EWA
EP Wealth Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7M | Buy |
108,802
+1,021
| +0.9% | +$278K | 0.2% | 90 |
|
|
2025
Q1 | $28.9M | Buy |
107,781
+2,882
| +3% | +$773K | 0.23% | 80 |
|
|
2024
Q4 | $35.1M | Buy |
104,899
+2,506
| +2% | +$838K | 0.29% | 71 |
|
|
2024
Q3 | $28M | Buy |
102,393
+72,362
| +241% | +$19.8M | 0.24% | 84 |
|
|
2024
Q2 | $7.72M | Buy |
30,031
+3,580
| +14% | +$920K | 0.08% | 142 |
|
|
2024
Q1 | $7.97M | Buy |
26,451
+4,553
| +21% | +$1.37M | 0.09% | 126 |
|
|
2023
Q4 | $5.76M | Buy |
21,898
+1,930
| +10% | +$508K | 0.07% | 143 |
|
|
2023
Q3 | $4.05M | Sell |
19,968
-1,025,458
| -98% | -$208M | 0.06% | 171 |
|
|
2023
Q2 | $5.72M | Buy |
1,045,426
+1,043,421
| +52,041% | +$5.71M | 0.08% | 138 |
|
|
2023
Q1 | $228K | Sell |
2,005
-10,009
| -83% | -$1.14M | ﹤0.01% | 551 |
|
|
2022
Q4 | $1.59M | Buy |
+12,014
| New | +$1.59M | 0.03% | 232 |
|
|
2022
Q3 | – | Sell |
-9,237
| Closed | -$1.52M | – | 391 |
|
|
2022
Q2 | $1.52M | Buy |
9,237
+1,778
| +24% | +$293K | 0.03% | 219 |
|
|
2022
Q1 | $1.58M | Sell |
7,459
-155
| -2% | -$32.9K | 0.03% | 218 |
|
|
2021
Q4 | $1.94M | Buy |
7,614
+1,686
| +28% | +$428K | 0.05% | 188 |
|
|
2021
Q3 | $1.61M | Buy |
5,928
+1,724
| +41% | +$468K | 0.04% | 187 |
|
|
2021
Q2 | $1.03M | Buy |
4,204
+51
| +1% | +$12.5K | 0.03% | 243 |
|
|
2021
Q1 | $880K | Buy |
4,153
+2,476
| +148% | +$525K | 0.03% | 244 |
|
|
2020
Q4 | $373K | Sell |
1,677
-83
| -5% | -$18.5K | 0.01% | 315 |
|
|
2020
Q3 | $442K | Sell |
1,760
-5,853
| -77% | -$1.47M | 0.02% | 241 |
|
|
2020
Q2 | $1.43M | Sell |
7,613
-119
| -2% | -$22.3K | 0.06% | 147 |
|
|
2020
Q1 | $1.11M | Sell |
7,732
-1,420
| -16% | -$204K | 0.05% | 156 |
|
|
2019
Q4 | $1.49M | Sell |
9,152
-187
| -2% | -$30.4K | 0.06% | 151 |
|
|
2019
Q3 | $1.39M | Buy |
9,339
+6,812
| +270% | +$1.01M | 0.07% | 122 |
|
|
2019
Q2 | $383K | Buy |
2,527
+472
| +23% | +$71.5K | 0.02% | 213 |
|
|
2019
Q1 | $325K | Buy |
2,055
+241
| +13% | +$38.1K | 0.03% | 199 |
|
|
2018
Q4 | $248K | Sell |
1,814
-225
| -11% | -$30.8K | 0.02% | 225 |
|
|
2018
Q3 | $324K | Buy |
+2,039
| New | +$324K | 0.03% | 214 |
|