Clear Street’s Salesforce CRM Stock Holding History

Clear Street’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	$25.7M	Sell	137,519 -31,175	-18%	-$6.46M	0.1%	68
2025 Q4	$44.7M	Buy	168,694 +25,579	+18%	+$6.36M	0.17%	55
2025 Q3	$33.9M	Buy	143,115 +69,215	+94%	+$17.5M	0.12%	64
2025 Q2	$20.2M	Buy	73,900 +13,900	+23%	+$3.72M	0.08%	52
2025 Q1	$16.1M	Sell	60,000 -40,000	-40%	-$12.4M	0.14%	41
2024 Q4	$33.4M	Hold	100,000	–	–	0.33%	33
2024 Q3	$27.4M	Hold	100,000	–	–	0.31%	38
2024 Q2	$25.7M	Buy	+100,000	New	+$26.8M	0.24%	45
2023 Q3	–	Sell	-35,800	Closed	-$7.56M	–	1158
2023 Q2	$7.56M	Buy	+35,800	New	+$7.31M	0.07%	156
2023 Q1	–	Sell	-500,001	Closed	-$66.3M	–	1212
2022 Q4	$66.3M	Buy	+500,001	New	+$73M	0.84%	25
2022 Q1	–	Sell	-200,000	Closed	-$50.8M	–	458
2021 Q4	$50.8M	Buy	+200,000	New	+$56.2M	1.4%	15

Other funds holding CRM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Clear Street's CRM Position: Q1 2026 in Review

Clear Street reduced its Salesforce (CRM) stake by 18% in Q1 2026, selling an estimated $6.46M and leaving 137,519 shares worth $25.7M. The position accounts for 0.1% of the portfolio, ranked #68.

Clear Street first reported a position in CRM in Q4 2021 and has held it in 11 quarters since. The position peaked at $66.3M in Q4 2022. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Clear Street held 137,519 shares of Salesforce worth $25.7M as of Q1 2026.
Clear Street sold 31,175 Salesforce shares in Q1 2026, an estimated $6.46M.
Salesforce made up 0.1% of Clear Street's portfolio in Q1 2026, its #68 holding.
Clear Street first reported a position in Salesforce in Q4 2021 and has held it in 11 quarters since.
Clear Street's Salesforce position peaked at $66.3M in Q4 2022.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Clear Street's 13F filing for Q1 2026, filed 15 May 2026.