SALESFORCE INC · CUSIP 79466L302 · CIK 1801467
As of 2026-06-30, AXS Investments LLC reported 11.54K CRM (shares), valued at $1.81M, or 0.51% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 1.48%; reported value decreased 17.32%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.51% | 11,544 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 0.88% | 11,718 | SEC filing ↗Filed May 6, 2026 |
| Q4 2025 | 1.22% | 13,336 | SEC filing ↗Filed May 13, 2026Amended |
| Q3 2025 | 1.01% | 13,510 | SEC filing ↗Filed May 13, 2026Amended |
| Q2 2025 | 1.45% | 12,967 | SEC filing ↗Filed Aug 11, 2025 |
| Q1 2025 | 1.25% | 16,796 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 1.60% | 17,208 | SEC filing ↗Filed Feb 10, 2025 |
| Q3 2024 | 1.36% | 18,723 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 1.61% | 22,453 | SEC filing ↗Filed Aug 13, 2024 |
| Q1 2024 | 1.70% | 23,569 | SEC filing ↗Filed Aug 16, 2024Amended |
| Q4 2023 | 1.58% | 25,007 | SEC filing ↗Filed Feb 9, 2024 |
| Q3 2023 | 1.47% | 28,037 | SEC filing ↗Filed Nov 9, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.47% | 28,037 | $5.69M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 9, 2023 |
| Q4 2023 | 1.58% | 25,007 | $6.58M | Shares decreased 10.81%; reported value increased 15.74%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2024 |
| Q1 2024 | 1.70% | 23,569 | $7.10M | Shares decreased 5.75%; reported value increased 7.87%, and weight changed +0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 16, 2024 |
| Q2 2024 | 1.61% | 22,453 | $5.77M | Shares decreased 4.74%; reported value decreased 18.68%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2024 |
| Q3 2024 | 1.36% | 18,723 | $5.12M | Shares decreased 16.61%; reported value decreased 11.23%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 1.60% | 17,208 | $5.75M | Shares decreased 8.09%; reported value increased 12.26%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 10, 2025 |
| Q1 2025 | 1.25% | 16,796 | $4.51M | Shares decreased 2.39%; reported value decreased 21.65%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 1.45% | 12,967 | $3.54M | Shares decreased 22.80%; reported value decreased 21.55%, and weight changed +0.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2025 |
| Q3 2025 | 1.01% | 13,510 | $3.20M | Shares increased 4.19%; reported value decreased 9.45%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q4 2025 | 1.22% | 13,336 | $3.53M | Shares decreased 1.29%; reported value increased 10.34%, and weight changed +0.21 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2026 |
| Q1 2026 | 0.88% | 11,718 | $2.19M | Shares decreased 12.13%; reported value decreased 38.08%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 6, 2026 |
| Q2 2026 | 0.51% | 11,544 | $1.81M | Shares decreased 1.48%; reported value decreased 17.32%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
Take these holdings further.
This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.