William Frels - Mairs & Power
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    245
Portfolio value:    $9,786,094,433
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 49,996 0.10 Reduce 83.11% 0.62 $174.57–267.83 · VW $201.88i $9,332,753 SEC
2025   Q4 296,013 0.75 Add 0.42% <0.01 $221.96–269.11 · VW $249.91i $78,416,804 SEC
2025   Q3 294,789 0.66 Add 16.13% 0.09 $226.48–276.80 · VW $249.33i $69,864,993 SEC
2025   Q2 253,841 0.68 Reduce 0.40% <0.01 $230.00–296.05 · VW $266.29i $69,219,902 SEC
2025   Q1 254,855 0.71 Add 5.58% 0.04 $259.19–367.09 · VW $308.61i $68,392,888 SEC
2024   Q4 241,391 0.78 Reduce 0.65% <0.01 $269.69–369.00 · VW $322.06i $80,704,253 SEC
2024   Q3 242,964 0.63 Reduce 5.30% 0.03 $232.21–278.64 · VW $257.75i $66,501,676 SEC
2024   Q2 256,559 0.64 Reduce 3.92% 0.03 $212.00–311.30 · VW $255.02i $65,961,319 SEC
2024   Q1 267,036 0.78 Reduce 4.34% 0.03 $249.84–318.71 · VW $292.36i $80,425,902 SEC
2023   Q4 279,155 0.77 Reduce 2.10% 0.01 $193.68–268.36 · VW $235.34i $73,456,847 SEC
2023   Q3 285,129 0.68 Reduce 6.16% 0.04 $199.55–238.22 · VW $216.89i $57,818,459 SEC
2023   Q2 303,841 0.70 Reduce 29.58% 0.29 $187.31–225.00 · VW $208.69i $64,189,450 SEC
2023   Q1 431,448 0.99 Reduce 28.41% 0.27 $133.03–200.00 · VW $171.54i $86,194,681 SEC
2022   Q4 602,676 0.96 Reduce 0.33% <0.01 $126.34–166.03 · VW $145.83i $79,908,811 SEC
2022   Q3 604,688 1.10 Add 11.78% 0.12 $143.75–194.37 · VW $163.65i $86,978,000 SEC
2022   Q2 540,972 1.07 Add 38.02% 0.29 $154.55–221.00 · VW $174.72i $89,282,000 SEC
2022   Q1 391,941 0.84 Add 62.28% 0.32 $184.44–256.87 · VW $217.00i $83,217,000 SEC
2021   Q4 241,517 0.57 Buy 0.57 $245.25–311.75 · VW $276.89i $61,377,000 SEC
Price snapshot:
Current price$171.22
Avg. buy price$216.73
+/- since buy-21.00%
52-week low$146.32
52-week high$271.70