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Allred Capital Management’s Salesforce CRM Stock Holding History

Allred Capital Management’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 		$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

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

Allred Capital Management's CRM Position: Q1 2026 in Review

Allred Capital Management increased its Salesforce (CRM) stake by 6.3% in Q1 2026, buying an estimated $55.5K and bringing the position to 4,536 shares worth $847K. The position accounts for 0.31% of the portfolio, ranked #75.

Allred Capital Management first reported a position in CRM in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.47M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Allred Capital Management held 4,536 shares of Salesforce worth $847K as of Q1 2026.
  • Allred Capital Management bought 268 Salesforce shares in Q1 2026, an estimated $55.5K.
  • Salesforce made up 0.31% of Allred Capital Management's portfolio in Q1 2026, its #75 holding.
  • Allred Capital Management first reported a position in Salesforce in Q4 2018 and has held it in 30 quarters since.
  • Allred Capital Management's Salesforce position peaked at $1.47M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Allred Capital Management's 13F filing for Q1 2026, filed 14 May 2026.