John Armitage - Egerton Capital (UK)
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
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
2022   Q1 0 0.00 Sell 100.00% 0.78 $184.44–256.87 · VW $217.00i SEC
2021   Q4 595,319 0.78 Buy 0.78 $245.25–311.75 · VW $276.89i $151,288,000 SEC
2020   Q1 0 0.00 Sell 100.00% 1.95 $115.29–195.72 · VW $161.25i SEC
2019   Q4 1,588,101 1.95 Reduce 16.71% 0.36 $141.49–166.34 · VW $158.18i $258,289,000 SEC
2019   Q3 1,906,630 2.15 Buy 2.15 $137.87–161.61 · VW $152.19i $283,020,000 SEC
2018   Q4 0 0.00 Sell 100.00% 1.17 $113.60–161.19 · VW $136.75i SEC
2018   Q3 945,959 1.17 Reduce 53.33% 1.17 $135.30–161.08 · VW $148.29i $150,436,000 SEC
2018   Q2 2,027,107 2.20 Reduce 27.87% 0.77 $113.61–142.12 · VW $128.16i $276,497,000 SEC
2018   Q1 2,810,516 2.75 Reduce 2.45% 0.07 $102.27–128.87 · VW $114.95i $326,863,000 SEC
2017   Q4 2,881,221 2.67 Buy 2.67 $93.45–109.19 · VW $102.58i $294,547,000 SEC
Price snapshot:
Current price$171.22
52-week low$146.32
52-week high$271.70