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 Q2	$55M	Buy	351,308 +213,789	+155%	+$37.6M	0.14%	71
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clear Street's CRM Position: Q2 2026 in Review

Clear Street increased its Salesforce (CRM) stake by 155% in Q2 2026, buying an estimated $37.6M and bringing the position to 351,308 shares worth $55M. The position accounts for 0.14% of the portfolio, ranked #71.

Clear Street first reported a position in CRM in Q4 2021 and has held it in 12 quarters since. The position peaked at $66.3M in Q4 2022. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Clear Street held 351,308 shares of Salesforce worth $55M as of Q2 2026.
Clear Street bought 213,789 Salesforce shares in Q2 2026, an estimated $37.6M.
Salesforce made up 0.14% of Clear Street's portfolio in Q2 2026, its #71 holding.
Clear Street first reported a position in Salesforce in Q4 2021 and has held it in 12 quarters since.
Clear Street's Salesforce position peaked at $66.3M in Q4 2022.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Clear Street's 13F filing for Q2 2026, filed 12 Aug 2026.