C.T. Fitzpatrick - Vulcan Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    33
Portfolio value:    $3,772,296,111
Holdings Activity Buys Sells    History
Holding/activity history for  Salesforce, Inc. (CRM)
← All CRM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 196,803 0.97 Reduce 87.30% 6.59 $174.57–267.83 · VW $201.88i $36,737,216 SEC
2025   Q4 1,549,871 7.55 Reduce 0.93% 0.06 $221.96–269.11 · VW $249.91i $411,064,000 SEC
2025   Q3 1,564,357 6.73 Add 46.43% 2.13 $226.48–276.80 · VW $249.33i $371,212,314 SEC
2025   Q2 1,068,324 5.29 Add 47.65% 1.71 $230.00–296.05 · VW $266.29i $300,013,720 SEC
2025   Q1 723,562 3.65 Reduce 3.47% 0.15 $259.19–367.09 · VW $308.61i $194,199,611 SEC
2024   Q4 749,566 4.19 Reduce 46.01% 2.93 $269.69–369.00 · VW $322.06i $250,550,542 SEC
2024   Q3 1,388,214 6.37 Reduce 5.95% 0.34 $232.21–278.64 · VW $257.75i $380,494,008 SEC
2024   Q2 1,476,111 5.79 Add 76.06% 2.50 $212.00–311.30 · VW $255.02i $379,469,000 SEC
2024   Q1 838,401 3.67 Reduce 47.53% 2.93 $249.84–318.71 · VW $292.36i $252,538,000 SEC
2023   Q4 1,597,720 6.16 Reduce 12.93% 0.73 $193.68–268.36 · VW $235.34i $420,123,000 SEC
2023   Q3 1,834,897 5.67 Reduce 12.96% 0.72 $199.55–238.22 · VW $216.89i $372,127,000 SEC
2023   Q2 2,108,013 5.59 Reduce 13.39% 0.82 $187.31–225.00 · VW $208.69i $445,361,000 SEC
2023   Q1 2,433,975 6.15 Reduce 11.53% 0.57 $133.03–200.00 · VW $171.54i $486,010,000 SEC
2022   Q4 2,751,250 4.90 Reduce 14.05% 0.76 $126.34–166.03 · VW $145.83i $364,990,000 SEC
2022   Q3 3,200,901 5.39 Reduce 3.36% 0.18 $143.75–194.37 · VW $163.65i $460,418,000 SEC
2022   Q2 3,312,336 5.35 Reduce 13.18% 0.66 $154.55–221.00 · VW $174.72i $546,668,000 SEC
2022   Q1 3,815,394 4.97 Add 0.15% <0.01 $184.44–256.87 · VW $217.00i $810,084,000 SEC
2021   Q4 3,809,804 4.95 Reduce 4.07% 0.24 $245.25–311.75 · VW $276.89i $968,186,000 SEC
2021   Q3 3,971,610 5.79 Reduce 2.63% 0.14 $234.31–286.36 · VW $257.72i $1,077,180,000 SEC
2021   Q2 4,078,796 5.40 Reduce 3.40% 0.18 $208.91–247.69 · VW $232.87i $996,328,000 SEC
2021   Q1 4,222,384 5.28 Add 35.55% 1.38 $201.51–251.23 · VW $219.86i $894,597,000 SEC
2020   Q4 3,114,952 4.48 Add 73.76% 1.90 $215.63–270.92 · VW $236.97i $693,170,000 SEC
2020   Q3 1,792,678 3.50 Reduce 5.98% 0.17 $181.93–284.50 · VW $239.15i $450,536,000 SEC
2020   Q2 1,906,655 2.81 Buy 2.81 $130.04–194.09 · VW $168.72i $357,174,000 SEC
Price snapshot:
Current price$171.22
Avg. buy price$242.30
+/- since buy-29.34%
52-week low$146.32
52-week high$271.70