Synergy Asset Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $361K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $3.6M | Buy |
|
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|
2024
Q1 | $3.35M | Buy |
|
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|
2023
Q4 | $1.94M | Buy |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $483K | Buy |
|
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|
2023
Q1 | $412K | Sell |
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|
2022
Q4 | $290K | Buy |
|
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|
2022
Q3 | $295K | Buy |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $865K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $269K | Buy |
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|
2021
Q2 | $213K | Sell |
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|
2021
Q1 | $222K | Sell |
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|
2020
Q4 | $4.02M | Buy |
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