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Procyon Advisors’s Salesforce CRM Stock Holding History

Procyon Advisors’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 		$1.05M Sell
6,733
-842
-11% -$148K 0.05% 266
2026
Q1 		$1.41M Buy
7,575
+167
+2% +$34.6K 0.07% 231
2025
Q4 		$1.96M Sell
7,408
-493
-6% -$123K 0.1% 179
2025
Q3 		$1.87M Sell
7,901
-1,015
-11% -$256K 0.11% 157
2025
Q2 		$2.43M Sell
8,916
-25,811
-74% -$6.9M 0.23% 87
2025
Q1 		$9.32M Buy
34,727
+2,610
+8% +$812K 0.56% 40
2024
Q4 		$10.7M Buy
32,117
+1,252
+4% +$400K 0.68% 35
2024
Q3 		$8.45M Sell
30,865
-307
-1% -$78.6K 0.58% 40
2024
Q2 		$8.01M Buy
31,172
+1,131
+4% +$303K 0.59% 43
2024
Q1 		$9.05M Sell
30,041
-23
-0.1% -$6.64K 0.7% 33
2023
Q4 		$7.91M Buy
30,064
+583
+2% +$132K 0.67% 33
2023
Q3 		$5.98M Buy
29,481
+12,371
+72% +$2.67M 0.61% 36
2023
Q2 		$3.61M Buy
17,110
+8,122
+90% +$1.66M 0.45% 50
2023
Q1 		$1.8M Buy
8,988
+360
+4% +$60.8K 0.3% 77
2022
Q4 		$1.14M Buy
8,628
+1,109
+15% +$162K 0.21% 110
2022
Q3 		$1.08M Sell
7,519
-855
-10% -$145K 0.26% 86
2022
Q2 		$1.38M Buy
8,374
+1,015
+14% +$179K 0.3% 75
2022
Q1 		$1.56M Buy
7,359
+1,197
+19% +$258K 0.32% 68
2021
Q4 		$1.57M Buy
6,162
+801
+15% +$225K 0.33% 70
2021
Q3 		$1.45M Sell
5,361
-49
-0.9% -$12.4K 0.37% 62
2021
Q2 		$1.32M Buy
5,410
+286
+6% +$65.9K 0.36% 70
2021
Q1 		$1.09M Buy
5,124
+78
+2% +$17.4K 0.48% 58
2020
Q4 		$1.12M Buy
5,046
+170
+3% +$41.3K 0.55% 49
2020
Q3 		$1.23M Buy
4,876
+136
+3% +$29.8K 0.68% 42
2020
Q2 		$888K Buy
4,740
+457
+11% +$77K 0.47% 51
2020
Q1 		$617K Buy
4,283
+184
+4% +$31.5K 0.41% 60
2019
Q4 		$667K Buy
+4,099
New +$643K 0.41% 58

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Procyon Advisors's CRM Position: Q2 2026 in Review

Procyon Advisors reduced its Salesforce (CRM) stake by 11% in Q2 2026, selling an estimated $148K and leaving 6,733 shares worth $1.05M. The position accounts for 0.05% of the portfolio, ranked #266.

Procyon Advisors first reported a position in CRM in Q4 2019 and has held it in 27 quarters since. The position peaked at $10.7M in Q4 2024. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Procyon Advisors held 6,733 shares of Salesforce worth $1.05M as of Q2 2026.
  • Procyon Advisors sold 842 Salesforce shares in Q2 2026, an estimated $148K.
  • Salesforce made up 0.05% of Procyon Advisors's portfolio in Q2 2026, its #266 holding.
  • Procyon Advisors first reported a position in Salesforce in Q4 2019 and has held it in 27 quarters since.
  • Procyon Advisors's Salesforce position peaked at $10.7M in Q4 2024.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.