Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,054,791
-$359,234 QoQ
Shares Held
6,733
-11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#283
of 743 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Procyon Advisors, LLC holds $16,244,569 across 16 Software - Application names. CRM ranks #6 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
19,820 | $4,438,689 | |
| 2 | SHOP |
Shopify Inc.
|
15,640 | $1,785,775 | |
| 3 | FICO |
Fair Isaac Corp
|
1,324 | $1,581,888 | |
| 4 | ADSK |
Autodesk, Inc.
|
7,768 | $1,510,254 | |
| 5 | INTU |
Intuit Inc.
|
4,743 | $1,237,923 | |
| 6 | CRM |
Salesforce, Inc.
This page
|
6,733 | $1,054,791 | |
| 7 | NOW |
ServiceNow, Inc.
|
9,612 | $954,279 | |
| 8 | DT |
Dynatrace, Inc.
|
20,234 | $888,474 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054,791 | 6,733 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,414,025 | 7,575 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,962,453 | 7,408 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,872,537 | 7,901 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,431,304 | 8,916 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $9,319,337 | 34,727 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $10,737,676 | 32,117 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $8,448,059 | 30,865 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $8,014,321 | 31,172 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $9,047,748 | 30,041 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $7,911,040 | 30,064 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $5,978,157 | 29,481 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $3,614,658 | 17,110 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,795,622 | 8,988 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $1,143,986 | 8,628 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,081,532 | 7,519 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,382,044 | 8,374 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,562,462 | 7,359 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $1,565,949 | 6,162 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,454,010 | 5,361 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,321,500 | 5,410 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,085,621 | 5,124 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $1,122,886 | 5,046 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $1,225,436 | 4,876 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $887,944 | 4,740 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $616,666 | 4,283 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||