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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return