salesforce shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in salesforce
Tip: Access up to 7 years of quarterly data
All positions including salesforce held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in salesforce by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $34M | 144k | 237.00 |
| 2025-06-30 | $37M | 136k | 272.69 |
| 2025-03-31 | $32M | 120k | 268.36 |
| 2024-12-31 | $28M | 84k | 334.33 |
| 2024-09-30 | $21M | 76k | 273.71 |
| 2024-06-30 | $18M | 69k | 257.10 |
| 2024-03-31 | $27M | 88k | 301.18 |
| 2023-09-30 | $11M | 52k | 202.78 |
| 2023-06-30 | $12M | 57k | 211.26 |
| 2023-03-31 | $15M | 74k | 199.78 |
| 2022-12-31 | $9.3M | 70k | 132.59 |
| 2022-09-30 | $6.5M | 45k | 143.85 |
| 2022-06-30 | $7.1M | 43k | 165.04 |
| 2022-03-31 | $7.3M | 34k | 212.31 |
| 2021-12-31 | $6.9M | 27k | 254.15 |
| 2021-09-30 | $6.3M | 23k | 271.25 |
| 2021-06-30 | $5.7M | 24k | 244.17 |
| 2021-03-31 | $2.7M | 13k | 211.80 |
| 2020-12-31 | $2.7M | 12k | 222.57 |
| 2020-09-30 | $306k | 1.2k | 251.03 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management