ACM
Altimeter Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-271,725
| Closed | -$90.8M | – | 22 |
|
|
2024
Q4 | $90.8M | Sell |
271,725
-186,010
| -41% | -$62.2M | 1.64% | 16 |
|
|
2024
Q3 | $125M | Buy |
457,735
+94,145
| +26% | +$25.8M | 1.86% | 12 |
|
|
2024
Q2 | $93.5M | Buy |
+363,590
| New | +$93.5M | 1.39% | 12 |
|
|
2021
Q2 | – | Sell |
-1,454,989
| Closed | -$308M | – | 36 |
|
|
2021
Q1 | $308M | Sell |
1,454,989
-1,511,734
| -51% | -$320M | 2.2% | 7 |
|
|
2020
Q4 | $660M | Hold |
2,966,723
| – | – | 6.11% | 5 |
|
|
2020
Q3 | $746M | Sell |
2,966,723
-187,100
| -6% | -$47M | 12.59% | 3 |
|
|
2020
Q2 | $591M | Hold |
3,153,823
| – | – | 12.5% | 4 |
|
|
2020
Q1 | $454M | Sell |
3,153,823
-980,080
| -24% | -$141M | 13.63% | 3 |
|
|
2019
Q4 | $672M | Hold |
4,133,903
| – | – | 15.02% | 3 |
|
|
2019
Q3 | $614M | Buy |
4,133,903
+3,853,903
| +1,376% | +$572M | 14.97% | 3 |
|
|
2019
Q2 | $42.5M | Buy |
280,000
+15,000
| +6% | +$2.28M | 1.16% | 9 |
|
|
2019
Q1 | $42M | Hold |
265,000
| – | – | 1.44% | 9 |
|
|
2018
Q4 | $36.3M | Buy |
265,000
+70,000
| +36% | +$9.59M | 1.32% | 9 |
|
|
2018
Q3 | $31M | Buy |
195,000
+21,560
| +12% | +$3.43M | 1.21% | 11 |
|
|
2018
Q2 | $23.7M | Buy |
173,440
+28,440
| +20% | +$3.88M | 1.11% | 10 |
|
|
2018
Q1 | $16.9M | Buy |
145,000
+40,000
| +38% | +$4.65M | 0.84% | 11 |
|
|
2017
Q4 | $10.7M | Sell |
105,000
-25,000
| -19% | -$2.56M | 0.56% | 11 |
|
|
2017
Q3 | $12.1M | Hold |
130,000
| – | – | 0.57% | 13 |
|
|
2017
Q2 | $11.3M | Hold |
130,000
| – | – | 0.47% | 15 |
|
|
2017
Q1 | $10.7M | Sell |
130,000
-25,000
| -16% | -$2.06M | 0.5% | 15 |
|
|
2016
Q4 | $10.6M | Buy |
+155,000
| New | +$10.6M | 0.54% | 15 |
|