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Clark Capital Management Group’s Salesforce CRM Stock Holding History

Clark Capital Management Group’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 		$334K Sell
2,132
-20,802
-91% -$3.66M ﹤0.01% 454
2026
Q1 		$4.28M Sell
22,934
-207,973
-90% -$43.1M 0.03% 236
2025
Q4 		$61.2M Buy
230,907
+212,501
+1,155% +$52.8M 0.38% 91
2025
Q3 		$4.36M Buy
18,406
+2,264
+14% +$571K 0.03% 224
2025
Q2 		$4.4M Buy
16,142
+2,573
+19% +$688K 0.03% 218
2025
Q1 		$3.64M Sell
13,569
-13,449
-50% -$4.18M 0.03% 221
2024
Q4 		$9.03M Buy
27,018
+3,185
+13% +$1.02M 0.06% 160
2024
Q3 		$6.52M Buy
23,833
+2,267
+11% +$581K 0.04% 170
2024
Q2 		$5.54M Buy
21,566
+4,691
+28% +$1.26M 0.04% 169
2024
Q1 		$5.08M Buy
16,875
+2,544
+18% +$734K 0.04% 186
2023
Q4 		$3.77M Buy
14,331
+7,808
+120% +$1.77M 0.03% 189
2023
Q3 		$1.32M Sell
6,523
-96
-1% -$20.7K 0.01% 250
2023
Q2 		$1.4M Sell
6,619
-63
-0.9% -$12.9K 0.01% 243
2023
Q1 		$1.33M Buy
6,682
+39
+0.6% +$6.59K 0.01% 241
2022
Q4 		$881K Sell
6,643
-22
-0.3% -$3.21K 0.01% 257
2022
Q3 		$959K Sell
6,665
-15
-0.2% -$2.54K 0.01% 250
2022
Q2 		$1.1M Sell
6,680
-445
-6% -$78.6K 0.01% 233
2022
Q1 		$1.51M Buy
7,125
+110
+2% +$23.7K 0.02% 251
2021
Q4 		$1.78M Buy
7,015
+277
+4% +$77.8K 0.02% 227
2021
Q3 		$1.83M Buy
6,738
+24
+0.4% +$6.09K 0.03% 226
2021
Q2 		$1.64M Sell
6,714
-78
-1% -$18K 0.02% 242
2021
Q1 		$1.44M Buy
+6,792
New +$1.51M 0.02% 246

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clark Capital Management Group's CRM Position: Q2 2026 in Review

Clark Capital Management Group reduced its Salesforce (CRM) stake by 91% in Q2 2026, selling an estimated $3.66M and leaving 2,132 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Clark Capital Management Group first reported a position in CRM in Q1 2021 and has held it in 22 quarters since. The position peaked at $61.2M in Q4 2025. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Clark Capital Management Group held 2,132 shares of Salesforce worth $334K as of Q2 2026.
  • Clark Capital Management Group sold 20,802 Salesforce shares in Q2 2026, an estimated $3.66M.
  • Salesforce made up ﹤0.01% of Clark Capital Management Group's portfolio in Q2 2026, its #454 holding.
  • Clark Capital Management Group first reported a position in Salesforce in Q1 2021 and has held it in 22 quarters since.
  • Clark Capital Management Group's Salesforce position peaked at $61.2M in Q4 2025.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Clark Capital Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.