EPIQ Capital Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $861K | Buy |
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|
2024
Q2 | $780K | Buy |
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|
2024
Q1 | $849K | Sell |
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|
2023
Q4 | $747K | Buy |
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|
2023
Q3 | $571K | Hold |
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|
2023
Q2 | $595K | Hold |
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|
2023
Q1 | $562K | Sell |
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|
2022
Q4 | $778K | Buy |
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|
2022
Q3 | $833K | Hold |
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|
2022
Q2 | $956K | Hold |
|
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|
2022
Q1 | $1.23M | Hold |
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|
2021
Q4 | $1.47M | Sell |
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|
2021
Q3 | $1.88M | Buy |
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|
2021
Q2 | $1.66M | Sell |
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|
2021
Q1 | $2.37M | Hold |
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|
2020
Q4 | $2.49M | Buy |
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|
2020
Q3 | $954K | Hold |
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|
2020
Q2 | $711K | Sell |
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|
2020
Q1 | $645K | Buy |
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|
2019
Q4 | $618K | Buy |
|