Dan Polen - Polen Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    221
Portfolio value:    $14,456,164,077
Holdings Activity Buys Sells    History
Holding/activity history for  Salesforce.com (CRM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,215 <0.01 Reduce 52.93% <0.01 $186.72 $226,859 SEC
2025   Q4 2,581 <0.01 Reduce 31.21% <0.01 $264.93 $683,775 SEC
2025   Q3 3,752 <0.01 Reduce 24.79% <0.01 $237.03 $889,335 SEC
2025   Q2 4,989 <0.01 Reduce 39.58% <0.01 $272.69 $1,360,426 SEC
2025   Q1 8,257 0.01 Reduce 57.83% 0.01 $268.37 $2,215,928 SEC
2024   Q4 19,582 0.02 Reduce 45.16% 0.01 $334.34 $6,546,952 SEC
2024   Q3 35,710 0.03 Reduce 99.47% 4.31 $273.71 $9,774,289 SEC
2024   Q2 6,714,688 4.33 Reduce 3.45% 0.17 $257.10 $1,726,346,373 SEC
2024   Q1 6,954,745 4.84 Reduce 4.41% 0.20 $301.18 $2,094,630,080 SEC
2023   Q4 7,275,372 4.62 Reduce 5.03% 0.21 $263.14 $1,914,441,373 SEC
2023   Q3 7,660,386 4.09 Reduce 3.19% 0.13 $202.78 $1,553,373,082 SEC
2023   Q2 7,912,495 4.15 Reduce 24.75% 1.37 $211.26 $1,671,593,626 SEC
2023   Q1 10,514,664 5.54 Add 0.33% 0.02 $199.78 $2,100,619,598 SEC
2022   Q4 10,480,436 4.06 Reduce 5.22% 0.23 $132.59 $1,389,601,020 SEC
2022   Q3 11,057,687 4.46 Add 12.50% 0.50 $143.84 $1,590,538,000 SEC
2022   Q2 9,828,924 4.28 Reduce 2.47% 0.10 $165.04 $1,622,166,000 SEC
2022   Q1 10,078,023 4.18 Reduce 0.10% <0.01 $212.32 $2,139,766,000 SEC
2021   Q4 10,088,504 4.31 Add 3.18% 0.13 $254.13 $2,563,792,000 SEC
2021   Q3 9,777,594 4.87 Add 1.33% 0.06 $271.22 $2,651,879,000 SEC
2021   Q2 9,649,227 4.52 Add 4.56% 0.20 $244.27 $2,357,017,000 SEC
2021   Q1 9,228,555 4.40 Add 31.04% 1.04 $211.87 $1,955,254,000 SEC
2020   Q4 7,042,522 3.65 Add 4.22% 0.15 $222.53 $1,567,172,000 SEC
2020   Q3 6,757,081 4.55 Add 0.64% 0.03 $251.32 $1,698,190,000 SEC
2020   Q2 6,714,347 3.81 Add 10.75% 0.37 $187.33 $1,257,799,000 SEC
2020   Q1 6,062,595 3.79 Add 96.72% 1.86 $143.98 $872,892,000 SEC
2019   Q4 3,081,772 1.97 Buy 1.97 $162.64 $501,219,000 SEC