salesforce shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Quarter-by-quarter ownership of salesforce (CRM) shares owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
from 13F filings
Historical chart of Empirical Financial Services, LLC d/b/a Empirical Wealth Management investment in salesforce
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All positions including salesforce held by Empirical Financial Services, LLC d/b/a Empirical Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in salesforce by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 11k | 237.01 |
| 2025-06-30 | $2.7M | 9.9k | 272.69 |
| 2025-03-31 | $2.3M | 8.7k | 268.36 |
| 2024-12-31 | $2.0M | 6.1k | 334.33 |
| 2024-09-30 | $1.5M | 5.5k | 273.72 |
| 2024-06-30 | $1.5M | 6.0k | 257.12 |
| 2024-03-31 | $1.7M | 5.5k | 301.18 |
| 2023-12-31 | $1.7M | 6.3k | 263.14 |
| 2023-09-30 | $1.1M | 5.3k | 202.78 |
| 2023-06-30 | $757k | 3.6k | 211.26 |
| 2023-03-31 | $771k | 3.9k | 199.78 |
| 2022-12-31 | $277k | 2.1k | 132.59 |
| 2022-09-30 | $914k | 6.4k | 143.80 |
| 2022-06-30 | $868k | 5.3k | 165.11 |
| 2022-03-31 | $1.1M | 5.2k | 212.17 |
| 2021-12-31 | $1.3M | 5.2k | 254.19 |
| 2021-09-30 | $1.4M | 5.1k | 271.13 |
| 2021-06-30 | $566k | 2.3k | 244.39 |
| 2021-03-31 | $431k | 2.0k | 211.90 |
| 2020-12-31 | $422k | 1.9k | 222.46 |
| 2020-09-30 | $296k | 1.2k | 251.06 |
| 2020-06-30 | $244k | 1.3k | 186.97 |
| 2018-03-31 | $34k | 31k | 1.09 |
More positions owned by Empirical Financial Services, LLC d/b/a Empirical Wealth Management
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