EWM
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EPG Wealth Management’s Salesforce CRM Stock Holding History

EPG 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
Q1 		– Sell
-13,188
Closed -$3.49M – 324
2025
Q4 		$3.49M Buy
13,188
+398
+3% +$98.9K 0.94% 24
2025
Q3 		$3.03M Buy
12,790
+5,020
+65% +$1.27M 0.84% 28
2025
Q2 		$2.12M Buy
7,770
+122
+2% +$32.6K 0.64% 40
2025
Q1 		$2.05M Buy
7,648
+395
+5% +$123K 0.57% 39
2024
Q4 		$2.43M Sell
7,253
-443
-6% -$141K 0.64% 31
2024
Q3 		$2.11M Buy
+7,696
New +$1.97M 0.53% 45
2024
Q2 		– Sell
-8,264
Closed -$2.21M – 45
2024
Q1 		$2.49M Buy
8,264
+39
+0.5% +$11.3K 0.61% 35
2023
Q4 		$2.31M Buy
8,225
+1,277
+18% +$289K 0.61% 36
2023
Q3 		$1.41M Sell
6,948
-27
-0.4% -$5.83K 0.43% 59
2023
Q2 		$1.47M Buy
6,975
+392
+6% +$80K 0.44% 53
2023
Q1 		$1.32M Sell
6,583
-63
-0.9% -$10.6K 0.41% 63
2022
Q4 		$881K Buy
6,646
+183
+3% +$26.7K 0.34% 72
2022
Q3 		$930K Sell
6,463
-189
-3% -$32K 0.38% 61
2022
Q2 		$1.1M Sell
6,652
-556
-8% -$98.2K 0.47% 52
2022
Q1 		$1.53M Buy
7,208
+143
+2% +$30.8K 0.53% 43
2021
Q4 		$1.8M Buy
7,065
+930
+15% +$261K 0.63% 32
2021
Q3 		$1.66M Buy
6,135
+154
+3% +$39.1K 0.67% 31
2021
Q2 		$1.46M Sell
5,981
-62
-1% -$14.3K 0.62% 36
2021
Q1 		$1.28M Sell
6,043
-278
-4% -$61.9K 0.62% 34
2020
Q4 		$1.41M Buy
6,321
+1,253
+25% +$305K 0.84% 28
2020
Q3 		$1.27M Sell
5,068
-322
-6% -$70.5K 0.94% 25
2020
Q2 		$1.01M Buy
5,390
+903
+20% +$152K 0.72% 36
2020
Q1 		$646K Sell
4,487
-225
-5% -$38.6K 0.47% 54
2019
Q4 		$766K Buy
+4,712
New +$739K 0.56% 40

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EPG Wealth Management's CRM Position: Q1 2026 in Review

EPG Wealth Management sold out of Salesforce (CRM) in Q1 2026, closing a stake of 13,188 shares — an estimated $3.49M sold.

EPG Wealth Management first reported a position in CRM in Q4 2019 and held it in 24 quarters. The position peaked at $3.49M in Q4 2025. 2,685 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • EPG Wealth Management reported no remaining Salesforce position as of Q1 2026 after selling out during the quarter.
  • EPG Wealth Management sold 13,188 Salesforce shares in Q1 2026, an estimated $3.49M.
  • EPG Wealth Management first reported a position in Salesforce in Q4 2019 and held it in 24 quarters.
  • EPG Wealth Management's Salesforce position peaked at $3.49M in Q4 2025.
  • 2,685 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.