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User

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.

How many CRM shares does Phil Town currently hold?

According to 2026 Q2 report, Phil Town holds 96,000 shares of Salesforce.com Inc (CRM), valued at around $15.04M.

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.
* 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.