Empower Advisory Group’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$102M Buy
2025
Q1
$97.6M Sell
2024
Q4
$123M Sell
2024
Q3
$103M Sell
2024
Q2
$125M Buy
2024
Q1
$146M Sell
2023
Q4
$139M Buy
2023
Q3
$107M Buy
2023
Q2
$110M Sell
2023
Q1
$117M Buy