EPIQ PARTNERS, LLC

Position in CRM — Salesforce, Inc.

CIK 1799435 MINNEAPOLIS, MN

Position in CRM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$322,876

+$27,191 QoQ

Shares Held

2,061

+30.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,801

of 2,451 holders

Holding Since

Sep 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

EPIQ PARTNERS, LLC holds $322,876 across 1 Software - Application name. CRM ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CRM	Salesforce, Inc. This page	2,061	$322,876

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,876	2,061	+30.1%	Shares	Sole	2026-07-07
2026-03-31	$295,685	1,584	-3.5%	Shares	Sole	2026-04-09
2025-12-31	$434,717	1,641	-1.6%	Shares	Sole	2026-01-07
2025-09-30	$395,316	1,668	-3.1%	Shares	Sole	2025-11-12
2025-06-30	$469,572	1,722	-6.1%	Shares	Sole	2025-07-09
2025-03-31	$491,903	1,833	+87.2%	Shares	Sole	2025-04-11
2024-12-31	$327,309	979	0.0%	Shares	Sole	2025-01-22
2024-09-30	$267,962	979	0.0%	Shares	Sole	2024-10-15
2024-06-30	$251,700	979	0.0%	Shares	Sole	2024-07-10
2024-03-31	$294,855	979	0.0%	Shares	Sole	2024-04-15
2023-12-31	$257,614	979	-10.3%	Shares	Sole	2024-01-11
2023-09-30	$221,232	1,091	0.0%	Shares	Sole	2023-10-18
2023-06-30	$230,484	1,091	0.0%	Shares	Sole	2023-07-12
2023-03-31	$217,959	1,091	-1.4%	Shares	Sole	2023-04-12
2022-03-31	$235,038	1,107	0.0%	Shares	Sole	2022-04-27
2021-12-31	$281,321	1,107	0.0%	Shares	Sole	2022-01-25
2021-09-30	$300,240	1,107	0.0%	Shares	Sole	2021-10-19
2021-06-30	$270,406	1,107	-2.1%	Shares	Sole	2021-08-02
2021-03-31	$239,624	1,131	-51.5%	Shares	Sole	2021-04-16
2020-12-31	$518,717	2,331	+112.7%	Shares	Sole	2021-01-11
2020-09-30	$275,446	1,096	—	Shares	Sole	2020-10-22
No filing history on record for this holder in this stock.