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Clarity Capital Partners’s Salesforce CRM Stock Holding History

Clarity Capital Partners’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
2025
Q2 		$3.8M Sell
13,917
-742
-5% -$198K 1.36% 16
2025
Q1 		$3.93M Sell
14,659
-477
-3% -$148K 1.59% 12
2024
Q4 		$5.06M Buy
15,136
+68
+0.5% +$21.7K 2.62% 10
2024
Q3 		$4.12M Buy
15,068
+2,092
+16% +$536K 2.43% 9
2024
Q2 		$3.34M Buy
12,976
+1,249
+11% +$334K 2.04% 10
2024
Q1 		$3.53M Buy
11,727
+1,114
+10% +$321K 2.32% 11
2023
Q4 		$2.79M Buy
+10,613
New +$2.4M 1.96% 14

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarity Capital Partners's CRM Position: Q2 2025 in Review

Clarity Capital Partners reduced its Salesforce (CRM) stake by 5.1% in Q2 2025, selling an estimated $198K and leaving 13,917 shares worth $3.8M. The position accounts for 1.36% of the portfolio, ranked #16.

Clarity Capital Partners first reported a position in CRM in Q4 2023 and has held it in 7 quarters since. The position peaked at $5.06M in Q4 2024. 2,954 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

  • Clarity Capital Partners held 13,917 shares of Salesforce worth $3.8M as of Q2 2025.
  • Clarity Capital Partners sold 742 Salesforce shares in Q2 2025, an estimated $198K.
  • Salesforce made up 1.36% of Clarity Capital Partners's portfolio in Q2 2025, its #16 holding.
  • Clarity Capital Partners first reported a position in Salesforce in Q4 2023 and has held it in 7 quarters since.
  • Clarity Capital Partners's Salesforce position peaked at $5.06M in Q4 2024.
  • 2,954 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.