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Synergy Financial Group’s Salesforce CRM Stock Holding History

Synergy Financial Group’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
2026
Q2 		$299K Sell
1,910
-111
-5% -$19.5K 0.22% 88
2026
Q1 		$377K Buy
2,021
+9
+0.4% +$1.86K 0.28% 76
2025
Q4 		$533K Sell
2,012
-23
-1% -$5.72K 0.37% 53
2025
Q3 		$482K Buy
2,035
+48
+2% +$12.1K 0.33% 57
2025
Q2 		$542K Sell
1,987
-138
-6% -$36.9K 0.4% 49
2025
Q1 		$570K Buy
2,125
+57
+3% +$17.7K 0.51% 44
2024
Q4 		$692K Sell
2,068
-9
-0.4% -$2.87K 0.58% 38
2024
Q3 		$569K Buy
2,077
+120
+6% +$30.7K 0.54% 38
2024
Q2 		$503K Buy
1,957
+6
+0.3% +$1.61K 0.53% 40
2024
Q1 		$588K Buy
1,951
+13
+0.7% +$3.75K 0.66% 38
2023
Q4 		$510K Buy
1,938
+22
+1% +$4.98K 0.63% 37
2023
Q3 		$389K Sell
1,916
-79
-4% -$17.1K 0.54% 42
2023
Q2 		$421K Buy
1,995
+79
+4% +$16.1K 0.57% 40
2023
Q1 		$383K Buy
1,916
+16
+0.8% +$2.7K 0.62% 41
2022
Q4 		$252K Sell
1,900
-1,190
-39% -$174K 0.5% 58
2022
Q3 		$444K Buy
3,090
+136
+5% +$23.1K 0.67% 46
2022
Q2 		$488K Hold
2,954
– – 0.77% 44
2022
Q1 		$627K Hold
2,954
– – 0.66% 41
2021
Q4 		$751K Buy
+2,954
New +$830K 0.67% 43

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Synergy Financial Group's CRM Position: Q2 2026 in Review

Synergy Financial Group reduced its Salesforce (CRM) stake by 5.5% in Q2 2026, selling an estimated $19.5K and leaving 1,910 shares worth $299K. The position accounts for 0.22% of the portfolio, ranked #88.

Synergy Financial Group first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $751K in Q4 2021. 2,472 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Synergy Financial Group held 1,910 shares of Salesforce worth $299K as of Q2 2026.
  • Synergy Financial Group sold 111 Salesforce shares in Q2 2026, an estimated $19.5K.
  • Salesforce made up 0.22% of Synergy Financial Group's portfolio in Q2 2026, its #88 holding.
  • Synergy Financial Group first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Synergy Financial Group's Salesforce position peaked at $751K in Q4 2021.
  • 2,472 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.