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	$15.7M	Hold	100,000	–	–	0.31%	17
2026 Q1	$18.7M	Buy	+100,000	New	+$20.7M	0.3%	16

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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.