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Angeles Investment Advisors’s Salesforce CRM Stock Holding History

Angeles Investment Advisors’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
2025
Q1 		– Sell
-2,790
Closed -$933K – 75
2024
Q4 		$933K Buy
2,790
+17
+0.6% +$5.42K 0.04% 50
2024
Q3 		$759K Hold
2,773
– – 0.04% 58
2024
Q2 		$713K Buy
2,773
+211
+8% +$56.5K 0.04% 63
2024
Q1 		$772K Buy
2,562
+348
+16% +$100K 0.04% 63
2023
Q4 		$583K Buy
2,214
+63
+3% +$14.3K 0.04% 81
2023
Q3 		$436K Buy
2,151
+97
+5% +$21K 0.03% 96
2023
Q2 		$434K Sell
2,054
-115
-5% -$23.5K 0.04% 81
2023
Q1 		$433K Buy
2,169
+160
+8% +$27K 0.04% 73
2022
Q4 		$266K Buy
+2,009
New +$293K 0.02% 93
2022
Q3 		– Sell
-1,870
Closed -$309K – 64
2022
Q2 		$309K Buy
1,870
+715
+62% +$126K 0.03% 68
2022
Q1 		$245K Sell
1,155
-2,143
-65% -$461K 0.02% 105
2021
Q4 		$838K Buy
3,298
+1,213
+58% +$341K 0.04% 90
2021
Q3 		$565K Buy
+2,085
New +$530K 0.03% 99
2021
Q1 		– Sell
-2,964
Closed -$660K – 121
2020
Q4 		$660K Sell
2,964
-20
-0.7% -$4.86K 0.07% 62
2020
Q3 		$750K Buy
2,984
+350
+13% +$76.6K 0.09% 39
2020
Q2 		$493K Buy
+2,634
New +$444K 0.07% 54
2019
Q3 		– Sell
-1,477
Closed -$224K – 79
2019
Q2 		$224K Buy
+1,477
New +$231K 0.06% 61

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Angeles Investment Advisors's CRM Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Salesforce (CRM) in Q1 2025, closing a stake of 2,790 shares — an estimated $933K sold.

Angeles Investment Advisors first reported a position in CRM in Q2 2019 and held it in 17 quarters. The position peaked at $933K in Q4 2024. 2,947 funds tracked by Wall St. Rank hold CRM as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Salesforce position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 2,790 Salesforce shares in Q1 2025, an estimated $933K.
  • Angeles Investment Advisors first reported a position in Salesforce in Q2 2019 and held it in 17 quarters.
  • Angeles Investment Advisors's Salesforce position peaked at $933K in Q4 2024.
  • 2,947 funds tracked by Wall St. Rank held Salesforce as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.