AKRE Capital Management’s Salesforce CRM Stock Holding History

AKRE Capital Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$134M	Buy	+717,799	New	+$149M	2.18%	13
2022 Q4	–	Sell	-3,095,500	Closed	-$445M	–	22
2022 Q3	$445M	Buy	3,095,500 +25,500	+0.8%	+$4.32M	3.93%	12
2022 Q2	$507M	Buy	3,070,000 +232,790	+8%	+$41.1M	4.06%	11
2022 Q1	$602M	Buy	2,837,210 +37,210	+1%	+$8.01M	4.11%	12
2021 Q4	$712M	Hold	2,800,000	–	–	3.97%	12
2021 Q3	$759M	Hold	2,800,000	–	–	4.68%	10
2021 Q2	$684M	Buy	+2,800,000	New	+$645M	4.21%	11

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AKRE Capital Management's CRM Position: Q1 2026 in Review

AKRE Capital Management opened a new position in Salesforce (CRM) in Q1 2026: 717,799 shares worth $134M. The stake represents 2.18% of the portfolio and ranks #13 among its holdings. This is a return to the name: AKRE Capital Management previously reported a position in CRM as recently as Q3 2022.

AKRE Capital Management first reported a position in CRM in Q2 2021 and has held it in 7 quarters since. The position peaked at $759M in Q3 2021. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

AKRE Capital Management held 717,799 shares of Salesforce worth $134M as of Q1 2026.
Salesforce was a new AKRE Capital Management position in Q1 2026.
Salesforce made up 2.18% of AKRE Capital Management's portfolio in Q1 2026, its #13 holding.
AKRE Capital Management first reported a position in Salesforce in Q2 2021 and has held it in 7 quarters since.
AKRE Capital Management's Salesforce position peaked at $759M in Q3 2021.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on AKRE Capital Management's 13F filing for Q1 2026, filed 14 May 2026.