EPG Wealth Management LLC CRM — SALESFORCE COM INC COM

Ownership history in EPG Wealth Management LLC  ·  26 quarters on record

AI Ownership Summary

EPG Wealth Management LLC reported SALESFORCE COM INC COM (CRM) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.94% in 2025 Q4. The latest visible filing shows CRM at 0.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CRM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EPG Wealth Management LLC's position in SALESFORCE COM INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CRM was reported at 0.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.94% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CRM stock page EPG Wealth Management LLC fund profile EPG Wealth Management LLC full holdings
How EPG Wealth Management LLC held CRM — position size vs. price
% of Fund (quarterly)    CRM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 13,188 +398 +3.1% 0.94% $3.5M 2026-02-14 (Est.) $189.25
2025 Q3 ADDED — — — 12,790 +5,020 +64.6% 0.83% $3.0M 2025-11-03 $260.27
2025 Q2 ADDED — — — 7,770 +122 +1.6% 0.64% $2.1M 2025-08-05 $246.05
2025 Q1 ADDED — — — 7,648 +7,548 +7548.0% 0.57% $2.1M 2025-05-13 $287.03
2025 Q1 REDUCED 98.6% +1.9% ❌ 100 -7,153 -98.6% 0.01% $27K 2025-05-13 $287.03
2024 Q4 REDUCED 5.8% -19.7% ✅ 7,253 -443 -5.8% 0.64% $2.4M 2025-02-14 $323.61
2024 Q3 ADDED — — — 7,696 +7,696 — 0.53% $2.1M 2024-11-13 $338.27
2024 Q2 REDUCED 100.0% +6.8% ❌ — -8,264 -100.0% 0.52% $2.2M 2024-08-13 $251.64
2024 Q1 ADDED — — — 8,264 +39 +0.5% 0.61% $2.5M 2024-05-14 $273.15
2023 Q4 ADDED — — — 8,225 +1,277 +18.4% 0.61% $2.3M 2024-02-15 $287.72
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CRM

As of 2026 Q1 — sorted by position size

Value Partners Investments Inc. 3Y 5.52% Kessler Investment Group, LLC 3Y 7Y 4.27% Generali Powszechne Towarzystwo Emerytalne 3.82% NIGHTVIEW CAPITAL, LLC 3Y 7Y 3.63% Guinness Atkinson Asset Management Inc 3Y 7Y 3.03% PENN DAVIS MCFARLAND INC 3Y 7Y 2.84% PKO BP BANKOWY Universal Pension Society JSC 2.62% Gibraltar Capital Management, Inc. 3Y 7Y 2.41% JIA INVESTMENT ALLIANCE PTE. LTD. 3Y 2.3% MOGY JOEL R INVESTMENT COUNSEL INC 3Y 7Y 2.27%

FAQ About EPG Wealth Management LLC and CRM

These are the practical questions this page is built to answer before you even open the full history table.

How long has EPG Wealth Management LLC reported owning CRM?

EPG Wealth Management LLC reported CRM across 10 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CRM position in EPG Wealth Management LLC's portfolio?

The largest reported portfolio weight for CRM was 0.94% in 2025 Q4.

What is the latest reported CRM position on this page?

The most recent filing on this page is 2025 Q4, when EPG Wealth Management LLC reported 13,188 shares, equal to 0.94% of portfolio, with an estimated market value of $3.5M.

What does the chart on this CRM ownership page compare?

The chart compares EPG Wealth Management LLC's quarterly CRM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did EPG Wealth Management LLC time their CRM position?

Based on 13F filing dates vs. subsequent CRM price moves, EPG Wealth Management LLC correctly timed 9 out of 25 reported position changes (36%). The annualised alpha on CRM relative to SPY over the holding period was -7.6%.

← Back to EPG Wealth Management LLC Holdings