Empirical Finance’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.11M | Buy |
33,421
+216
| +0.7% | +$58.9K | 0.48% | 37 |
|
|
2025
Q1 | $8.91M | Buy |
33,205
+395
| +1% | +$106K | 0.54% | 33 |
|
|
2024
Q4 | $11M | Sell |
32,810
-393
| -1% | -$131K | 0.63% | 27 |
|
|
2024
Q3 | $9.09M | Buy |
33,203
+757
| +2% | +$207K | 0.53% | 33 |
|
|
2024
Q2 | $8.34M | Sell |
32,446
-2,186
| -6% | -$562K | 0.52% | 35 |
|
|
2024
Q1 | $10.4M | Buy |
34,632
+1,150
| +3% | +$346K | 0.64% | 28 |
|
|
2023
Q4 | $8.81M | Buy |
33,482
+210
| +0.6% | +$55.3K | 0.61% | 30 |
|
|
2023
Q3 | $6.75M | Buy |
33,272
+3,469
| +12% | +$703K | 0.5% | 39 |
|
|
2023
Q2 | $6.3M | Buy |
29,803
+3,221
| +12% | +$680K | 0.49% | 39 |
|
|
2023
Q1 | $5.31M | Buy |
26,582
+1,544
| +6% | +$308K | 0.5% | 38 |
|
|
2022
Q4 | $3.32M | Buy |
25,038
+2,084
| +9% | +$276K | 0.34% | 63 |
|
|
2022
Q3 | $3.3M | Buy |
22,954
+4,062
| +22% | +$584K | 0.39% | 49 |
|
|
2022
Q2 | $3.12M | Buy |
18,892
+1,111
| +6% | +$183K | 0.4% | 50 |
|
|
2022
Q1 | $3.78M | Buy |
17,781
+3,776
| +27% | +$802K | 0.42% | 48 |
|
|
2021
Q4 | $3.56M | Buy |
14,005
+2,808
| +25% | +$714K | 0.42% | 45 |
|
|
2021
Q3 | $3.04M | Buy |
11,197
+780
| +7% | +$212K | 0.46% | 33 |
|
|
2021
Q2 | $2.55M | Buy |
10,417
+1,646
| +19% | +$402K | 0.41% | 39 |
|
|
2021
Q1 | $1.95M | Hold |
8,771
| – | – | 0.34% | 76 |
|
|
2020
Q4 | $1.95M | Buy |
8,771
+1,627
| +23% | +$362K | 0.34% | 76 |
|
|
2020
Q3 | $1.8M | Buy |
7,144
+1,691
| +31% | +$425K | 0.38% | 64 |
|
|
2020
Q2 | $1.02M | Buy |
5,453
+718
| +15% | +$135K | 0.26% | 103 |
|
|
2020
Q1 | $682K | Buy |
4,735
+1,847
| +64% | +$266K | 0.21% | 107 |
|
|
2019
Q4 | $470K | Buy |
2,888
+1,208
| +72% | +$197K | 0.11% | 141 |
|
|
2019
Q3 | $249K | Buy |
1,680
+45
| +3% | +$6.67K | 0.07% | 151 |
|
|
2019
Q2 | $248K | Sell |
1,635
-30
| -2% | -$4.55K | 0.07% | 142 |
|
|
2019
Q1 | $264K | Buy |
+1,665
| New | +$264K | 0.07% | 149 |
|
|
2018
Q4 | – | Sell |
-1,283
| Closed | -$204K | – | 148 |
|
|
2018
Q3 | $204K | Buy |
+1,283
| New | +$204K | 0.05% | 150 |
|
|
2018
Q2 | – | Sell |
-1,665
| Closed | -$264K | – | 153 |
|
|
2018
Q1 | $264K | Buy |
+1,665
| New | +$264K | 0.07% | 149 |
|
|
2017
Q1 | – | Sell |
-269
| Closed | -$19K | – | 191 |
|
|
2016
Q4 | $19K | Buy |
+269
| New | +$19K | 0.01% | 204 |
|