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Allen Capital Group’s Salesforce CRM Stock Holding History

Allen Capital Group’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,241
Closed -$232K – 322
2026
Q1 		$232K Buy
1,241
+459
+59% +$95.1K 0.02% 253
2025
Q4 		$207K Sell
782
-96
-11% -$23.9K 0.02% 263
2025
Q3 		$208K Sell
878
-303
-26% -$76.4K 0.02% 258
2025
Q2 		$322K Sell
1,181
-340
-22% -$90.9K 0.03% 217
2025
Q1 		$408K Buy
1,521
+401
+36% +$125K 0.05% 186
2024
Q4 		$375K Buy
1,120
+98
+10% +$31.3K 0.04% 177
2024
Q3 		$280K Buy
1,022
+205
+25% +$52.5K 0.03% 198
2024
Q2 		$210K Sell
817
-40
-5% -$10.7K 0.03% 205
2024
Q1 		$258K Sell
857
-66
-7% -$19K 0.04% 181
2023
Q4 		$243K Buy
+923
New +$209K 0.04% 161

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Allen Capital Group's CRM Position: Q2 2026 in Review

Allen Capital Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,241 shares — an estimated $232K sold.

Allen Capital Group first reported a position in CRM in Q4 2023 and held it in 10 quarters. The position peaked at $408K in Q1 2025. 2,481 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Allen Capital Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Allen Capital Group sold 1,241 Salesforce shares in Q2 2026, an estimated $232K.
  • Allen Capital Group first reported a position in Salesforce in Q4 2023 and held it in 10 quarters.
  • Allen Capital Group's Salesforce position peaked at $408K in Q1 2025.
  • 2,481 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Allen Capital Group's 13F filing for Q2 2026, filed 27 Jul 2026.