Anchor Investment Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
4,044
+157
| +4% | +$42.8K | 0.1% | 182 |
|
|
2025
Q1 | $1.04M | Buy |
3,887
+83
| +2% | +$22.3K | 0.1% | 185 |
|
|
2024
Q4 | $1.27M | Sell |
3,804
-486
| -11% | -$162K | 0.12% | 160 |
|
|
2024
Q3 | $1.17M | Buy |
4,290
+581
| +16% | +$159K | 0.11% | 178 |
|
|
2024
Q2 | $954K | Buy |
3,709
+195
| +6% | +$50.1K | 0.1% | 182 |
|
|
2024
Q1 | $1.06M | Buy |
3,514
+97
| +3% | +$29.2K | 0.11% | 171 |
|
|
2023
Q4 | $899K | Buy |
3,417
+511
| +18% | +$134K | 0.1% | 179 |
|
|
2023
Q3 | $589K | Buy |
2,906
+378
| +15% | +$76.7K | 0.08% | 208 |
|
|
2023
Q2 | $534K | Buy |
2,528
+227
| +10% | +$48K | 0.07% | 224 |
|
|
2023
Q1 | $460K | Sell |
2,301
-164
| -7% | -$32.8K | 0.06% | 236 |
|
|
2022
Q4 | $327K | Sell |
2,465
-135
| -5% | -$17.9K | 0.05% | 272 |
|
|
2022
Q3 | $374K | Buy |
2,600
+230
| +10% | +$33.1K | 0.06% | 247 |
|
|
2022
Q2 | $391K | Buy |
2,370
+192
| +9% | +$31.7K | 0.06% | 248 |
|
|
2022
Q1 | $462K | Sell |
2,178
-83
| -4% | -$17.6K | 0.06% | 258 |
|
|
2021
Q4 | $575K | Sell |
2,261
-57
| -2% | -$14.5K | 0.07% | 227 |
|
|
2021
Q3 | $629K | Buy |
2,318
+173
| +8% | +$46.9K | 0.09% | 206 |
|
|
2021
Q2 | $524K | Buy |
2,145
+141
| +7% | +$34.4K | 0.07% | 226 |
|
|
2021
Q1 | $425K | Buy |
2,004
+876
| +78% | +$186K | 0.06% | 232 |
|
|
2020
Q4 | $251K | Buy |
1,128
+280
| +33% | +$62.3K | 0.05% | 265 |
|
|
2020
Q3 | $213K | Buy |
848
+81
| +11% | +$20.4K | 0.04% | 267 |
|
|
2020
Q2 | $144K | Buy |
767
+274
| +56% | +$51.3K | 0.03% | 311 |
|
|
2020
Q1 | $71K | Hold |
493
| – | – | 0.02% | 373 |
|
|
2019
Q4 | $80.2K | Buy |
493
+56
| +13% | +$9.11K | 0.02% | 398 |
|
|
2019
Q3 | $64.9K | Buy |
437
+200
| +84% | +$29.7K | 0.01% | 425 |
|
|
2019
Q2 | $36K | Hold |
237
| – | – | 0.01% | 496 |
|
|
2019
Q1 | $37.5K | Buy |
237
+195
| +464% | +$30.9K | 0.01% | 488 |
|
|
2018
Q4 | $5.75K | Hold |
42
| – | – | ﹤0.01% | 680 |
|
|
2018
Q3 | $6.68K | Hold |
42
| – | – | ﹤0.01% | 697 |
|
|
2018
Q2 | $5.73K | Hold |
42
| – | – | ﹤0.01% | 721 |
|
|
2018
Q1 | $4.89K | Hold |
42
| – | – | ﹤0.01% | 711 |
|
|
2017
Q4 | $4.29K | Hold |
42
| – | – | ﹤0.01% | 726 |
|
|
2017
Q3 | $3.92K | Hold |
42
| – | – | ﹤0.01% | 706 |
|
|
2017
Q2 | $3.64K | Hold |
42
| – | – | ﹤0.01% | 652 |
|
|
2017
Q1 | $3.47K | Buy |
+42
| New | +$3.47K | ﹤0.01% | 649 |
|