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Chuck Akre’s CRM Holdings & Trades

First Buy
Q2 2021
Duration Held
8 Quarters
Largest Add
Q2 2021
+2.8 M Shares
Current Position
717,799 Shares
$133.99 M Value

Chuck Akre's CRM Position Overview

Chuck Akre (via Akre Capital Management LLC) currently holds 717,799 shares of Salesforce, Inc. (CRM) worth $133.99 M, representing 2.18% of the portfolio. First purchased in 2021-Q2, this short-term holding has been held for 8 quarters.

Based on 13F filings, Chuck Akre has maintained this position in CRM for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 717,799 shares. Largest reduction occurred in Q4 2022, reducing 3.1 M shares.

Analysis based on 13F filings available since 2013 Q2

Chuck Akre's Salesforce (CRM) Holding Value Over Time

Track share changes against reported price movement

Quarterly Salesforce (CRM) Trades by Chuck Akre

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q1 2026 +717,799 New Buy 717,799 $186.67
Q4 2022 -3.1 M Sold Out 0 $0.00
Q3 2022 +25,500 Add 0.83% 3.1 M $143.84
Q2 2022 +232,790 Add 8.20% 3.07 M $165.04
Q1 2022 +37,210 Add 1.33% 2.84 M $212.32
Q2 2021 +2.8 M New Buy 2.8 M $244.27

Chuck Akre's Salesforce Investment FAQs

Chuck Akre first purchased Salesforce, Inc. (CRM) in Q2 2021, acquiring 2,800,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Chuck Akre has held Salesforce, Inc. (CRM) for 8 quarters since Q2 2021.

Chuck Akre's largest addition to Salesforce, Inc. (CRM) was in Q2 2021, adding 2,800,000 shares worth $683.96 M.

According to the latest 13F filing for Q1 2026, Chuck Akre's firm, Akre Capital Management LLC, owns 717,799 shares of Salesforce, Inc. (CRM), valued at approximately $133.99 M.

As of the Q1 2026 filing, Salesforce, Inc. (CRM) represents approximately 2.18% of Chuck Akre's publicly disclosed stock portfolio, making it one of their key holdings.

Chuck Akre's peak holding in Salesforce, Inc. (CRM) was 3,095,500 shares, as reported at the end of Q3 2022.