Synergy Investment Management, LLC
Position in CRM — Salesforce, Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in CRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$53,576
+$48,724 QoQ
Shares Held
342
+1215.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,198
of 2,451 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Synergy Investment Management, LLC holds $760,565 across 24 Software - Application names. CRM ranks #5 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADP |
Automatic Data Processing Inc
|
1,395 | $312,409 | |
| 2 | UBER |
Uber Technologies, Inc
|
1,305 | $94,167 | |
| 3 | NOW |
ServiceNow, Inc.
|
928 | $92,130 | |
| 4 | CDNS |
Cadence Design Systems Inc
|
217 | $81,444 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
342 | $53,576 | |
| 6 | SAP |
Sap SE
|
181 | $27,893 | |
| 7 | ADSK |
Autodesk, Inc.
|
98 | $19,053 | |
| 8 | SNOW |
Snowflake Inc.
|
53 | $13,488 |
All Filings in CRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,576 | 342 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,852 | 26 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $18,785 | 70 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,686 | 20 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||