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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Empower Advisory Group's CRM Position: Q1 2026 in Review

Empower Advisory Group increased its Salesforce (CRM) stake by 6.3% in Q1 2026, buying an estimated $4.76M and bringing the position to 387,550 shares worth $72.3M. The position accounts for 0.19% of the portfolio, ranked #109.

Empower Advisory Group first reported a position in CRM in Q1 2023 and has held it in 13 quarters since. The position peaked at $146M in Q1 2024. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Empower Advisory Group held 387,550 shares of Salesforce worth $72.3M as of Q1 2026.
  • Empower Advisory Group bought 22,954 Salesforce shares in Q1 2026, an estimated $4.76M.
  • Salesforce made up 0.19% of Empower Advisory Group's portfolio in Q1 2026, its #109 holding.
  • Empower Advisory Group first reported a position in Salesforce in Q1 2023 and has held it in 13 quarters since.
  • Empower Advisory Group's Salesforce position peaked at $146M in Q1 2024.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.