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Delta Investment Management’s Salesforce CRM Stock Holding History

Delta Investment 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 		$246K Sell
1,320
-73
-5% -$15.1K 0.04% 232
2025
Q4 		$369K Sell
1,393
-3,157
-69% -$785K 0.06% 187
2025
Q3 		$1.08M Buy
4,550
+2,625
+136% +$662K 0.19% 85
2025
Q2 		$525K Sell
1,925
-176
-8% -$47.1K 0.1% 130
2025
Q1 		$564K Sell
2,101
-162
-7% -$50.4K 0.11% 107
2024
Q4 		$756K Sell
2,263
-7,962
-78% -$2.54M 0.15% 88
2024
Q3 		$2.8M Sell
10,225
-122
-1% -$31.3K 0.57% 35
2024
Q2 		$2.66M Buy
10,347
+429
+4% +$115K 0.59% 32
2024
Q1 		$2.99M Sell
9,918
-101
-1% -$29.1K 0.68% 28
2023
Q4 		$2.64M Buy
10,019
+170
+2% +$38.5K 0.65% 27
2023
Q3 		$2M Buy
9,849
+8,545
+655% +$1.85M 0.55% 31
2023
Q2 		$275K Buy
1,304
+57
+5% +$11.6K 0.08% 155
2023
Q1 		$249K Buy
+1,247
New +$211K 0.07% 164
2022
Q3 		– Sell
-2,240
Closed -$370K – 169
2022
Q2 		$370K Sell
2,240
-3,253
-59% -$575K 0.17% 86
2022
Q1 		$1.17M Buy
5,493
+3,099
+129% +$667K 0.35% 49
2021
Q4 		$608K Buy
2,394
+77
+3% +$21.6K 0.17% 89
2021
Q3 		$628K Buy
2,317
+26
+1% +$6.6K 0.2% 88
2021
Q2 		$560K Buy
2,291
+33
+1% +$7.61K 0.17% 95
2021
Q1 		$478K Sell
2,258
-1,072
-32% -$239K 0.15% 99
2020
Q4 		$741K Buy
3,330
+300
+10% +$73K 0.24% 86
2020
Q3 		$761K Buy
3,030
+878
+41% +$192K 0.41% 41
2020
Q2 		$403K Hold
2,152
– – 0.17% 88
2020
Q1 		$309K Buy
2,152
+57
+3% +$9.77K 0.24% 54
2019
Q4 		$340K Buy
+2,095
New +$328K 0.12% 92

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 Investment Management's CRM Position: Q1 2026 in Review

Delta Investment Management reduced its Salesforce (CRM) stake by 5.2% in Q1 2026, selling an estimated $15.1K and leaving 1,320 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #232.

Delta Investment Management first reported a position in CRM in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.99M in Q1 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Delta Investment Management held 1,320 shares of Salesforce worth $246K as of Q1 2026.
  • Delta Investment Management sold 73 Salesforce shares in Q1 2026, an estimated $15.1K.
  • Salesforce made up 0.04% of Delta Investment Management's portfolio in Q1 2026, its #232 holding.
  • Delta Investment Management first reported a position in Salesforce in Q4 2019 and has held it in 24 quarters since.
  • Delta Investment Management's Salesforce position peaked at $2.99M in Q1 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

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