Allred Capital 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
Q2 | $698K | Sell |
4,453
-83
| -2% | -$14.6K | 0.23% | 88 |
|
|
2026
Q1 | $847K | Buy |
4,536
+268
| +6% | +$55.5K | 0.31% | 75 |
|
|
2025
Q4 | $1.13M | Sell |
4,268
-804
| -16% | -$200K | 0.41% | 57 |
|
|
2025
Q3 | $1.2M | Buy |
5,072
+450
| +10% | +$113K | 0.42% | 54 |
|
|
2025
Q2 | $1.26M | Sell |
4,622
-59
| -1% | -$15.8K | 0.47% | 50 |
|
|
2025
Q1 | $1.26M | Buy |
4,681
+287
| +7% | +$89.3K | 0.5% | 47 |
|
|
2024
Q4 | $1.47M | Buy |
4,394
+177
| +4% | +$56.5K | 0.57% | 43 |
|
|
2024
Q3 | $1.15M | Buy |
4,217
+257
| +6% | +$65.8K | 0.45% | 50 |
|
|
2024
Q2 | $1.02M | Buy |
3,960
+246
| +7% | +$65.8K | 0.39% | 58 |
|
|
2024
Q1 | $1.12M | Buy |
3,714
+1,314
| +55% | +$379K | 0.44% | 50 |
|
|
2023
Q4 | $632K | Sell |
2,400
-3
| -0.1% | -$679 | 0.27% | 80 |
|
|
2023
Q3 | $487K | Sell |
2,403
-14
| -0.6% | -$3.02K | 0.24% | 88 |
|
|
2023
Q2 | $511K | Sell |
2,417
-191
| -7% | -$39K | 0.25% | 86 |
|
|
2023
Q1 | $521K | Sell |
2,608
-42
| -2% | -$7.09K | 0.28% | 75 |
|
|
2022
Q4 | $351K | Sell |
2,650
-369
| -12% | -$53.8K | 0.19% | 99 |
|
|
2022
Q3 | $434K | Buy |
3,019
+16
| +0.5% | +$2.71K | 0.27% | 80 |
|
|
2022
Q2 | $495K | Sell |
3,003
-184
| -6% | -$32.5K | 0.31% | 75 |
|
|
2022
Q1 | $676K | Sell |
3,187
-864
| -21% | -$186K | 0.36% | 70 |
|
|
2021
Q4 | $1.03M | Sell |
4,051
-201
| -5% | -$56.5K | 0.5% | 53 |
|
|
2021
Q3 | $1.15M | Sell |
4,252
-140
| -3% | -$35.6K | 0.6% | 38 |
|
|
2021
Q2 | $1.07M | Sell |
4,392
-115
| -3% | -$26.5K | 0.53% | 49 |
|
|
2021
Q1 | $955K | Buy |
4,507
+531
| +13% | +$118K | 0.43% | 55 |
|
|
2020
Q4 | $884K | Sell |
3,976
-44
| -1% | -$10.7K | 0.48% | 57 |
|
|
2020
Q3 | $1.01M | Sell |
4,020
-611
| -13% | -$134K | 0.61% | 40 |
|
|
2020
Q2 | $867K | Buy |
4,631
+975
| +27% | +$164K | 0.55% | 52 |
|
|
2020
Q1 | $526K | Buy |
3,656
+933
| +34% | +$160K | 0.41% | 66 |
|
|
2019
Q4 | $443K | Sell |
2,723
-689
| -20% | -$108K | 0.24% | 92 |
|
|
2019
Q3 | $503K | Sell |
3,412
-1,082
| -24% | -$164K | 0.31% | 87 |
|
|
2019
Q2 | $692K | Buy |
4,494
+71
| +2% | +$11.1K | 0.39% | 72 |
|
|
2019
Q1 | $710K | Sell |
4,423
-160
| -3% | -$24.8K | 0.4% | 76 |
|
|
2018
Q4 | $626K | Buy |
+4,583
| New | +$630K | 0.42% | 74 |
|
Other funds holding CRM
Allred Capital Management's CRM Position: Q2 2026 in Review
Allred Capital Management reduced its Salesforce (CRM) stake by 1.8% in Q2 2026, selling an estimated $14.6K and leaving 4,453 shares worth $698K. The position accounts for 0.23% of the portfolio, ranked #88.
Allred Capital Management first reported a position in CRM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.47M in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.
- Allred Capital Management held 4,453 shares of Salesforce worth $698K as of Q2 2026.
- Allred Capital Management sold 83 Salesforce shares in Q2 2026, an estimated $14.6K.
- Salesforce made up 0.23% of Allred Capital Management's portfolio in Q2 2026, its #88 holding.
- Allred Capital Management first reported a position in Salesforce in Q4 2018 and has held it in 31 quarters since.
- Allred Capital Management's Salesforce position peaked at $1.47M in Q4 2024.
- 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.
Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.