Empirical Wealth Management’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.7M | Buy |
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|
2025
Q1 | $2.34M | Buy |
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|
2024
Q4 | $2.03M | Buy |
|
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|
2024
Q3 | $1.51M | Sell |
|
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|
2024
Q2 | $1.55M | Buy |
|
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|
2024
Q1 | $1.66M | Sell |
|
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|
2023
Q4 | $1.65M | Buy |
|
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|
2023
Q3 | $1.07M | Buy |
|
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|
2023
Q2 | $757K | Sell |
|
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|
2023
Q1 | $771K | Buy |
|
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|
2022
Q4 | $277K | Sell |
|
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|
2022
Q3 | $914K | Buy |
|
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|
2022
Q2 | $868K | Buy |
|
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|
2022
Q1 | $1.1M | Sell |
|
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|
2021
Q4 | $1.33M | Buy |
|
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|
2021
Q3 | $1.37M | Buy |
|
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|
2021
Q2 | $566K | Buy |
|
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|
2021
Q1 | $431K | Buy |
|
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|
2020
Q4 | $422K | Buy |
|
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|
2020
Q3 | $296K | Sell |
|
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|
2020
Q2 | $244K | Buy |
|