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EPIQ Capital Group’s Salesforce CRM Stock Holding History

EPIQ Capital Group’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
2024
Q4 		$1.08M Buy
3,214
+72
+2% +$23K 0.28% 33
2024
Q3 		$861K Buy
3,142
+108
+4% +$27.7K 0.25% 35
2024
Q2 		$780K Buy
3,034
+219
+8% +$58.6K 0.27% 34
2024
Q1 		$849K Sell
2,815
-23
-0.8% -$6.64K 0.34% 27
2023
Q4 		$747K Buy
2,838
+23
+0.8% +$5.21K 0.36% 23
2023
Q3 		$571K Hold
2,815
– – 0.31% 27
2023
Q2 		$595K Hold
2,815
– – 0.31% 26
2023
Q1 		$562K Sell
2,815
-3,053
-52% -$516K 0.3% 26
2022
Q4 		$778K Buy
5,868
+75
+1% +$10.9K 0.44% 20
2022
Q3 		$833K Hold
5,793
– – 0.44% 22
2022
Q2 		$956K Hold
5,793
– – 0.4% 23
2022
Q1 		$1.23M Hold
5,793
– – 0.34% 22
2021
Q4 		$1.47M Sell
5,793
-1,139
-16% -$320K 0.26% 23
2021
Q3 		$1.88M Buy
6,932
+157
+2% +$39.9K 0.19% 19
2021
Q2 		$1.66M Sell
6,775
-4,422
-39% -$1.02M 0.17% 20
2021
Q1 		$2.37M Hold
11,197
– – 0.26% 14
2020
Q4 		$2.49M Buy
11,197
+7,400
+195% +$1.8M 0.42% 15
2020
Q3 		$954K Hold
3,797
– – 0.14% 24
2020
Q2 		$711K Sell
3,797
-684
-15% -$115K 0.12% 25
2020
Q1 		$645K Buy
4,481
+684
+18% +$117K 0.19% 26
2019
Q4 		$618K Buy
+3,797
New +$595K 0.15% 30

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JP Morgan Chase
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Fisher Asset Management
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