Allen Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.98M | Buy |
26,653
+10,000
| +60% | +$2.07M | 0.06% | 97 |
|
|
2025
Q4 | $4.41M | Buy |
16,653
+9,680
| +139% | +$2.41M | 0.05% | 98 |
|
|
2025
Q3 | $1.65M | Sell |
6,973
-36
| -0.5% | -$9.08K | 0.02% | 120 |
|
|
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% | -$36.6M | 0.03% | 109 |
|
|
2024
Q3 | $33.3M | Hold |
121,772
| – | – | 0.4% | 36 |
|
|
2024
Q2 | $31.3M | Buy |
121,772
+28,995
| +31% | +$7.76M | 0.38% | 41 |
|
|
2024
Q1 | $27.9M | Sell |
92,777
-30,917
| -25% | -$8.92M | 0.35% | 40 |
|
|
2023
Q4 | $32.5M | Sell |
123,694
-84,147
| -40% | -$19M | 0.43% | 34 |
|
|
2023
Q3 | $42.1M | Buy |
207,841
+204,681
| +6,477% | +$44.2M | 0.62% | 28 |
|
|
2023
Q2 | $668K | Sell |
3,160
-29,563
| -90% | -$6.03M | 0.01% | 146 |
|
|
2023
Q1 | $6.54M | Sell |
32,723
-7,661
| -19% | -$1.29M | 0.11% | 69 |
|
|
2022
Q4 | $5.35M | Sell |
40,384
-1,267
| -3% | -$185K | 0.09% | 73 |
|
|
2022
Q3 | $5.99M | Sell |
41,651
-669
| -2% | -$113K | 0.1% | 68 |
|
|
2022
Q2 | $6.98M | Buy |
42,320
+22
| +0.1% | +$3.89K | 0.11% | 65 |
|
|
2022
Q1 | $8.98M | Sell |
42,298
-2,199
| -5% | -$473K | 0.12% | 61 |
|
|
2021
Q4 | $11.3M | Buy |
44,497
+1,565
| +4% | +$440K | 0.14% | 61 |
|
|
2021
Q3 | $11.6M | Buy |
42,932
+2,606
| +6% | +$662K | 0.16% | 56 |
|
|
2021
Q2 | $9.85M | Buy |
40,326
+434
| +1% | +$100K | 0.13% | 56 |
|
|
2021
Q1 | $8.45M | Buy |
39,892
+838
| +2% | +$187K | 0.13% | 62 |
|
|
2020
Q4 | $8.69M | Buy |
39,054
+34
| +0.1% | +$8.27K | 0.15% | 60 |
|
|
2020
Q3 | $9.81M | Buy |
39,020
+1,064
| +3% | +$233K | 0.18% | 54 |
|
|
2020
Q2 | $7.11M | Buy |
37,956
+320
| +0.9% | +$53.9K | 0.15% | 60 |
|
|
2020
Q1 | $5.42M | Sell |
37,636
-16,501
| -30% | -$2.83M | 0.16% | 54 |
|
|
2019
Q4 | $8.8M | Sell |
54,137
-8
| -0% | -$1.25K | 0.21% | 52 |
|
|
2019
Q3 | $8.04M | Buy |
54,145
+25,876
| +92% | +$3.93M | 0.21% | 47 |
|
|
2019
Q2 | $4.29M | Buy |
28,269
+2,969
| +12% | +$465K | 0.12% | 73 |
|
|
2019
Q1 | $4.01M | Buy |
25,300
+2,980
| +13% | +$462K | 0.13% | 66 |
|
|
2018
Q4 | $3.06M | Buy |
22,320
+4,080
| +22% | +$561K | 0.12% | 66 |
|
|
2018
Q3 | $2.9M | Buy |
18,240
+4,818
| +36% | +$715K | 0.1% | 76 |
|
|
2018
Q2 | $1.83M | Buy |
13,422
+3,766
| +39% | +$480K | 0.07% | 79 |
|
|
2018
Q1 | $1.12M | Sell |
9,656
-1,988
| -17% | -$228K | 0.05% | 90 |
|
|
2017
Q4 | $1.19M | Sell |
11,644
-343
| -3% | -$35K | 0.05% | 82 |
|
|
2017
Q3 | $1.12M | Buy |
11,987
+322
| +3% | +$29.6K | 0.05% | 95 |
|
|
2017
Q2 | $1.01M | Buy |
+11,665
| New | +$1.02M | 0.05% | 97 |
|
Other funds holding CRM
VCM
VPM
Allen Investment Management's CRM Position: Q1 2026 in Review
Allen Investment Management increased its Salesforce (CRM) stake by 60% in Q1 2026, buying an estimated $2.07M and bringing the position to 26,653 shares worth $4.98M. The position accounts for 0.06% of the portfolio, ranked #97.
Allen Investment Management first reported a position in CRM in Q2 2017 and has held it in 36 quarters since. The position peaked at $42.1M in Q3 2023. 2,670 funds tracked by Wall St. Rank hold CRM as of Q1 2026.
- Allen Investment Management held 26,653 shares of Salesforce worth $4.98M as of Q1 2026.
- Allen Investment Management bought 10,000 Salesforce shares in Q1 2026, an estimated $2.07M.
- Salesforce made up 0.06% of Allen Investment Management's portfolio in Q1 2026, its #97 holding.
- Allen Investment Management first reported a position in Salesforce in Q2 2017 and has held it in 36 quarters since.
- Allen Investment Management's Salesforce position peaked at $42.1M in Q3 2023.
- 2,670 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.
Based on Allen Investment Management's 13F filing for Q1 2026, filed 7 May 2026.