First Eagle added CRM · Salesforce, Inc.
$1.7B · now 2.6% of the portfolio
TRADED BY
Sep 30
FILED
Nov 10
YOU SEE IT
Nov 10
41 days between the trade and the filing. That gap is the law, not our latency — a 13F is due 45 days after the quarter ends.
$210 now
OUR VALUE
$210 today
low $252mid $336high $419
2 models, as of 2026-11-10.
Still worth a look: the price is 17% below our low estimate.
安全边际周报
每周六一封：市场温度、投资大师的申报，以及本周研究。