Position in CRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$299,220
-$78,040 QoQ
Shares Held
1,910
-5.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,839
of 2,451 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Synergy Financial Group, LTD holds $11,209,007 across 11 Software - Application names. CRM ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
50,860 | $5,807,194 | |
| 2 | DDOG |
Datadog, Inc.
|
5,963 | $1,552,526 | |
| 3 | SNOW |
Snowflake Inc.
|
2,911 | $740,849 | |
| 4 | NOW |
ServiceNow, Inc.
|
6,358 | $631,222 | |
| 5 | ZM |
Zoom Communications, Inc.
|
5,917 | $510,696 | |
| 6 | UBER |
Uber Technologies, Inc
|
6,671 | $481,379 | |
| 7 | PAYC |
Paycom Software, Inc.
|
3,384 | $425,301 | |
| 8 | CRM |
Salesforce, Inc.
This page
|
1,910 | $299,220 |
All Filings in CRM
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,220 | 1,910 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $377,260 | 2,021 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $532,998 | 2,012 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $482,295 | 2,035 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $541,835 | 1,987 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $570,265 | 2,125 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $691,394 | 2,068 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $568,495 | 2,077 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $503,144 | 1,957 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $587,602 | 1,951 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $509,965 | 1,938 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $388,526 | 1,916 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $421,463 | 1,995 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $382,778 | 1,916 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $251,921 | 1,900 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $444,465 | 3,090 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $487,528 | 2,954 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $627,193 | 2,954 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $750,700 | 2,954 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||