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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
Q2 		$1.47M Sell
9,373
-572
-6% -$101K 0.06% 226
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
-222
-4% -$64.1K 0.15% 101
2023
Q4 		$1.47M Buy
5,578
+412
+8% +$93.2K 0.15% 103
2023
Q3 		$1.05M Buy
+5,166
New +$1.12M 0.13% 101

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

Syon Capital's CRM Position: Q2 2026 in Review

Syon Capital reduced its Salesforce (CRM) stake by 5.8% in Q2 2026, selling an estimated $101K and leaving 9,373 shares worth $1.47M. The position accounts for 0.06% of the portfolio, ranked #226.

Syon Capital first reported a position in CRM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.98M in Q4 2025. 2,488 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Syon Capital held 9,373 shares of Salesforce worth $1.47M as of Q2 2026.
  • Syon Capital sold 572 Salesforce shares in Q2 2026, an estimated $101K.
  • Salesforce made up 0.06% of Syon Capital's portfolio in Q2 2026, its #226 holding.
  • Syon Capital first reported a position in Salesforce in Q3 2023 and has held it in 12 quarters since.
  • Syon Capital's Salesforce position peaked at $2.98M in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Syon Capital's 13F filing for Q2 2026, filed 14 Aug 2026.