Empirical Asset Management’s Salesforce CRM Stock Holding History

Empirical Asset Management’s Portfolio CRM Stock Details CRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$256K	Sell	1,631 -1,956	-55%	-$344K	0.06%	354
2026 Q1	$670K	Buy	3,587 +2,312	+181%	+$479K	0.18%	158
2025 Q4	$338K	Buy	1,275 +70	+6%	+$17.4K	0.1%	249
2025 Q3	$285K	Sell	1,205 -174	-13%	-$43.9K	0.08%	297
2025 Q2	$376K	Sell	1,379 -1,886	-58%	-$504K	0.12%	238
2025 Q1	$876K	Buy	3,265 +2,601	+392%	+$809K	0.3%	92
2024 Q4	$222K	Buy	+664	New	+$212K	0.07%	293
2024 Q1	–	Sell	-3,529	Closed	-$929K	–	281
2023 Q4	$929K	Buy	+3,529	New	+$799K	0.76%	38
2022 Q1	–	Sell	-1,839	Closed	-$467K	–	158
2021 Q4	$467K	Buy	+1,839	New	+$517K	0.45%	83

Other funds holding CRM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Empirical Asset Management's CRM Position: Q2 2026 in Review

Empirical Asset Management reduced its Salesforce (CRM) stake by 55% in Q2 2026, selling an estimated $344K and leaving 1,631 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #354.

Empirical Asset Management first reported a position in CRM in Q4 2021 and has held it in 9 quarters since. The position peaked at $929K in Q4 2023. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

Empirical Asset Management held 1,631 shares of Salesforce worth $256K as of Q2 2026.
Empirical Asset Management sold 1,956 Salesforce shares in Q2 2026, an estimated $344K.
Salesforce made up 0.06% of Empirical Asset Management's portfolio in Q2 2026, its #354 holding.
Empirical Asset Management first reported a position in Salesforce in Q4 2021 and has held it in 9 quarters since.
Empirical Asset Management's Salesforce position peaked at $929K in Q4 2023.
2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Empirical Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.