Procyon Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
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|
2025
Q1 | $9.32M | Buy |
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|
2024
Q4 | $10.7M | Buy |
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|
2024
Q3 | $8.45M | Sell |
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|
2024
Q2 | $8.01M | Buy |
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|
2024
Q1 | $9.05M | Sell |
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|
2023
Q4 | $7.91M | Buy |
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|
2023
Q3 | $5.98M | Buy |
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|
2023
Q2 | $3.61M | Buy |
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|
2023
Q1 | $1.8M | Buy |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $1.08M | Sell |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.57M | Buy |
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|
2021
Q3 | $1.45M | Sell |
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|
2021
Q2 | $1.32M | Buy |
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|
2021
Q1 | $1.09M | Buy |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $1.23M | Buy |
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|
2020
Q2 | $888K | Buy |
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|
2020
Q1 | $617K | Buy |
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|
2019
Q4 | $667K | Buy |
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