PCM
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Prana Capital Management’s Salesforce CRM Stock Holding History

Prana Capital 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
2026
Q1 		– Sell
-17,450
Closed -$4.62M – 143
2025
Q4 		$4.62M Buy
17,450
+12,956
+288% +$3.22M 0.17% 68
2025
Q3 		$1.07M Buy
+4,494
New +$1.13M 0.04% 90
2025
Q2 		– Sell
-47,754
Closed -$12.8M – 115
2025
Q1 		$12.8M Buy
47,754
+17,434
+58% +$5.42M 0.52% 45
2024
Q4 		$10.1M Buy
30,320
+27,253
+889% +$8.7M 0.48% 44
2024
Q3 		$839K Sell
3,067
-4,288
-58% -$1.1M 0.04% 80
2024
Q2 		$1.89M Sell
7,355
-2,236
-23% -$598K 0.09% 80
2024
Q1 		$2.89M Buy
+9,591
New +$2.77M 0.13% 69
2023
Q4 		– Sell
-7,556
Closed -$1.53M – 92
2023
Q3 		$1.53M Sell
7,556
-633
-8% -$137K 0.1% 77
2023
Q2 		$1.73M Buy
8,189
+5,926
+262% +$1.21M 0.12% 71
2023
Q1 		$452K Buy
+2,263
New +$382K 0.04% 79
2022
Q4 		– Sell
-22,497
Closed -$3.24M – 97
2022
Q3 		$3.24M Buy
22,497
+16,542
+278% +$2.8M 0.22% 59
2022
Q2 		$983K Buy
+5,955
New +$1.05M 0.07% 75

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Prana Capital Management's CRM Position: Q1 2026 in Review

Prana Capital Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 17,450 shares — an estimated $4.62M sold.

Prana Capital Management first reported a position in CRM in Q2 2022 and held it in 12 quarters. The position peaked at $12.8M in Q1 2025. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Prana Capital Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • Prana Capital Management sold 17,450 Salesforce shares in Q1 2026, an estimated $4.62M.
  • Prana Capital Management first reported a position in Salesforce in Q2 2022 and held it in 12 quarters.
  • Prana Capital Management's Salesforce position peaked at $12.8M in Q1 2025.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Prana Capital Management's 13F filing for Q1 2026, filed 15 May 2026.