ACG
CRM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Allen Capital Group's CRM Position: Q1 2026 in Review

Allen Capital Group increased its Salesforce (CRM) stake by 59% in Q1 2026, buying an estimated $95.1K and bringing the position to 1,241 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #253.

Allen Capital Group first reported a position in CRM in Q4 2023 and has held it in 10 quarters since. The position peaked at $408K in Q1 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Allen Capital Group held 1,241 shares of Salesforce worth $232K as of Q1 2026.
  • Allen Capital Group bought 459 Salesforce shares in Q1 2026, an estimated $95.1K.
  • Salesforce made up 0.02% of Allen Capital Group's portfolio in Q1 2026, its #253 holding.
  • Allen Capital Group first reported a position in Salesforce in Q4 2023 and has held it in 10 quarters since.
  • Allen Capital Group's Salesforce position peaked at $408K in Q1 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.