ZRP
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Zynergy Retirement Planning’s Salesforce CRM Stock Holding History

Zynergy Retirement Planning’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-110
Closed -$36.8K – 46
2025
Q1 		$36.8K Hold
110
– – 0.03% 52
2024
Q4 		$30.1K Hold
110
– – 0.02% 52
2024
Q3 		$30.1K Hold
110
– – 0.02% 52
2024
Q2 		$28.3K Buy
+110
New +$28.3K 0.02% 56