DLCIG
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D.L. Carlson Investment Group’s Salesforce CRM Stock Holding History

D.L. Carlson Investment Group’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 		– Sell
-15,386
Closed -$4.08M – 142
2025
Q4 		$4.08M Sell
15,386
-154
-1% -$38.3K 0.69% 37
2025
Q3 		$3.68M Sell
15,540
-93
-0.6% -$23.5K 0.62% 41
2025
Q2 		$4.26M Sell
15,633
-366
-2% -$97.8K 0.78% 34
2025
Q1 		$4.29M Sell
15,999
-344
-2% -$107K 0.83% 33
2024
Q4 		$5.46M Sell
16,343
-286
-2% -$91.3K 0.97% 25
2024
Q3 		$4.55M Sell
16,629
-195
-1% -$49.9K 0.82% 30
2024
Q2 		$4.33M Sell
16,824
-3,675
-18% -$983K 0.83% 29
2024
Q1 		$6.17M Sell
20,499
-313
-2% -$90.3K 1.21% 20
2023
Q4 		$6.08M Sell
20,812
-1,284
-6% -$291K 1.24% 19
2023
Q3 		$4.48M Sell
22,096
-103
-0.5% -$22.3K 0.9% 35
2023
Q2 		$4.69M Buy
22,199
+8,253
+59% +$1.68M 0.9% 37
2023
Q1 		$2.79M Buy
+13,946
New +$2.36M 0.63% 53

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

D.L. Carlson Investment Group's CRM Position: Q1 2026 in Review

D.L. Carlson Investment Group sold out of Salesforce (CRM) in Q1 2026, closing a stake of 15,386 shares — an estimated $4.08M sold.

D.L. Carlson Investment Group first reported a position in CRM in Q1 2023 and held it in 12 quarters. The position peaked at $6.17M in Q1 2024. 2,685 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • D.L. Carlson Investment Group reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 15,386 Salesforce shares in Q1 2026, an estimated $4.08M.
  • D.L. Carlson Investment Group first reported a position in Salesforce in Q1 2023 and held it in 12 quarters.
  • D.L. Carlson Investment Group's Salesforce position peaked at $6.17M in Q1 2024.
  • 2,685 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.