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Delos Wealth Advisors’s Salesforce CRM Stock Holding History

Delos Wealth Advisors’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 		$5.97K Hold
32
– – ﹤0.01% 199
2025
Q4 		$8.48K Hold
32
– – 0.01% 178
2025
Q3 		$7.58K Sell
32
-18
-36% -$4.54K 0.01% 190
2025
Q2 		$13.6K Buy
+50
New +$13.4K 0.01% 159
2025
Q1 		– Sell
-18
Closed -$6.02K – 81
2024
Q4 		$6.02K Buy
+18
New +$5.75K ﹤0.01% 127
2024
Q3 		– Sell
-13
Closed -$3.34K – 230
2024
Q2 		$3.34K Hold
13
– – ﹤0.01% 184
2024
Q1 		$3.92K Buy
13
+7
+117% +$2.02K ﹤0.01% 172
2023
Q4 		$1.58K Hold
6
– – ﹤0.01% 148
2023
Q3 		$1.33K Hold
6
– – ﹤0.01% 201
2023
Q2 		$1.27K Hold
6
– – ﹤0.01% 201
2023
Q1 		$1.2K Sell
6
-39
-87% -$6.59K ﹤0.01% 213
2022
Q4 		$5.97K Hold
45
– – 0.01% 171
2022
Q3 		$6K Buy
45
+6
+15% +$1.02K 0.01% 163
2022
Q2 		$6K Hold
39
– – 0.01% 165
2022
Q1 		$8K Sell
39
-247
-86% -$53.2K 0.01% 180
2021
Q4 		$73K Buy
286
+242
+550% +$68K 0.07% 59
2021
Q3 		$12K Buy
44
+5
+13% +$1.27K 0.01% 94
2021
Q2 		$10K Buy
+39
New +$8.99K 0.01% 101

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Delos Wealth Advisors's CRM Position: Q1 2026 in Review

Delos Wealth Advisors held its Salesforce (CRM) position steady in Q1 2026 at 32 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Delos Wealth Advisors first reported a position in CRM in Q2 2021 and has held it in 18 quarters since. The position peaked at $73K in Q4 2021. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Delos Wealth Advisors held 32 shares of Salesforce worth $5.97K as of Q1 2026.
  • Delos Wealth Advisors left its Salesforce share count unchanged in Q1 2026.
  • Salesforce made up ﹤0.01% of Delos Wealth Advisors's portfolio in Q1 2026, its #199 holding.
  • Delos Wealth Advisors first reported a position in Salesforce in Q2 2021 and has held it in 18 quarters since.
  • Delos Wealth Advisors's Salesforce position peaked at $73K in Q4 2021.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.