Polen Capital Management — CRM Trade History
Quarter-by-quarter changes in the SALESFORCE INC position · CUSIP 79466L302
Sold outFirst seen: 2019 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-04 | Sold out | — | -1,215 | -100.0% | — | — |
| 2026 Q1 | 2026-05-14 | Reduce | 1,215 | -1,366 | -52.9% | $226.9K | 0.00% |
| 2025 Q4 | 2026-02-12 | Reduce | 2,581 | -1,171 | -31.2% | $683.8K | 0.00% |
| 2025 Q3 | 2025-11-12 | Reduce | 3,752 | -1,237 | -24.8% | $889.3K | 0.00% |
| 2025 Q2 | 2025-08-13 | Reduce | 4,989 | -3,268 | -39.6% | $1.4M | 0.00% |
| 2025 Q1 | 2025-05-12 | Reduce | 8,257 | -27,453 | -76.9% | $2.2M | 0.01% |
| 2024 Q3 | 2025-02-10 | Add | 35,710 | 16,128 | +82.4% | $9.8M | 0.03% |
| 2024 Q4 | 2025-02-10 | Reduce | 19,582 | -6,695,106 | -99.7% | $6.5M | 0.02% |
| 2024 Q2 | 2024-08-12 | Reduce | 6,714,688 | -560,684 | -7.7% | $1.73B | 4.33% |
| 2023 Q4 | 2024-05-10 | Add | 7,275,372 | 320,627 | +4.6% | $1.91B | 4.61% |
| 2024 Q1 | 2024-05-10 | Reduce | 6,954,745 | -705,641 | -9.2% | $2.09B | 4.83% |
| 2023 Q3 | 2023-11-13 | Reduce | 7,660,386 | -252,109 | -3.2% | $1.55B | 4.08% |
| 2023 Q2 | 2023-08-11 | New | 7,912,495 | 7,912,495 | — | $1.67B | 4.14% |
| 2023 Q1 | 2023-05-11 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-13 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-04 | — | — | — | — | — | — |
| 2022 Q2 | 2022-08-10 | — | — | — | — | — | — |
| 2022 Q1 | 2022-05-12 | — | — | — | — | — | — |
| 2021 Q4 | 2022-02-11 | — | — | — | — | — | — |
| 2021 Q3 | 2021-11-10 | — | — | — | — | — | — |
| 2021 Q2 | 2021-08-12 | — | — | — | — | — | — |
| 2021 Q1 | 2021-05-12 | — | — | — | — | — | — |
| 2020 Q4 | 2021-02-11 | — | — | — | — | — | — |
| 2020 Q3 | 2020-11-12 | — | — | — | — | — | — |
| 2020 Q2 | 2020-08-13 | — | — | — | — | — | — |
| 2020 Q1 | 2020-05-11 | — | — | — | — | — | — |
| 2019 Q4 | 2020-02-06 | — | — | — | — | — | — |
| 2019 Q3 | 2019-11-12 | — | — | — | — | — | — |
| 2019 Q2 | 2019-08-12 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-13 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-12 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-09 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-11 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-09 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-10 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-11 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-14 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.