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GYL Financial Synergies’s Salesforce CRM Stock Holding History

GYL Financial Synergies’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
2024
Q3 		$456K Sell
1,667
-2
-0.1% -$512 0.03% 248
2024
Q2 		$429K Sell
1,669
-289
-15% -$77.3K 0.03% 249
2024
Q1 		$590K Sell
1,958
-67
-3% -$19.3K 0.05% 220
2023
Q4 		$533K Buy
2,025
+31
+2% +$7.02K 0.04% 233
2023
Q3 		$404K Buy
1,994
+81
+4% +$17.5K 0.04% 251
2023
Q2 		$404K Buy
+1,913
New +$391K 0.04% 257
2020
Q4 		– Sell
-904
Closed -$227K – 173
2020
Q3 		$227K Buy
+904
New +$198K 0.15% 143
2020
Q2 		– Sell
-1,651
Closed -$238K – 155
2020
Q1 		$238K Sell
1,651
-328
-17% -$56.2K 0.15% 124
2019
Q4 		$322K Buy
1,979
+7
+0.4% +$1.1K 0.14% 119
2019
Q3 		$293K Buy
1,972
+61
+3% +$9.27K 0.15% 123
2019
Q2 		$290K Buy
1,911
+183
+11% +$28.7K 0.15% 115
2019
Q1 		$274K Sell
1,728
-41
-2% -$6.36K 0.15% 115
2018
Q4 		$242K Buy
+1,769
New +$243K 0.18% 113

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GYL Financial Synergies's CRM Position: Q3 2024 in Review

GYL Financial Synergies reduced its Salesforce (CRM) stake by 0.12% in Q3 2024, selling an estimated $512 and leaving 1,667 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #248.

GYL Financial Synergies first reported a position in CRM in Q4 2018 and has held it in 13 quarters since. The position peaked at $590K in Q1 2024. 2,652 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

  • GYL Financial Synergies held 1,667 shares of Salesforce worth $456K as of Q3 2024.
  • GYL Financial Synergies sold 2 Salesforce shares in Q3 2024, an estimated $512.
  • Salesforce made up 0.03% of GYL Financial Synergies's portfolio in Q3 2024, its #248 holding.
  • GYL Financial Synergies first reported a position in Salesforce in Q4 2018 and has held it in 13 quarters since.
  • GYL Financial Synergies's Salesforce position peaked at $590K in Q1 2024.
  • 2,652 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.