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 Q3	$478K	Buy	2,084 +23	+1%	+$4.74K	0.21%	62
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

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

EPIQ Partners's CRM Position: Q3 2026 in Review

EPIQ Partners increased its Salesforce (CRM) stake by 1.1% in Q3 2026, buying an estimated $4.74K and bringing the position to 2,084 shares worth $478K. The position accounts for 0.21% of the portfolio, ranked #62.

EPIQ Partners first reported a position in CRM in Q3 2020 and has held it in 22 quarters since. The position peaked at $519K in Q4 2020. 2,243 funds tracked by Wall St. Rank hold CRM as of Q3 2026.

EPIQ Partners held 2,084 shares of Salesforce worth $478K as of Q3 2026.
EPIQ Partners bought 23 Salesforce shares in Q3 2026, an estimated $4.74K.
Salesforce made up 0.21% of EPIQ Partners's portfolio in Q3 2026, its #62 holding.
EPIQ Partners first reported a position in Salesforce in Q3 2020 and has held it in 22 quarters since.
EPIQ Partners's Salesforce position peaked at $519K in Q4 2020.
2,243 funds tracked by Wall St. Rank held Salesforce as of Q3 2026.

Based on EPIQ Partners's 13F filing for Q3 2026, filed 7 Oct 2026.