Stephen Mandel - Lone Pine Capital
Holding/activity history for Salesforce, Inc. (CRM)
← All CRM superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | 0 | 0.00 | Sell 100.00% | 3.68 | $226.48–276.80 · VW $249.33i | SEC | |
| 2025 Q2 | 1,863,179 | 3.68 | Add 7.59% | 0.26 | $230.00–296.05 · VW $266.29i | $508,070,282 | SEC |
| 2025 Q1 | 1,731,680 | 4.07 | Add 10.64% | 0.39 | $259.19–367.09 · VW $308.61i | $464,713,645 | SEC |
| 2024 Q4 | 1,565,193 | 3.89 | Reduce 33.05% | 1.58 | $269.69–369.00 · VW $322.06i | $523,290,976 | SEC |
| 2024 Q3 | 2,337,830 | 4.77 | Buy | 4.77 | $232.21–278.64 · VW $257.75i | $639,887,449 | SEC |
| 2024 Q2 | 0 | 0.00 | Sell 100.00% | 5.71 | $212.00–311.30 · VW $255.02i | SEC | |
| 2024 Q1 | 2,400,267 | 5.71 | Reduce 3.98% | 0.23 | $249.84–318.71 · VW $292.36i | $722,912,415 | SEC |
| 2023 Q4 | 2,499,630 | 5.69 | $263.14 | $657,752,638 | SEC | ||
| 2023 Q3 | 2,499,630 | 4.89 | Add 47.47% | 1.57 | $199.55–238.22 · VW $216.89i | $506,874,971 | SEC |
| 2023 Q2 | 1,694,996 | 3.28 | Reduce 16.72% | 0.63 | $187.31–225.00 · VW $208.69i | $358,084,855 | SEC |
| 2023 Q1 | 2,035,296 | 3.76 | Add 270.73% | 2.75 | $133.03–200.00 · VW $171.54i | $406,611,435 | SEC |
| 2022 Q4 | 549,003 | 0.69 | Buy | 0.69 | $126.34–166.03 · VW $145.83i | $72,792,308 | SEC |
| 2020 Q3 | 0 | 0.00 | Sell 100.00% | 2.93 | $181.93–284.50 · VW $239.15i | SEC | |
| 2020 Q2 | 3,045,252 | 2.93 | Buy | 2.93 | $130.04–194.09 · VW $168.72i | $570,467,000 | SEC |
| 2020 Q1 | 0 | 0.00 | Sell 100.00% | 3.70 | $115.29–195.72 · VW $161.25i | SEC | |
| 2019 Q4 | 4,140,694 | 3.70 | Reduce 18.89% | 0.86 | $141.49–166.34 · VW $158.18i | $673,442,000 | SEC |
| 2019 Q3 | 5,104,760 | 4.57 | Add 73.53% | 1.94 | $137.87–161.61 · VW $152.19i | $757,751,000 | SEC |
| 2019 Q2 | 2,941,733 | 2.89 | Add 50.07% | 0.96 | $142.51–167.56 · VW $155.61i | $446,349,000 | SEC |
| 2019 Q1 | 1,960,213 | 1.89 | Add 197.90% | 1.26 | $130.10–166.99 · VW $154.37i | $310,439,000 | SEC |
| 2018 Q4 | 658,000 | 0.64 | Buy | 0.64 | $113.60–161.19 · VW $136.75i | $90,126,000 | SEC |
| 2018 Q1 | 0 | 0.00 | Sell 100.00% | 2.60 | $102.27–128.87 · VW $114.95i | SEC | |
| 2017 Q4 | 4,864,570 | 2.60 | Reduce 22.43% | 0.68 | $93.45–109.19 · VW $102.58i | $497,305,000 | SEC |
| 2017 Q3 | 6,270,806 | 3.05 | Add 136.77% | 1.76 | $85.12–98.22 · VW $92.54i | $585,819,000 | SEC |
| 2017 Q2 | 2,648,428 | 1.22 | Buy | 1.22 | $81.55–91.99 · VW $87.40i | $229,354,000 | SEC |
| 2010 Q4 | 0 | 0.00 | Sell 100.00% | 1.40 | $24.48–37.81 · VW $31.34i | SEC | |
| 2010 Q3 | 3,771,892 | 1.40 | Reduce 29.57% | 0.49 | $20.90–30.94 · VW $26.71i | $105,424,000 | SEC |
| 2010 Q2 | 5,355,892 | 1.65 | Reduce 29.91% | 0.42 | $18.48–24.49 · VW $21.48i | $114,911,000 | SEC |
| 2010 Q1 | 7,641,468 | 1.41 | Buy | 1.41 | $15.07–19.50 · VW $17.20i | $142,227,000 | SEC |
Price snapshot:
Current price$171.22
52-week low$146.32
52-week high$271.70