CF
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Clarity Financial’s Salesforce CRM Stock Holding History

Clarity Financial’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
Q2 		– Sell
-52,233
Closed -$9.75M – 136
2026
Q1 		$9.75M Buy
+52,233
New +$10.8M 1.06% 32
2021
Q4 		– Sell
-788
Closed -$214K – 100
2021
Q3 		$214K Sell
788
-35
-4% -$8.89K 0.03% 89
2021
Q2 		$201K Sell
823
-1,381
-63% -$318K 0.04% 107
2021
Q1 		$467K Sell
2,204
-18,564
-89% -$4.13M 0.09% 85
2020
Q4 		$4.62M Buy
+20,768
New +$5.05M 1.1% 22

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clarity Financial's CRM Position: Q2 2026 in Review

Clarity Financial sold out of Salesforce (CRM) in Q2 2026, closing a stake of 52,233 shares — an estimated $9.75M sold.

Clarity Financial first reported a position in CRM in Q4 2020 and held it in 5 quarters. The position peaked at $9.75M in Q1 2026. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Clarity Financial reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Clarity Financial sold 52,233 Salesforce shares in Q2 2026, an estimated $9.75M.
  • Clarity Financial first reported a position in Salesforce in Q4 2020 and held it in 5 quarters.
  • Clarity Financial's Salesforce position peaked at $9.75M in Q1 2026.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Clarity Financial's 13F filing for Q2 2026, filed 20 Jul 2026.