Synergy Financial Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
1,987
-138
| -6% | -$37.6K | 0.4% | 49 |
|
|
2025
Q1 | $570K | Buy |
2,125
+57
| +3% | +$15.3K | 0.51% | 44 |
|
|
2024
Q4 | $692K | Sell |
2,068
-9
| -0.4% | -$3.01K | 0.58% | 38 |
|
|
2024
Q3 | $569K | Buy |
2,077
+120
| +6% | +$32.9K | 0.54% | 38 |
|
|
2024
Q2 | $503K | Buy |
1,957
+6
| +0.3% | +$1.54K | 0.53% | 40 |
|
|
2024
Q1 | $588K | Buy |
1,951
+13
| +0.7% | +$3.92K | 0.66% | 38 |
|
|
2023
Q4 | $510K | Buy |
1,938
+22
| +1% | +$5.79K | 0.63% | 37 |
|
|
2023
Q3 | $389K | Sell |
1,916
-79
| -4% | -$16K | 0.54% | 42 |
|
|
2023
Q2 | $421K | Buy |
1,995
+79
| +4% | +$16.7K | 0.57% | 40 |
|
|
2023
Q1 | $383K | Buy |
1,916
+16
| +0.8% | +$3.2K | 0.62% | 41 |
|
|
2022
Q4 | $252K | Sell |
1,900
-1,190
| -39% | -$158K | 0.5% | 58 |
|
|
2022
Q3 | $444K | Buy |
3,090
+136
| +5% | +$19.5K | 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 | +$751K | 0.67% | 43 |
|