Clarity Wealth Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1767384 SAN JOSE, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$272,901

-$62,358 QoQ

Shares Held

1,742

-3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,894

of 2,451 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Clarity Wealth Advisors, LLC holds $2,670,310 across 6 Software - Application names. CRM ranks #6 (10.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	2,169	$814,069
2	FICO	Fair Isaac Corp	515	$615,311
3	SHOP	Shopify Inc.	3,385	$386,499
4	ADSK	Autodesk, Inc.	1,525	$296,490
5	SNOW	Snowflake Inc.	1,120	$285,040
6	CRM	Salesforce, Inc. This page	1,742	$272,901

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$272,901	1,742	-3.0%	Shares	Sole	2026-07-24
2026-03-31	$335,259	1,796	-1.9%	Shares	Sole	2026-04-24
2025-12-31	$485,050	1,831	-3.8%	Shares	Sole	2026-01-23
2025-09-30	$451,248	1,904	-0.8%	Shares	Sole	2025-10-24
2025-06-30	$523,564	1,920	+9.1%	Shares	Sole	2025-08-07
2025-03-31	$472,313	1,760	+2.3%	Shares	Sole	2025-04-30
2024-12-31	$575,047	1,720	-1.0%	Shares	Sole	2025-01-28
2024-09-30	$475,707	1,738	+6.1%	Shares	Sole	2024-10-18
2024-06-30	$421,129	1,638	+0.6%	Shares	Sole	2024-07-18
2024-03-31	$490,622	1,629	+5.7%	Shares	Sole	2024-04-18
2023-12-31	$405,498	1,541	0.0%	Shares	Sole	2024-01-10
2023-09-30	$312,483	1,541	+0.9%	Shares	Sole	2023-11-07
2023-06-30	$322,805	1,528	+2.7%	Shares	Sole	2023-07-28
2023-03-31	$297,272	1,488	+17.1%	Shares	Sole	2023-05-10
2022-06-30	$209,765	1,271	+9.9%	Shares	Sole	2022-07-19
2022-03-31	$245,441	1,156	0.0%	Shares	Sole	2022-05-02
2021-12-31	$293,774	1,156	+2.5%	Shares	Sole	2022-01-25
2021-09-30	$305,936	1,128	+1.0%	Shares	Sole	2021-10-20
2021-06-30	$272,849	1,117	0.0%	Shares	Sole	2021-08-12
2021-03-31	$236,658	1,117	0.0%	Shares	Sole	2021-04-28
2020-12-31	$248,566	1,117	+10.5%	Shares	Sole	2021-02-04
2020-09-30	$254,084	1,011	-44.1%	Shares	Sole	2020-10-13
2020-06-30	$338,505	1,807	+11.5%	Shares	Sole	2020-08-04
2020-03-31	$233,247	1,620	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.