AWM
CRM icon

Angeles Wealth Management’s Salesforce CRM Stock Holding History

Angeles Wealth Management’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
2026
Q2 		$1.18M Buy
7,510
+2,180
+41% +$383K 0.05% 144
2026
Q1 		$995K Buy
5,330
+620
+13% +$128K 0.05% 146
2025
Q4 		$1.25M Sell
4,710
-170
-3% -$42.2K 0.07% 117
2025
Q3 		$1.16M Sell
4,880
-483
-9% -$122K 0.07% 102
2025
Q2 		$1.46M Buy
5,363
+1,235
+30% +$330K 0.1% 72
2025
Q1 		$1.11M Buy
4,128
+290
+8% +$90.2K 0.09% 83
2024
Q4 		$1.28M Buy
3,838
+109
+3% +$34.8K 0.11% 70
2024
Q3 		$1.02M Buy
3,729
+336
+10% +$86.1K 0.09% 81
2024
Q2 		$872K Sell
3,393
-845
-20% -$226K 0.08% 84
2024
Q1 		$1.28M Buy
4,238
+530
+14% +$153K 0.13% 60
2023
Q4 		$976K Buy
3,708
+270
+8% +$61.1K 0.12% 66
2023
Q3 		$697K Buy
3,438
+696
+25% +$150K 0.1% 74
2023
Q2 		$579K Buy
2,742
+118
+4% +$24.1K 0.08% 101
2023
Q1 		$524K Buy
2,624
+467
+22% +$78.9K 0.08% 111
2022
Q4 		$286K Sell
2,157
-291
-12% -$42.5K 0.05% 134
2022
Q3 		$352K Sell
2,448
-77
-3% -$13.1K 0.07% 113
2022
Q2 		$417K Buy
2,525
+498
+25% +$88K 0.08% 113
2022
Q1 		$430K Buy
+2,027
New +$436K 0.08% 114

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Angeles Wealth Management's CRM Position: Q2 2026 in Review

Angeles Wealth Management increased its Salesforce (CRM) stake by 41% in Q2 2026, buying an estimated $383K and bringing the position to 7,510 shares worth $1.18M. The position accounts for 0.05% of the portfolio, ranked #144.

Angeles Wealth Management first reported a position in CRM in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.46M in Q2 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Angeles Wealth Management held 7,510 shares of Salesforce worth $1.18M as of Q2 2026.
  • Angeles Wealth Management bought 2,180 Salesforce shares in Q2 2026, an estimated $383K.
  • Salesforce made up 0.05% of Angeles Wealth Management's portfolio in Q2 2026, its #144 holding.
  • Angeles Wealth Management first reported a position in Salesforce in Q1 2022 and has held it in 18 quarters since.
  • Angeles Wealth Management's Salesforce position peaked at $1.46M in Q2 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.