Empowered Funds’s Salesforce CRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$14.6M Buy
53,532
+19,974
+60% +$5.45M 0.17% 121
2025
Q1
$9.01M Buy
33,558
+6,184
+23% +$1.66M 0.13% 187
2024
Q4
$9.15M Buy
27,374
+649
+2% +$217K 0.13% 175
2024
Q3
$7.31M Sell
26,725
-30,433
-53% -$8.33M 0.12% 248
2024
Q2
$14.7M Buy
57,158
+36,592
+178% +$9.41M 0.25% 65
2024
Q1
$6.19M Sell
20,566
-6,750
-25% -$2.03M 0.11% 257
2023
Q4
$7.19M Buy
27,316
+1,784
+7% +$469K 0.18% 132
2023
Q3
$5.18M Buy
25,532
+6,310
+33% +$1.28M 0.15% 169
2023
Q2
$4.06M Sell
19,222
-6,706
-26% -$1.42M 0.14% 182
2023
Q1
$5.18M Buy
25,928
+17,554
+210% +$3.51M 0.31% 83
2022
Q4
$1.11M Buy
8,374
+3,022
+56% +$401K 0.07% 135
2022
Q3
$770K Buy
5,352
+2,566
+92% +$369K 0.07% 210
2022
Q2
$460K Buy
+2,786
New +$460K 0.06% 227