Empirical Asset Management’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$376K Sell
2025
Q1
$876K Sell
2024
Q4
$222K Buy
2024
Q1
Sell
2023
Q4
$929K Buy
2022
Q1
Sell
2021
Q4
$467K Buy