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Clayton Financial Group’s Salesforce CRM Stock Holding History

Clayton Financial 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 		– Sell
-37
Closed -$6.91K – 179
2026
Q1 		$6.91K Buy
37
+30
+429% +$6.22K ﹤0.01% 274
2025
Q4 		$1.85K Buy
+7
New +$1.74K ﹤0.01% 467

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

Clayton Financial Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 37 shares — an estimated $6.91K sold.

Clayton Financial Group first reported a position in CRM in Q4 2025 and held it in 2 quarters. The position peaked at $6.91K in Q1 2026. 1,031 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Clayton Financial Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Clayton Financial Group sold 37 Salesforce shares in Q2 2026, an estimated $6.91K.
  • Clayton Financial Group first reported a position in Salesforce in Q4 2025 and held it in 2 quarters.
  • Clayton Financial Group's Salesforce position peaked at $6.91K in Q1 2026.
  • 1,031 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.