Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$61,518,815
-$10,825,143 QoQ
Shares Held
392,690
+1.3% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#171
of 2,451 holders
Holding Since
Mar 2023
14 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Empower Advisory Group, LLC holds $151,499,282 across 13 Software - Application names. CRM ranks #2 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SNOW |
Snowflake Inc.
|
311,068 | $79,166,806 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
392,690 | $61,518,815 | |
| 3 | ADSK |
Autodesk, Inc.
|
8,724 | $1,696,120 | |
| 4 | INTU |
Intuit Inc.
|
6,411 | $1,673,271 | |
| 5 | SHOP |
Shopify Inc.
|
14,068 | $1,606,284 | |
| 6 | ADP |
Automatic Data Processing Inc
|
6,314 | $1,414,020 | |
| 7 | UBER |
Uber Technologies, Inc
|
16,040 | $1,157,446 | |
| 8 | BSY |
Bentley Systems Inc
|
35,849 | $1,071,526 |
All Filings in CRM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,518,815 | 392,690 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $72,343,958 | 387,550 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $96,585,126 | 364,596 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $87,448,497 | 368,981 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $101,739,275 | 373,095 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $97,564,961 | 363,560 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $122,846,549 | 367,441 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $102,666,705 | 375,093 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $124,658,534 | 484,864 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $145,513,611 | 483,145 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $139,376,574 | 529,667 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $106,619,493 | 525,789 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $110,286,804 | 522,043 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $118,976,581 | 595,538 | Shares | Sole | 2023-05-25 | |
| No filing history on record for this holder in this stock. | ||||||