salesforce shares owned by Synergy Financial Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in salesforce
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Quarterly reported holdings in salesforce by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 11k | 301.18 |
| 2023-12-31 | $1.9M | 7.4k | 263.14 |
| 2023-09-30 | $1.1M | 5.6k | 202.78 |
| 2023-06-30 | $483k | 2.3k | 211.26 |
| 2023-03-31 | $412k | 2.1k | 199.78 |
| 2022-12-31 | $290k | 2.2k | 132.59 |
| 2022-09-30 | $295k | 2.0k | 143.84 |
| 2022-06-30 | $301k | 1.8k | 164.99 |
| 2022-03-31 | $866k | 4.1k | 212.40 |
| 2021-12-31 | $353k | 1.4k | 254.35 |
| 2021-09-30 | $269k | 991 | 271.24 |
| 2021-06-30 | $213k | 870 | 244.83 |
| 2021-03-31 | $222k | 1.0k | 211.88 |
| 2020-12-31 | $4.0M | 18k | 222.44 |
More positions owned by Synergy Financial Management
View all positions for Synergy Financial Management