Annis Gardner Whiting Capital Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
2,518
+709
| +39% | +$194K | 0.24% | 90 |
|
|
2025
Q1 | $485K | Sell |
1,809
-37
| -2% | -$9.93K | 0.21% | 102 |
|
|
2024
Q4 | $618K | Buy |
1,846
+83
| +5% | +$27.8K | 0.17% | 108 |
|
|
2024
Q3 | $483K | Buy |
1,763
+177
| +11% | +$48.5K | 0.14% | 129 |
|
|
2024
Q2 | $408K | Sell |
1,586
-150
| -9% | -$38.6K | 0.12% | 151 |
|
|
2024
Q1 | $524K | Buy |
1,736
+794
| +84% | +$239K | 0.19% | 102 |
|
|
2023
Q4 | $248K | Buy |
942
+92
| +11% | +$24.2K | 0.11% | 137 |
|
|
2023
Q3 | $172K | Buy |
+850
| New | +$172K | 0.09% | 150 |
|