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Clear Investment Research’s Salesforce CRM Stock Holding History

Clear Investment Research’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
-119
Closed -$22.2K – 84
2026
Q1 		$22.2K Buy
+119
New +$24.7K 0.03% 142
2025
Q4 		– Sell
-118
Closed -$28.1K – 86
2025
Q3 		$28.1K Sell
118
-11
-9% -$2.77K 0.04% 147
2025
Q2 		$35.3K Buy
129
+1
+0.8% +$267 0.04% 126
2025
Q1 		$34.5K Hold
128
– – 0.05% 123
2024
Q4 		$42.9K Sell
128
-1
-0.8% -$319 0.06% 113
2024
Q3 		$35.4K Buy
129
+19
+17% +$4.87K 0.05% 123
2024
Q2 		$28.3K Buy
110
+98
+817% +$26.2K 0.04% 121
2024
Q1 		$3.61K Sell
12
-29
-71% -$8.37K ﹤0.01% 178
2023
Q4 		$10.8K Buy
+41
New +$9.28K 0.02% 176
2019
Q4 		– Sell
-5
Closed -$1K – 166
2019
Q3 		$1K Hold
5
– – ﹤0.01% 153
2019
Q2 		$1K Hold
5
– – ﹤0.01% 153
2019
Q1 		$1K Hold
5
– – ﹤0.01% 150
2018
Q4 		$1K Hold
5
– – ﹤0.01% 143
2018
Q3 		$1K Buy
+5
New +$742 ﹤0.01% 152

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

Clear Investment Research's CRM Position: Q2 2026 in Review

Clear Investment Research sold out of Salesforce (CRM) in Q2 2026, closing a stake of 119 shares — an estimated $22.2K sold.

Clear Investment Research first reported a position in CRM in Q3 2018 and held it in 14 quarters. The position peaked at $42.9K in Q4 2024. 2,475 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Clear Investment Research reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Clear Investment Research sold 119 Salesforce shares in Q2 2026, an estimated $22.2K.
  • Clear Investment Research first reported a position in Salesforce in Q3 2018 and held it in 14 quarters.
  • Clear Investment Research's Salesforce position peaked at $42.9K in Q4 2024.
  • 2,475 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.