Synergy Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,178
| Closed | -$361K | – | 217 |
|
|
2024
Q4 | $361K | Buy |
+1,178
| New | +$361K | 0.03% | 168 |
|
|
2024
Q3 | – | Sell |
-14,017
| Closed | -$3.6M | – | 148 |
|
|
2024
Q2 | $3.6M | Buy |
14,017
+2,902
| +26% | +$746K | 0.56% | 46 |
|
|
2024
Q1 | $3.35M | Buy |
11,115
+3,757
| +51% | +$1.13M | 0.57% | 48 |
|
|
2023
Q4 | $1.94M | Buy |
7,358
+1,775
| +32% | +$467K | 0.35% | 68 |
|
|
2023
Q3 | $1.13M | Buy |
5,583
+3,299
| +144% | +$669K | 0.22% | 74 |
|
|
2023
Q2 | $483K | Buy |
2,284
+223
| +11% | +$47.1K | 0.12% | 68 |
|
|
2023
Q1 | $412K | Sell |
2,061
-126
| -6% | -$25.2K | 0.1% | 88 |
|
|
2022
Q4 | $290K | Buy |
2,187
+138
| +7% | +$18.3K | 0.07% | 84 |
|
|
2022
Q3 | $295K | Buy |
2,049
+225
| +12% | +$32.4K | 0.08% | 83 |
|
|
2022
Q2 | $301K | Sell |
1,824
-2,251
| -55% | -$371K | 0.08% | 79 |
|
|
2022
Q1 | $865K | Buy |
4,075
+2,688
| +194% | +$571K | 0.21% | 58 |
|
|
2021
Q4 | $353K | Buy |
1,387
+396
| +40% | +$101K | 0.08% | 71 |
|
|
2021
Q3 | $269K | Buy |
991
+121
| +14% | +$32.8K | 0.06% | 85 |
|
|
2021
Q2 | $213K | Sell |
870
-179
| -17% | -$43.8K | 0.06% | 95 |
|
|
2021
Q1 | $222K | Sell |
1,049
-16,999
| -94% | -$3.6M | 0.07% | 81 |
|
|
2020
Q4 | $4.02M | Buy |
+18,048
| New | +$4.02M | 1.26% | 35 |
|