Eos Management LP’s Salesforce CRM Stock Holding History

Eos Management LP’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 Q2	–	Sell	-5,843	Closed	-$1.57M	–	42
2025 Q1	$1.57M	Hold	5,843	–	–	0.7%	31
2024 Q4	$1.95M	Buy	+5,843	New	+$1.86M	0.82%	23

Other funds holding CRM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Eos Management LP's CRM Position: Q2 2025 in Review

Eos Management LP sold out of Salesforce (CRM) in Q2 2025, closing a stake of 5,843 shares — an estimated $1.57M sold.

Eos Management LP first reported a position in CRM in Q4 2024 and held it in 2 quarters. The position peaked at $1.95M in Q4 2024. 2,953 funds tracked by Wall St. Rank hold CRM as of Q2 2025.

Eos Management LP reported no remaining Salesforce position as of Q2 2025 after selling out during the quarter.
Eos Management LP sold 5,843 Salesforce shares in Q2 2025, an estimated $1.57M.
Eos Management LP first reported a position in Salesforce in Q4 2024 and held it in 2 quarters.
Eos Management LP's Salesforce position peaked at $1.95M in Q4 2024.
2,953 funds tracked by Wall St. Rank held Salesforce as of Q2 2025.

Based on Eos Management LP's 13F filing for Q2 2025, filed 29 Jul 2025.