Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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   Q2 0 0.00 Sell 100.00% <0.01 $154.55–221.00 · VW $174.72i SEC
2022   Q1 1,745 <0.01 Reduce 65.95% 0.01 $184.44–256.87 · VW $217.00i $370,000 SEC
2021   Q4 5,125 0.02 Reduce 15.15% <0.01 $245.25–311.75 · VW $276.89i $1,302,000 SEC
2021   Q3 6,040 0.02 Reduce 19.63% <0.01 $234.31–286.36 · VW $257.72i $1,638,000 SEC
2021   Q2 7,515 0.02 Reduce 7.10% <0.01 $208.91–247.69 · VW $232.87i $1,836,000 SEC
2021   Q1 8,089 0.02 $211.89 $1,714,000 SEC
2020   Q4 8,089 0.02 Reduce 3.01% <0.01 $215.63–270.92 · VW $236.97i $1,800,000 SEC
2020   Q3 8,340 0.03 Reduce 2.46% <0.01 $181.93–284.50 · VW $239.15i $2,096,000 SEC
2020   Q2 8,550 0.02 $187.37 $1,602,000 SEC
2020   Q1 8,550 0.02 Add 96.55% <0.01 $115.29–195.72 · VW $161.25i $1,231,000 SEC
2019   Q4 4,350 <0.01 Add 16.00% <0.01 $141.49–166.34 · VW $158.18i $707,000 SEC
2019   Q3 3,750 <0.01 Add 10.29% <0.01 $137.87–161.61 · VW $152.19i $557,000 SEC
2019   Q2 3,400 <0.01 $151.76 $516,000 SEC
2019   Q1 3,400 <0.01 $158.24 $538,000 SEC
2018   Q4 3,400 <0.01 Add 13.33% <0.01 $113.60–161.19 · VW $136.75i $466,000 SEC
2018   Q3 3,000 <0.01 $159.00 $477,000 SEC
2018   Q2 3,000 <0.01 Buy <0.01 $113.61–142.12 · VW $128.16i $409,000 SEC
Price snapshot:
Current price$171.22
52-week low$146.32
52-week high$271.70