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Empowered Funds’s Salesforce CRM Stock Holding History

Empowered Funds’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 		$31.5M Buy
168,850
+27,973
+20% +$5.8M 0.2% 87
2025
Q4 		$37.3M Buy
140,877
+17,564
+14% +$4.36M 0.63% 22
2025
Q3 		$29.2M Buy
123,313
+69,781
+130% +$17.6M 0.3% 51
2025
Q2 		$14.6M Buy
53,532
+19,974
+60% +$5.34M 0.17% 121
2025
Q1 		$9.01M Buy
33,558
+6,184
+23% +$1.92M 0.13% 187
2024
Q4 		$9.15M Buy
27,374
+649
+2% +$207K 0.13% 175
2024
Q3 		$7.31M Sell
26,725
-30,433
-53% -$7.8M 0.12% 248
2024
Q2 		$14.7M Buy
57,158
+36,592
+178% +$9.79M 0.25% 65
2024
Q1 		$6.19M Sell
20,566
-6,750
-25% -$1.95M 0.11% 257
2023
Q4 		$7.19M Buy
27,316
+1,784
+7% +$404K 0.18% 132
2023
Q3 		$5.18M Buy
25,532
+6,310
+33% +$1.36M 0.15% 169
2023
Q2 		$4.06M Sell
19,222
-6,706
-26% -$1.37M 0.14% 182
2023
Q1 		$5.18M Buy
25,928
+17,554
+210% +$2.97M 0.31% 83
2022
Q4 		$1.11M Buy
8,374
+3,022
+56% +$441K 0.07% 254
2022
Q3 		$770K Buy
5,352
+2,566
+92% +$435K 0.07% 210
2022
Q2 		$460K Buy
+2,786
New +$492K 0.06% 227

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

Empowered Funds's CRM Position: Q1 2026 in Review

Empowered Funds increased its Salesforce (CRM) stake by 20% in Q1 2026, buying an estimated $5.8M and bringing the position to 168,850 shares worth $31.5M. The position accounts for 0.2% of the portfolio, ranked #87.

Empowered Funds first reported a position in CRM in Q2 2022 and has held it in 16 quarters since. The position peaked at $37.3M in Q4 2025. 2,671 funds tracked by Wall St. Rank hold CRM as of Q1 2026.

  • Empowered Funds held 168,850 shares of Salesforce worth $31.5M as of Q1 2026.
  • Empowered Funds bought 27,973 Salesforce shares in Q1 2026, an estimated $5.8M.
  • Salesforce made up 0.2% of Empowered Funds's portfolio in Q1 2026, its #87 holding.
  • Empowered Funds first reported a position in Salesforce in Q2 2022 and has held it in 16 quarters since.
  • Empowered Funds's Salesforce position peaked at $37.3M in Q4 2025.
  • 2,671 funds tracked by Wall St. Rank held Salesforce as of Q1 2026.

Based on Empowered Funds's 13F filing for Q1 2026, filed 15 May 2026.