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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
Q2 		$56.1K Buy
358
+76
+27% +$13.4K ﹤0.01% 254
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
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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Delta Asset Management's CRM Position: Q2 2026 in Review

Delta Asset Management increased its Salesforce (CRM) stake by 27% in Q2 2026, buying an estimated $13.4K and bringing the position to 358 shares worth $56.1K. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Delta Asset Management first reported a position in CRM in Q3 2019 and has held it in 25 quarters since. The position peaked at $97.6K in Q4 2024. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Delta Asset Management held 358 shares of Salesforce worth $56.1K as of Q2 2026.
  • Delta Asset Management bought 76 Salesforce shares in Q2 2026, an estimated $13.4K.
  • Salesforce made up ﹤0.01% of Delta Asset Management's portfolio in Q2 2026, its #254 holding.
  • Delta Asset Management first reported a position in Salesforce in Q3 2019 and has held it in 25 quarters since.
  • Delta Asset Management's Salesforce position peaked at $97.6K in Q4 2024.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Delta Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.