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Bruce G. Allen Investments’s Salesforce CRM Stock Holding History

Bruce G. Allen Investments’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
Q2 		$17.1K Sell
109
-174
-61% -$30.6K 0.01% 430
2026
Q1 		$52.8K Buy
283
+108
+62% +$22.4K 0.03% 250
2025
Q4 		$46.4K Sell
175
-124
-41% -$30.8K 0.03% 266
2025
Q3 		$70.9K Sell
299
-62
-17% -$15.6K 0.05% 212
2025
Q2 		$98.4K Buy
361
+150
+71% +$40.1K 0.07% 157
2025
Q1 		$56.6K Sell
211
-162
-43% -$50.4K 0.04% 229
2024
Q4 		$125K Buy
373
+292
+360% +$93.2K 0.1% 122
2024
Q3 		$22.2K Hold
81
– – 0.02% 376
2024
Q2 		$20.8K Buy
81
+13
+19% +$3.48K 0.02% 363
2024
Q1 		$20.5K Sell
68
-13
-16% -$3.75K 0.02% 375
2023
Q4 		$21.3K Buy
+81
New +$18.3K 0.02% 367

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bruce G. Allen Investments's CRM Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Salesforce (CRM) stake by 61% in Q2 2026, selling an estimated $30.6K and leaving 109 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #430.

Bruce G. Allen Investments first reported a position in CRM in Q4 2023 and has held it in 11 quarters since. The position peaked at $125K in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Bruce G. Allen Investments held 109 shares of Salesforce worth $17.1K as of Q2 2026.
  • Bruce G. Allen Investments sold 174 Salesforce shares in Q2 2026, an estimated $30.6K.
  • Salesforce made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #430 holding.
  • Bruce G. Allen Investments first reported a position in Salesforce in Q4 2023 and has held it in 11 quarters since.
  • Bruce G. Allen Investments's Salesforce position peaked at $125K in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.