Position in CRM
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$26,651,465
-$4,867,759 QoQ
Shares Held
170,123
+0.8% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#287
of 2,451 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Empowered Funds, LLC holds $400,847,512 across 59 Software - Application names. CRM ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DAVE |
Dave Inc./DE
|
105,686 | $39,377,546 | |
| 2 | ZM |
Zoom Communications, Inc.
|
423,954 | $36,591,466 | |
| 3 | UBER |
Uber Technologies, Inc
|
480,822 | $34,696,109 | |
| 4 | ADP |
Automatic Data Processing Inc
|
153,045 | $34,274,424 | |
| 5 | CRM |
Salesforce, Inc.
This page
|
170,123 | $26,651,465 | |
| 6 | ADBE |
Adobe Inc.
|
129,869 | $26,625,736 | |
| 7 | WDAY |
Workday, Inc.
|
212,340 | $25,994,658 | |
| 8 | NOW |
ServiceNow, Inc.
|
218,324 | $21,675,202 |
All Filings in CRM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,651,465 | 170,123 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $31,519,224 | 168,850 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $29,225,181 | 123,313 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $14,597,637 | 53,532 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $9,005,623 | 33,558 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $9,151,948 | 27,374 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $7,314,899 | 26,725 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $14,695,320 | 57,158 | Shares | Other | 2024-07-30 | |
| 2024-03-31 | $6,194,066 | 20,566 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $7,187,931 | 27,316 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,177,378 | 25,532 | Shares | Other | 2023-11-01 | |
| 2023-06-30 | $4,060,838 | 19,222 | Shares | Other | 2023-07-27 | |
| 2023-03-31 | $5,179,894 | 25,928 | Shares | Other | 2023-04-05 | |
| 2022-12-31 | $1,110,307 | 8,374 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $769,830 | 5,352 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $459,801 | 2,786 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||