Phil Town's CRM Position Overview
Phil Town (via Rule One Partners, LLC) currently holds 99,001 shares of Salesforce, Inc. (CRM) worth $15.64 M, representing 2.25% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Phil Town has initiated a new position in CRM, representing a fresh investment thesis on this company. Largest addition occurred in Q2 2026, adding 12,001 shares.
Analysis based on 13F filings available since 2013 Q2
Phil Town's Salesforce (CRM) Holding Value Over Time
Track share changes against reported price movement
Quarterly Salesforce (CRM) Trades by Phil Town
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +12,001 | Add 13.79% | 99,001 | $157.93 |
| Q1 2026 | +87,000 | New Buy | 87,000 | $186.67 |
Phil Town's Salesforce Investment FAQs
Phil Town first purchased Salesforce, Inc. (CRM) in Q1 2026, acquiring 87,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Phil Town has held Salesforce, Inc. (CRM) for 2 quarters since Q1 2026.
Phil Town's largest addition to Salesforce, Inc. (CRM) was in Q1 2026, adding 87,000 shares worth $16.24 M.
According to the latest 13F filing for Q2 2026, Phil Town's firm, Rule One Partners, LLC, owns 99,001 shares of Salesforce, Inc. (CRM), valued at approximately $15.64 M.
As of the Q2 2026 filing, Salesforce, Inc. (CRM) represents approximately 2.25% of Phil Town's publicly disclosed stock portfolio, making it one of their key holdings.
Phil Town's peak holding in Salesforce, Inc. (CRM) was 99,001 shares, as reported at the end of Q2 2026.