Current position

Chuck Akre’s Salesforce (CRM) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Akre Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2021Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares3.10MHighest verified quarter-end share count
Quarters reported8Verified quarters with shares above zero
What happened?

Akre Capital Management first reported Salesforce in Q2 2021. After an earlier exit, the position later appeared again in a verified filing. The reported position was increased across later filings. Akre Capital Management currently reports 717.80K shares. The latest verified filing showed: No change.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
No change717.80K shares reported
Filing context

Quarter-end price $156.66 · Estimated holding basis $186.67

Q1 2026
New position+717.80K shares · 717.80K shares reported
Filing context

Quarter-end price $186.67 · Estimated holding basis $186.67

Q4 2022
Sold the entire position−3.10M shares · No shares reported at quarter-end
Q3 2022
Bought 0.8% more+25.50K shares · 3.10M shares reported after the change
Filing context

Quarter-end price $143.84 · Estimated holding basis $237.10

Q2 2022
Bought 8.2% more+232.79K shares · 3.07M shares reported after the change
Filing context

Quarter-end price $165.04 · Estimated holding basis $237.87

Q1 2022
Bought 1.3% more+37.21K shares · 2.84M shares reported after the change
Filing context

Quarter-end price $212.32 · Estimated holding basis $243.85

1 unchanged quarter is collapsed by default.

Portfolio importance

How important is Salesforce in Akre Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight2.2%Q2 2026
Current rank#14of 19 reported positions
Peak portfolio weight4.7%Q3 2021
Best historical rank#10Q3 2021
At peak importanceQ3 2021
CRM
4.7%
Largest holding
12.5%
Cross-investor discovery

Who else owns Salesforce?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
CRM0.1% of reported portfolio
Explore Salesforce across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$237.922026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$156.66Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$186.67Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View Salesforce stock page →

This tracker follows Akre Capital Management, LLC’s Form 13F disclosures. It is not Chuck Akre’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.