DELTA FINANCIAL ADVISORS LLC

Position in CRM — Salesforce, Inc.

CIK 1790295 Metairie, LA

Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$684,290

-$205,192 QoQ

Shares Held

4,368

-8.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,410

of 2,451 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Technology · as of Jun 30, 2026

DELTA FINANCIAL ADVISORS LLC holds $3,952,603 across 3 Software - Application names. CRM ranks #2 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	13,467	$3,015,934
2	CRM	Salesforce, Inc. This page	4,368	$684,290
3	ADBE	Adobe Inc.	1,231	$252,379

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$684,290	4,368	-8.3%	Shares	Sole	2026-08-05
2026-03-31	$889,482	4,765	-11.8%	Shares	Sole	2026-05-05
2025-12-31	$1,430,514	5,400	-11.3%	Shares	Sole	2026-02-06
2025-09-30	$1,443,567	6,091	-0.0%	Shares	Sole	2025-10-30
2025-06-30	$1,661,227	6,092	+1.7%	Shares	Sole	2025-08-07
2025-03-31	$1,607,208	5,989	+1.4%	Shares	Sole	2025-05-13
2024-12-31	$1,974,552	5,906	+52.6%	Shares	Sole	2025-02-04
2024-09-30	$1,059,531	3,871	+1.6%	Shares	Sole	2024-11-04
2024-06-30	$979,551	3,810	+0.1%	Shares	Sole	2024-08-06
2024-03-31	$1,146,893	3,808	+17.8%	Shares	Sole	2024-05-07
2023-12-31	$850,731	3,233	+44.8%	Shares	Sole	2024-01-31
2023-09-30	$452,807	2,233	0.0%	Shares	Sole	2023-11-03
2023-06-30	$471,743	2,233	+25.8%	Shares	Sole	2023-08-03
2023-03-31	$354,609	1,775	0.0%	Shares	Sole	2023-05-04
2022-12-31	$235,347	1,775	-38.3%	Shares	Sole	2023-02-01
2022-09-30	$413,540	2,875	+3.6%	Shares	Sole	2022-10-27
2022-06-30	$457,986	2,775	+19.6%	Shares	Sole	2022-08-01
2022-03-31	$492,582	2,320	+1.7%	Shares	Sole	2022-05-06
2021-12-31	$579,924	2,282	+49.9%	Shares	Sole	2022-02-04
2021-09-30	$412,796	1,522	+3.3%	Shares	Sole	2021-10-26
2021-06-30	$359,809	1,473	+39.4%	Shares	Sole	2021-08-04
2021-03-31	$223,946	1,057	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.