Clarus Wealth Advisors’s Salesforce CRM Stock Holding History

Clarus Wealth Advisors’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
2024 Q2	–	Sell	-2,096	Closed	-$628K	–	132
2024 Q1	$628K	Sell	2,096 -73	-3%	-$21.1K	0.36%	57
2023 Q4	$595K	Buy	+2,169	New	+$491K	0.35%	64
2023 Q2	$487K	Buy	+2,323	New	+$474K	0.3%	75
2020 Q4	–	Sell	-1,452	Closed	-$363K	–	137
2020 Q3	$363K	Sell	1,452 -3	-0.2%	-$657	0.28%	70
2020 Q2	$286K	Buy	+1,455	New	+$245K	0.24%	89
2020 Q1	–	Sell	-3,280	Closed	-$589K	–	116
2019 Q4	$589K	Buy	3,280 +283	+9%	+$44.4K	0.39%	72
2019 Q3	$445K	Buy	2,997 +1,961	+189%	+$298K	0.33%	75
2019 Q2	$157K	Buy	1,036 +203	+24%	+$31.8K	0.11%	137
2019 Q1	$132K	Buy	833 +4	+0.5%	+$620	0.1%	157
2018 Q4	$114K	Buy	829 +543	+190%	+$74.7K	0.18%	146
2018 Q3	$45K	Buy	286 +145	+103%	+$21.5K	0.03%	314
2018 Q2	$16K	Buy	+141	New	+$18K	0.01%	452

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Clarus Wealth Advisors's CRM Position: Q2 2024 in Review

Clarus Wealth Advisors sold out of Salesforce (CRM) in Q2 2024, closing a stake of 2,096 shares — an estimated $628K sold.

Clarus Wealth Advisors first reported a position in CRM in Q2 2018 and held it in 12 quarters. The position peaked at $628K in Q1 2024. 2,621 funds tracked by Wall St. Rank hold CRM as of Q2 2024.

Clarus Wealth Advisors reported no remaining Salesforce position as of Q2 2024 after selling out during the quarter.
Clarus Wealth Advisors sold 2,096 Salesforce shares in Q2 2024, an estimated $628K.
Clarus Wealth Advisors first reported a position in Salesforce in Q2 2018 and held it in 12 quarters.
Clarus Wealth Advisors's Salesforce position peaked at $628K in Q1 2024.
2,621 funds tracked by Wall St. Rank held Salesforce as of Q2 2024.

Based on Clarus Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.