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User

Chuck Akre

Akre Capital Management

Chuck Akre Salesforce.com Inc stake

total: 85

Akre Capital Management CRM trades

Total transactions:
6
New positions:
2
Sold out:
1
Added:
3
Held since:
2026 Q1
Held for:
2 quarters
Latest activity:
2026 Q1
According to 2026 Q2 report, Chuck Akre holds 717,799 Salesforce.com Inc (CRM) shares with a market value of roughly $112.45M accounting for 2.20% of the overall portfolio. To date, the estimated cost basis is nearly $186.67 for "buy" trades. Akre Capital Management first purchased CRM in 2021 Q2, initially acquiring about 2.80M shares. Chuck Akre later completely sold out the position and invested in Salesforce.com Inc again in 2026 Q1. Since the initial investment in Salesforce.com Inc (CRM), Akre Capital Management has made 5 more transactions.

How many CRM shares does Chuck Akre currently hold?

According to 2026 Q2 report, Chuck Akre holds 717,799 shares of Salesforce.com Inc (CRM), valued at around $112.45M.

When did Chuck Akre buy Salesforce.com Inc (CRM)?

Chuck Akre first invested in Salesforce.com Inc (CRM) in 2021 Q2 at the reported quarter-end price of $244.27 per share.

What's the cost basis of Akre Capital Management's CRM stake?

The estimated cost basis for Salesforce.com Inc (CRM) stake is around $186.67 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$186.67

Chuck Akre's historical trades in Salesforce.com Inc

6 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
2.19%
717,799
$186.67
$133,991,539
new
+2.19%
2022 Q4
0.00%
0
$143.84
-100% (-3,095,500)
-3.93%
2022 Q3
3.93%
3,095,500
$143.84
$445,257,000
+0.83% (+25,500)
+0.03%
2022 Q2
4.06%
3,070,000
$165.04
$506,673,000
+8.20% (+232,790)
+0.31%
2022 Q1
4.17%
2,837,210
$212.32
$602,396,000
+1.33% (+37,210)
+0.05%
2021 Q2
4.21%
2,800,000
$244.27
$683,956,000
new
+4.21%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.