CGL
CRM icon

Clarius Group LLC’s Salesforce CRM Stock Holding History

Clarius Group LLC’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
Q4 		$2.36M Sell
8,892
-824
-8% -$205K 0.13% 66
2025
Q3 		$2.3M Sell
9,716
-1,863
-16% -$470K 0.14% 63
2025
Q2 		$3.16M Buy
11,579
+128
+1% +$34.2K 0.18% 58
2025
Q1 		$3.07M Buy
11,451
+1,540
+16% +$479K 0.19% 59
2024
Q4 		$3.31M Buy
9,911
+163
+2% +$52K 0.23% 49
2024
Q3 		$2.66M Sell
9,748
-161
-2% -$41.2K 0.19% 56
2024
Q2 		$2.55M Sell
9,909
-352
-3% -$94.2K 0.18% 57
2024
Q1 		$3.09M Sell
10,261
-1,381
-12% -$398K 0.21% 52
2023
Q4 		$3.06M Sell
11,642
-977
-8% -$221K 0.25% 54
2023
Q3 		$2.56M Sell
12,619
-2,081
-14% -$450K 0.24% 53
2023
Q2 		$3.11M Buy
14,700
+760
+5% +$155K 0.24% 52
2023
Q1 		$2.78M Sell
13,940
-666
-5% -$112K 0.24% 53
2022
Q4 		$1.94M Sell
14,606
-389
-3% -$56.8K 0.17% 77
2022
Q3 		$2.16M Buy
14,995
+271
+2% +$46K 0.22% 60
2022
Q2 		$2.43M Buy
14,724
+410
+3% +$72.4K 0.24% 54
2022
Q1 		$3.64M Hold
14,314
– – 0.29% 44
2021
Q4 		$3.64M Buy
14,314
+388
+3% +$109K 0.29% 44
2021
Q3 		$3.78M Buy
13,926
+1,385
+11% +$352K 0.34% 34
2021
Q2 		$3.06M Buy
12,541
+146
+1% +$33.6K 0.27% 43
2021
Q1 		$2.63M Buy
12,395
+94
+0.8% +$20.9K 0.26% 45
2020
Q4 		$2.74M Buy
12,301
+1,937
+19% +$471K 0.3% 41
2020
Q3 		$2.6M Buy
10,364
+419
+4% +$91.7K 0.33% 36
2020
Q2 		$1.86M Buy
9,945
+652
+7% +$110K 0.26% 46
2020
Q1 		$1.34M Buy
9,293
+1,307
+16% +$224K 0.25% 52
2019
Q4 		$1.45M Sell
7,986
-22
-0.3% -$3.45K 0.23% 60
2019
Q3 		$1.19M Buy
8,008
+3,775
+89% +$574K 0.22% 64
2019
Q2 		$642K Buy
4,233
+542
+15% +$84.9K 0.13% 91
2019
Q1 		$585K Buy
3,691
+1,944
+111% +$301K 0.14% 88
2018
Q4 		$239K Buy
+1,747
New +$240K 0.09% 105

Other funds holding CRM

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clarius Group LLC's CRM Position: Q4 2025 in Review

Clarius Group LLC reduced its Salesforce (CRM) stake by 8.5% in Q4 2025, selling an estimated $205K and leaving 8,892 shares worth $2.36M. The position accounts for 0.13% of the portfolio, ranked #66.

Clarius Group LLC first reported a position in CRM in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.78M in Q3 2021. 2,944 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

  • Clarius Group LLC held 8,892 shares of Salesforce worth $2.36M as of Q4 2025.
  • Clarius Group LLC sold 824 Salesforce shares in Q4 2025, an estimated $205K.
  • Salesforce made up 0.13% of Clarius Group LLC's portfolio in Q4 2025, its #66 holding.
  • Clarius Group LLC first reported a position in Salesforce in Q4 2018 and has held it in 29 quarters since.
  • Clarius Group LLC's Salesforce position peaked at $3.78M in Q3 2021.
  • 2,944 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Clarius Group LLC's 13F filing for Q4 2025, filed 14 Jan 2026.