EWM
Empirical Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
9,898
+1,160
| +13% | +$316K | 0.06% | 191 |
|
|
2025
Q1 | $2.34M | Buy |
8,738
+2,672
| +44% | +$717K | 0.06% | 195 |
|
|
2024
Q4 | $2.03M | Buy |
6,066
+556
| +10% | +$186K | 0.06% | 192 |
|
|
2024
Q3 | $1.51M | Sell |
5,510
-509
| -8% | -$139K | 0.04% | 217 |
|
|
2024
Q2 | $1.55M | Buy |
6,019
+504
| +9% | +$130K | 0.05% | 207 |
|
|
2024
Q1 | $1.66M | Sell |
5,515
-763
| -12% | -$230K | 0.05% | 201 |
|
|
2023
Q4 | $1.65M | Buy |
6,278
+1,008
| +19% | +$265K | 0.05% | 188 |
|
|
2023
Q3 | $1.07M | Buy |
5,270
+1,685
| +47% | +$342K | 0.04% | 216 |
|
|
2023
Q2 | $757K | Sell |
3,585
-272
| -7% | -$57.5K | 0.03% | 253 |
|
|
2023
Q1 | $771K | Buy |
3,857
+1,766
| +84% | +$353K | 0.03% | 260 |
|
|
2022
Q4 | $277K | Sell |
2,091
-4,265
| -67% | -$565K | 0.01% | 392 |
|
|
2022
Q3 | $914K | Buy |
6,356
+1,099
| +21% | +$158K | 0.05% | 208 |
|
|
2022
Q2 | $868K | Buy |
5,257
+49
| +0.9% | +$8.09K | 0.05% | 219 |
|
|
2022
Q1 | $1.11M | Sell |
5,208
-40
| -0.8% | -$8.49K | 0.06% | 197 |
|
|
2021
Q4 | $1.33M | Buy |
5,248
+184
| +4% | +$46.8K | 0.07% | 171 |
|
|
2021
Q3 | $1.37M | Buy |
5,064
+2,748
| +119% | +$745K | 0.08% | 153 |
|
|
2021
Q2 | $566K | Buy |
2,316
+282
| +14% | +$68.9K | 0.03% | 280 |
|
|
2021
Q1 | $431K | Buy |
2,034
+137
| +7% | +$29K | 0.03% | 273 |
|
|
2020
Q4 | $422K | Buy |
1,897
+718
| +61% | +$160K | 0.03% | 267 |
|
|
2020
Q3 | $296K | Sell |
1,179
-126
| -10% | -$31.6K | 0.03% | 285 |
|
|
2020
Q2 | $244K | Buy |
+1,305
| New | +$244K | 0.02% | 293 |
|