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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
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 $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return