EPIQ Partners’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Sell |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $327K | Hold |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $252K | Hold |
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|
2024
Q1 | $295K | Hold |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $221K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $218K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $235K | Hold |
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|
2021
Q4 | $281K | Hold |
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|
2021
Q3 | $300K | Hold |
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|
2021
Q2 | $270K | Sell |
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|
2021
Q1 | $240K | Sell |
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|
2020
Q4 | $519K | Buy |
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|
2020
Q3 | $279K | Buy |
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