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 |
|