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
2025 Q2	–	Sell	-100	Closed	-$27K	–	332
2025 Q1	$27K	Buy	+100	New	+$31.1K	0.01%	326

Other funds holding CRM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 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. 2,672 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.
2,672 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.