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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
Q2 		$26.7M Buy
170,123
+1,273
+0.8% +$224K 0.14% 140
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 $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

Empowered Funds's CRM Position: Q2 2026 in Review

Empowered Funds increased its Salesforce (CRM) stake by 0.75% in Q2 2026, buying an estimated $224K and bringing the position to 170,123 shares worth $26.7M. The position accounts for 0.14% of the portfolio, ranked #140.

Empowered Funds first reported a position in CRM in Q2 2022 and has held it in 17 quarters since. The position peaked at $37.3M in Q4 2025. 2,479 funds tracked by Wall St. Rank hold CRM as of Q2 2026.

  • Empowered Funds held 170,123 shares of Salesforce worth $26.7M as of Q2 2026.
  • Empowered Funds bought 1,273 Salesforce shares in Q2 2026, an estimated $224K.
  • Salesforce made up 0.14% of Empowered Funds's portfolio in Q2 2026, its #140 holding.
  • Empowered Funds first reported a position in Salesforce in Q2 2022 and has held it in 17 quarters since.
  • Empowered Funds's Salesforce position peaked at $37.3M in Q4 2025.
  • 2,479 funds tracked by Wall St. Rank held Salesforce as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.