Epoch Investment Partners, Inc. Salesforce, Inc. Transaction History

Epoch Investment Partners, Inc.

$18.3 Billion
Q2 2025

A detailed history of Epoch Investment Partners, Inc. transactions in Salesforce, Inc. stock. As of the latest transaction made, Epoch Investment Partners, Inc. holds 760,602 shares of CRM stock, worth $200 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares

760,602

Previous 864,302 12.0%

Holding current value

$200 Million

Previous $232 Million 10.58%

% of portfolio

1.13%

Previous 1.27%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$236.26 - $291.15 $24.5 Million - $30.2 Million	-103,700 Reduced 12.0%	760,602 $207 Million
Q1 2025 May 14, 2025	SELL	$268.36 - $359.95 $16.5 Million - $22.1 Million	-61,489 Reduced 6.64%	864,302 $232 Million
Q4 2024 Feb 13, 2025	BUY	$270.87 - $367.87 $42.5 Million - $57.7 Million	156,936 Added 20.41%	925,791 $310 Million
Q3 2024 Nov 13, 2024	BUY	$238.42 - $276.53 $24.8 Million - $28.7 Million	103,836 Added 15.61%	768,855 $210 Million
Q2 2024 Aug 13, 2024	BUY	$218.01 - $304.74 $24.2 Million - $33.8 Million	111,020 Added 20.04%	665,019 $171 Million
Q1 2024 May 14, 2024	SELL	$251.12 - $316.88 $9.37 Million - $11.8 Million	-37,306 Reduced 6.31%	553,999 $167 Million
Q4 2023 Feb 13, 2024	SELL	$196.25 - $267.25 $2 Million - $2.73 Million	-10,201 Reduced 1.7%	591,305 $156 Million
Q3 2023 Nov 13, 2023	SELL	$202.49 - $234.37 $15.2 Million - $17.6 Million	-74,987 Reduced 11.08%	601,506 $122 Million
Q2 2023 Aug 11, 2023	SELL	$188.89 - $223.38 $11.1 Million - $13.1 Million	-58,536 Reduced 7.96%	676,493 $143 Million
Q1 2023 May 12, 2023	BUY	$134.8 - $199.78 $19.5 Million - $28.9 Million	144,602 Added 24.49%	735,029 $147 Million
Q4 2022 Feb 13, 2023	SELL	$128.21 - $165.27 $17.7 Million - $22.8 Million	-137,685 Reduced 18.91%	590,427 $78.3 Million
Q3 2022 Nov 14, 2022	SELL	$143.84 - $191.27 $15.5 Million - $20.6 Million	-107,750 Reduced 12.89%	728,112 $105 Million
Q2 2022 Aug 15, 2022	BUY	$155.6 - $218.85 $44.1 Million - $62 Million	283,472 Added 51.32%	835,862 $138 Million
Q1 2022 May 13, 2022	BUY	$190.54 - $255.46 $94.1 Million - $126 Million	493,614 Added 839.82%	552,390 $117 Million
Q4 2021 Feb 11, 2022	BUY	$247.21 - $309.96 $14.5 Million - $18.2 Million	58,776 New	58,776 $14.9 Million

Others Institutions Holding CRM

# of Institutions

3,383

Shares Held

778M

Call Options Held

18.8M

Put Options Held

18.3M

View Full List

About Salesforce, Inc.

Ticker CRM
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 1,000,000,000
Market Cap $263B
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...

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Epoch Investment Partners, Inc. Salesforce, Inc. Transaction History