A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Salesforce, Inc. stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 5,510 shares of CRM stock, worth $1.88 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,510
Previous 6,019 8.46%
Holding current value
$1.88 Million
Previous $1.55 Million 2.52%
% of portfolio
0.04%
Previous 0.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024

SELL
$238.42 - $276.53 $121,355 - $140,753
-509 Reduced 8.46%
5,510 $1.51 Million
Q2 2024

Aug 09, 2024

BUY
$218.01 - $304.74 $109,877 - $153,588
504 Added 9.14%
6,019 $1.55 Million
Q1 2024

May 06, 2024

SELL
$251.12 - $316.88 $191,604 - $241,779
-763 Reduced 12.15%
5,515 $1.66 Million
Q4 2023

Feb 06, 2024

BUY
$196.25 - $267.25 $197,820 - $269,388
1,008 Added 19.13%
6,278 $1.65 Million
Q3 2023

Nov 02, 2023

BUY
$202.49 - $234.37 $341,195 - $394,913
1,685 Added 47.0%
5,270 $1.07 Million
Q2 2023

Aug 11, 2023

SELL
$188.89 - $223.38 $51,378 - $60,759
-272 Reduced 7.05%
3,585 $757,000
Q1 2023

May 09, 2023

BUY
$134.8 - $199.78 $238,056 - $352,811
1,766 Added 84.46%
3,857 $770,000
Q4 2022

Feb 07, 2023

SELL
$128.21 - $165.27 $546,815 - $704,876
-4,265 Reduced 67.1%
2,091 $277,000
Q3 2022

Nov 02, 2022

BUY
$143.84 - $191.27 $158,080 - $210,205
1,099 Added 20.91%
6,356 $914,000
Q2 2022

Aug 02, 2022

BUY
$155.6 - $218.85 $7,624 - $10,723
49 Added 0.94%
5,257 $868,000
Q1 2022

May 13, 2022

SELL
$190.54 - $255.46 $7,621 - $10,218
-40 Reduced 0.76%
5,208 $1.11 Million
Q4 2021

Feb 14, 2022

BUY
$247.21 - $309.96 $45,486 - $57,032
184 Added 3.63%
5,248 $1.33 Million
Q3 2021

Nov 02, 2021

BUY
$237.55 - $285.63 $652,787 - $784,911
2,748 Added 118.65%
5,064 $1.37 Million
Q2 2021

Aug 12, 2021

BUY
$210.54 - $246.26 $59,372 - $69,445
282 Added 13.86%
2,316 $566,000
Q1 2021

May 17, 2021

BUY
$205.33 - $248.59 $28,130 - $34,056
137 Added 7.22%
2,034 $431,000
Q4 2020

Feb 12, 2021

BUY
$220.15 - $267.07 $158,067 - $191,756
718 Added 60.9%
1,897 $422,000
Q3 2020

Nov 12, 2020

SELL
$185.51 - $281.25 $23,374 - $35,437
-126 Reduced 9.66%
1,179 $296,000
Q2 2020

Aug 12, 2020

SELL
$134.06 - $191.65 $4.01 Million - $5.74 Million
-29,926 Reduced 95.82%
1,305 $244,000
Q1 2018

May 14, 2018

BUY
$104.03 - $127.99 $3.25 Million - $4 Million
31,231 New
31,231 $34,000

Others Institutions Holding CRM

About Salesforce, Inc.


  • Ticker CRM
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,000,000,000
  • Market Cap $342B
  • Description
  • Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opp...
More about CRM
Track This Portfolio

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.