Empower Advisory Group
CRM icon

Empower Advisory Group’s Salesforce CRM Stock Holding History

Empower Advisory Group’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 		$61.5M Buy
392,690
+5,140
+1% +$904K 0.15% 121
2026
Q1 		$72.3M Buy
387,550
+22,954
+6% +$4.76M 0.19% 109
2025
Q4 		$96.6M Sell
364,596
-4,385
-1% -$1.09M 0.26% 75
2025
Q3 		$87.4M Sell
368,981
-4,114
-1% -$1.04M 0.24% 85
2025
Q2 		$102M Buy
373,095
+9,535
+3% +$2.55M 0.3% 64
2025
Q1 		$97.6M Sell
363,560
-3,881
-1% -$1.21M 0.32% 60
2024
Q4 		$123M Sell
367,441
-7,652
-2% -$2.44M 0.41% 46
2024
Q3 		$103M Sell
375,093
-109,771
-23% -$28.1M 0.35% 58
2024
Q2 		$125M Buy
484,864
+1,719
+0.4% +$460K 0.46% 42
2024
Q1 		$146M Sell
483,145
-46,522
-9% -$13.4M 0.54% 37
2023
Q4 		$139M Buy
529,667
+3,878
+0.7% +$878K 0.55% 35
2023
Q3 		$107M Buy
525,789
+3,746
+0.7% +$809K 0.47% 40
2023
Q2 		$110M Sell
522,043
-73,495
-12% -$15M 0.48% 37
2023
Q1 		$117M Buy
+595,538
New +$101M 0.53% 34

Other funds holding CRM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Empower Advisory Group's CRM Position: Q2 2026 in Review

Empower Advisory Group increased its Salesforce (CRM) stake by 1.3% in Q2 2026, buying an estimated $904K and bringing the position to 392,690 shares worth $61.5M. The position accounts for 0.15% of the portfolio, ranked #121.

Empower Advisory Group first reported a position in CRM in Q1 2023 and has held it in 14 quarters since. The position peaked at $146M in Q1 2024. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Empower Advisory Group held 392,690 shares of Salesforce worth $61.5M as of Q2 2026.
  • Empower Advisory Group bought 5,140 Salesforce shares in Q2 2026, an estimated $904K.
  • Salesforce made up 0.15% of Empower Advisory Group's portfolio in Q2 2026, its #121 holding.
  • Empower Advisory Group first reported a position in Salesforce in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Salesforce position peaked at $146M in Q1 2024.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.