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Delta Financial Group’s Salesforce CRM Stock Holding History

Delta Financial Group’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
2025
Q1 		$468K Buy
1,636
+574
+54% +$179K 0.11% 141
2024
Q4 		$355K Sell
1,062
-71
-6% -$22.7K 0.08% 169
2024
Q3 		$310K Buy
1,133
+28
+3% +$7.17K 0.12% 98
2024
Q2 		$284K Sell
1,105
-250
-18% -$66.9K 0.12% 98
2024
Q1 		$408K Buy
1,355
+50
+4% +$14.4K 0.12% 141
2023
Q4 		$343K Buy
1,305
+200
+18% +$45.3K 0.11% 143
2023
Q3 		$224K Sell
1,105
-16
-1% -$3.46K 0.08% 179
2023
Q2 		$237K Buy
+1,121
New +$229K 0.28% 71

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Delta Financial Group's CRM Position: Q1 2025 in Review

Delta Financial Group increased its Salesforce (CRM) stake by 54% in Q1 2025, buying an estimated $179K and bringing the position to 1,636 shares worth $468K. The position accounts for 0.11% of the portfolio, ranked #141.

Delta Financial Group first reported a position in CRM in Q2 2023 and has held it in 8 quarters since. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Delta Financial Group held 1,636 shares of Salesforce worth $468K as of Q1 2025.
  • Delta Financial Group bought 574 Salesforce shares in Q1 2025, an estimated $179K.
  • Salesforce made up 0.11% of Delta Financial Group's portfolio in Q1 2025, its #141 holding.
  • Delta Financial Group first reported a position in Salesforce in Q2 2023 and has held it in 8 quarters since.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.