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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
Q2 		– Sell
-1,320
Closed -$246K – 300
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 $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 $3.38T AUM 44.17% 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 Investment Management's CRM Position: Q2 2026 in Review

Delta Investment Management sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,320 shares — an estimated $246K sold.

Delta Investment Management first reported a position in CRM in Q4 2019 and held it in 24 quarters. The position peaked at $2.99M in Q1 2024. 2,492 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Delta Investment Management reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Delta Investment Management sold 1,320 Salesforce shares in Q2 2026, an estimated $246K.
  • Delta Investment Management first reported a position in Salesforce in Q4 2019 and held it in 24 quarters.
  • Delta Investment Management's Salesforce position peaked at $2.99M in Q1 2024.
  • 2,492 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

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