CRM
Salesforce.com Inc
Salesforce.com Inc historical holders
total: 22
Hillman Value Fund Salesforce.com Inc transactions over time
- Total transactions:
- 7
- New positions:
- 1
- Added:
- 1
- Reduced:
- 5
- Held since:
- 2022 Q1
- Held for:
- 17 quarters
- Latest activity:
- 2025 Q4
Mark A. Hillman has been an institutional investor in Salesforce.com Inc (CRM) since 2022 Q1. According to 2026 Q1 report, Mark A. Hillman holds 9,000 shares with a market value of roughly $1.68M representing 2.02% of their equity portfolio. The fund/company first acquired CRM in 2022 Q1, initially purchasing 30,600 shares. Since the initial investment, Hillman Value Fund has made 6 more transactions in this position.
Does Mark A. Hillman still hold CRM?
Yes, Mark A. Hillman continues to hold Salesforce.com Inc (CRM). According to their 2026 Q1 report, they maintain a position of 9,000 shares valued at approximately $1.68M, representing 2.02% of their equity portfolio.
When did Mark A. Hillman first invest in CRM?
Mark A. Hillman first invested in Salesforce.com Inc (CRM) in 2022 Q1 at the reported quarter-end price of $212.32 per share, acquiring 30,600 shares in their initial purchase.
What is Mark A. Hillman's average cost basis for CRM?
Based on historical transaction data, Mark A. Hillman's estimated cost basis for Salesforce.com Inc (CRM) is approximately $202.90 per share. This represents their average reported price* across all buy transactions.
Estimated cost basis*
- Weighted AVG buy price:
- $202.90
- Weighted AVG sell price:
- $242.06
CRM transactions history by Hillman Value Fund
7 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2025 Q4
|
2.54%
|
9,000
|
$264.91
|
$2,384,190
|
-18.18% (-2,000)
|
-0.5%
|
|
2025 Q2
|
2.53%
|
11,000
|
$272.69
|
$2,999,590
|
-17.29% (-2,300)
|
-0.44%
|
|
2025 Q1
|
2.51%
|
13,300
|
$268.36
|
$3,569,188
|
-34.16% (-6,900)
|
-0.88%
|
|
2024 Q2
|
2.29%
|
20,200
|
$257.10
|
$5,193,420
|
-21.75% (-5,615)
|
-0.59%
|
|
2023 Q2
|
2.50%
|
25,815
|
$211.26
|
$5,453,677
|
-32.45% (-12,400)
|
-1.3%
|
|
2022 Q2
|
3.02%
|
38,215
|
$165.04
|
$6,307,004
|
+24.89% (+7,615)
|
+0.6%
|
|
2022 Q1
|
2.64%
|
30,600
|
$212.32
|
$6,496,992
|
new
|
+2.64%
|
* 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.