salesforce shares owned by Synergy Financial Group
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Synergy Financial Group
from 13F filings
Historical chart of Synergy Financial Group investment in salesforce
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Quarterly reported holdings in salesforce by Synergy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $482k | 2.0k | 236.98 |
| 2025-06-30 | $542k | 2.0k | 272.65 |
| 2025-03-31 | $570k | 2.1k | 268.30 |
| 2024-12-31 | $692k | 2.1k | 334.40 |
| 2024-09-30 | $569k | 2.1k | 273.75 |
| 2024-06-30 | $503k | 2.0k | 257.12 |
| 2024-03-31 | $588k | 2.0k | 301.18 |
| 2023-12-31 | $510k | 1.9k | 263.14 |
| 2023-09-30 | $389k | 1.9k | 202.78 |
| 2023-06-30 | $422k | 2.0k | 211.26 |
| 2023-03-31 | $383k | 1.9k | 199.78 |
| 2022-12-31 | $252k | 1.9k | 132.59 |
| 2022-09-30 | $444k | 3.1k | 143.69 |
| 2022-06-30 | $488k | 3.0k | 165.20 |
| 2022-03-31 | $627k | 3.0k | 212.25 |
| 2021-12-31 | $751k | 3.0k | 254.23 |