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EP Wealth Advisors’s Salesforce CRM Stock Holding History

EP Wealth Advisors’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
Q1 		$21.7M Sell
116,293
-1,414
-1% -$293K 0.11% 129
2025
Q4 		$31.2M Buy
+117,707
New +$29.3M 0.16% 98
2025
Q2 		$29.7M Buy
108,802
+1,021
+0.9% +$273K 0.2% 90
2025
Q1 		$28.9M Buy
107,781
+2,882
+3% +$896K 0.23% 80
2024
Q4 		$35.1M Buy
104,899
+2,506
+2% +$800K 0.29% 71
2024
Q3 		$28M Buy
102,393
+72,362
+241% +$18.5M 0.24% 84
2024
Q2 		$7.72M Buy
30,031
+3,580
+14% +$958K 0.08% 142
2024
Q1 		$7.97M Buy
26,451
+4,553
+21% +$1.31M 0.09% 126
2023
Q4 		$5.76M Buy
21,898
+1,930
+10% +$437K 0.07% 143
2023
Q3 		$4.05M Sell
19,968
-1,025,458
-98% -$222M 0.06% 171
2023
Q2 		$5.72M Buy
1,045,426
+1,043,421
+52,041% +$213M 0.08% 138
2023
Q1 		$228K Sell
2,005
-10,009
-83% -$1.69M ﹤0.01% 551
2022
Q4 		$1.59M Buy
+12,014
New +$1.75M 0.03% 232
2022
Q3 		– Sell
-9,237
Closed -$1.52M – 391
2022
Q2 		$1.52M Buy
9,237
+1,778
+24% +$314K 0.03% 219
2022
Q1 		$1.58M Sell
7,459
-155
-2% -$33.4K 0.03% 218
2021
Q4 		$1.94M Buy
7,614
+1,686
+28% +$474K 0.05% 188
2021
Q3 		$1.61M Buy
5,928
+1,724
+41% +$438K 0.04% 187
2021
Q2 		$1.03M Buy
4,204
+51
+1% +$11.8K 0.03% 243
2021
Q1 		$880K Buy
4,153
+2,476
+148% +$551K 0.03% 244
2020
Q4 		$373K Sell
1,677
-83
-5% -$20.2K 0.01% 315
2020
Q3 		$442K Sell
1,760
-5,853
-77% -$1.28M 0.02% 241
2020
Q2 		$1.43M Sell
7,613
-119
-2% -$20.1K 0.06% 147
2020
Q1 		$1.11M Sell
7,732
-1,420
-16% -$243K 0.05% 156
2019
Q4 		$1.49M Sell
9,152
-187
-2% -$29.3K 0.06% 151
2019
Q3 		$1.39M Buy
9,339
+6,812
+270% +$1.04M 0.07% 122
2019
Q2 		$383K Buy
2,527
+472
+23% +$74K 0.02% 213
2019
Q1 		$325K Buy
2,055
+241
+13% +$37.4K 0.03% 199
2018
Q4 		$248K Sell
1,814
-225
-11% -$30.9K 0.02% 225
2018
Q3 		$324K Buy
+2,039
New +$303K 0.03% 214

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

EP Wealth Advisors's CRM Position: Q1 2026 in Review

EP Wealth Advisors reduced its Salesforce (CRM) stake by 1.2% in Q1 2026, selling an estimated $293K and leaving 116,293 shares worth $21.7M. The position accounts for 0.11% of the portfolio, ranked #129.

EP Wealth Advisors first reported a position in CRM in Q3 2018 and has held it in 29 quarters since. The position peaked at $35.1M in Q4 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • EP Wealth Advisors held 116,293 shares of Salesforce worth $21.7M as of Q1 2026.
  • EP Wealth Advisors sold 1,414 Salesforce shares in Q1 2026, an estimated $293K.
  • Salesforce made up 0.11% of EP Wealth Advisors's portfolio in Q1 2026, its #129 holding.
  • EP Wealth Advisors first reported a position in Salesforce in Q3 2018 and has held it in 29 quarters since.
  • EP Wealth Advisors's Salesforce position peaked at $35.1M in Q4 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.