A detailed history of Ep Wealth Advisors, LLC transactions in Salesforce, Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 102,393 shares of CRM stock, worth $33.3 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
102,393
Previous 30,031 240.96%
Holding current value
$33.3 Million
Previous $7.72 Million 263.02%
% of portfolio
0.25%
Previous 0.08%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$238.42 - $276.53 $17.3 Million - $20 Million
72,362 Added 240.96%
102,393 $28 Million
Q2 2024

Aug 19, 2024

BUY
$218.01 - $304.74 $780,475 - $1.09 Million
3,580 Added 13.53%
30,031 $7.72 Million
Q1 2024

May 14, 2024

BUY
$251.12 - $316.88 $1.14 Million - $1.44 Million
4,553 Added 20.79%
26,451 $7.97 Million
Q4 2023

Feb 28, 2024

BUY
$196.25 - $267.25 $378,762 - $515,792
1,930 Added 9.67%
21,898 $5.76 Million
Q3 2023

Nov 22, 2023

SELL
$202.49 - $234.37 $208 Million - $240 Million
-1,025,458 Reduced 98.09%
19,968 $4.05 Million
Q2 2023

Aug 14, 2023

BUY
$188.89 - $223.38 $197 Million - $233 Million
1,043,421 Added 52040.95%
1,045,426 $221 Million
Q1 2023

Jun 05, 2023

BUY
$134.8 - $199.78 $270,274 - $400,558
2,005 New
2,005 $400,000
Q4 2022

Jun 12, 2023

BUY
$128.21 - $165.27 $1.28 Million - $1.65 Million
10,009 Added 499.2%
12,014 $1.59 Million
Q2 2022

Aug 11, 2022

BUY
$155.6 - $218.85 $276,656 - $389,115
1,778 Added 23.84%
9,237 $1.52 Million
Q1 2022

May 20, 2022

SELL
$190.54 - $255.46 $29,533 - $39,596
-155 Reduced 2.04%
7,459 $1.58 Million
Q4 2021

Feb 17, 2022

BUY
$247.21 - $309.96 $416,796 - $522,592
1,686 Added 28.44%
7,614 $1.94 Million
Q3 2021

Nov 23, 2021

SELL
$237.55 - $285.63 $12.6 Million - $15.2 Million
-53,152 Reduced 89.97%
5,928 $1.61 Million
Q3 2021

Nov 16, 2021

BUY
$237.55 - $285.63 $13 Million - $15.7 Million
54,876 Added 1305.33%
59,080 $1.61 Million
Q2 2021

Aug 24, 2021

BUY
$210.54 - $246.26 $10,737 - $12,559
51 Added 1.23%
4,204 $1.03 Million
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $508,397 - $615,508
2,476 Added 147.64%
4,153 $880,000
Q4 2020

Feb 18, 2021

SELL
$220.15 - $267.07 $18,272 - $22,166
-83 Reduced 4.72%
1,677 $373,000
Q3 2020

Nov 17, 2020

SELL
$185.51 - $281.25 $1.09 Million - $1.65 Million
-5,853 Reduced 76.88%
1,760 $442,000
Q2 2020

Aug 14, 2020

SELL
$134.06 - $191.65 $15,953 - $22,806
-119 Reduced 1.54%
7,613 $1.43 Million
Q1 2020

May 18, 2020

SELL
$124.3 - $193.36 $176,506 - $274,571
-1,420 Reduced 15.52%
7,732 $1.11 Million
Q4 2019

Feb 14, 2020

SELL
$142.33 - $164.98 $26,615 - $30,851
-187 Reduced 2.0%
9,152 $1.49 Million
Q3 2019

Nov 18, 2019

BUY
$139.72 - $159.97 $951,772 - $1.09 Million
6,812 Added 269.57%
9,339 $1.39 Million
Q2 2019

Aug 27, 2019

BUY
$145.1 - $165.96 $68,487 - $78,333
472 Added 22.97%
2,527 $383,000
Q1 2019

May 20, 2019

BUY
$130.4 - $166.95 $31,426 - $40,234
241 Added 13.29%
2,055 $325,000
Q4 2018

Feb 19, 2019

SELL
$120.67 - $159.86 $27,150 - $35,968
-225 Reduced 11.03%
1,814 $248,000
Q3 2018

Nov 15, 2018

BUY
$137.15 - $160.43 $279,648 - $327,116
2,039 New
2,039 $324,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $326B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
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