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Salesforce.com Inc

CRM

Salesforce.com Inc

Salesforce.com Inc historical holders

total: 22

Rule One Fund Salesforce.com Inc transactions over time

Total transactions:
1
New positions:
1
Held since:
2026 Q1
Held for:
1 quarter
Latest activity:
2026 Q1
Phil Town has been an institutional investor in Salesforce.com Inc (CRM) since 2026 Q1. According to 2026 Q1 report, Phil Town holds 84,000 shares with a market value of roughly $15.68M representing 7.45% of their equity portfolio. The fund/company first acquired CRM in 2026 Q1, initially purchasing 84,000 shares.

Does Phil Town still hold CRM?

Yes, Phil Town continues to hold Salesforce.com Inc (CRM). According to their 2026 Q1 report, they maintain a position of 84,000 shares valued at approximately $15.68M, representing 7.45% of their equity portfolio.

When did Phil Town first invest in CRM?

Phil Town first invested in Salesforce.com Inc (CRM) in 2026 Q1 at the reported quarter-end price of $186.67 per share, acquiring 84,000 shares in their initial purchase.

What is Phil Town's average cost basis for CRM?

Based on historical transaction data, Phil Town's estimated cost basis for Salesforce.com Inc (CRM) is approximately $186.67 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$186.67

CRM transactions history by Rule One Fund

1 result
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
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.