Annex Advisory Services’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.1M | Buy |
136,195
+15,839
| +13% | +$4.32M | 0.89% | 33 |
|
|
2025
Q1 | $32.3M | Buy |
120,356
+35,949
| +43% | +$9.65M | 0.92% | 28 |
|
|
2024
Q4 | $28.2M | Buy |
84,407
+8,722
| +12% | +$2.92M | 0.85% | 27 |
|
|
2024
Q3 | $20.7M | Buy |
75,685
+6,260
| +9% | +$1.71M | 0.66% | 36 |
|
|
2024
Q2 | $17.8M | Sell |
69,425
-18,782
| -21% | -$4.83M | 0.63% | 37 |
|
|
2024
Q1 | $26.6M | Buy |
88,207
+6,382
| +8% | +$1.92M | 0.94% | 20 |
|
|
2023
Q4 | $21.5M | Buy |
81,825
+29,996
| +58% | +$7.89M | 0.9% | 26 |
|
|
2023
Q3 | $10.5M | Sell |
51,829
-4,959
| -9% | -$1.01M | 0.64% | 39 |
|
|
2023
Q2 | $12M | Sell |
56,788
-17,246
| -23% | -$3.64M | 0.67% | 32 |
|
|
2023
Q1 | $14.8M | Buy |
74,034
+4,113
| +6% | +$822K | 0.79% | 21 |
|
|
2022
Q4 | $9.27M | Buy |
69,921
+24,547
| +54% | +$3.25M | 0.52% | 32 |
|
|
2022
Q3 | $6.53M | Buy |
45,374
+2,329
| +5% | +$335K | 0.44% | 40 |
|
|
2022
Q2 | $7.1M | Buy |
43,045
+8,605
| +25% | +$1.42M | 0.51% | 36 |
|
|
2022
Q1 | $7.31M | Buy |
34,440
+7,314
| +27% | +$1.55M | 0.53% | 35 |
|
|
2021
Q4 | $6.89M | Buy |
27,126
+3,911
| +17% | +$994K | 0.47% | 35 |
|
|
2021
Q3 | $6.3M | Sell |
23,215
-265
| -1% | -$71.9K | 0.52% | 27 |
|
|
2021
Q2 | $5.73M | Buy |
23,480
+10,543
| +81% | +$2.57M | 0.46% | 32 |
|
|
2021
Q1 | $2.74M | Buy |
12,937
+635
| +5% | +$134K | 0.26% | 69 |
|
|
2020
Q4 | $2.74M | Buy |
12,302
+11,083
| +909% | +$2.47M | 0.27% | 62 |
|
|
2020
Q3 | $306K | Buy |
+1,219
| New | +$306K | 0.04% | 102 |
|