Clarity Financial’s Salesforce CRM Stock Holding History

Clarity Financial’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.75M	Buy
2021 Q4	–	Sell
2021 Q3	$214K	Sell
2021 Q2	$201K	Sell
2021 Q1	$467K	Sell
2020 Q4	$4.62M	Buy