Ancora Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.17M | Buy |
7,963
+978
| +14% | +$267K | 0.05% | 278 |
|
|
2025
Q1 | $1.87M | Buy |
6,985
+782
| +13% | +$210K | 0.04% | 282 |
|
|
2024
Q4 | $2.07M | Buy |
6,203
+1,079
| +21% | +$361K | 0.05% | 273 |
|
|
2024
Q3 | $1.4M | Sell |
5,124
-9
| -0.2% | -$2.46K | 0.03% | 331 |
|
|
2024
Q2 | $1.32M | Buy |
5,133
+2,117
| +70% | +$544K | 0.03% | 336 |
|
|
2024
Q1 | $908K | Buy |
3,016
+27
| +0.9% | +$8.13K | 0.02% | 395 |
|
|
2023
Q4 | $786K | Buy |
2,989
+1,702
| +132% | +$448K | 0.02% | 401 |
|
|
2023
Q3 | $261K | Buy |
1,287
+233
| +22% | +$47.2K | 0.01% | 590 |
|
|
2023
Q2 | $223K | Buy |
1,054
+26
| +3% | +$5.49K | 0.01% | 613 |
|
|
2023
Q1 | $205K | Buy |
1,028
+16
| +2% | +$3.2K | 0.01% | 620 |
|
|
2022
Q4 | $134K | Sell |
1,012
-500
| -33% | -$66.2K | ﹤0.01% | 736 |
|
|
2022
Q3 | $217K | Sell |
1,512
-319
| -17% | -$45.8K | 0.01% | 676 |
|
|
2022
Q2 | $302K | Sell |
1,831
-72
| -4% | -$11.9K | 0.01% | 624 |
|
|
2022
Q1 | $404K | Sell |
1,903
-538
| -22% | -$114K | 0.01% | 585 |
|
|
2021
Q4 | $621K | Buy |
2,441
+44
| +2% | +$11.2K | 0.01% | 493 |
|
|
2021
Q3 | $650K | Buy |
2,397
+19
| +0.8% | +$5.15K | 0.02% | 471 |
|
|
2021
Q2 | $581K | Buy |
2,378
+63
| +3% | +$15.4K | 0.02% | 499 |
|
|
2021
Q1 | $490K | Sell |
2,315
-197
| -8% | -$41.7K | 0.01% | 518 |
|
|
2020
Q4 | $559K | Buy |
2,512
+689
| +38% | +$153K | 0.02% | 436 |
|
|
2020
Q3 | $458K | Hold |
1,823
| – | – | 0.02% | 437 |
|
|
2020
Q2 | $341K | Buy |
1,823
+8
| +0.4% | +$1.5K | 0.01% | 487 |
|
|
2020
Q1 | $261K | Buy |
1,815
+214
| +13% | +$30.8K | 0.01% | 571 |
|
|
2019
Q4 | $260K | Buy |
+1,601
| New | +$260K | 0.01% | 596 |
|
|
2018
Q4 | – | Sell |
-167
| Closed | -$27K | – | 726 |
|
|
2018
Q3 | $27K | Buy |
+167
| New | +$27K | ﹤0.01% | 1014 |
|
|
2017
Q1 | – | Sell |
-67
| Closed | -$5K | – | 693 |
|
|
2016
Q4 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 1114 |
|