SCM
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Steadfast Capital Management’s Salesforce CRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-709,313
Closed -$178M 63
2020
Q3
$178M Sell
709,313
-148,964
-17% -$37.4M 1.95% 22
2020
Q2
$161M Buy
858,277
+378,962
+79% +$71M 1.84% 18
2020
Q1
$69M Buy
+479,315
New +$69M 1.06% 35
2015
Q2
Sell
-535,475
Closed -$35.8M 59
2015
Q1
$35.8M Buy
+535,475
New +$35.8M 0.5% 41