Delta Asset Management’s Salesforce CRM Stock Holding History

Delta Asset Management’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	$52.6K	Buy	282 +14	+5%	+$2.9K	﹤0.01%	262
2025 Q4	$71K	Buy	268 +51	+24%	+$12.7K	0.01%	231
2025 Q3	$51.4K	Hold	217	–	–	﹤0.01%	272
2025 Q2	$59.2K	Hold	217	–	–	0.01%	245
2025 Q1	$58.2K	Sell	217 -75	-26%	-$23.3K	0.01%	238
2024 Q4	$97.6K	Hold	292	–	–	0.01%	198
2024 Q3	$79.9K	Hold	292	–	–	0.01%	218
2024 Q2	$75.1K	Sell	292 -3	-1%	-$803	0.01%	215
2024 Q1	$88.8K	Hold	295	–	–	0.01%	207
2023 Q4	$77.6K	Buy	295 +3	+1%	+$679	0.01%	219
2023 Q3	$59.2K	Hold	292	–	–	0.01%	229
2023 Q2	$61.7K	Hold	292	–	–	0.01%	232
2023 Q1	$58.3K	Hold	292	–	–	0.01%	219
2022 Q4	$38.7K	Buy	+292	New	+$42.6K	﹤0.01%	257
2022 Q1	–	Sell	-234	Closed	-$59K	–	239
2021 Q4	$59K	Hold	234	–	–	0.01%	230
2021 Q3	$63K	Hold	234	–	–	0.01%	213
2021 Q2	$57K	Buy	234 +25	+12%	+$5.76K	0.01%	232
2021 Q1	$44K	Buy	209 +9	+5%	+$2K	﹤0.01%	248
2020 Q4	$45K	Hold	200	–	–	0.01%	242
2020 Q3	$50K	Hold	200	–	–	0.01%	224
2020 Q2	$37K	Hold	200	–	–	﹤0.01%	248
2020 Q1	$29K	Buy	200 +125	+167%	+$21.4K	﹤0.01%	265
2019 Q4	$12K	Hold	75	–	–	﹤0.01%	413
2019 Q3	$11K	Buy	+75	New	+$11.4K	﹤0.01%	410

Other funds holding CRM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Delta Asset Management's CRM Position: Q1 2026 in Review

Delta Asset Management increased its Salesforce (CRM) stake by 5.2% in Q1 2026, buying an estimated $2.9K and bringing the position to 282 shares worth $52.6K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Delta Asset Management first reported a position in CRM in Q3 2019 and has held it in 24 quarters since. The position peaked at $97.6K in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Delta Asset Management held 282 shares of Salesforce worth $52.6K as of Q1 2026.
Delta Asset Management bought 14 Salesforce shares in Q1 2026, an estimated $2.9K.
Salesforce made up ﹤0.01% of Delta Asset Management's portfolio in Q1 2026, its #262 holding.
Delta Asset Management first reported a position in Salesforce in Q3 2019 and has held it in 24 quarters since.
Delta Asset Management's Salesforce position peaked at $97.6K in Q4 2024.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Delta Asset Management's 13F filing for Q1 2026, filed 11 May 2026.