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 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	Sell	3,265 -38,783	-92%	-$12.1M	0.3%	92
2024 Q4	$222K	Buy	+42,048	New	+$13.4M	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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Empirical Asset Management's CRM Position: Q1 2026 in Review

Empirical Asset Management increased its Salesforce (CRM) stake by 181% in Q1 2026, buying an estimated $479K and bringing the position to 3,587 shares worth $670K. The position accounts for 0.18% of the portfolio, ranked #158.

Empirical Asset Management first reported a position in CRM in Q4 2021 and has held it in 8 quarters since. The position peaked at $929K in Q4 2023. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

Empirical Asset Management held 3,587 shares of Salesforce worth $670K as of Q1 2026.
Empirical Asset Management bought 2,312 Salesforce shares in Q1 2026, an estimated $479K.
Salesforce made up 0.18% of Empirical Asset Management's portfolio in Q1 2026, its #158 holding.
Empirical Asset Management first reported a position in Salesforce in Q4 2021 and has held it in 8 quarters since.
Empirical Asset Management's Salesforce position peaked at $929K in Q4 2023.
2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.