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Delap Wealth Advisory’s Salesforce CRM Stock Holding History

Delap Wealth Advisory’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
-1,504
Closed -$398K – 90
2025
Q4 		$398K Buy
1,504
+219
+17% +$54.4K 0.15% 70
2025
Q3 		$303K Hold
1,285
– – 0.13% 70
2025
Q2 		$350K Hold
1,285
– – 0.17% 58
2025
Q1 		$345K Sell
1,285
-51
-4% -$15.9K 0.19% 56
2024
Q4 		$447K Buy
1,336
+35
+3% +$11.2K 0.27% 42
2024
Q3 		$356K Buy
+1,301
New +$333K 0.23% 41
2024
Q2 		– Sell
-2,637
Closed -$794K – 162
2024
Q1 		$794K Buy
2,637
+1,563
+146% +$451K 0.32% 48
2023
Q4 		$283K Buy
+1,074
New +$243K 0.13% 71

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

Delap Wealth Advisory's CRM Position: Q1 2026 in Review

Delap Wealth Advisory sold out of Salesforce (CRM) in Q1 2026, closing a stake of 1,504 shares — an estimated $398K sold.

Delap Wealth Advisory first reported a position in CRM in Q4 2023 and held it in 8 quarters. The position peaked at $794K in Q1 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Delap Wealth Advisory reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Delap Wealth Advisory sold 1,504 Salesforce shares in Q1 2026, an estimated $398K.
  • Delap Wealth Advisory first reported a position in Salesforce in Q4 2023 and held it in 8 quarters.
  • Delap Wealth Advisory's Salesforce position peaked at $794K in Q1 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.