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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
Q3 		$581K Buy
2,533
+1,494
+144% +$308K 0.21% 54
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $207M AUM 43.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCMC
Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.16B AUM 34.03% 1-Year Est. Return

DLK Investment Management's CRM Position: Q3 2026 in Review

DLK Investment Management increased its Salesforce (CRM) stake by 144% in Q3 2026, buying an estimated $308K and bringing the position to 2,533 shares worth $581K. The position accounts for 0.21% of the portfolio, ranked #54.

DLK Investment Management first reported a position in CRM in Q2 2024 and has held it in 10 quarters since. 122 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

  • DLK Investment Management held 2,533 shares of Salesforce worth $581K as of Q3 2026.
  • DLK Investment Management bought 1,494 Salesforce shares in Q3 2026, an estimated $308K.
  • Salesforce made up 0.21% of DLK Investment Management's portfolio in Q3 2026, its #54 holding.
  • DLK Investment Management first reported a position in Salesforce in Q2 2024 and has held it in 10 quarters since.
  • 122 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on DLK Investment Management's 13F filing for Q3 2026, filed 9 Oct 2026.