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Synergy Investment Management’s Salesforce CRM Stock Holding History

Synergy Investment 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
2026
Q1 		$4.85K Buy
+26
New +$5.39K ﹤0.01% 585
2025
Q2 		– Sell
-70
Closed -$18.8K – 169
2025
Q1 		$18.8K Buy
70
+50
+250% +$15.6K 0.01% 320
2024
Q4 		$6.69K Buy
+20
New +$6.38K ﹤0.01% 426

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Synergy Investment Management's CRM Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Salesforce (CRM) in Q1 2026: 26 shares worth $4.85K. The stake represents ﹤0.01% of the portfolio and ranks #585 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in CRM as recently as Q1 2025.

Synergy Investment Management first reported a position in CRM in Q4 2024 and has held it in 3 quarters since. The position peaked at $18.8K in Q1 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Synergy Investment Management held 26 shares of Salesforce worth $4.85K as of Q1 2026.
  • Salesforce was a new Synergy Investment Management position in Q1 2026.
  • Salesforce made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #585 holding.
  • Synergy Investment Management first reported a position in Salesforce in Q4 2024 and has held it in 3 quarters since.
  • Synergy Investment Management's Salesforce position peaked at $18.8K in Q1 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.