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Livermore
Livermore
ZHEN

Delta Financial Advisors LLC

SEC CIK
0001790295
Latest filing
Aug 5, 2026

CRM holding history

Salesforce, Inc. in every 13F filed by Delta Financial Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CRM overviewAll 13F holders of CRMFull Q2 2026 holdings

Shares (Q2 2026)
4,368
Value
$684.3K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CRM by Delta Financial Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,368$684.3K0.2%−397−8.3%ReducedHolders
Q1 20264,765$889.4K0.2%−635−11.8%ReducedHolders
Q4 20255,400$1.43M0.4%−691−11.3%ReducedHolders
Q3 20256,091$1.44M0.4%−10.0%ReducedHolders
Q2 20256,092$1.66M0.6%+103+1.7%AddedHolders
Q1 20255,989$1.61M0.6%+83+1.4%AddedHolders
Q4 20245,906$1.97M0.7%+2,035+52.6%AddedHolders
Q3 20243,871$1.06M0.4%+61+1.6%AddedHolders
Q2 20243,810$979.5K0.4%+2+0.1%AddedHolders
Q1 20243,808$1.15M0.5%+575+17.8%AddedHolders
Q4 20233,233$850.7K0.4%+1,000+44.8%AddedHolders
Q3 20232,233$452.8K0.2%00.0%UnchangedHolders
Q2 20232,233$471.7K0.2%+458+25.8%AddedHolders
Q1 20231,775$354.6K0.2%00.0%UnchangedHolders
Q4 20221,775$235.3K0.1%−1,100−38.3%ReducedHolders
Q3 20222,875$414.0K0.2%+100+3.6%AddedHolders
Q2 20222,775$458.0K0.2%+455+19.6%AddedHolders
Q1 20222,320$493.0K0.2%+38+1.7%AddedHolders
Q4 20212,282$580.0K0.2%+760+49.9%AddedHolders
Q3 20211,522$413.0K0.2%+49+3.3%AddedHolders
Q2 20211,473$360.0K0.2%+416+39.4%AddedHolders
Q1 20211,057$224.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.