Stephen Mandel - Lone Pine Capital
Holding/activity history for Salesforce.com (CRM)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | 0 | 0.00 | Sell 100.00% | 3.68 | SEC | ||
| 2025 Q2 | 1,863,179 | 3.68 | Add 7.59% | 0.26 | $272.69 | $508,070,282 | SEC |
| 2025 Q1 | 1,731,680 | 4.07 | Add 10.64% | 0.39 | $268.36 | $464,713,645 | SEC |
| 2024 Q4 | 1,565,193 | 3.89 | Reduce 33.05% | 1.58 | $334.33 | $523,290,976 | SEC |
| 2024 Q3 | 2,337,830 | 4.77 | Buy | 4.77 | $273.71 | $639,887,449 | SEC |
| 2024 Q2 | 0 | 0.00 | Sell 100.00% | 5.71 | SEC | ||
| 2024 Q1 | 2,400,267 | 5.71 | Reduce 3.98% | 0.23 | $301.18 | $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 | $202.78 | $506,874,971 | SEC |
| 2023 Q2 | 1,694,996 | 3.28 | Reduce 16.72% | 0.63 | $211.26 | $358,084,855 | SEC |
| 2023 Q1 | 2,035,296 | 3.76 | Add 270.73% | 2.75 | $199.78 | $406,611,435 | SEC |
| 2022 Q4 | 549,003 | 0.69 | Buy | 0.69 | $132.59 | $72,792,308 | SEC |
| 2020 Q3 | 0 | 0.00 | Sell 100.00% | 2.93 | SEC | ||
| 2020 Q2 | 3,045,252 | 2.93 | Buy | 2.93 | $187.33 | $570,467,000 | SEC |
| 2020 Q1 | 0 | 0.00 | Sell 100.00% | 3.70 | SEC | ||
| 2019 Q4 | 4,140,694 | 3.70 | Reduce 18.89% | 0.86 | $162.64 | $673,442,000 | SEC |
| 2019 Q3 | 5,104,760 | 4.57 | Add 73.53% | 1.94 | $148.44 | $757,751,000 | SEC |
| 2019 Q2 | 2,941,733 | 2.89 | Add 50.07% | 0.96 | $151.73 | $446,349,000 | SEC |
| 2019 Q1 | 1,960,213 | 1.89 | Add 197.90% | 1.26 | $158.37 | $310,439,000 | SEC |
| 2018 Q4 | 658,000 | 0.64 | Buy | 0.64 | $136.97 | $90,126,000 | SEC |
| 2018 Q1 | 0 | 0.00 | Sell 100.00% | 2.60 | SEC | ||
| 2017 Q4 | 4,864,570 | 2.60 | Reduce 22.43% | 0.68 | $102.23 | $497,305,000 | SEC |
| 2017 Q3 | 6,270,806 | 3.05 | Add 136.77% | 1.76 | $93.42 | $585,819,000 | SEC |
| 2017 Q2 | 2,648,428 | 1.22 | Buy | 1.22 | $86.60 | $229,354,000 | SEC |
| 2010 Q4 | 0 | 0.00 | Sell 100.00% | 1.40 | SEC | ||
| 2010 Q3 | 942,973 | 1.40 | Reduce 29.57% | 0.49 | $111.80 | $105,424,000 | SEC |
| 2010 Q2 | 1,338,973 | 1.65 | Reduce 29.91% | 0.42 | $85.82 | $114,911,000 | SEC |
| 2010 Q1 | 1,910,367 | 1.41 | Buy | 1.41 | $74.45 | $142,227,000 | SEC |