Annex Advisory Services’s Salesforce CRM Stock Holding History

Annex Advisory 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
2026 Q2	$574K	Sell	3,664 -61,383	-94%	-$10.8M	0.01%	245
2026 Q1	$12.1M	Buy	65,047 +26,882	+70%	+$5.57M	0.23%	77
2025 Q4	$10.1M	Sell	38,165 -105,947	-74%	-$26.3M	0.19%	84
2025 Q3	$34.2M	Buy	144,112 +7,917	+6%	+$2M	0.73%	44
2025 Q2	$37.1M	Buy	136,195 +15,839	+13%	+$4.23M	0.89%	33
2025 Q1	$32.3M	Buy	120,356 +35,949	+43%	+$11.2M	0.92%	28
2024 Q4	$28.2M	Buy	84,407 +8,722	+12%	+$2.78M	0.85%	27
2024 Q3	$20.7M	Buy	75,685 +6,260	+9%	+$1.6M	0.66%	36
2024 Q2	$17.8M	Sell	69,425 -18,782	-21%	-$5.03M	0.63%	37
2024 Q1	$26.6M	Buy	88,207 +6,382	+8%	+$1.84M	0.94%	20
2023 Q4	$21.5M	Buy	81,825 +29,996	+58%	+$6.79M	0.9%	26
2023 Q3	$10.5M	Sell	51,829 -4,959	-9%	-$1.07M	0.64%	39
2023 Q2	$12M	Sell	56,788 -17,246	-23%	-$3.52M	0.67%	32
2023 Q1	$14.8M	Buy	74,034 +4,113	+6%	+$695K	0.79%	21
2022 Q4	$9.27M	Buy	69,921 +24,547	+54%	+$3.58M	0.52%	32
2022 Q3	$6.53M	Buy	45,374 +2,329	+5%	+$395K	0.44%	40
2022 Q2	$7.1M	Buy	43,045 +8,605	+25%	+$1.52M	0.51%	36
2022 Q1	$7.31M	Buy	34,440 +7,314	+27%	+$1.57M	0.53%	35
2021 Q4	$6.89M	Buy	27,126 +3,911	+17%	+$1.1M	0.47%	35
2021 Q3	$6.3M	Sell	23,215 -265	-1%	-$67.3K	0.52%	27
2021 Q2	$5.73M	Buy	23,480 +10,543	+81%	+$2.43M	0.46%	32
2021 Q1	$2.74M	Buy	12,937 +635	+5%	+$141K	0.26%	69
2020 Q4	$2.74M	Buy	12,302 +11,083	+909%	+$2.7M	0.27%	62
2020 Q3	$306K	Buy	+1,219	New	+$267K	0.04%	102

Other funds holding CRM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

VPI

Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Annex Advisory Services's CRM Position: Q2 2026 in Review

Annex Advisory Services reduced its Salesforce (CRM) stake by 94% in Q2 2026, selling an estimated $10.8M and leaving 3,664 shares worth $574K. The position accounts for 0.01% of the portfolio, ranked #245.

Annex Advisory Services first reported a position in CRM in Q3 2020 and has held it in 24 quarters since. The position peaked at $37.1M in Q2 2025. 401 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Annex Advisory Services held 3,664 shares of Salesforce worth $574K as of Q2 2026.
Annex Advisory Services sold 61,383 Salesforce shares in Q2 2026, an estimated $10.8M.
Salesforce made up 0.01% of Annex Advisory Services's portfolio in Q2 2026, its #245 holding.
Annex Advisory Services first reported a position in Salesforce in Q3 2020 and has held it in 24 quarters since.
Annex Advisory Services's Salesforce position peaked at $37.1M in Q2 2025.
401 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.