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Clark Wealth Partners’s Salesforce CRM Stock Holding History

Clark Wealth Partners’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 		$574 Sell
3
-51
-94% -$8.97K ﹤0.01% 522
2026
Q1 		$10.1K Sell
54
-25
-32% -$5.18K 0.01% 246
2025
Q4 		$20.9K Hold
79
– – 0.01% 171
2025
Q3 		$20.9K Sell
79
-147
-65% -$37.1K 0.01% 171
2025
Q2 		$61.6K Buy
226
+16
+8% +$4.28K 0.04% 74
2025
Q1 		$56.2K Buy
210
+59
+39% +$18.4K 0.04% 84
2024
Q4 		$50.6K Buy
+151
New +$48.2K 0.04% 70

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Clark Wealth Partners's CRM Position: Q2 2026 in Review

Clark Wealth Partners reduced its Salesforce (CRM) stake by 94% in Q2 2026, selling an estimated $8.97K and leaving 3 shares worth $574. The position accounts for ﹤0.01% of the portfolio, ranked #522.

Clark Wealth Partners first reported a position in CRM in Q4 2024 and has held it in 7 quarters since. The position peaked at $61.6K in Q2 2025. 2,371 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Clark Wealth Partners held 3 shares of Salesforce worth $574 as of Q2 2026.
  • Clark Wealth Partners sold 51 Salesforce shares in Q2 2026, an estimated $8.97K.
  • Salesforce made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #522 holding.
  • Clark Wealth Partners first reported a position in Salesforce in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Salesforce position peaked at $61.6K in Q2 2025.
  • 2,371 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.