CS
Clear Street’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.2M | Buy |
73,900
+13,900
| +23% | +$3.79M | 0.08% | 32 |
|
|
2025
Q1 | $16.1M | Sell |
60,000
-40,000
| -40% | -$10.7M | 0.14% | 19 |
|
|
2024
Q4 | $33.4M | Hold |
100,000
| – | – | 0.33% | 17 |
|
|
2024
Q3 | $27.4M | Hold |
100,000
| – | – | 0.31% | 19 |
|
|
2024
Q2 | $25.7M | Buy |
+100,000
| New | +$25.7M | 0.24% | 20 |
|
|
2023
Q3 | – | Sell |
-35,800
| Closed | -$7.56M | – | 1106 |
|
|
2023
Q2 | $7.56M | Buy |
+35,800
| New | +$7.56M | 0.07% | 75 |
|
|
2023
Q1 | – | Sell |
-500,001
| Closed | -$66.3M | – | 1174 |
|
|
2022
Q4 | $66.3M | Buy |
+500,001
| New | +$66.3M | 0.84% | 6 |
|
|
2022
Q1 | – | Sell |
-200,000
| Closed | -$50.8M | – | 449 |
|
|
2021
Q4 | $50.8M | Buy |
+200,000
| New | +$50.8M | 1.4% | 15 |
|