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Clark Financial Services Group’s Salesforce CRM Stock Holding History

Clark Financial Services Group’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$354K Buy
1,298
+113
+10% +$30.8K 0.22% 71
2025
Q1 		$318K Buy
1,185
+316
+36% +$84.8K 0.22% 69
2024
Q4 		$290K Sell
869
-8
-0.9% -$2.67K 0.22% 63
2024
Q3 		$240K Buy
+877
New +$240K 0.22% 64