CRM β€” SALESFORCE.COM

Ownership history in Rosenbaum Jay D.  Β·  30 quarters on record

This page tracks every 13F SEC filing in which Rosenbaum Jay D. reported a position in SALESFORCE.COM (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
2.9% (2023 Q1)
πŸ“Š Avg. % of fund
2.03%
πŸ“… First filed
2017 Q1
πŸ“… Last filed
2024 Q2
⏱ Quarters held
30

Position Intelligence

Rosenbaum Jay D. Γ— CRM AI Analytics

πŸ“ˆ Rosenbaum Jay D. outperformed the S&P 500 by +6.3% annually on this CRM position. Timing score: 63% (17/27 decisions correct). Average cost basis: $111.53. Maximum drawdown during holding period: –51.1%.

πŸ“ˆ Position Alpha vs SPY
+6.3%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 6.3% per year on this position.
29 quarters analyzed

⏱️ Timing Score
63%

βœ… Decent timing β€” more right than wrong on entries and exits.
17 of 27 add/trim decisions correct

πŸ’° Entry Quality
$111.53
+128.1% vs current ($254.35)

Best entry: $81.50 (2017 Q1)  Β·  Worst: $251.08 (2021 Q4)

πŸ›‘οΈ Drawdown Resilience
–51.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

14 adds Β· 14 trims. Bought during 9 of 13 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

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

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.71% 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)
2024 Q2 REDUCED 1,178 -5 -0.4% 1.71% $303K $254.35
2024 Q1 REDUCED 1,183 -2,737 -69.8% 2.02% $356K $297.95
2023 Q4 REDUCED 3,920 -3,385 -46.3% 2.67% $1.0M $259.98
2023 Q3 REDUCED 7,305 -45 -0.6% 2.48% $1.5M $200.35
2023 Q2 REDUCED 7,350 -545 -6.9% 2.49% $1.6M $208.72
2023 Q1 ADDED 7,895 +661 +9.1% 2.90% $1.6M $197.38
2022 Q4 ADDED 7,234 +185 +2.6% 2.07% $959K $131.00
2022 Q3 ADDED 7,049 +40 +0.6% 2.34% $1.0M $142.11
2022 Q2 ADDED 7,009 +393 +5.9% 2.24% $1.2M $163.06
2022 Q1 ADDED 6,616 +236 +3.7% 2.22% $1.4M $209.77
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CRM

As of 2025 Q4 β€” sorted by position size

FERNBRIDGE CAPITAL MANAGEMENT LP 3Y 22.89% DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 3Y 13.27% ValueAct Holdings, L.P. 3Y 7Y 11.29% Veritas Asset Management LLP 3Y 7Y 8.04% Vulcan Value Partners, LLC 3Y 7Y 7.55% TenCore Partners, LP 3Y 7.3% Contour Asset Management LLC 3Y 7Y 7.01% Novo Holdings A/S 3Y 7Y 6.79% Montaka Global Pty Ltd 5.61% GENERATION INVESTMENT MANAGEMENT LLP 3Y 7Y 5.1%
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