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Synergy Investment Management’s Salesforce CRM Stock Holding History

Synergy Investment Management’s Portfolio CRM Stock Details CRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-70
Closed -$18.8K – 169
2025
Q1 		$18.8K Buy
70
+50
+250% +$13.4K 0.01% 320
2024
Q4 		$6.69K Buy
+20
New +$6.69K ﹤0.01% 426