Empower Advisory Group’s Salesforce CRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $102M | Buy |
373,095
+9,535
| +3% | +$2.6M | 0.3% | 64 |
|
|
2025
Q1 | $97.6M | Sell |
363,560
-3,881
| -1% | -$1.04M | 0.32% | 60 |
|
|
2024
Q4 | $123M | Sell |
367,441
-7,652
| -2% | -$2.56M | 0.41% | 46 |
|
|
2024
Q3 | $103M | Sell |
375,093
-109,771
| -23% | -$30M | 0.35% | 58 |
|
|
2024
Q2 | $125M | Buy |
484,864
+1,719
| +0.4% | +$442K | 0.46% | 42 |
|
|
2024
Q1 | $146M | Sell |
483,145
-46,522
| -9% | -$14M | 0.54% | 37 |
|
|
2023
Q4 | $139M | Buy |
529,667
+3,878
| +0.7% | +$1.02M | 0.55% | 35 |
|
|
2023
Q3 | $107M | Buy |
525,789
+3,746
| +0.7% | +$760K | 0.47% | 40 |
|
|
2023
Q2 | $110M | Sell |
522,043
-73,495
| -12% | -$15.5M | 0.48% | 37 |
|
|
2023
Q1 | $117M | Buy |
+595,538
| New | +$117M | 0.53% | 34 |
|