PA
Procyon Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.43M | Sell |
8,916
-25,811
| -74% | -$7.04M | 0.23% | 86 |
|
|
2025
Q1 | $9.32M | Buy |
34,727
+2,610
| +8% | +$700K | 0.56% | 40 |
|
|
2024
Q4 | $10.7M | Buy |
32,117
+1,252
| +4% | +$419K | 0.68% | 35 |
|
|
2024
Q3 | $8.45M | Sell |
30,865
-307
| -1% | -$84K | 0.58% | 40 |
|
|
2024
Q2 | $8.01M | Buy |
31,172
+1,131
| +4% | +$291K | 0.59% | 43 |
|
|
2024
Q1 | $9.05M | Sell |
30,041
-23
| -0.1% | -$6.93K | 0.7% | 33 |
|
|
2023
Q4 | $7.91M | Buy |
30,064
+583
| +2% | +$153K | 0.67% | 33 |
|
|
2023
Q3 | $5.98M | Buy |
29,481
+12,371
| +72% | +$2.51M | 0.61% | 36 |
|
|
2023
Q2 | $3.61M | Buy |
17,110
+8,122
| +90% | +$1.72M | 0.45% | 50 |
|
|
2023
Q1 | $1.8M | Buy |
8,988
+360
| +4% | +$71.9K | 0.3% | 77 |
|
|
2022
Q4 | $1.14M | Buy |
8,628
+1,109
| +15% | +$147K | 0.21% | 110 |
|
|
2022
Q3 | $1.08M | Sell |
7,519
-855
| -10% | -$123K | 0.26% | 86 |
|
|
2022
Q2 | $1.38M | Buy |
8,374
+1,015
| +14% | +$168K | 0.3% | 75 |
|
|
2022
Q1 | $1.56M | Buy |
7,359
+1,197
| +19% | +$254K | 0.32% | 68 |
|
|
2021
Q4 | $1.57M | Buy |
6,162
+801
| +15% | +$204K | 0.33% | 70 |
|
|
2021
Q3 | $1.45M | Sell |
5,361
-49
| -0.9% | -$13.3K | 0.37% | 62 |
|
|
2021
Q2 | $1.32M | Buy |
5,410
+286
| +6% | +$69.9K | 0.36% | 70 |
|
|
2021
Q1 | $1.09M | Buy |
5,124
+78
| +2% | +$16.5K | 0.48% | 57 |
|
|
2020
Q4 | $1.12M | Buy |
5,046
+170
| +3% | +$37.8K | 0.55% | 49 |
|
|
2020
Q3 | $1.23M | Buy |
4,876
+136
| +3% | +$34.2K | 0.68% | 42 |
|
|
2020
Q2 | $888K | Buy |
4,740
+457
| +11% | +$85.6K | 0.47% | 51 |
|
|
2020
Q1 | $617K | Buy |
4,283
+184
| +4% | +$26.5K | 0.41% | 60 |
|
|
2019
Q4 | $667K | Buy |
+4,099
| New | +$667K | 0.41% | 58 |
|