Emerald Advisers’s Salesforce CRM Stock Holding History

Emerald Advisers’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-200	Closed	-$66.9K	–	250
2024 Q4	$66.9K	Hold	200	–	–	﹤0.01%	236
2024 Q3	$54.7K	Hold	200	–	–	﹤0.01%	229
2024 Q2	$51.4K	Sell	200 -1,566	-89%	-$403K	﹤0.01%	230
2024 Q1	$532K	Buy	1,766 +1,566	+783%	+$472K	0.02%	176
2023 Q4	$52.6K	Hold	200	–	–	﹤0.01%	228
2023 Q3	$40.6K	Buy	+200	New	+$40.6K	﹤0.01%	217
2023 Q1	–	Sell	-200	Closed	-$26.5K	–	224
2022 Q4	$26.5K	Hold	200	–	–	﹤0.01%	230
2022 Q3	$29K	Hold	200	–	–	﹤0.01%	231
2022 Q2	$33K	Hold	200	–	–	﹤0.01%	235
2022 Q1	$42K	Sell	200 -135	-40%	-$28.4K	﹤0.01%	240
2021 Q4	$85K	Buy	+335	New	+$85K	﹤0.01%	244
2021 Q3	–	Sell	-335	Closed	-$82K	–	255
2021 Q2	$82K	Buy	+335	New	+$82K	﹤0.01%	251
2021 Q1	–	Sell	-335	Closed	-$75K	–	260
2020 Q4	$75K	Hold	335	–	–	﹤0.01%	257
2020 Q3	$84K	Hold	335	–	–	﹤0.01%	244
2020 Q2	$63K	Buy	+335	New	+$63K	﹤0.01%	244
2020 Q1	–	Sell	-1,658	Closed	-$270K	–	234
2019 Q4	$270K	Hold	1,658	–	–	0.01%	221
2019 Q3	$246K	Buy	1,658 +130	+9%	+$19.3K	0.01%	222
2019 Q2	$232K	Hold	1,528	–	–	0.01%	228
2019 Q1	$242K	Buy	+1,528	New	+$242K	0.01%	228
2018 Q4	–	Sell	-2,232	Closed	-$355K	–	251
2018 Q3	$355K	Hold	2,232	–	–	0.01%	225
2018 Q2	$304K	Sell	2,232 -261	-10%	-$35.5K	0.01%	227
2018 Q1	$290K	Hold	2,493	–	–	0.01%	228
2017 Q4	$255K	Sell	2,493 -70	-3%	-$7.16K	0.01%	227
2017 Q3	$239K	Hold	2,563	–	–	0.01%	218
2017 Q2	$222K	Hold	2,563	–	–	0.01%	210
2017 Q1	$211K	Buy	+2,563	New	+$211K	0.01%	216
2014 Q3	–	Sell	-17,783	Closed	-$1.03M	–	360
2014 Q2	$1.03M	Sell	17,783 -15,166	-46%	-$881K	0.06%	250
2014 Q1	$1.88M	Buy	32,949 +377	+1%	+$21.5K	0.11%	202
2013 Q4	$1.8M	Sell	32,572 -537	-2%	-$29.6K	0.1%	200
2013 Q3	$1.72M	Buy	33,109 +8,492	+34%	+$441K	0.1%	207
2013 Q2	$940K	Buy	+24,617	New	+$940K	0.06%	241