EWM
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Empirical Wealth Management’s Salesforce CRM Stock Holding History

Empirical Wealth 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 		$633K Sell
4,043
-1,133
-22% -$199K 0.01% 577
2026
Q1 		$966K Sell
5,176
-3,070
-37% -$636K 0.02% 368
2025
Q4 		$2.18M Sell
8,246
-2,624
-24% -$652K 0.04% 240
2025
Q3 		$2.58M Buy
10,870
+972
+10% +$245K 0.05% 214
2025
Q2 		$2.7M Buy
9,898
+1,160
+13% +$310K 0.06% 192
2025
Q1 		$2.34M Buy
8,738
+2,672
+44% +$831K 0.06% 197
2024
Q4 		$2.03M Buy
6,066
+556
+10% +$177K 0.06% 193
2024
Q3 		$1.51M Sell
5,510
-509
-8% -$130K 0.04% 220
2024
Q2 		$1.55M Buy
6,019
+504
+9% +$135K 0.05% 208
2024
Q1 		$1.66M Sell
5,515
-763
-12% -$220K 0.05% 202
2023
Q4 		$1.65M Buy
6,278
+1,008
+19% +$228K 0.05% 189
2023
Q3 		$1.07M Buy
5,270
+1,685
+47% +$364K 0.04% 217
2023
Q2 		$757K Sell
3,585
-272
-7% -$55.5K 0.03% 254
2023
Q1 		$771K Buy
3,857
+1,766
+84% +$298K 0.03% 260
2022
Q4 		$277K Sell
2,091
-4,265
-67% -$622K 0.01% 392
2022
Q3 		$914K Buy
6,356
+1,099
+21% +$186K 0.05% 208
2022
Q2 		$868K Buy
5,257
+49
+0.9% +$8.66K 0.05% 219
2022
Q1 		$1.1M Sell
5,208
-40
-0.8% -$8.61K 0.06% 197
2021
Q4 		$1.33M Buy
5,248
+184
+4% +$51.7K 0.07% 171
2021
Q3 		$1.37M Buy
5,064
+2,748
+119% +$698K 0.08% 153
2021
Q2 		$566K Buy
2,316
+282
+14% +$65K 0.03% 280
2021
Q1 		$431K Buy
2,034
+137
+7% +$30.5K 0.03% 274
2020
Q4 		$422K Buy
1,897
+718
+61% +$175K 0.03% 268
2020
Q3 		$296K Sell
1,179
-126
-10% -$27.6K 0.03% 285
2020
Q2 		$244K Buy
+1,305
New +$220K 0.02% 295

Other funds holding CRM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM

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

Empirical Wealth Management reduced its Salesforce (CRM) stake by 22% in Q2 2026, selling an estimated $199K and leaving 4,043 shares worth $633K. The position accounts for 0.01% of the portfolio, ranked #577.

Empirical Wealth Management first reported a position in CRM in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.7M in Q2 2025. 975 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Empirical Wealth Management held 4,043 shares of Salesforce worth $633K as of Q2 2026.
  • Empirical Wealth Management sold 1,133 Salesforce shares in Q2 2026, an estimated $199K.
  • Salesforce made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #577 holding.
  • Empirical Wealth Management first reported a position in Salesforce in Q2 2020 and has held it in 25 quarters since.
  • Empirical Wealth Management's Salesforce position peaked at $2.7M in Q2 2025.
  • 975 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.