EP Wealth Advisors, LLC's ownership history for CRM


EP Wealth Advisors, LLC currently holds 108.8K shares with a market value of $29.7M. It started holding CRM on 2024-09-30. At its peak, it held 108.8K shares on 2025-06-30. Its highest holding value was $35.1M on 2024-12-31. At its lowest, it held 102.4K shares on 2024-09-30, with a value of $28.0M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 3.9K.


EP Wealth Advisors, LLC's ownership history for CRM