Phil Town
Rule One Fund
Phil Town Salesforce.com Inc stake
total: 44
Rule One Fund CRM trades
- Total transactions:
- 2
- New positions:
- 1
- Added:
- 1
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q2
According to 2026 Q2 report, Phil Town holds 96,000 Salesforce.com Inc (CRM) shares with a market value of roughly $15.04M accounting for 7.98% of the overall portfolio. To date, the estimated cost basis is nearly $182.92 for "buy" trades. Rule One Fund first purchased CRM in 2026 Q1, initially acquiring 84,000 shares. Since the initial investment in Salesforce.com Inc (CRM), Rule One Fund has made 1 more transaction.
When did Phil Town buy Salesforce.com Inc (CRM)?
Phil Town first invested in Salesforce.com Inc (CRM) in 2026 Q1 at the reported quarter-end price of $186.67 per share.
What's the cost basis of Rule One Fund's CRM stake?
The estimated cost basis for Salesforce.com Inc (CRM) stake is around $182.92 per share. This represents their average reported price* across all buy transactions
Estimated cost basis*
- Weighted AVG buy price:
- $182.92
Phil Town's historical trades in Salesforce.com Inc
2 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
7.98%
|
96,000
|
$156.66
|
$15,039,360
|
+14.29% (+12,000)
|
+1%
|
|
2026 Q1
|
7.45%
|
84,000
|
$186.67
|
$15,680,280
|
new
|
+7.45%
|
* 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.
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.