EIP
Epoch Investment Partners’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $207M | Sell |
760,602
-103,700
| -12% | -$28.3M | 1.07% | 18 |
|
|
2025
Q1 | $232M | Sell |
864,302
-61,489
| -7% | -$16.5M | 1.2% | 12 |
|
|
2024
Q4 | $310M | Buy |
925,791
+156,936
| +20% | +$52.5M | 1.5% | 8 |
|
|
2024
Q3 | $210M | Buy |
768,855
+103,836
| +16% | +$28.4M | 0.94% | 20 |
|
|
2024
Q2 | $171M | Buy |
665,019
+111,020
| +20% | +$28.5M | 0.78% | 35 |
|
|
2024
Q1 | $167M | Sell |
553,999
-37,306
| -6% | -$11.2M | 0.74% | 38 |
|
|
2023
Q4 | $156M | Sell |
591,305
-10,201
| -2% | -$2.68M | 0.71% | 32 |
|
|
2023
Q3 | $122M | Sell |
601,506
-74,987
| -11% | -$15.2M | 0.78% | 27 |
|
|
2023
Q2 | $143M | Sell |
676,493
-58,536
| -8% | -$12.4M | 0.83% | 26 |
|
|
2023
Q1 | $147M | Buy |
735,029
+144,602
| +24% | +$28.9M | 0.87% | 25 |
|
|
2022
Q4 | $78.3M | Sell |
590,427
-137,685
| -19% | -$18.3M | 0.47% | 67 |
|
|
2022
Q3 | $105M | Sell |
728,112
-107,750
| -13% | -$15.5M | 0.68% | 41 |
|
|
2022
Q2 | $138M | Buy |
835,862
+283,472
| +51% | +$46.8M | 0.81% | 31 |
|
|
2022
Q1 | $117M | Buy |
552,390
+493,614
| +840% | +$105M | 0.57% | 46 |
|
|
2021
Q4 | $14.9M | Buy |
+58,776
| New | +$14.9M | 0.08% | 231 |
|