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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
Q2 		$13.4M Buy
85,457
+5,924
+7% +$1.04M 0.08% 204
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Epoch Investment Partners's CRM Position: Q2 2026 in Review

Epoch Investment Partners increased its Salesforce (CRM) stake by 7.4% in Q2 2026, buying an estimated $1.04M and bringing the position to 85,457 shares worth $13.4M. The position accounts for 0.08% of the portfolio, ranked #204.

Epoch Investment Partners first reported a position in CRM in Q4 2021 and has held it in 19 quarters since. The position peaked at $310M in Q4 2024. 2,483 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Epoch Investment Partners held 85,457 shares of Salesforce worth $13.4M as of Q2 2026.
  • Epoch Investment Partners bought 5,924 Salesforce shares in Q2 2026, an estimated $1.04M.
  • Salesforce made up 0.08% of Epoch Investment Partners's portfolio in Q2 2026, its #204 holding.
  • Epoch Investment Partners first reported a position in Salesforce in Q4 2021 and has held it in 19 quarters since.
  • Epoch Investment Partners's Salesforce position peaked at $310M in Q4 2024.
  • 2,483 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.