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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$277K Buy
1,765
+10
+0.6% +$1.76K 0.13% 82
2026
Q1 		$328K Buy
1,755
+428
+32% +$88.7K 0.18% 84
2025
Q4 		$340K Sell
1,327
-68
-5% -$16.9K 0.18% 85
2025
Q3 		$331K Buy
1,395
+97
+7% +$24.5K 0.18% 84
2025
Q2 		$354K Buy
1,298
+113
+10% +$30.2K 0.22% 71
2025
Q1 		$318K Buy
1,185
+316
+36% +$98.3K 0.22% 69
2024
Q4 		$290K Sell
869
-8
-0.9% -$2.55K 0.22% 63
2024
Q3 		$240K Buy
+877
New +$225K 0.22% 64

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 Financial Services Group's CRM Position: Q2 2026 in Review

Clark Financial Services Group increased its Salesforce (CRM) stake by 0.57% in Q2 2026, buying an estimated $1.76K and bringing the position to 1,765 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #82.

Clark Financial Services Group first reported a position in CRM in Q3 2024 and has held it in 8 quarters since. The position peaked at $354K in Q2 2025. 2,466 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Clark Financial Services Group held 1,765 shares of Salesforce worth $277K as of Q2 2026.
  • Clark Financial Services Group bought 10 Salesforce shares in Q2 2026, an estimated $1.76K.
  • Salesforce made up 0.13% of Clark Financial Services Group's portfolio in Q2 2026, its #82 holding.
  • Clark Financial Services Group first reported a position in Salesforce in Q3 2024 and has held it in 8 quarters since.
  • Clark Financial Services Group's Salesforce position peaked at $354K in Q2 2025.
  • 2,466 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Clark Financial Services Group's 13F filing for Q2 2026, filed 15 Jul 2026.