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Synergy Asset Management’s Salesforce CRM Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-1,178
Closed -$361K – 217
2024
Q4 		$361K Buy
+1,178
New +$376K 0.03% 168
2024
Q3 		– Sell
-14,017
Closed -$3.6M – 148
2024
Q2 		$3.6M Buy
14,017
+2,902
+26% +$777K 0.56% 46
2024
Q1 		$3.35M Buy
11,115
+3,757
+51% +$1.08M 0.57% 48
2023
Q4 		$1.94M Buy
7,358
+1,775
+32% +$402K 0.35% 68
2023
Q3 		$1.13M Buy
5,583
+3,299
+144% +$713K 0.22% 74
2023
Q2 		$483K Buy
2,284
+223
+11% +$45.5K 0.12% 68
2023
Q1 		$412K Sell
2,061
-126
-6% -$21.3K 0.1% 88
2022
Q4 		$290K Buy
2,187
+138
+7% +$20.1K 0.07% 84
2022
Q3 		$295K Buy
2,049
+225
+12% +$38.2K 0.08% 83
2022
Q2 		$301K Sell
1,824
-2,251
-55% -$398K 0.08% 79
2022
Q1 		$865K Buy
4,075
+2,688
+194% +$578K 0.21% 58
2021
Q4 		$353K Buy
1,387
+396
+40% +$111K 0.08% 71
2021
Q3 		$269K Buy
991
+121
+14% +$30.7K 0.06% 85
2021
Q2 		$213K Sell
870
-179
-17% -$41.3K 0.06% 95
2021
Q1 		$222K Sell
1,049
-16,999
-94% -$3.78M 0.07% 81
2020
Q4 		$4.02M Buy
+18,048
New +$4.39M 1.26% 35

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Synergy Asset Management's CRM Position: Q1 2025 in Review

Synergy Asset Management sold out of Salesforce (CRM) in Q1 2025, closing a stake of 1,178 shares — an estimated $361K sold.

Synergy Asset Management first reported a position in CRM in Q4 2020 and held it in 16 quarters. The position peaked at $4.02M in Q4 2020. 2,948 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Synergy Asset Management reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 1,178 Salesforce shares in Q1 2025, an estimated $361K.
  • Synergy Asset Management first reported a position in Salesforce in Q4 2020 and held it in 16 quarters.
  • Synergy Asset Management's Salesforce position peaked at $4.02M in Q4 2020.
  • 2,948 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.