LPC
Lone Pine Capital’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $508M | Buy |
1,863,179
+131,499
| +8% | +$35.9M | 3.62% | 14 |
|
|
2025
Q1 | $465M | Buy |
1,731,680
+166,487
| +11% | +$44.7M | 4.01% | 14 |
|
|
2024
Q4 | $523M | Sell |
1,565,193
-772,637
| -33% | -$258M | 3.89% | 13 |
|
|
2024
Q3 | $640M | Buy |
+2,337,830
| New | +$640M | 4.77% | 6 |
|
|
2024
Q2 | – | Sell |
-2,400,267
| Closed | -$723M | – | 25 |
|
|
2024
Q1 | $723M | Sell |
2,400,267
-99,363
| -4% | -$29.9M | 5.71% | 5 |
|
|
2023
Q4 | $658M | Hold |
2,499,630
| – | – | 5.69% | 5 |
|
|
2023
Q3 | $507M | Buy |
2,499,630
+804,634
| +47% | +$163M | 4.89% | 7 |
|
|
2023
Q2 | $358M | Sell |
1,694,996
-340,300
| -17% | -$71.9M | 3.28% | 17 |
|
|
2023
Q1 | $407M | Buy |
2,035,296
+1,486,293
| +271% | +$297M | 3.76% | 11 |
|
|
2022
Q4 | $72.8M | Buy |
+549,003
| New | +$72.8M | 0.69% | 25 |
|
|
2020
Q3 | – | Sell |
-3,045,252
| Closed | -$570M | – | 33 |
|
|
2020
Q2 | $570M | Buy |
+3,045,252
| New | +$570M | 2.88% | 18 |
|
|
2020
Q1 | – | Sell |
-4,140,694
| Closed | -$673M | – | 39 |
|
|
2019
Q4 | $673M | Sell |
4,140,694
-964,066
| -19% | -$157M | 3.57% | 11 |
|
|
2019
Q3 | $758M | Buy |
5,104,760
+2,163,027
| +74% | +$321M | 4.46% | 6 |
|
|
2019
Q2 | $446M | Buy |
2,941,733
+981,520
| +50% | +$149M | 2.78% | 18 |
|
|
2019
Q1 | $310M | Buy |
1,960,213
+1,302,213
| +198% | +$206M | 1.81% | 23 |
|
|
2018
Q4 | $90.1M | Buy |
+658,000
| New | +$90.1M | 0.61% | 22 |
|
|
2018
Q1 | – | Sell |
-4,864,570
| Closed | -$497M | – | 34 |
|
|
2017
Q4 | $497M | Sell |
4,864,570
-1,406,236
| -22% | -$144M | 2.6% | 23 |
|
|
2017
Q3 | $586M | Buy |
6,270,806
+3,622,378
| +137% | +$338M | 2.85% | 17 |
|
|
2017
Q2 | $229M | Buy |
+2,648,428
| New | +$229M | 1.17% | 29 |
|