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Bill Nygren

Oakmark Select Fund

Bill Nygren Salesforce.com Inc stake

total: 60

Oakmark Select Fund CRM trades

Total transactions:
15
New positions:
2
Sold out:
1
Added:
7
Reduced:
5
Held since:
2025 Q2
Held for:
4 quarters
Latest activity:
2026 Q1
According to 2026 Q1 report, Bill Nygren holds 2,957,000 Salesforce.com Inc (CRM) shares with a market value of roughly $551.98M accounting for 7.30% of the overall portfolio. To date, the estimated cost basis is nearly $231.83 for "buy" trades. Oakmark Select Fund first purchased CRM in 2022 Q3, initially acquiring about 1.20M shares. Bill Nygren later completely sold out the position and invested in Salesforce.com Inc again in 2025 Q2. Since the initial investment in Salesforce.com Inc (CRM), Oakmark Select Fund has made 14 more transactions.

How many CRM shares does Bill Nygren currently hold?

According to 2026 Q1 report, Bill Nygren holds 2,957,000 shares of Salesforce.com Inc (CRM), valued at around $551.98M.

When did Bill Nygren buy Salesforce.com Inc (CRM)?

Bill Nygren first invested in Salesforce.com Inc (CRM) in 2022 Q3 at the reported quarter-end price of $143.84 per share.

What's the cost basis of Oakmark Select Fund's CRM stake?

The estimated cost basis for Salesforce.com Inc (CRM) stake is around $231.83 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$231.82

Bill Nygren's historical trades in Salesforce.com Inc

15 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
7.30%
2,957,000
$186.67
$551,983,190
+62.74% (+1,140,000)
+2.81%
2025 Q4
5.89%
1,817,000
$264.91
$481,341,470
+18.60% (+285,000)
+0.92%
2025 Q3
4.82%
1,532,000
$237.00
$363,084,000
+60.25% (+576,000)
+1.81%
2025 Q2
3.57%
956,000
$272.69
$260,691,640
new
+3.57%
2025 Q1
0.00%
0
$334.33
-100% (-706,300)
-3.34%
2024 Q4
3.34%
706,300
$334.33
$236,137,279
-42.46% (-521,100)
-2.61%
2024 Q3
5.03%
1,227,400
$273.71
$335,951,654
+10.74% (+119,000)
+0.49%
2024 Q2
4.64%
1,108,400
$257.10
$284,969,640
+52.17% (+380,000)
+1.59%
2024 Q1
3.33%
728,400
$301.18
$219,379,512
-14.65% (-125,000)
-0.61%
2023 Q4
3.65%
853,400
$263.14
$224,563,676
-33.54% (-430,700)
-2.12%
2023 Q3
4.87%
$202.78
+11.85% (+136,000)
2023 Q2
4.52%
$211.26
-25.79% (-399,100)
2023 Q1
6.47%
$199.78
-3.00% (-47,800)
2022 Q4
4.93%
$132.59
+32.37% (+390,000)
2022 Q3
4.09%
$143.84
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.