EIP
CRM icon

Epoch Investment Partners’s Salesforce CRM Stock Holding History

Epoch Investment 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
Q1 		$14.8M Sell
79,533
-49,250
-38% -$10.2M 0.09% 201
2025
Q4 		$34.1M Sell
128,783
-192,550
-60% -$47.9M 0.19% 150
2025
Q3 		$76.2M Sell
321,333
-439,269
-58% -$111M 0.42% 93
2025
Q2 		$207M Sell
760,602
-103,700
-12% -$27.7M 1.07% 18
2025
Q1 		$232M Sell
864,302
-61,489
-7% -$19.1M 1.2% 12
2024
Q4 		$310M Buy
925,791
+156,936
+20% +$50.1M 1.5% 8
2024
Q3 		$210M Buy
768,855
+103,836
+16% +$26.6M 0.94% 20
2024
Q2 		$171M Buy
665,019
+111,020
+20% +$29.7M 0.78% 35
2024
Q1 		$167M Sell
553,999
-37,306
-6% -$10.8M 0.74% 38
2023
Q4 		$156M Sell
591,305
-10,201
-2% -$2.31M 0.71% 32
2023
Q3 		$122M Sell
601,506
-74,987
-11% -$16.2M 0.78% 27
2023
Q2 		$143M Sell
676,493
-58,536
-8% -$11.9M 0.83% 26
2023
Q1 		$147M Buy
735,029
+144,602
+24% +$24.4M 0.87% 25
2022
Q4 		$78.3M Sell
590,427
-137,685
-19% -$20.1M 0.47% 67
2022
Q3 		$105M Sell
728,112
-107,750
-13% -$18.3M 0.68% 41
2022
Q2 		$138M Buy
835,862
+283,472
+51% +$50.1M 0.81% 31
2022
Q1 		$117M Buy
552,390
+493,614
+840% +$106M 0.57% 46
2021
Q4 		$14.9M Buy
+58,776
New +$16.5M 0.08% 231

Other funds holding CRM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Epoch Investment Partners's CRM Position: Q1 2026 in Review

Epoch Investment Partners reduced its Salesforce (CRM) stake by 38% in Q1 2026, selling an estimated $10.2M and leaving 79,533 shares worth $14.8M. The position accounts for 0.09% of the portfolio, ranked #201.

Epoch Investment Partners first reported a position in CRM in Q4 2021 and has held it in 18 quarters since. The position peaked at $310M in Q4 2024. 2,672 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Epoch Investment Partners held 79,533 shares of Salesforce worth $14.8M as of Q1 2026.
  • Epoch Investment Partners sold 49,250 Salesforce shares in Q1 2026, an estimated $10.2M.
  • Salesforce made up 0.09% of Epoch Investment Partners's portfolio in Q1 2026, its #201 holding.
  • Epoch Investment Partners first reported a position in Salesforce in Q4 2021 and has held it in 18 quarters since.
  • Epoch Investment Partners's Salesforce position peaked at $310M in Q4 2024.
  • 2,672 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Epoch Investment Partners's 13F filing for Q1 2026, filed 14 May 2026.