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Delta Financial Advisors’s Salesforce CRM Stock Holding History

Delta Financial 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 		$889K Sell
4,765
-635
-12% -$132K 0.23% 96
2025
Q4 		$1.43M Sell
5,400
-691
-11% -$172K 0.37% 73
2025
Q3 		$1.44M Sell
6,091
-1
-0% -$252 0.41% 67
2025
Q2 		$1.66M Buy
6,092
+103
+2% +$27.5K 0.58% 50
2025
Q1 		$1.61M Buy
5,989
+83
+1% +$25.8K 0.6% 51
2024
Q4 		$1.97M Buy
5,906
+2,035
+53% +$649K 0.73% 46
2024
Q3 		$1.06M Buy
3,871
+61
+2% +$15.6K 0.38% 73
2024
Q2 		$979K Buy
3,810
+2
+0.1% +$535 0.38% 71
2024
Q1 		$1.15M Buy
3,808
+575
+18% +$166K 0.45% 66
2023
Q4 		$851K Buy
3,233
+1,000
+45% +$226K 0.37% 76
2023
Q3 		$453K Hold
2,233
– – 0.2% 92
2023
Q2 		$472K Buy
2,233
+458
+26% +$93.5K 0.21% 91
2023
Q1 		$355K Hold
1,775
– – 0.17% 96
2022
Q4 		$235K Sell
1,775
-1,100
-38% -$161K 0.11% 107
2022
Q3 		$414K Buy
2,875
+100
+4% +$17K 0.22% 90
2022
Q2 		$458K Buy
2,775
+455
+20% +$80.4K 0.23% 93
2022
Q1 		$493K Buy
2,320
+38
+2% +$8.18K 0.21% 94
2021
Q4 		$580K Buy
2,282
+760
+50% +$214K 0.24% 90
2021
Q3 		$413K Buy
1,522
+49
+3% +$12.4K 0.18% 98
2021
Q2 		$360K Buy
1,473
+416
+39% +$95.9K 0.16% 101
2021
Q1 		$224K Buy
+1,057
New +$235K 0.1% 105

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

Delta Financial Advisors's CRM Position: Q1 2026 in Review

Delta Financial Advisors reduced its Salesforce (CRM) stake by 12% in Q1 2026, selling an estimated $132K and leaving 4,765 shares worth $889K. The position accounts for 0.23% of the portfolio, ranked #96.

Delta Financial Advisors first reported a position in CRM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.97M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Delta Financial Advisors held 4,765 shares of Salesforce worth $889K as of Q1 2026.
  • Delta Financial Advisors sold 635 Salesforce shares in Q1 2026, an estimated $132K.
  • Salesforce made up 0.23% of Delta Financial Advisors's portfolio in Q1 2026, its #96 holding.
  • Delta Financial Advisors first reported a position in Salesforce in Q1 2021 and has held it in 21 quarters since.
  • Delta Financial Advisors's Salesforce position peaked at $1.97M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.