | Reduce 13.64% | 15,000 | 0.20 | |
| ≡ | Hillman Capital Management | Reduce 21.18% | 5,696 | 0.52 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 36.19% | 153,438 | 0.75 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Sell 100.00% | 2,400,267 | 5.71 | |
| Q1  2024 | |||||
| ≡ | First Eagle Investment Management | Reduce 0.12% | 2,238 | 0.00 | |
| ≡ | Polen Capital Management | Reduce 4.41% | 320,627 | 0.22 | |
| ≡ | Wallace Weitz - Weitz Investment Management | Reduce 12.00% | 15,000 | 0.23 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 3.98% | 99,363 | 0.24 | |
| ≡ | Robert Vinall - RV Capital GmbH | Sell 100.00% | 186,849 | 14.22 | |
| Q4  2023 | |||||
| ≡ | First Eagle Investment Management | Reduce 0.39% | 7,529 | 0.00 | |
| ≡ | Polen Capital Management | Reduce 5.03% | 385,014 | 0.24 | |
| ≡ | Robert Vinall - RV Capital GmbH | Reduce 36.63% | 107,994 | 8.22 | |
| Q3  2023 | |||||
| ≡ | First Eagle Investment Management | Reduce 2.14% | 42,492 | 0.02 | |
| ≡ | Polen Capital Management | Reduce 3.19% | 252,109 | 0.13 | |
| ≡ | Robert Vinall - RV Capital GmbH | Reduce 1.24% | 3,700 | 0.23 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 30.28% | 128,086 | 0.61 | |
| Q2  2023 | |||||
| ≡ | First Eagle Investment Management | Reduce 0.20% | 3,907 | 0.00 | |
| ≡ | Wallace Weitz - Weitz Investment Management | Reduce 10.71% | 15,000 | 0.17 | |
| ≡ | Robert Vinall - RV Capital GmbH | Reduce 1.55% | 4,700 | 0.32 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Reduce 16.72% | 340,300 | 0.66 | |
| ≡ | Polen Capital Management | Reduce 24.75% | 2,602,169 | 1.36 | |
| ≡ | Lee Ainslie - Maverick Capital | Reduce 51.49% | 449,030 | 2.03 | |
| ≡ | Daniel Loeb - Third Point | Sell 100.00% | 800,000 | 2.62 | |
| ≡ | David Tepper - Appaloosa Management | Sell 100.00% | 290,000 | 3.13 | |
| ≡ | Josh Tarasoff - Greenlea Lane Capital | Sell 100.00% | 119,595 | 9.54 | |
| Q1  2023 | |||||
| ≡ | David Tepper - Appaloosa Management | Reduce 3.33% | 10,000 | 0.11 | |
| ≡ | Josh Tarasoff - Greenlea Lane Capital | Reduce 44.22% | 94,810 | 7.56 | |
| Q4  2022 | |||||
| ≡ | Robert Vinall - RV Capital GmbH | Reduce 0.62% | 1,900 | 0.13 | |
| ≡ | Polen Capital Management | Reduce 5.22% | 577,251 | 0.22 | |
| ≡ | Viking Global Investors | Sell 100.00% | 2,400,649 | 1.60 | |
| ≡ | Chuck Akre - Akre Capital Management | Sell 100.00% | 3,095,500 | 3.93 | |
| ≡ | Josh Tarasoff - Greenlea Lane Capital | Reduce 30.94% | 96,050 | 6.06 | |
| Q3  2022 | |||||
| ≡ | David Tepper - Appaloosa Management | Reduce 5.00% | 10,000 | 0.11 | |
| ≡ | Robert Vinall - RV Capital GmbH | Reduce 2.86% | 9,000 | 0.62 | |
| Q2  2022 | |||||
| ≡ | First Eagle Investment Management | Reduce 1.03% | 19,633 | 0.01 | |
| ≡ | Polen Capital Management | Reduce 2.47% | 249,099 | 0.11 | |
| ≡ | Robert Vinall - RV Capital GmbH | Reduce 0.82% | 2,600 | 0.19 | |
| ≡ | Chase Coleman - Tiger Global Management | Sell 100.00% | 387,700 | 0.31 | |
| ≡ | Josh Tarasoff - Greenlea Lane Capital | Reduce 7.57% | 22,942 | 1.51 | |
| Q1  2022 | |||||
| ≡ | Polen Capital Management | Reduce 0.10% | 10,481 | 0.00 | |
| ≡ | Robert Vinall - RV Capital GmbH | Reduce 0.69% | 2,200 | 0.14 | |
| ≡ | John Armitage - Egerton Capital | Sell 100.00% | 595,319 | 0.71 | |
| Q4  2021 | |||||
| ≡ | Thomas Gayner - Markel Group | Sell 100.00% | 1,753 | 0.01 | |
| ≡ | First Eagle Investment Management | Reduce 0.97% | 18,693 | 0.01 | |
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 8,207 | 0.02 | |
| Q3  2021 | |||||
| ≡ | First Eagle Investment Management | Reduce 1.65% | 32,273 | 0.02 | |
| Q2  2021 | |||||
| ≡ | Chase Coleman - Tiger Global Management | Reduce 83.06% | 1,901,000 | 0.88 | |
| ≡ | David Tepper - Appaloosa Management | Sell 100.00% | 385,000 | 1.17 | |
| Q1  2021 | |||||
| ≡ | David Tepper - Appaloosa Management | Reduce 30.00% | 165,000 | 0.50 | |
| ≡ | Daniel Loeb - Third Point | Sell 100.00% | 900,000 | 1.54 | |
| Q4  2020 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Sell 100.00% | 6,052 | 0.03 | |
| ≡ | Josh Tarasoff - Greenlea Lane Capital | Reduce 1.34% | 2,461 | 0.20 | |
| ≡ | Daniel Loeb - Third Point | Reduce 36.84% | 525,000 | 0.90 | |
| Q3  2020 | |||||
| ≡ | Lee Ainslie - Maverick Capital | Reduce 6.14% | 396 | 0.00 | |
| ≡ | Chase Coleman - Tiger Global Management | Reduce 1.76% | 41,000 | 0.03 | |
| ≡ | David Tepper - Appaloosa Management | Reduce 12.50% | 62,500 | 0.28 | |
| ≡ | Viking Global Investors | Sell 100.00% | 2,145,463 | 1.74 | |
| ≡ | Stephen Mandel - Lone Pine Capital | Sell 100.00% | 3,045,252 | 2.93 | |
| Q2  2020 | |||||
| ≡ | Daniel Loeb - Third Point | Reduce 6.56% | 100,000 | 0.26 | |
| ≡ | Viking Global Investors | Reduce 38.82% | 1,361,465 | 1.10 | |
| Q1  2020 | |||||
| ≡ | David Tepper - Appaloosa Management | Reduce 6.90% | 34,500 | 0.15 | |
* "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.