Angeles Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
5,363
+1,235
| +30% | +$337K | 0.1% | 72 |
|
|
2025
Q1 | $1.11M | Buy |
4,128
+290
| +8% | +$77.8K | 0.09% | 83 |
|
|
2024
Q4 | $1.28M | Buy |
3,838
+109
| +3% | +$36.4K | 0.11% | 70 |
|
|
2024
Q3 | $1.02M | Buy |
3,729
+336
| +10% | +$92K | 0.09% | 81 |
|
|
2024
Q2 | $872K | Sell |
3,393
-845
| -20% | -$217K | 0.08% | 84 |
|
|
2024
Q1 | $1.28M | Buy |
4,238
+530
| +14% | +$160K | 0.13% | 60 |
|
|
2023
Q4 | $976K | Buy |
3,708
+270
| +8% | +$71K | 0.12% | 66 |
|
|
2023
Q3 | $697K | Buy |
3,438
+696
| +25% | +$141K | 0.1% | 74 |
|
|
2023
Q2 | $579K | Buy |
2,742
+118
| +4% | +$24.9K | 0.08% | 101 |
|
|
2023
Q1 | $524K | Buy |
2,624
+467
| +22% | +$93.3K | 0.08% | 111 |
|
|
2022
Q4 | $286K | Sell |
2,157
-291
| -12% | -$38.6K | 0.05% | 134 |
|
|
2022
Q3 | $352K | Sell |
2,448
-77
| -3% | -$11.1K | 0.07% | 113 |
|
|
2022
Q2 | $417K | Buy |
2,525
+498
| +25% | +$82.2K | 0.08% | 113 |
|
|
2022
Q1 | $430K | Buy |
+2,027
| New | +$430K | 0.08% | 114 |
|