Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
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 1,215 <0.01 Reduce 52.93% <0.01 $174.57–267.83 · VW $201.88i $226,859 SEC
2025   Q4 2,581 <0.01 Reduce 31.21% <0.01 $221.96–269.11 · VW $249.91i $683,775 SEC
2025   Q3 3,752 <0.01 Reduce 24.79% <0.01 $226.48–276.80 · VW $249.33i $889,335 SEC
2025   Q2 4,989 <0.01 Reduce 39.58% <0.01 $230.00–296.05 · VW $266.29i $1,360,426 SEC
2025   Q1 8,257 0.01 Reduce 57.83% 0.01 $259.19–367.09 · VW $308.61i $2,215,928 SEC
2024   Q4 19,582 0.02 Reduce 45.16% 0.01 $269.69–369.00 · VW $322.06i $6,546,952 SEC
2024   Q3 35,710 0.03 Reduce 99.47% 4.31 $232.21–278.64 · VW $257.75i $9,774,289 SEC
2024   Q2 6,714,688 4.33 Reduce 3.45% 0.17 $212.00–311.30 · VW $255.02i $1,726,346,373 SEC
2024   Q1 6,954,745 4.84 Reduce 4.41% 0.20 $249.84–318.71 · VW $292.36i $2,094,630,080 SEC
2023   Q4 7,275,372 4.62 Reduce 5.03% 0.21 $193.68–268.36 · VW $235.34i $1,914,441,373 SEC
2023   Q3 7,660,386 4.09 Reduce 3.19% 0.13 $199.55–238.22 · VW $216.89i $1,553,373,082 SEC
2023   Q2 7,912,495 4.15 Reduce 24.75% 1.37 $187.31–225.00 · VW $208.69i $1,671,593,626 SEC
2023   Q1 10,514,664 5.54 Add 0.33% 0.02 $133.03–200.00 · VW $171.54i $2,100,619,598 SEC
2022   Q4 10,480,436 4.06 Reduce 5.22% 0.23 $126.34–166.03 · VW $145.83i $1,389,601,020 SEC
2022   Q3 11,057,687 4.46 Add 12.50% 0.50 $143.75–194.37 · VW $163.65i $1,590,538,000 SEC
2022   Q2 9,828,924 4.28 Reduce 2.47% 0.10 $154.55–221.00 · VW $174.72i $1,622,166,000 SEC
2022   Q1 10,078,023 4.18 Reduce 0.10% <0.01 $184.44–256.87 · VW $217.00i $2,139,766,000 SEC
2021   Q4 10,088,504 4.31 Add 3.18% 0.13 $245.25–311.75 · VW $276.89i $2,563,792,000 SEC
2021   Q3 9,777,594 4.87 Add 1.33% 0.06 $234.31–286.36 · VW $257.72i $2,651,879,000 SEC
2021   Q2 9,649,227 4.52 Add 4.56% 0.20 $208.91–247.69 · VW $232.87i $2,357,017,000 SEC
2021   Q1 9,228,555 4.40 Add 31.04% 1.04 $201.51–251.23 · VW $219.86i $1,955,254,000 SEC
2020   Q4 7,042,522 3.65 Add 4.22% 0.15 $215.63–270.92 · VW $236.97i $1,567,172,000 SEC
2020   Q3 6,757,081 4.55 Add 0.64% 0.03 $181.93–284.50 · VW $239.15i $1,698,190,000 SEC
2020   Q2 6,714,347 3.81 Add 10.75% 0.37 $130.04–194.09 · VW $168.72i $1,257,799,000 SEC
2020   Q1 6,062,595 3.79 Add 96.72% 1.86 $115.29–195.72 · VW $161.25i $872,892,000 SEC
2019   Q4 3,081,772 1.97 Buy 1.97 $141.49–166.34 · VW $158.18i $501,219,000 SEC
Price snapshot:
Current price$171.22
Avg. buy price$175.23
+/- since buy-2.29%
52-week low$146.32
52-week high$271.70