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Ken Fisher’s CRM Holdings & Trades

First Buy
Q2 2013
Duration Held
44 Quarters
Largest Add
Q1 2020
+3.61 M Shares
Current Position
4.28 M Shares
$1.13 B Value

Ken Fisher's CRM Position Overview

Ken Fisher (via Fisher Asset Management, LLC) currently holds 4.28 M shares of Salesforce, Inc. (CRM) worth $1.13 B, representing 0.39% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 44 quarters.

Based on 13F filings since 2013, Ken Fisher has maintained a long-term strategic position in CRM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2020, adding 3.61 M shares. Largest reduction occurred in Q1 2025, reducing 4.4 M shares.

Analysis based on 13F filings available since 2013 Q2

Ken Fisher's Salesforce (CRM) Holding Value Over Time

Track share changes against reported price movement

Quarterly Salesforce (CRM) Trades by Ken Fisher

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 -49,753 Reduce 1.15% 4.28 M $264.91
Q3 2025 +101,191 Add 2.39% 4.33 M $237.00
Q2 2025 -3.82 M Reduce 47.50% 4.23 M $272.69
Q1 2025 -4.4 M Reduce 35.35% 8.05 M $268.36
Q4 2024 +177,321 Add 1.44% 12.45 M $334.33
Q3 2024 +314,530 Add 2.63% 12.28 M $273.71
Q2 2024 +1.12 M Add 10.34% 11.96 M $257.10
Q1 2024 -4.06 M Reduce 27.27% 10.84 M $301.18
Q4 2023 +736,986 Add 5.20% 14.91 M $263.14
Q3 2023 +279,320 Add 2.01% 14.17 M $202.78
Q2 2023 +376,989 Add 2.79% 13.89 M $211.26
Q1 2023 -363,242 Reduce 2.62% 13.51 M $199.78
Q4 2022 +1.15 M Add 9.03% 13.88 M $132.59
Q3 2022 -2.95 M Reduce 18.81% 12.73 M $143.84
Q2 2022 +440,246 Add 2.89% 15.67 M $165.04
Q1 2022 +669,616 Add 4.60% 15.23 M $212.32
Q4 2021 +655,371 Add 4.71% 14.57 M $254.13
Q3 2021 +488,928 Add 3.64% 13.91 M $271.22
Q2 2021 +467,815 Add 3.61% 13.42 M $244.27
Q1 2021 +460,821 Add 3.69% 12.95 M $211.87
Q4 2020 +599,727 Add 5.04% 12.49 M $222.53
Q3 2020 +386,087 Add 3.36% 11.89 M $251.32
Q2 2020 +632,852 Add 5.82% 11.51 M $187.33
Q1 2020 +3.61 M Add 49.62% 10.87 M $143.98
Q4 2019 +2,170 Add 0.03% 7.27 M $162.64
Q3 2019 +1.65 M Add 29.30% 7.27 M $148.44
Q2 2019 +274,633 Add 5.14% 5.62 M $151.73
Q1 2019 +1.93 M Add 56.44% 5.34 M $158.37
Q4 2018 +2.19 M Add 178.18% 3.42 M $136.97
Q3 2018 +680,261 Add 124.19% 1.23 M $159.03
Q2 2018 +30,089 Add 5.81% 547,757 $136.40
Q1 2018 +111,906 Add 27.58% 517,668 $116.30
Q4 2017 -42,093 Reduce 9.40% 405,762 $102.23
Q3 2017 -13,949 Reduce 3.02% 447,855 $93.42
Q2 2017 +176,449 Add 61.83% 461,804 $86.60
Q1 2017 +273,428 Add 2292.51% 285,355 $82.49
Q4 2016 +2,335 Add 24.34% 11,927 $68.50
Q3 2016 -2,157 Reduce 18.36% 9,592 $71.31
Q2 2016 +3,143 Add 36.52% 11,749 $81.62
Q1 2016 -4,987 Reduce 36.69% 8,606 $76.34
Q4 2015 +8,987 Add 195.12% 13,593 $78.42
Q3 2015 +4,606 New Buy 4,606 $69.47
Q3 2013 -5,578 Sold Out 0 $0.00
Q2 2013 +5,578 Add 0.00% 5,578 $38.19

Ken Fisher's Salesforce Investment FAQs

Ken Fisher first purchased Salesforce, Inc. (CRM) in Q2 2013, acquiring 5,578 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Ken Fisher has held Salesforce, Inc. (CRM) for 44 quarters since Q2 2013.

Ken Fisher's largest addition to Salesforce, Inc. (CRM) was in Q1 2020, adding 10,873,498 shares worth $1.57 B.

According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 4,278,477 shares of Salesforce, Inc. (CRM), valued at approximately $1.13 B.

As of the Q4 2025 filing, Salesforce, Inc. (CRM) represents approximately 0.39% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.

Ken Fisher's peak holding in Salesforce, Inc. (CRM) was 15,674,961 shares, as reported at the end of Q2 2022.