Syntax Advisors’s Salesforce CRM Stock Holding History

Syntax Advisors’s Portfolio CRM Stock Details CRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$296K	Sell
2023 Q2	$320K	Sell
2023 Q1	$392K	Sell
2022 Q4	$347K	Buy
2022 Q3	$323K	Buy
2022 Q2	$315K	Buy
2022 Q1	$349K	Buy
2021 Q4	$351K	Buy