Angeles Investment Advisors’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $933K | Buy |
|
|||||
|
2024
Q3 | $759K | Hold |
|
|||||
|
2024
Q2 | $713K | Buy |
|
|||||
|
2024
Q1 | $772K | Buy |
|
|||||
|
2023
Q4 | $583K | Buy |
|
|||||
|
2023
Q3 | $436K | Buy |
|
|||||
|
2023
Q2 | $434K | Sell |
|
|||||
|
2023
Q1 | $433K | Buy |
|
|||||
|
2022
Q4 | $266K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $309K | Buy |
|
|||||
|
2022
Q1 | $245K | Sell |
|
|||||
|
2021
Q4 | $838K | Buy |
|
|||||
|
2021
Q3 | $565K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $660K | Sell |
|
|||||
|
2020
Q3 | $750K | Buy |
|
|||||
|
2020
Q2 | $493K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $224K | Buy |
|