Tybourne Capital Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,448,561
Closed -$209M 23
2020
Q1
$209M Sell
1,448,561
-998,210
-41% -$144M 7.63% 4
2019
Q4
$398M Hold
2,446,771
15.25% 1
2019
Q3
$363M Buy
2,446,771
+687,200
+39% +$102M 15.78% 1
2019
Q2
$267M Sell
1,759,571
-334,100
-16% -$50.7M 9.49% 7
2019
Q1
$332M Sell
2,093,671
-239,800
-10% -$38M 12.9% 2
2018
Q4
$320M Buy
2,333,471
+529,636
+29% +$72.5M 14.21% 1
2018
Q3
$287M Sell
1,803,835
-459,000
-20% -$73M 12.28% 3
2018
Q2
$309M Sell
2,262,835
-2,254,865
-50% -$308M 13.8% 2
2018
Q1
$525M Buy
4,517,700
+171,200
+4% +$19.9M 25.89% 1
2017
Q4
$444M Buy
4,346,500
+945,000
+28% +$96.6M 28.53% 1
2017
Q3
$318M Sell
3,401,500
-1,336,644
-28% -$125M 24.35% 1
2017
Q2
$410M Buy
4,738,144
+2,053,200
+76% +$178M 18.33% 3
2017
Q1
$221M Sell
2,684,944
-178,200
-6% -$14.7M 9.92% 7
2016
Q4
$196M Buy
2,863,144
+23,610
+0.8% +$1.62M 9.51% 8
2016
Q3
$203M Buy
2,839,534
+476,001
+20% +$34M 10.1% 5
2016
Q2
$188M Buy
2,363,533
+1,381,300
+141% +$110M 9.74% 5
2016
Q1
$72.5M Buy
+982,233
New +$72.5M 4.69% 7
2013
Q4
Sell
-914,140
Closed -$47.5M 13
2013
Q3
$47.5M Sell
914,140
-130,100
-12% -$6.75M 5.63% 9
2013
Q2
$39.9M Buy
+1,044,240
New +$39.9M 5.94% 7