A detailed history of Synergy Financial Group, LTD transactions in Salesforce, Inc. stock. As of the latest transaction made, Synergy Financial Group, LTD holds 2,077 shares of CRM stock, worth $713,761. This represents 0.55% of its overall portfolio holdings.

Number of Shares
2,077
Previous 1,957 6.13%
Holding current value
$713,761
Previous $503,000 12.92%
% of portfolio
0.55%
Previous 0.53%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024

BUY
$238.42 - $276.53 $28,610 - $33,183
120 Added 6.13%
2,077 $568,000
Q2 2024

Aug 13, 2024

BUY
$218.01 - $304.74 $1,308 - $1,828
6 Added 0.31%
1,957 $503,000
Q1 2024

May 15, 2024

BUY
$251.12 - $316.88 $3,264 - $4,119
13 Added 0.67%
1,951 $587,000
Q4 2023

Feb 14, 2024

BUY
$196.25 - $267.25 $4,317 - $5,879
22 Added 1.15%
1,938 $509,000
Q3 2023

Nov 01, 2023

SELL
$202.49 - $234.37 $15,996 - $18,515
-79 Reduced 3.96%
1,916 $388,000
Q2 2023

Aug 16, 2023

BUY
$188.89 - $223.38 $14,922 - $17,647
79 Added 4.12%
1,995 $421,000
Q1 2023

May 03, 2023

BUY
$134.8 - $199.78 $2,156 - $3,196
16 Added 0.84%
1,916 $382,000
Q4 2022

Feb 03, 2023

SELL
$128.21 - $165.27 $152,569 - $196,671
-1,190 Reduced 38.51%
1,900 $251,000
Q3 2022

Nov 01, 2022

BUY
$143.84 - $191.27 $19,562 - $26,012
136 Added 4.6%
3,090 $444,000
Q4 2021

Feb 11, 2022

BUY
$247.21 - $309.96 $730,258 - $915,621
2,954 New
2,954 $751,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $344B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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