Ken Fisher's CRM Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 4.3M shares of Salesforce, Inc. (CRM) worth $1.03 B, representing 0.37% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 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 3.6M shares. Largest reduction occurred in Q1 2025, reducing 4.4M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +5,582 | Add 0.00% | 5,578 | $38.19 |
| Q3 2013 | -5,578 | Sold Out | 5,578 | $0.00 |
| Q3 2015 | +4,606 | New Buy | 4,606 | $69.47 |
| Q4 2015 | +8,987 | Add 195.12% | 13,593 | $78.42 |
| Q1 2016 | -4,987 | Reduce 36.69% | 8,606 | $76.34 |
| Q2 2016 | +3,143 | Add 36.52% | 11,749 | $81.62 |
| Q3 2016 | -2,157 | Reduce 18.36% | 9,592 | $71.31 |
| Q4 2016 | +2,335 | Add 24.34% | 11,927 | $68.50 |
| Q1 2017 | +273,428 | Add 2292.51% | 285,355 | $82.49 |
| Q2 2017 | +176,449 | Add 61.83% | 461,804 | $86.60 |
| Q3 2017 | -13,949 | Reduce 3.02% | 447,855 | $93.42 |
| Q4 2017 | -42,093 | Reduce 9.40% | 405,762 | $102.23 |
| Q1 2018 | +111,906 | Add 27.58% | 517,668 | $116.30 |
| Q2 2018 | +30,089 | Add 5.81% | 547,757 | $136.40 |
| Q3 2018 | +680,261 | Add 124.19% | 1.23 M | $159.03 |
| Q4 2018 | +2.19 M | Add 178.18% | 3.42 M | $136.97 |
| Q1 2019 | +1.93 M | Add 56.44% | 5.34 M | $158.37 |
| Q2 2019 | +274,633 | Add 5.14% | 5.62 M | $151.73 |
| Q3 2019 | +1.65 M | Add 29.30% | 7.27 M | $148.44 |
| Q4 2019 | +2,170 | Add 0.03% | 7.27 M | $162.64 |
| Q1 2020 | +3.61 M | Add 49.62% | 10.87 M | $143.98 |
| Q2 2020 | +632,852 | Add 5.82% | 11.51 M | $187.33 |
| Q3 2020 | +386,087 | Add 3.36% | 11.89 M | $251.32 |
| Q4 2020 | +599,727 | Add 5.04% | 12.49 M | $222.53 |
| Q1 2021 | +460,821 | Add 3.69% | 12.95 M | $211.87 |
| Q2 2021 | +467,815 | Add 3.61% | 13.42 M | $244.27 |
| Q3 2021 | +488,928 | Add 3.64% | 13.91 M | $271.22 |
| Q4 2021 | +655,371 | Add 4.71% | 14.57 M | $254.13 |
| Q1 2022 | +669,616 | Add 4.60% | 15.23 M | $212.32 |
| Q2 2022 | +440,246 | Add 2.89% | 15.67 M | $165.04 |
| Q3 2022 | -2.95 M | Reduce 18.81% | 12.73 M | $143.84 |
| Q4 2022 | +1.15 M | Add 9.03% | 13.88 M | $132.59 |
| Q1 2023 | -363,242 | Reduce 2.62% | 13.51 M | $199.78 |
| Q2 2023 | +376,989 | Add 2.79% | 13.89 M | $211.26 |
| Q3 2023 | +279,320 | Add 2.01% | 14.17 M | $202.78 |
| Q4 2023 | +736,986 | Add 5.20% | 14.91 M | $263.14 |
| Q1 2024 | -4.06 M | Reduce 27.27% | 10.84 M | $301.18 |
| Q2 2024 | +1.12 M | Add 10.34% | 11.96 M | $257.10 |
| Q3 2024 | +314,530 | Add 2.63% | 12.28 M | $273.71 |
| Q4 2024 | +177,321 | Add 1.44% | 12.45 M | $334.33 |
| Q1 2025 | -4.4 M | Reduce 35.35% | 8.05 M | $268.36 |
| Q2 2025 | -3.82 M | Reduce 47.50% | 4.23 M | $272.69 |
| Q3 2025 | +101,191 | Add 2.39% | 4.33 M | $237.00 |
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 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's largest addition to Salesforce, Inc. (CRM) was in Q1 2020, adding 10,873,498 shares worth $1.57 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 4,328,230 shares of Salesforce, Inc. (CRM), valued at approximately $1.03 B. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Salesforce, Inc. (CRM) represents approximately 0.37% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher's peak holding in Salesforce, Inc. (CRM) was 15,674,961 shares, as reported at the end of Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.