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 Q2	$12.7M	Buy	+81,189	New	+$14.3M	0.39%	51
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 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

Prana Capital Management's CRM Position: Q2 2026 in Review

Prana Capital Management opened a new position in Salesforce (CRM) in Q2 2026: 81,189 shares worth $12.7M. The stake represents 0.39% of the portfolio and ranks #51 among its holdings. This is a return to the name: Prana Capital Management previously reported a position in CRM as recently as Q4 2025.

Prana Capital Management first reported a position in CRM in Q2 2022 and has held it in 13 quarters since. The position peaked at $12.8M in Q1 2025. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Prana Capital Management held 81,189 shares of Salesforce worth $12.7M as of Q2 2026.
Salesforce was a new Prana Capital Management position in Q2 2026.
Salesforce made up 0.39% of Prana Capital Management's portfolio in Q2 2026, its #51 holding.
Prana Capital Management first reported a position in Salesforce in Q2 2022 and has held it in 13 quarters since.
Prana Capital Management's Salesforce position peaked at $12.8M in Q1 2025.
2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Prana Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.