Annapolis Financial Services’s Salesforce CRM Stock Holding History

Annapolis Financial Services’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$38K	Buy	139 +80	+136%	+$20.5K	0.01%	174
2024 Q2	$15.2K	Hold	59	–	–	﹤0.01%	247
2024 Q1	$17.8K	Hold	59	–	–	0.01%	227
2023 Q4	$15.5K	Hold	59	–	–	﹤0.01%	306
2023 Q3	$12K	Hold	59	–	–	﹤0.01%	327
2023 Q2	$12.5K	Hold	59	–	–	﹤0.01%	318
2023 Q1	$11.8K	Hold	59	–	–	﹤0.01%	298
2022 Q4	$7.82K	Sell	59 -40	-40%	-$5.84K	﹤0.01%	325
2022 Q3	$14K	Buy	99 +94	+1,880%	+$15.9K	0.01%	295
2022 Q2	$1K	Sell	5 -2	-29%	-$353	﹤0.01%	404
2022 Q1	$1K	Buy	7 +2	+40%	+$430	﹤0.01%	427
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	430
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	419
2021 Q2	$1K	Hold	5	–	–	﹤0.01%	392
2021 Q1	$1K	Buy	+5	New	+$1.11K	﹤0.01%	385

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Annapolis Financial Services's CRM Position: Q3 2024 in Review

Annapolis Financial Services increased its Salesforce (CRM) stake by 136% in Q3 2024, buying an estimated $20.5K and bringing the position to 139 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #174.

Annapolis Financial Services first reported a position in CRM in Q1 2021 and has held it in 15 quarters since. 2,647 funds tracked by Wall St. Rank hold CRM as of Q3 2024.

Annapolis Financial Services held 139 shares of Salesforce worth $38K as of Q3 2024.
Annapolis Financial Services bought 80 Salesforce shares in Q3 2024, an estimated $20.5K.
Salesforce made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #174 holding.
Annapolis Financial Services first reported a position in Salesforce in Q1 2021 and has held it in 15 quarters since.
2,647 funds tracked by Wall St. Rank held Salesforce as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.