EAM
Empirical Asset Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $376K | Sell |
1,379
-1,886
| -58% | -$514K | 0.12% | 238 |
|
|
2025
Q1 | $876K | Sell |
3,265
-38,783
| -92% | -$10.4M | 0.3% | 92 |
|
|
2024
Q4 | $222K | Buy |
+42,048
| New | +$222K | 0.07% | 293 |
|
|
2024
Q1 | – | Sell |
-3,529
| Closed | -$929K | – | 281 |
|
|
2023
Q4 | $929K | Buy |
+3,529
| New | +$929K | 0.76% | 38 |
|
|
2022
Q1 | – | Sell |
-1,839
| Closed | -$467K | – | 158 |
|
|
2021
Q4 | $467K | Buy |
+1,839
| New | +$467K | 0.45% | 83 |
|