CRM
Salesforce.com Inc
Salesforce.com Inc historical holders
total: 22
Third Point Salesforce.com Inc transactions over time
- Total transactions:
- 15
- New positions:
- 3
- Sold out:
- 3
- Added:
- 4
- Reduced:
- 5
- Held since:
- 2023 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2023 Q2
Daniel Loeb has been an institutional investor in Salesforce.com Inc (CRM) since 2017 Q1. According to 2026 Q1 report, Daniel Loeb doesn't hold any shares. The fund/company first acquired CRM in 2017 Q1, initially purchasing about 3.00M shares. Daniel Loeb later completely sold out the position and reinvested in CRM again in 2023 Q1. Since the initial investment, Third Point has made 14 more transactions in this position.
When did Daniel Loeb exit their CRM position?
Daniel Loeb no longer holds Salesforce.com Inc (CRM). They sold off their entire position in 2023 Q2, closing out an investment that began in 2017 Q1.
When did Daniel Loeb first invest in CRM?
Daniel Loeb first invested in Salesforce.com Inc (CRM) in 2017 Q1 at the reported quarter-end price of $82.49 per share, acquiring 3,000,000 shares in their initial purchase.
What is Daniel Loeb's average cost basis for CRM?
Based on historical transaction data, Daniel Loeb's estimated cost basis for Salesforce.com Inc (CRM) is approximately $199.78 per share. This represents their average reported price* across all buy transactions.
Has Daniel Loeb reinvested in CRM after selling?
Yes, Daniel Loeb has shown renewed interest in Salesforce.com Inc (CRM). After completely selling their position, they reinitiated an investment in 2023 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $199.78
- Weighted AVG sell price:
- $199.78
CRM transactions history by Third Point
15 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2023 Q2
|
0.00%
|
0
|
$199.78
|
|
-100% (-800,000)
|
-2.62%
|
|
2023 Q1
|
2.62%
|
800,000
|
$199.78
|
$159,824,000
|
new
|
+2.62%
|
|
2021 Q1
|
0.00%
|
0
|
$222.53
|
|
-100% (-900,000)
|
-1.54%
|
|
2020 Q4
|
1.54%
|
$222.53
|
-36.84% (-525,000)
|
|||
|
2020 Q2
|
3.65%
|
$187.33
|
-6.56% (-100,000)
|
|||
|
2020 Q1
|
3.50%
|
$143.98
|
-30.68% (-675,000)
|
|||
|
2019 Q4
|
4.11%
|
$162.64
|
-12.00% (-300,000)
|
|||
|
2019 Q3
|
4.41%
|
$148.44
|
+92.31% (+1,200,000)
|
|||
|
2019 Q2
|
2.31%
|
$151.73
|
+10.64% (+125,000)
|
|||
|
2018 Q4
|
2.47%
|
$136.97
|
+135.00% (+675,000)
|
|||
|
2018 Q3
|
0.56%
|
$159.03
|
-20.00% (-125,000)
|
|||
|
2018 Q2
|
0.60%
|
$136.40
|
+38.89% (+175,000)
|
|||
|
2018 Q1
|
0.41%
|
$116.30
|
new
|
|||
|
2017 Q2
|
0.00%
|
$82.49
|
-100% (-3,000,000)
|
|||
|
2017 Q1
|
2.44%
|
$82.49
|
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.
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.