Allie Family Office’s Salesforce CRM Stock Holding History

Allie Family Office’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	–	Sell	-824	Closed	-$218K	–	108
2025 Q4	$218K	Buy	+824	New	+$205K	0.1%	93

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Allie Family Office's CRM Position: Q1 2026 in Review

Allie Family Office sold out of Salesforce (CRM) in Q1 2026, closing a stake of 824 shares — an estimated $218K sold.

Allie Family Office first reported a position in CRM in Q4 2025 and held it in 1 quarter. The position peaked at $218K in Q4 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Allie Family Office reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
Allie Family Office sold 824 Salesforce shares in Q1 2026, an estimated $218K.
Allie Family Office first reported a position in Salesforce in Q4 2025 and held it in 1 quarter.
Allie Family Office's Salesforce position peaked at $218K in Q4 2025.
2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.