CAM
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Clark Asset Management’s Salesforce CRM Stock Holding History

Clark Asset Management’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
Q1 		– Sell
-917
Closed -$243K – 270
2025
Q4 		$243K Buy
+917
New +$228K 0.03% 200
2025
Q3 		– Sell
-780
Closed -$213K – 210
2025
Q2 		$213K Buy
780
+18
+2% +$4.81K 0.03% 187
2025
Q1 		$204K Sell
762
-66
-8% -$20.5K 0.03% 152
2024
Q4 		$277K Sell
828
-120
-13% -$38.3K 0.05% 111
2024
Q3 		$260K Buy
+948
New +$243K 0.06% 103

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Clark Asset Management's CRM Position: Q1 2026 in Review

Clark Asset Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 917 shares — an estimated $243K sold.

Clark Asset Management first reported a position in CRM in Q3 2024 and held it in 5 quarters. The position peaked at $277K in Q4 2024. 2,682 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Clark Asset Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Clark Asset Management sold 917 Salesforce shares in Q1 2026, an estimated $243K.
  • Clark Asset Management first reported a position in Salesforce in Q3 2024 and held it in 5 quarters.
  • Clark Asset Management's Salesforce position peaked at $277K in Q4 2024.
  • 2,682 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Clark Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.