DLK Investment Management, LLC

Position in CRM — Salesforce, Inc.

CIK 2016793 SOLANA BEACH, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$162,769

-$123,956 QoQ

Shares Held

1,039

-32.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#2,088

of 2,451 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DLK Investment Management, LLC holds $2,555,951 across 4 Software - Application names. CRM ranks #3 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	9,906	$2,030,928
2	SHOP	Shopify Inc.	3,030	$345,965
3	CRM	Salesforce, Inc. This page	1,039	$162,769
4	HKD	AMTD Digital Inc.	10,245	$16,289

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$162,769	1,039	-32.4%	Shares	Sole	2026-07-14
2026-03-31	$286,725	1,536	+1.1%	Shares	Sole	2026-04-15
2025-12-31	$402,398	1,519	+3.8%	Shares	Sole	2026-01-14
2025-09-30	$346,968	1,464	-1.4%	Shares	Sole	2025-10-14
2025-06-30	$404,944	1,485	+36.0%	Shares	Sole	2025-07-09
2025-03-31	$293,049	1,092	+2.5%	Shares	Sole	2025-04-23
2024-12-31	$356,061	1,065	+6.3%	Shares	Sole	2025-01-16
2024-09-30	$274,257	1,002	-3.6%	Shares	Sole	2024-10-09
2024-06-30	$267,126	1,039	—	Shares	Sole	2024-08-05
No filing history on record for this holder in this stock.