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Clarity Wealth Advisors’s Salesforce CRM Stock Holding History

Clarity Wealth Advisors’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 		$273K Sell
1,742
-54
-3% -$9.5K 0.05% 99
2026
Q1 		$335K Sell
1,796
-35
-2% -$7.25K 0.07% 81
2025
Q4 		$485K Sell
1,831
-73
-4% -$18.1K 0.1% 66
2025
Q3 		$451K Sell
1,904
-16
-0.8% -$4.04K 0.1% 69
2025
Q2 		$524K Buy
1,920
+160
+9% +$42.8K 0.13% 61
2025
Q1 		$472K Buy
1,760
+40
+2% +$12.4K 0.13% 58
2024
Q4 		$575K Sell
1,720
-18
-1% -$5.75K 0.16% 54
2024
Q3 		$476K Buy
1,738
+100
+6% +$25.6K 0.14% 60
2024
Q2 		$421K Buy
1,638
+9
+0.6% +$2.41K 0.14% 61
2024
Q1 		$491K Buy
1,629
+88
+6% +$25.4K 0.17% 57
2023
Q4 		$405K Hold
1,541
– – 0.15% 58
2023
Q3 		$312K Buy
1,541
+13
+0.9% +$2.81K 0.14% 58
2023
Q2 		$323K Buy
1,528
+40
+3% +$8.16K 0.14% 58
2023
Q1 		$297K Buy
+1,488
New +$251K 0.15% 56
2022
Q3 		– Sell
-1,271
Closed -$209K – 64
2022
Q2 		$209K Buy
1,271
+115
+10% +$20.3K 0.12% 65
2022
Q1 		$245K Hold
1,156
– – 0.12% 59
2021
Q4 		$293K Buy
1,156
+28
+2% +$7.87K 0.14% 54
2021
Q3 		$305K Buy
1,128
+11
+1% +$2.79K 0.15% 54
2021
Q2 		$272K Hold
1,117
– – 0.14% 51
2021
Q1 		$236K Hold
1,117
– – 0.13% 54
2020
Q4 		$248K Buy
1,117
+106
+10% +$25.8K 0.15% 54
2020
Q3 		$254K Sell
1,011
-796
-44% -$174K 0.18% 53
2020
Q2 		$338K Buy
1,807
+187
+12% +$31.5K 0.27% 49
2020
Q1 		$233K Sell
1,620
-443
-21% -$76K 0.24% 53
2019
Q4 		$335K Buy
+2,063
New +$323K 0.28% 49

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Clarity Wealth Advisors's CRM Position: Q2 2026 in Review

Clarity Wealth Advisors reduced its Salesforce (CRM) stake by 3% in Q2 2026, selling an estimated $9.5K and leaving 1,742 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #99.

Clarity Wealth Advisors first reported a position in CRM in Q4 2019 and has held it in 25 quarters since. The position peaked at $575K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Clarity Wealth Advisors held 1,742 shares of Salesforce worth $273K as of Q2 2026.
  • Clarity Wealth Advisors sold 54 Salesforce shares in Q2 2026, an estimated $9.5K.
  • Salesforce made up 0.05% of Clarity Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Clarity Wealth Advisors first reported a position in Salesforce in Q4 2019 and has held it in 25 quarters since.
  • Clarity Wealth Advisors's Salesforce position peaked at $575K in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Clarity Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.