DLK Investment Management’s Salesforce CRM Stock Holding History

DLK 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	$267K	Sell	1,039 -497	-32%	-$87.4K	0.11%	70
2026 Q1	$287K	Buy	1,536 +17	+1%	+$3.52K	0.11%	64
2025 Q4	$403K	Buy	1,519 +55	+4%	+$13.7K	0.15%	57
2025 Q3	$347K	Sell	1,464 -21	-1%	-$5.3K	0.13%	61
2025 Q2	$405K	Buy	1,485 +393	+36%	+$105K	0.15%	56
2025 Q1	$293K	Buy	1,092 +27	+3%	+$8.4K	0.12%	58
2024 Q4	$356K	Buy	1,065 +63	+6%	+$20.1K	0.15%	55
2024 Q3	$274K	Sell	1,002 -37	-4%	-$9.48K	0.11%	72
2024 Q2	$267K	Buy	+1,039	New	+$278K	0.11%	72

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

FISPB

Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLK Investment Management's CRM Position: Q2 2026 in Review

DLK Investment Management reduced its Salesforce (CRM) stake by 32% in Q2 2026, selling an estimated $87.4K and leaving 1,039 shares worth $267K. The position accounts for 0.11% of the portfolio, ranked #70.

DLK Investment Management first reported a position in CRM in Q2 2024 and has held it in 9 quarters since. The position peaked at $405K in Q2 2025. 749 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

DLK Investment Management held 1,039 shares of Salesforce worth $267K as of Q2 2026.
DLK Investment Management sold 497 Salesforce shares in Q2 2026, an estimated $87.4K.
Salesforce made up 0.11% of DLK Investment Management's portfolio in Q2 2026, its #70 holding.
DLK Investment Management first reported a position in Salesforce in Q2 2024 and has held it in 9 quarters since.
DLK Investment Management's Salesforce position peaked at $405K in Q2 2025.
749 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on DLK Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.