CRM
Salesforce.com Inc
Salesforce.com Inc historical holders
total: 22
Akre Capital Management Salesforce.com Inc transactions over time
- Total transactions:
- 6
- New positions:
- 2
- Sold out:
- 1
- Added:
- 3
- Held since:
- 2026 Q1
- Held for:
- 1 quarter
- Latest activity:
- 2026 Q1
Chuck Akre has been an institutional investor in Salesforce.com Inc (CRM) since 2021 Q2. According to 2026 Q1 report, Chuck Akre holds 717,799 shares with a market value of roughly $133.99M representing 2.19% of their equity portfolio. The fund/company first acquired CRM in 2021 Q2, initially purchasing about 2.80M shares. Chuck Akre later completely sold out the position and reinvested in CRM again in 2026 Q1. Since the initial investment, Akre Capital Management has made 5 more transactions in this position.
Does Chuck Akre still hold CRM?
Yes, Chuck Akre continues to hold Salesforce.com Inc (CRM). According to their 2026 Q1 report, they maintain a position of 717,799 shares valued at approximately $133.99M, representing 2.19% of their equity portfolio.
When did Chuck Akre first invest in CRM?
Chuck Akre first invested in Salesforce.com Inc (CRM) in 2021 Q2 at the reported quarter-end price of $244.27 per share, acquiring 2,800,000 shares in their initial purchase.
What is Chuck Akre's average cost basis for CRM?
Based on historical transaction data, Chuck Akre's estimated cost basis for Salesforce.com Inc (CRM) is approximately $186.67 per share. This represents their average reported price* across all buy transactions.
Has Chuck Akre reinvested in CRM after selling?
Yes, Chuck Akre has shown renewed interest in Salesforce.com Inc (CRM). After completely selling their position, they reinitiated an investment in 2026 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $186.67
CRM transactions history by Akre Capital Management
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.
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.