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Chuck Akre’s Salesforce CRM Stock Holding History

Chuck Akre’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
Q2 		$112M Hold
717,799
– – 2.2% 14
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Chuck Akre's CRM Position: Q2 2026 in Review

Chuck Akre held its Salesforce (CRM) position steady in Q2 2026 at 717,799 shares worth $112M. The position accounts for 2.2% of the portfolio, ranked #14.

Chuck Akre first reported a position in CRM in Q2 2021 and has held it in 8 quarters since. The position peaked at $759M in Q3 2021. 2,469 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Chuck Akre held 717,799 shares of Salesforce worth $112M as of Q2 2026.
  • Chuck Akre left its Salesforce share count unchanged in Q2 2026.
  • Salesforce made up 2.2% of Chuck Akre's portfolio in Q2 2026, its #14 holding.
  • Chuck Akre first reported a position in Salesforce in Q2 2021 and has held it in 8 quarters since.
  • Chuck Akre's Salesforce position peaked at $759M in Q3 2021.
  • 2,469 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on AKRE Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.