Annex Advisory Services, LLC Salesforce, Inc. Transaction History

Annex Advisory Services, LLC

$2.76 Billion
Q3 2024

A detailed history of Annex Advisory Services, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Annex Advisory Services, LLC holds 75,685 shares of CRM stock, worth $26.1 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

75,685

Previous 69,425 9.02%

Holding current value

$26.1 Million

Previous $17.8 Million 16.06%

% of portfolio

0.75%

Previous 0.65%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$238.42 - $276.53 $1.49 Million - $1.73 Million	6,260 Added 9.02%	75,685 $20.7 Million
Q2 2024 Jul 12, 2024	SELL	$218.01 - $304.74 $4.09 Million - $5.72 Million	-18,782 Reduced 21.29%	69,425 $17.8 Million
Q1 2024 Apr 12, 2024	BUY	$251.12 - $316.88 $1.6 Million - $2.02 Million	6,382 Added 7.8%	88,207 $26.6 Million
Q4 2023 Feb 13, 2024	BUY	$196.25 - $267.25 $5.89 Million - $8.02 Million	29,996 Added 57.87%	81,825 $21.5 Million
Q3 2023 Oct 31, 2023	SELL	$202.49 - $234.37 $1 Million - $1.16 Million	-4,959 Reduced 8.73%	51,829 $10.5 Million
Q2 2023 Jul 24, 2023	SELL	$188.89 - $223.38 $3.26 Million - $3.85 Million	-17,246 Reduced 23.29%	56,788 $12 Million
Q1 2023 Apr 27, 2023	BUY	$134.8 - $199.78 $554,432 - $821,695	4,113 Added 5.88%	74,034 $14.8 Million
Q4 2022 Jan 27, 2023	BUY	$128.21 - $165.27 $3.15 Million - $4.06 Million	24,547 Added 54.1%	69,921 $9.27 Million
Q3 2022 Oct 24, 2022	BUY	$143.84 - $191.27 $335,003 - $445,467	2,329 Added 5.41%	45,374 $6.53 Million
Q2 2022 Jul 27, 2022	BUY	$155.6 - $218.85 $1.34 Million - $1.88 Million	8,605 Added 24.99%	43,045 $7.1 Million
Q1 2022 Apr 13, 2022	BUY	$190.54 - $255.46 $1.39 Million - $1.87 Million	7,314 Added 26.96%	34,440 $7.31 Million
Q4 2021 Jan 31, 2022	BUY	$247.21 - $309.96 $966,838 - $1.21 Million	3,911 Added 16.85%	27,126 $6.89 Million
Q3 2021 Oct 18, 2021	SELL	$237.55 - $285.63 $62,950 - $75,691	-265 Reduced 1.13%	23,215 $6.3 Million
Q2 2021 Jul 29, 2021	BUY	$210.54 - $246.26 $2.22 Million - $2.6 Million	10,543 Added 81.49%	23,480 $5.73 Million
Q1 2021 Apr 22, 2021	BUY	$205.33 - $248.59 $130,384 - $157,854	635 Added 5.16%	12,937 $2.74 Million
Q4 2020 Jan 28, 2021	BUY	$220.15 - $267.07 $2.44 Million - $2.96 Million	11,083 Added 909.19%	12,302 $2.74 Million
Q3 2020 Oct 23, 2020	BUY	$185.51 - $281.25 $226,136 - $342,843	1,219 New	1,219 $306,000

Others Institutions Holding CRM

# of Institutions

2,949

Shares Held

726M

Call Options Held

15.5M

Put Options Held

15.6M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $344B
Description
Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...

More about CRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Annex Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Annex Advisory Services, LLC with notifications on news.

Account

Annex Advisory Services, LLC Salesforce, Inc. Transaction History