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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
2021
Q1 		– Sell
-2,800
Closed -$624K – 250
2020
Q4 		$624K Buy
+2,800
New +$681K 0.3% 84

Other funds holding CRM

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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. 1,031 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.
  • 1,031 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.