Total Clarity Wealth Management’s Salesforce CRM Stock Holding History

Total Clarity Wealth Management’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
2025 Q4	–	Sell	-848	Closed	-$201K	–	305
2025 Q3	$201K	Sell	848 -78	-8%	-$19.7K	0.05%	276
2025 Q2	$253K	Buy	926 +240	+35%	+$64.2K	0.07%	233
2025 Q1	$229K	Hold	686	–	–	0.07%	230
2024 Q4	$229K	Buy	+686	New	+$219K	0.07%	230
2024 Q2	–	Sell	-815	Closed	-$245K	–	262
2024 Q1	$245K	Buy	815 +49	+6%	+$14.1K	0.09%	232
2023 Q4	$202K	Buy	+766	New	+$173K	0.08%	224
2022 Q3	–	Sell	-1,200	Closed	-$198K	–	360
2022 Q2	$198K	Sell	1,200 -124	-9%	-$21.9K	0.1%	205
2022 Q1	$281K	Buy	1,324 +33	+3%	+$7.1K	0.15%	170
2021 Q4	$328K	Buy	1,291 +60	+5%	+$16.9K	0.15%	149
2021 Q3	$334K	Buy	+1,231	New	+$313K	0.16%	144
2021 Q2	–	Sell	-795	Closed	-$168K	–	297
2021 Q1	$168K	Buy	+795	New	+$177K	0.1%	190
2020 Q1	–	Sell	-635	Closed	-$103K	–	190
2019 Q4	$103K	Buy	+635	New	+$99.5K	0.08%	183

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Total Clarity Wealth Management's CRM Position: Q4 2025 in Review

Total Clarity Wealth Management sold out of Salesforce (CRM) in Q4 2025, closing a stake of 848 shares — an estimated $201K sold.

Total Clarity Wealth Management first reported a position in CRM in Q4 2019 and held it in 12 quarters. The position peaked at $334K in Q3 2021. 2,948 funds tracked by Wall St. Rank hold CRM as of Q4 2025.

Total Clarity Wealth Management reported no remaining Salesforce position as of Q4 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 848 Salesforce shares in Q4 2025, an estimated $201K.
Total Clarity Wealth Management first reported a position in Salesforce in Q4 2019 and held it in 12 quarters.
Total Clarity Wealth Management's Salesforce position peaked at $334K in Q3 2021.
2,948 funds tracked by Wall St. Rank held Salesforce as of Q4 2025.

Based on Total Clarity Wealth Management's 13F filing for Q4 2025, filed 2 Feb 2026.