EP
EPIQ Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Sell |
1,722
-111
| -6% | -$30.3K | 0.24% | 53 |
|
|
2025
Q1 | $492K | Buy |
1,833
+854
| +87% | +$229K | 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% | -$29.5K | 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 | +$218K | 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% | -$5.85K | 0.14% | 75 |
|
|
2021
Q1 | $240K | Sell |
1,131
-1,200
| -51% | -$255K | 0.14% | 76 |
|
|
2020
Q4 | $519K | Buy |
2,331
+1,235
| +113% | +$275K | 0.36% | 50 |
|
|
2020
Q3 | $279K | Buy |
+1,096
| New | +$279K | 0.21% | 60 |
|