Clear Creek Financial Management’s Salesforce CRM Stock Holding History

Clear Creek Financial Management’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	$426K	Sell	2,717 -121	-4%	-$21.3K	0.03%	446
2026 Q1	$530K	Buy	2,838 +98	+4%	+$20.3K	0.04%	380
2025 Q4	$726K	Sell	2,740 -231	-8%	-$57.4K	0.06%	292
2025 Q3	$704K	Buy	2,971 +1,477	+99%	+$373K	0.06%	300
2025 Q2	$407K	Buy	1,494 +232	+18%	+$62K	0.04%	378
2025 Q1	$339K	Buy	1,262 +175	+16%	+$54.4K	0.04%	375
2024 Q4	$364K	Buy	+1,087	New	+$347K	0.04%	349
2024 Q1	–	Sell	-1,207	Closed	-$318K	–	421
2023 Q4	$318K	Buy	1,207 +99	+9%	+$22.4K	0.05%	257
2023 Q3	$225K	Sell	1,108 -26	-2%	-$5.62K	0.04%	275
2023 Q2	$240K	Sell	1,134 -69	-6%	-$14.1K	0.04%	276
2023 Q1	$240K	Buy	+1,203	New	+$203K	0.05%	257
2022 Q2	–	Sell	-1,126	Closed	-$239K	–	320
2022 Q1	$239K	Sell	1,126 -164	-13%	-$35.3K	0.04%	289
2021 Q4	$328K	Buy	+1,290	New	+$362K	0.05%	237
2019 Q3	–	Sell	-4,320	Closed	-$655K	–	142
2019 Q2	$655K	Buy	+4,320	New	+$677K	0.28%	53

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Clear Creek Financial Management's CRM Position: Q2 2026 in Review

Clear Creek Financial Management reduced its Salesforce (CRM) stake by 4.3% in Q2 2026, selling an estimated $21.3K and leaving 2,717 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #446.

Clear Creek Financial Management first reported a position in CRM in Q2 2019 and has held it in 14 quarters since. The position peaked at $726K in Q4 2025. 887 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Clear Creek Financial Management held 2,717 shares of Salesforce worth $426K as of Q2 2026.
Clear Creek Financial Management sold 121 Salesforce shares in Q2 2026, an estimated $21.3K.
Salesforce made up 0.03% of Clear Creek Financial Management's portfolio in Q2 2026, its #446 holding.
Clear Creek Financial Management first reported a position in Salesforce in Q2 2019 and has held it in 14 quarters since.
Clear Creek Financial Management's Salesforce position peaked at $726K in Q4 2025.
887 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.