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Syon Capital’s Salesforce CRM Stock Holding History

Syon Capital’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
Q1 		$1.86M Sell
9,945
-1,299
-12% -$269K 0.09% 161
2025
Q4 		$2.98M Buy
11,244
+2,804
+33% +$697K 0.15% 103
2025
Q3 		$2M Buy
8,440
+1,441
+21% +$363K 0.11% 132
2025
Q2 		$1.91M Buy
6,999
+352
+5% +$94.1K 0.13% 117
2025
Q1 		$1.78M Buy
6,647
+1,679
+34% +$522K 0.15% 102
2024
Q4 		$1.66M Sell
4,968
-257
-5% -$82K 0.15% 103
2024
Q3 		$1.43M Sell
5,225
-138
-3% -$35.3K 0.13% 123
2024
Q2 		$1.38M Buy
5,363
+7
+0.1% +$1.87K 0.13% 119
2024
Q1 		$1.61M Sell
5,356
-5,905
-52% -$1.7M 0.15% 101
2023
Q4 		$2.96M Buy
11,261
+6,095
+118% +$1.38M 0.12% 107
2023
Q3 		$1.05M Buy
+5,166
New +$1.12M 0.13% 101

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Syon Capital's CRM Position: Q1 2026 in Review

Syon Capital reduced its Salesforce (CRM) stake by 12% in Q1 2026, selling an estimated $269K and leaving 9,945 shares worth $1.86M. The position accounts for 0.09% of the portfolio, ranked #161.

Syon Capital first reported a position in CRM in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.98M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Syon Capital held 9,945 shares of Salesforce worth $1.86M as of Q1 2026.
  • Syon Capital sold 1,299 Salesforce shares in Q1 2026, an estimated $269K.
  • Salesforce made up 0.09% of Syon Capital's portfolio in Q1 2026, its #161 holding.
  • Syon Capital first reported a position in Salesforce in Q3 2023 and has held it in 11 quarters since.
  • Syon Capital's Salesforce position peaked at $2.98M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Syon Capital's 13F filing for Q1 2026, filed 13 May 2026.