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Clark Asset Management’s Salesforce CRM Stock Holding History

Clark Asset Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$213K Buy
780
+18
+2% +$4.91K 0.03% 187
2025
Q1 		$204K Sell
762
-66
-8% -$17.7K 0.03% 152
2024
Q4 		$277K Sell
828
-120
-13% -$40.1K 0.05% 111
2024
Q3 		$260K Buy
+948
New +$260K 0.06% 103