Chuck Akre Buys Salesforce (CRM) | How Do We Gauge His Conviction?

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Thanks to 13F filings, and Dataroma for the lazy among us, we found out that Chuck Akre of Akre Capital Management made a 4% bet on Salesforce (CRM) stock in Q2 of 2021.

This may not seem like a very high conviction bet, but in this video I share a few tricks for more accurately gauging Chuck Akre's conviction on Salesforce. While it currently sits as his 12th largest holding, I presume he has bigger plans in store.

What do you think about Chuck Akre's purchase of CRM last quarter?

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Akre has retired. Chris Cerrone and John Neff are running the fund now.

AllGrindNoGimmics

Hi Brad, is CAGR something you calculated or where in Tikr terminal you can get it? Is that a only available in the Pro version?

cesarbojorquez

Chuck Akre doesn't run the fund anymore. There are two younger portfolio managers now.

MoketeMasia

Great info. One of my favorite growth fund managers Steven Wymer from Fidelity has held CRM as a top 10 holding for a very long time so this just adds to my conviction. I do see Salesforce acquisition of Slack and Tableau as a key driver to future growth and also a key contributor to the current lackluster price action.

Lex

I’m pretty sure Chuck has retired. The younger partners run the fund now I think? But maybe I’m wrong, and I’m sure he would still have a lot of input either way.

franktaber

The Salesforce purchase is surprising to me. I haven't seem a lot of super investors buy this recently. The EPS really jumped in the last year and the company was barely profitable before. If the company can grow at 20% rate over the next 5 years then this would be a good buy in my opinion.

j.mney

Return on capital employed is too low for my consideration.

WISERandHAPPIER

It's a bit surprising because the company only became profitable in the last year. BUT with e-commerce booming I can see how Salesforce can be a real asset. I'd be interested to buy the company myself but at a much lower price.

Camille_Boomer

I hope we`ll see that they buying more TOI.

KubazTKDLBL

Salesforce is a great business but no moat, Palantir can disrupt it

mangalpal

I'm bullish. Salesforce will be a trillion dollar company in the next decade

prat-man

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