MCM
Melvin Capital Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-2,243,520
| Closed | -$420M | – | 63 |
|
|
2020
Q2 | $420M | Sell |
2,243,520
-56,817
| -2% | -$10.6M | 2.48% | 12 |
|
|
2020
Q1 | $331M | Buy |
2,300,337
+153,962
| +7% | +$22.2M | 2.64% | 10 |
|
|
2019
Q4 | $349M | Sell |
2,146,375
-68,941
| -3% | -$11.2M | 2.87% | 7 |
|
|
2019
Q3 | $329M | Buy |
2,215,316
+1,078,657
| +95% | +$160M | 2.66% | 10 |
|
|
2019
Q2 | $172M | Buy |
1,136,659
+70,116
| +7% | +$10.6M | 1.76% | 15 |
|
|
2019
Q1 | $169M | Buy |
+1,066,543
| New | +$169M | 1.98% | 16 |
|
|
2018
Q4 | – | Sell |
-1,070,693
| Closed | -$170M | – | 46 |
|
|
2018
Q3 | $170M | Sell |
1,070,693
-799,489
| -43% | -$127M | 1.79% | 16 |
|
|
2018
Q2 | $255M | Sell |
1,870,182
-35,318
| -2% | -$4.82M | 2.31% | 10 |
|
|
2018
Q1 | $222M | Buy |
1,905,500
+493,862
| +35% | +$57.4M | 2.12% | 10 |
|
|
2017
Q4 | $144M | Buy |
1,411,638
+561,638
| +66% | +$57.4M | 1.37% | 13 |
|
|
2017
Q3 | $79.4M | Buy |
850,000
+75,000
| +10% | +$7.01M | 0.96% | 22 |
|
|
2017
Q2 | $67.1M | Buy |
775,000
+75,000
| +11% | +$6.5M | 0.88% | 20 |
|
|
2017
Q1 | $57.7M | Buy |
+700,000
| New | +$57.7M | 0.99% | 22 |
|
|
2016
Q3 | – | Sell |
-700,000
| Closed | -$55.6M | – | 48 |
|
|
2016
Q2 | $55.6M | Buy |
700,000
+425,000
| +155% | +$33.7M | 1.78% | 14 |
|
|
2016
Q1 | $20.3M | Buy |
+275,000
| New | +$20.3M | 0.77% | 37 |
|