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EPIQ Partners’s Salesforce CRM Stock Holding History

EPIQ Partners’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
2026
Q2 		$323K Buy
2,061
+477
+30% +$83.9K 0.14% 75
2026
Q1 		$296K Sell
1,584
-57
-3% -$11.8K 0.14% 69
2025
Q4 		$435K Sell
1,641
-27
-2% -$6.71K 0.2% 53
2025
Q3 		$395K Sell
1,668
-54
-3% -$13.6K 0.19% 54
2025
Q2 		$470K Sell
1,722
-111
-6% -$29.7K 0.24% 53
2025
Q1 		$492K Buy
1,833
+854
+87% +$266K 0.26% 52
2024
Q4 		$327K Hold
979
– – 0.18% 57
2024
Q3 		$268K Hold
979
– – 0.15% 71
2024
Q2 		$252K Hold
979
– – 0.17% 62
2024
Q1 		$295K Hold
979
– – 0.2% 58
2023
Q4 		$258K Sell
979
-112
-10% -$25.3K 0.18% 60
2023
Q3 		$221K Hold
1,091
– – 0.17% 61
2023
Q2 		$230K Hold
1,091
– – 0.16% 65
2023
Q1 		$218K Buy
+1,091
New +$184K 0.15% 71
2022
Q2 		– Sell
-1,107
Closed -$235K – 85
2022
Q1 		$235K Hold
1,107
– – 0.13% 80
2021
Q4 		$281K Hold
1,107
– – 0.15% 75
2021
Q3 		$300K Hold
1,107
– – 0.14% 80
2021
Q2 		$270K Sell
1,107
-24
-2% -$5.53K 0.14% 75
2021
Q1 		$240K Sell
1,131
-1,200
-51% -$267K 0.14% 76
2020
Q4 		$519K Buy
2,331
+1,235
+113% +$300K 0.36% 50
2020
Q3 		$279K Buy
+1,096
New +$240K 0.21% 60

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
VPI
Value Partners Investments Winnipeg, Manitoba, Canada $1.43B AUM 18.19% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

EPIQ Partners's CRM Position: Q2 2026 in Review

EPIQ Partners increased its Salesforce (CRM) stake by 30% in Q2 2026, buying an estimated $83.9K and bringing the position to 2,061 shares worth $323K. The position accounts for 0.14% of the portfolio, ranked #75.

EPIQ Partners first reported a position in CRM in Q3 2020 and has held it in 21 quarters since. The position peaked at $519K in Q4 2020. 479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • EPIQ Partners held 2,061 shares of Salesforce worth $323K as of Q2 2026.
  • EPIQ Partners bought 477 Salesforce shares in Q2 2026, an estimated $83.9K.
  • Salesforce made up 0.14% of EPIQ Partners's portfolio in Q2 2026, its #75 holding.
  • EPIQ Partners first reported a position in Salesforce in Q3 2020 and has held it in 21 quarters since.
  • EPIQ Partners's Salesforce position peaked at $519K in Q4 2020.
  • 479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.