John Armitage - Egerton Capital (UK) LLP
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.com (CRM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q1 0 0.00 Sell 100.00% 0.78 SEC
2021   Q4 595,319 0.78 Buy 0.78 $254.13 $151,288,000 SEC
2020   Q1 0 0.00 Sell 100.00% 1.95 SEC
2019   Q4 1,588,101 1.95 Reduce 16.71% 0.36 $162.64 $258,289,000 SEC
2019   Q3 1,906,630 2.15 Buy 2.15 $148.44 $283,020,000 SEC
2018   Q4 0 0.00 Sell 100.00% 1.17 SEC
2018   Q3 945,959 1.17 Reduce 53.33% 1.17 $159.03 $150,436,000 SEC
2018   Q2 2,027,107 2.20 Reduce 27.87% 0.77 $136.40 $276,497,000 SEC
2018   Q1 2,810,516 2.75 Reduce 2.45% 0.07 $116.30 $326,863,000 SEC
2017   Q4 2,881,221 2.67 Buy 2.67 $102.23 $294,547,000 SEC