Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,924,646
-$1,050,669 QoQ
Shares Held
25,052
-6.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#720
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Allen Investment Management, LLC holds $168,862,999 across 8 Software - Application names. CRM ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
519,490 | $59,315,368 | |
| 2 | SNOW |
Snowflake Inc.
|
191,020 | $48,614,590 | |
| 3 | NOW |
ServiceNow, Inc.
|
443,055 | $43,986,500 | |
| 4 | WDAY |
Workday, Inc.
|
61,533 | $7,532,869 | |
| 5 | UBER |
Uber Technologies, Inc
|
70,031 | $5,053,436 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
25,052 | $3,924,646 | |
| 7 | YOU |
Clear Secure, Inc.
|
4,000 | $222,920 | |
| 8 | FICO |
Fair Isaac Corp
|
178 | $212,670 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,924,646 | 25,052 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $4,975,315 | 26,653 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $4,411,546 | 16,653 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,652,601 | 6,973 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $1,911,284 | 7,009 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $1,880,935 | 7,009 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $2,343,318 | 7,009 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $33,330,214 | 121,772 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $31,307,581 | 121,772 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $27,942,576 | 92,777 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $32,548,839 | 123,694 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $42,145,997 | 207,841 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $667,581 | 3,160 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $6,537,400 | 32,723 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $5,354,514 | 40,384 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $5,991,079 | 41,651 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $6,984,492 | 42,320 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $8,980,711 | 42,298 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $11,308,022 | 44,497 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $11,644,017 | 42,932 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $9,850,432 | 40,326 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $8,451,918 | 39,892 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,690,686 | 39,054 | Shares | Defined | 2021-02-03 | |
| 2020-09-30 | $9,806,506 | 39,020 | Shares | Defined | 2020-11-03 | |
| 2020-06-30 | $7,110,297 | 37,956 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $5,418,831 | 37,636 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||