EPIQ Capital Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.08M | Buy |
3,214
+72
| +2% | +$24.1K | 0.28% | 33 |
|
|
2024
Q3 | $861K | Buy |
3,142
+108
| +4% | +$29.6K | 0.25% | 35 |
|
|
2024
Q2 | $780K | Buy |
3,034
+219
| +8% | +$56.3K | 0.27% | 34 |
|
|
2024
Q1 | $849K | Sell |
2,815
-23
| -0.8% | -$6.94K | 0.34% | 27 |
|
|
2023
Q4 | $747K | Buy |
2,838
+23
| +0.8% | +$6.05K | 0.34% | 22 |
|
|
2023
Q3 | $571K | Hold |
2,815
| – | – | 0.3% | 26 |
|
|
2023
Q2 | $595K | Hold |
2,815
| – | – | 0.3% | 25 |
|
|
2023
Q1 | $562K | Sell |
2,815
-3,053
| -52% | -$610K | 0.28% | 25 |
|
|
2022
Q4 | $778K | Buy |
5,868
+75
| +1% | +$9.94K | 0.42% | 19 |
|
|
2022
Q3 | $833K | Hold |
5,793
| – | – | 0.41% | 21 |
|
|
2022
Q2 | $956K | Hold |
5,793
| – | – | 0.38% | 22 |
|
|
2022
Q1 | $1.23M | Hold |
5,793
| – | – | 0.34% | 22 |
|
|
2021
Q4 | $1.47M | Sell |
5,793
-1,139
| -16% | -$289K | 0.26% | 23 |
|
|
2021
Q3 | $1.88M | Buy |
6,932
+157
| +2% | +$42.6K | 0.19% | 19 |
|
|
2021
Q2 | $1.66M | Sell |
6,775
-4,422
| -39% | -$1.08M | 0.17% | 20 |
|
|
2021
Q1 | $2.37M | Hold |
11,197
| – | – | 0.26% | 14 |
|
|
2020
Q4 | $2.49M | Buy |
11,197
+7,400
| +195% | +$1.65M | 0.39% | 14 |
|
|
2020
Q3 | $954K | Hold |
3,797
| – | – | 0.14% | 23 |
|
|
2020
Q2 | $711K | Sell |
3,797
-684
| -15% | -$128K | 0.12% | 24 |
|
|
2020
Q1 | $645K | Buy |
4,481
+684
| +18% | +$98.5K | 0.19% | 26 |
|
|
2019
Q4 | $618K | Buy |
+3,797
| New | +$618K | 0.15% | 30 |
|