Allen Investment Management’s Salesforce CRM Stock Holding History

Allen Investment Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.91M	Hold	7,009	–	–	0.02%	113
2025 Q1	$1.88M	Hold	7,009	–	–	0.02%	114
2024 Q4	$2.34M	Sell	7,009 -114,763	-94%	-$38.4M	0.03%	109
2024 Q3	$33.3M	Hold	121,772	–	–	0.4%	36
2024 Q2	$31.3M	Buy	121,772 +28,995	+31%	+$7.45M	0.38%	41
2024 Q1	$27.9M	Sell	92,777 -30,917	-25%	-$9.31M	0.35%	40
2023 Q4	$32.5M	Sell	123,694 -84,147	-40%	-$22.1M	0.43%	34
2023 Q3	$42.1M	Buy	207,841 +204,681	+6,477%	+$41.5M	0.62%	28
2023 Q2	$668K	Sell	3,160 -29,563	-90%	-$6.25M	0.01%	146
2023 Q1	$6.54M	Sell	32,723 -7,661	-19%	-$1.53M	0.11%	69
2022 Q4	$5.35M	Sell	40,384 -1,267	-3%	-$168K	0.09%	73
2022 Q3	$5.99M	Sell	41,651 -669	-2%	-$96.2K	0.1%	68
2022 Q2	$6.98M	Buy	42,320 +22	+0.1%	+$3.63K	0.11%	65
2022 Q1	$8.98M	Sell	42,298 -2,199	-5%	-$467K	0.12%	61
2021 Q4	$11.3M	Buy	44,497 +1,565	+4%	+$398K	0.14%	61
2021 Q3	$11.6M	Buy	42,932 +2,606	+6%	+$707K	0.16%	56
2021 Q2	$9.85M	Buy	40,326 +434	+1%	+$106K	0.13%	56
2021 Q1	$8.45M	Buy	39,892 +838	+2%	+$178K	0.13%	62
2020 Q4	$8.69M	Buy	39,054 +34	+0.1%	+$7.57K	0.15%	60
2020 Q3	$9.81M	Buy	39,020 +1,064	+3%	+$267K	0.18%	54
2020 Q2	$7.11M	Buy	37,956 +320	+0.9%	+$59.9K	0.15%	60
2020 Q1	$5.42M	Sell	37,636 -16,501	-30%	-$2.38M	0.16%	54
2019 Q4	$8.81M	Sell	54,137 -8	-0%	-$1.3K	0.21%	52
2019 Q3	$8.04M	Buy	54,145 +25,876	+92%	+$3.84M	0.21%	47
2019 Q2	$4.29M	Buy	28,269 +2,969	+12%	+$450K	0.12%	73
2019 Q1	$4.01M	Buy	25,300 +2,980	+13%	+$472K	0.13%	66
2018 Q4	$3.06M	Buy	22,320 +4,080	+22%	+$559K	0.12%	66
2018 Q3	$2.9M	Buy	18,240 +4,818	+36%	+$766K	0.1%	76
2018 Q2	$1.83M	Buy	13,422 +3,766	+39%	+$514K	0.07%	79
2018 Q1	$1.12M	Sell	9,656 -1,988	-17%	-$231K	0.05%	90
2017 Q4	$1.19M	Sell	11,644 -343	-3%	-$35.1K	0.05%	82
2017 Q3	$1.12M	Buy	11,987 +322	+3%	+$30.1K	0.05%	95
2017 Q2	$1.01M	Buy	+11,665	New	+$1.01M	0.05%	97