Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$697,606
-$149,129 QoQ
Shares Held
4,453
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,393
of 2,451 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, 2026Allred Capital Management, LLC holds $4,186,161 across 6 Software - Application names. CRM ranks #3 (16.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
5,136 | $1,150,207 | |
| 2 | TYL |
Tyler Technologies Inc
|
3,825 | $1,118,659 | |
| 3 | CRM |
Salesforce, Inc.
This page
|
4,453 | $697,606 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
1,731 | $649,678 | |
| 5 | SNOW |
Snowflake Inc.
|
1,126 | $286,567 | |
| 6 | NOW |
ServiceNow, Inc.
|
2,855 | $283,444 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $697,606 | 4,453 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $846,735 | 4,536 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,130,635 | 4,268 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,202,064 | 5,072 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,260,373 | 4,622 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,256,193 | 4,681 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,469,046 | 4,394 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,154,235 | 4,217 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,018,116 | 3,960 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,118,582 | 3,714 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $631,536 | 2,400 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $487,280 | 2,403 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $510,615 | 2,417 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $521,026 | 2,608 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $351,363 | 2,650 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $434,252 | 3,019 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $495,615 | 3,003 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $676,663 | 3,187 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,029,480 | 4,051 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,153,227 | 4,252 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $1,072,833 | 4,392 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $954,898 | 4,507 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $884,779 | 3,976 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $1,010,306 | 4,020 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $867,525 | 4,631 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $526,390 | 3,656 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||