Angeles Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,790
| Closed | -$933K | – | 75 |
|
|
2024
Q4 | $933K | Buy |
2,790
+17
| +0.6% | +$5.69K | 0.04% | 50 |
|
|
2024
Q3 | $759K | Hold |
2,773
| – | – | 0.04% | 58 |
|
|
2024
Q2 | $713K | Buy |
2,773
+211
| +8% | +$54.2K | 0.04% | 63 |
|
|
2024
Q1 | $772K | Buy |
2,562
+348
| +16% | +$105K | 0.04% | 63 |
|
|
2023
Q4 | $583K | Buy |
2,214
+63
| +3% | +$16.6K | 0.04% | 81 |
|
|
2023
Q3 | $436K | Buy |
2,151
+97
| +5% | +$19.7K | 0.03% | 96 |
|
|
2023
Q2 | $434K | Sell |
2,054
-115
| -5% | -$24.3K | 0.04% | 81 |
|
|
2023
Q1 | $433K | Buy |
2,169
+160
| +8% | +$32K | 0.04% | 73 |
|
|
2022
Q4 | $266K | Buy |
+2,009
| New | +$266K | 0.02% | 93 |
|
|
2022
Q3 | – | Sell |
-1,870
| Closed | -$309K | – | 64 |
|
|
2022
Q2 | $309K | Buy |
1,870
+715
| +62% | +$118K | 0.03% | 68 |
|
|
2022
Q1 | $245K | Sell |
1,155
-2,143
| -65% | -$455K | 0.02% | 105 |
|
|
2021
Q4 | $838K | Buy |
3,298
+1,213
| +58% | +$308K | 0.04% | 90 |
|
|
2021
Q3 | $565K | Buy |
+2,085
| New | +$565K | 0.03% | 99 |
|
|
2021
Q1 | – | Sell |
-2,964
| Closed | -$660K | – | 121 |
|
|
2020
Q4 | $660K | Sell |
2,964
-20
| -0.7% | -$4.45K | 0.07% | 62 |
|
|
2020
Q3 | $750K | Buy |
2,984
+350
| +13% | +$88K | 0.09% | 39 |
|
|
2020
Q2 | $493K | Buy |
+2,634
| New | +$493K | 0.07% | 54 |
|
|
2019
Q3 | – | Sell |
-1,477
| Closed | -$224K | – | 79 |
|
|
2019
Q2 | $224K | Buy |
+1,477
| New | +$224K | 0.06% | 61 |
|