SEC 13F Intelligence

Melvin Capital Management LP / CRM

Melvin Capital Management LP’s Salesforce Inc Position

Does Melvin Capital Management LP own Salesforce Inc (CRM)? Not currently — the last reported position was 2.24M shares worth $420M in Q2 2020; the fund’s latest 13F (Q3 2023) no longer reports it.

Position Value
$420M
Q2 2020
Shares
2.24M
% of Portfolio
+2.48%
Quarters Held
6
position exited

Position History CRM

Reported value by quarter
Q1 ’19: $169MQ1 ’19Q2 ’19: $172MQ2 ’19Q3 ’19: $329MQ3 ’19Q4 ’19: $349MQ4 ’19Q1 ’20: $331MQ1 ’20Q2 ’20: $420MQ2 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20202.24M$420M+2.48%
Q1 20202.30M$331M+2.64%
Q4 20192.15M$349M+2.87%
Q3 20192.22M$329M+2.66%
Q2 20191.14M$172M+1.76%
Q1 20191.07M$169M+1.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Melvin Capital Management LP’s full portfolio or all institutional holders of CRM.