CRM β€” SALESFORCE INC

Ownership history in Point72 (DIFC) Ltd  Β·  16 quarters on record

This page tracks every 13F SEC filing in which Point72 (DIFC) Ltd reported a position in SALESFORCE INC (CRM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.28% (2024 Q4)
πŸ“Š Avg. % of fund
0.3%
πŸ“… First filed
2024 Q1
πŸ“… Last filed
2025 Q2
⏱ Quarters held
16

Position Intelligence

Point72 (DIFC) Ltd Γ— CRM AI Analytics

πŸ“‰ Point72 (DIFC) Ltd underperformed the S&P 500 by –1.2% annually on this CRM position. Timing score: 67% (8/12 decisions correct). Average cost basis: $292.60. Maximum drawdown during holding period: –19.7%.

πŸ“ˆ Position Alpha vs SPY
-1.2%
annualised excess return

⚠️ Trailed SPY by 1.2% ann. on this position.
12 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
8 of 12 add/trim decisions correct

πŸ’° Entry Quality
$292.60
-7.1% vs current ($271.78)

Best entry: $254.35 (2024 Q2)  Β·  Worst: $332.16 (2024 Q4)

πŸ›‘οΈ Drawdown Resilience
–19.7%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
44%
buy-side decisions

7 adds Β· 9 trims. Bought during 1 of 1 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.06% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    CRM price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 5,600 +5,400 +2700.0% 0.06% $1.5M $271.78
2025 Q2 REDUCED 200 -5,238 -96.3% 0.00% $55K $271.78
2025 Q2 REDUCED 5,438 -40,523 -88.2% 0.06% $1.5M $271.78
2025 Q1 ADDED 45,961 +45,161 +5645.1% 0.51% $12.3M $266.62
2025 Q1 REDUCED 800 -5,800 -87.9% 0.01% $215K $266.62
2025 Q1 ADDED 6,600 +200 +3.1% 0.07% $1.8M $266.62
2024 Q4 REDUCED 6,400 -97,672 -93.9% 0.08% $2.1M $332.16
2024 Q4 ADDED 104,072 +93,172 +854.8% 1.28% $34.8M $332.16
2024 Q4 REDUCED 10,900 -15,400 -58.6% 0.13% $3.6M $332.16
2024 Q3 REDUCED 26,300 -11,600 -30.6% 0.24% $7.2M $271.62
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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