CG
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Clifford Group’s Salesforce CRM Stock Holding History

Clifford Group’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
-1,075
Closed -$201K – 88
2026
Q1 		$201K Buy
1,075
+190
+21% +$39.4K 0.15% 80
2025
Q4 		$234K Sell
885
-32
-3% -$7.95K 0.18% 71
2025
Q3 		$217K Sell
917
-279
-23% -$70.4K 0.17% 78
2025
Q2 		$326K Buy
1,196
+196
+20% +$52.4K 0.27% 54
2025
Q1 		$268K Buy
1,000
+23
+2% +$7.15K 0.25% 61
2024
Q4 		$327K Hold
977
– – 0.25% 57
2024
Q3 		$267K Buy
977
+20
+2% +$5.12K 0.21% 65
2024
Q2 		$246K Hold
957
– – 0.2% 67
2024
Q1 		$288K Hold
957
– – 0.24% 62
2023
Q4 		$252K Buy
+957
New +$217K 0.23% 64
2023
Q3 		– Sell
-957
Closed -$202K – 71
2023
Q2 		$202K Buy
+957
New +$195K 0.22% 71

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

Clifford Group's CRM Position: Q2 2026 in Review

Clifford Group sold out of Salesforce (CRM) in Q2 2026, closing a stake of 1,075 shares — an estimated $201K sold.

Clifford Group first reported a position in CRM in Q2 2023 and held it in 11 quarters. The position peaked at $327K in Q4 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Clifford Group reported no remaining Salesforce position as of Q2 2026 after selling out during the quarter.
  • Clifford Group sold 1,075 Salesforce shares in Q2 2026, an estimated $201K.
  • Clifford Group first reported a position in Salesforce in Q2 2023 and held it in 11 quarters.
  • Clifford Group's Salesforce position peaked at $327K in Q4 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Clifford Group's 13F filing for Q2 2026, filed 14 Aug 2026.