Annex Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $34.2M | Buy |
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|
2025
Q2 | $37.1M | Buy |
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|
2025
Q1 | $32.3M | Buy |
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|
2024
Q4 | $28.2M | Buy |
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|
2024
Q3 | $20.7M | Buy |
|
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|
2024
Q2 | $17.8M | Sell |
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|
2024
Q1 | $26.6M | Buy |
|
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|
2023
Q4 | $21.5M | Buy |
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|
2023
Q3 | $10.5M | Sell |
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|
2023
Q2 | $12M | Sell |
|
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|
2023
Q1 | $14.8M | Buy |
|
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|
2022
Q4 | $9.27M | Buy |
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|
2022
Q3 | $6.53M | Buy |
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|
2022
Q2 | $7.1M | Buy |
|
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|
2022
Q1 | $7.31M | Buy |
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|
2021
Q4 | $6.89M | Buy |
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|
2021
Q3 | $6.3M | Sell |
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|
2021
Q2 | $5.73M | Buy |
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|
2021
Q1 | $2.74M | Buy |
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|
2020
Q4 | $2.74M | Buy |
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|
2020
Q3 | $306K | Buy |
|