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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 0.34% 23
2023
Q3 		$571K Hold
2,815
– – 0.3% 27
2023
Q2 		$595K Hold
2,815
– – 0.3% 26
2023
Q1 		$562K Sell
2,815
-3,053
-52% -$516K 0.28% 26
2022
Q4 		$778K Buy
5,868
+75
+1% +$10.9K 0.42% 20
2022
Q3 		$833K Hold
5,793
– – 0.41% 22
2022
Q2 		$956K Hold
5,793
– – 0.38% 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 0.39% 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

Other funds holding CRM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EPIQ Capital Group's CRM Position: Q4 2024 in Review

EPIQ Capital Group increased its Salesforce (CRM) stake by 2.3% in Q4 2024, buying an estimated $23K and bringing the position to 3,214 shares worth $1.08M. The position accounts for 0.28% of the portfolio, ranked #33.

EPIQ Capital Group first reported a position in CRM in Q4 2019 and has held it in 21 quarters since. The position peaked at $2.49M in Q4 2020. 3,109 funds tracked by Wall St. Rank hold CRM as of Q4 2024.

  • EPIQ Capital Group held 3,214 shares of Salesforce worth $1.08M as of Q4 2024.
  • EPIQ Capital Group bought 72 Salesforce shares in Q4 2024, an estimated $23K.
  • Salesforce made up 0.28% of EPIQ Capital Group's portfolio in Q4 2024, its #33 holding.
  • EPIQ Capital Group first reported a position in Salesforce in Q4 2019 and has held it in 21 quarters since.
  • EPIQ Capital Group's Salesforce position peaked at $2.49M in Q4 2020.
  • 3,109 funds tracked by Wall St. Rank held Salesforce as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.