Annapolis Financial Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $38K | Buy |
139
+80
| +136% | +$21.9K | 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% | -$5.3K | ﹤0.01% | 325 |
|
|
2022
Q3 | $14K | Buy |
99
+94
| +1,880% | +$13.3K | 0.01% | 295 |
|
|
2022
Q2 | $1K | Sell |
5
-2
| -29% | -$400 | ﹤0.01% | 404 |
|
|
2022
Q1 | $1K | Buy |
7
+2
| +40% | +$286 | ﹤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 | +$1K | ﹤0.01% | 385 |
|