Who holds CRMticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SALESFORCE INC · COM · quarter ended 2026-03-31 · 39 members disclosed CRM ↗

2,112

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$126B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

1,010

addsholders whose share count rose or who opened the position (new + add), by shares

446

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of CRM ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$14.9B	79,691,184	−994,580	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$11.1B	59,333,776	—	no prior
3	STATE STREET CORP	$9.1B	48,953,388	−1,126,842	trim
4	MORGAN STANLEY	$5.9B	31,675,603	+12,666,457	add
5	GEODE CAPITAL MANAGEMENT, LLC	$4.1B	22,225,157	+442,601	add
6	VANGUARD PORTFOLIO MANAGEMENT LLC	$3.6B	19,419,407	—	no prior
7	Capital World Investors	$3.1B	16,711,525	−2,961,159	trim
8	HARRIS ASSOCIATES L P	$2.8B	14,917,993	+5,126,665	add
9	Capital Research Global Investors	$2.6B	13,705,564	+4,237,753	add
10	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$2.4B	12,659,217	+7,160,302	add
11	Capital International Investors	$2.4B	12,624,458	−10,096,552	trim
12	BANK OF AMERICA CORP /DE/	$2.2B	11,724,790	+2,561,923	add
13	NORTHERN TRUST CORP	$1.9B	10,242,400	−259,227	trim
14	FMR LLC	$1.8B	9,886,565	−364,144	trim
15	Sanders Capital, LLC	$1.8B	9,532,303	+916,484	add
16	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$1.7B	8,871,303	+476,196	add
17	AMERIPRISE FINANCIAL INC	$1.5B	7,868,915	−944,636	trim
18	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$1.3B	7,001,546	+98,395	add
19	UBS Group AG	$1.3B	6,813,315	+1,922,481	add
20	Legal & General Group Plc	$1.2B	6,350,886	−208,485	trim
21	First Eagle Investment Management, LLC	$1.1B	6,132,564	+1,813,358	add
22	Bank of New York Mellon Corp	$1.1B	5,988,247	−198,621	trim
23	FIL Ltd	$987M	5,289,207	+701,103	add
24	VANGUARD FIDUCIARY TRUST CO	$976M	5,228,495	—	no prior
25	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$933M	4,882,551	+2,038,319	add
26	Grantham, Mayo, Van Otterloo & Co. LLC	$826M	4,425,552	+321,519	add
27	Pictet Asset Management Holding SA	$825M	4,419,154	+499,885	add
28	Independent Franchise Partners LLP	$753M	4,035,050	+3,497,051	add
29	DIMENSIONAL FUND ADVISORS LP	$744M	3,984,154	−53,412	trim
30	Fisher Asset Management, LLC	$726M	3,891,702	−386,775	trim
31	WELLS FARGO & COMPANY/MN	$720M	3,856,272	−419,726	trim
32	FIRST TRUST ADVISORS LP	$693M	3,712,868	+358,166	add
33	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	$690M	3,694,062	+889,750	add
34	Amundi	$684M	3,666,193	−824,506	trim
35	Invesco Ltd.	$680M	3,645,433	−1,593,415	trim
36	SCHRODER INVESTMENT MANAGEMENT GROUP	$678M	3,632,811	−847,588	trim
37	RAYMOND JAMES FINANCIAL INC	$669M	3,584,272	−146,552	trim
38	DEUTSCHE BANK AG\	$654M	3,506,152	−402,387	trim
39	ALLIANCEBERNSTEIN L.P.	$653M	2,464,289	−762,085	trim
40	Nuveen, LLC	$646M	3,461,345	−60,536	trim
41	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$634M	3,397,084	+809,856	add
42	BARCLAYS PLC	$615M	3,293,293	+278,795	add
43	HSBC HOLDINGS PLC	$579M	3,098,024	−2,411,990	trim
44	ValueAct Holdings, L.P.	$559M	2,994,509	0	no change
45	ROYAL BANK OF CANADA	$545M	2,919,338	−812,520	trim
46	WELLINGTON MANAGEMENT GROUP LLP	$535M	2,863,921	+1,518,948	add
47	Swiss National Bank	$513M	2,749,777	+140,900	add
48	FRANKLIN RESOURCES INC	$513M	2,749,669	+404,152	add
49	AQR CAPITAL MANAGEMENT LLC	$495M	2,664,568	+1,212,771	add
50	FIRST MANHATTAN CO. LLC.	$494M	2,645,328	−22,090	trim
51	VICTORY CAPITAL MANAGEMENT INC	$460M	2,463,082	+306,038	add
52	CITIGROUP INC	$449M	2,403,517	+812,019	add
53	NORDEA INVESTMENT MANAGEMENT AB	$434M	2,341,371	−14,704	trim
54	Sumitomo Mitsui Trust Group, Inc.	$430M	2,306,173	−172,691	trim
55	Veritas Asset Management LLP	$421M	2,253,886	−711,167	trim
56	Mitsubishi UFJ Asset Management Co., Ltd.	$418M	2,236,889	+113,224	add
57	National Pension Service	$404M	2,163,383	+2,163,383	new
58	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$400M	2,144,702	−745,310	trim
59	Vanguard Global Advisers, LLC	$389M	2,085,021	—	no prior
60	CITADEL ADVISORS LLC	$364M	1,951,334	+366,709	add
61	PARNASSUS INVESTMENTS, LLC	$364M	1,949,698	−621,445	trim
62	FERNBRIDGE CAPITAL MANAGEMENT LP	$360M	1,929,462	+170,353	add
63	DIAMOND HILL CAPITAL MANAGEMENT INC	$336M	1,798,092	+267,343	add
64	Sustainable Growth Advisers, LP	$325M	1,740,310	−401,025	trim
65	VANGUARD ASSET MANAGEMENT, Ltd	$297M	1,591,245	—	no prior
66	CANADA PENSION PLAN INVESTMENT BOARD	$295M	1,580,727	−528,474	trim
67	DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP	$292M	1,561,852	+310,000	add
68	Universal- Beteiligungs- und Servicegesellschaft mbH	$283M	1,511,632	+94,185	add
69	Longview Partners (Guernsey) LTD	$283M	1,513,417	−170,642	trim
70	PRINCIPAL FINANCIAL GROUP INC	$264M	1,415,523	−2,944	trim
71	LPL Financial LLC	$248M	1,329,703	+46,943	add
72	CIBC Bancorp USA Inc.	$246M	1,316,722	—	no prior
73	ENVESTNET ASSET MANAGEMENT INC	$222M	1,186,685	−21,520	trim
74	LAZARD ASSET MANAGEMENT LLC	$219M	1,172,071	−171,020	trim
75	Aberdeen Group plc	$216M	1,156,697	+28,857	add
76	NEW YORK STATE COMMON RETIREMENT FUND	$210M	1,126,362	−1,200	trim
77	ADAGE CAPITAL PARTNERS GP, L.L.C.	$203M	1,089,439	+30,000	add
78	Swedbank AB	$197M	1,054,923	−1,045,058	trim
79	Ensign Peak Advisors, Inc	$196M	1,049,385	+282,151	add
80	DANSKE BANK A/S	$194M	1,038,083	+38,784	add
81	JUPITER ASSET MANAGEMENT LTD	$191M	1,025,168	+940,809	add
82	Assenagon Asset Management S.A.	$191M	1,023,936	+463,611	add
83	STIFEL FINANCIAL CORP	$190M	1,019,541	−88,397	trim
84	BNP Paribas Asset Management Holding S.A.	$190M	1,018,386	−171,645	trim
85	Carmignac Gestion	$182M	974,129	−34,022	trim
86	JANE STREET GROUP, LLC	$181M	971,886	−201,786	trim
87	BANK OF MONTREAL /CAN/	$178M	951,843	−194,267	trim
88	Focus Partners Wealth	$177M	947,077	+51,748	add
89	Rockefeller Capital Management L.P.	$176M	944,765	+76,524	add
90	AMF Tjanstepension AB	$176M	941,220	+17,897	add
91	SEI INVESTMENTS CO	$174M	933,983	+210,088	add
92	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$172M	919,672	−287,881	trim
93	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$169M	907,890	−31,000	trim
94	Employees Provident Fund Board	$167M	894,097	0	no change
95	FEDERATED HERMES, INC.	$156M	835,794	−158,007	trim
96	AVIVA PLC	$154M	827,538	+23,214	add
97	CREDIT AGRICOLE S A	$154M	827,309	−8,303	trim
98	FLOSSBACH VON STORCH SE	$153M	817,369	−52,958	trim
99	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$153M	817,334	−9,579	trim
100	Temasek Holdings (Private) Ltd	$151M	809,900	+126,110	add
101	Artisan Partners Limited Partnership	$149M	795,539	+184,601	add
102	PRUDENTIAL FINANCIAL INC	$148M	790,846	−153,192	trim
103	BLS CAPITAL FONDSMAEGLERSELSKAB A/S	$135M	720,685	+182,375	add
104	AKRE CAPITAL MANAGEMENT LLC	$134M	717,799	+717,799	new
105	Retirement Systems of Alabama	$132M	705,994	+17,933	add
106	ONTARIO TEACHERS PENSION PLAN BOARD	$132M	705,173	+35,254	add
107	AMERICAN CENTURY COMPANIES INC	$128M	688,097	−937,423	trim
108	Korea Investment CORP	$126M	675,502	−37,166	trim
109	UniSuper Management Pty Ltd	$124M	665,076	−81,377	trim
110	D. E. Shaw & Co., Inc.	$121M	645,704	−133,599	trim
111	Zurcher Kantonalbank (Zurich Cantonalbank)	$118M	631,486	+631,486	new
112	STOREBRAND ASSET MANAGEMENT AS	$115M	617,622	—	no prior
113	Mirova US LLC	$114M	609,451	−25,108	trim
114	Mondrian Investment Partners LTD	$113M	605,650	+50,661	add
115	Cerity Partners LLC	$112M	601,125	+67,187	add
116	Candriam S.C.A.	$110M	588,368	−31,138	trim
117	NOMURA ASSET MANAGEMENT CO LTD	$109M	582,478	+5,493	add
118	IEQ CAPITAL, LLC	$108M	576,672	+25,951	add
119	Allianz Asset Management GmbH	$108M	576,400	−445,194	trim
120	PFA Pension, Forsikringsaktieselskab	$103M	551,406	+551,406	new
121	TD ASSET MANAGEMENT INC	$103M	550,201	−25,423	trim
122	Asset Management One Co., Ltd.	$102M	546,124	−9,562	trim
123	APG Asset Management N.V.	$99.8M	616,161	+7,796	add
124	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$96.7M	518,283	−9,768	trim
125	M&G Plc	$96.7M	517,317	+115,848	add
126	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$96.5M	517,141	−134,888	trim
127	Mitsubishi UFJ Trust & Banking Corp	$95.5M	511,798	−23,686	trim
128	NATIONAL BANK OF CANADA /FI/	$95.0M	508,715	−469,569	trim
129	Quantinno Capital Management LP	$94.1M	504,355	−17,666	trim
130	STATE OF WISCONSIN INVESTMENT BOARD	$93.7M	501,828	+7,459	add
131	Select Equity Group, L.P.	$93.7M	501,790	+130,965	add
132	Robeco Institutional Asset Management B.V.	$92.8M	496,914	−1,267,188	trim
133	MILFORD FUNDS LTD	$92.6M	495,982	+495,982	new
134	Allspring Global Investments Holdings, LLC	$89.4M	479,992	+71,081	add
135	SEB Asset Management AB	$88.2M	472,483	—	no prior
136	Vontobel Holding Ltd.	$87.9M	470,687	+29,337	add
137	Vanguard Investments Australia, Ltd.	$87.1M	466,388	—	no prior
138	Chevy Chase Trust Holdings, LLC	$86.4M	462,668	−21,075	trim
139	Mariner, LLC	$86.3M	462,597	+111,515	add
140	ANTIPODES PARTNERS Ltd	$85.7M	459,046	+114,010	add
141	Man Group plc	$83.4M	446,763	−89,903	trim
142	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$79.3M	424,880	+4,836	add
143	Corient Private Wealth LLC	$78.2M	417,509	−796,877	trim
144	MENORA MIVTACHIM HOLDINGS LTD.	$77.9M	417,050	+417,050	new
145	TEACHER RETIREMENT SYSTEM OF TEXAS	$77.0M	412,680	+115,724	add
146	Capital International, Inc./CA/	$74.8M	400,459	−25,892	trim
147	Novo Holdings A/S	$73.4M	393,187	+63,000	add
148	KLP KAPITALFORVALTNING AS	$72.9M	390,343	+4,700	add
149	BLAIR WILLIAM & CO/IL	$72.6M	389,008	−163,078	trim
150	Value Partners Investments Inc.	$72.4M	387,196	+165,620	add
151	Empower Advisory Group, LLC	$72.3M	387,550	+22,954	add
152	Creative Planning	$71.8M	384,586	+57,523	add
153	VOYA INVESTMENT MANAGEMENT LLC	$71.6M	383,565	−443,834	trim
154	Sumitomo Mitsui DS Asset Management Company, Ltd	$70.3M	376,661	+7,163	add
155	HighTower Advisors, LLC	$70.0M	375,131	−77,907	trim
156	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$69.3M	371,001	−7,688	trim
157	Cetera Investment Advisers	$68.9M	369,205	−20,794	trim
158	US BANCORP \DE\	$68.2M	365,256	−19,880	trim
159	TORONTO DOMINION BANK	$67.8M	363,470	−184,211	trim
160	SOROS FUND MANAGEMENT LLC	$67.4M	361,291	−157,955	trim
161	DnB Asset Management AS	$67.2M	360,112	−1,715,484	trim
162	Sequoia Financial Advisors, LLC	$66.9M	358,400	+28,669	add
163	FIFTH THIRD BANCORP	$66.9M	358,201	+128,713	add
164	LETKO, BROSSEAU & ASSOCIATES INC	$66.6M	356,710	+353,310	add
165	MACKENZIE FINANCIAL CORP	$65.5M	351,064	−66,247	trim
166	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$60.0M	321,579	+126,924	add
167	State of New Jersey Common Pension Fund D	$59.9M	320,996	−3,883	trim
168	Eurizon Capital SGR S.p.A.	$59.4M	318,411	−119,397	trim
169	PUBLIC SECTOR PENSION INVESTMENT BOARD	$58.9M	315,481	−53,217	trim
170	Baird Financial Group, Inc.	$58.7M	314,328	+314,328	new
171	Lansforsakringar Fondforvaltning AB (publ)	$57.7M	308,953	−7,359	trim
172	United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund	$57.0M	305,404	+139,700	add
173	Resona Asset Management Co.,Ltd.	$56.9M	305,468	+3,438	add
174	TRUIST FINANCIAL CORP	$56.4M	302,143	−63,440	trim
175	Vest Financial, LLC	$56.2M	301,139	+67,569	add
176	ProShare Advisors LLC	$54.9M	293,897	−45,958	trim
177	Tredje AP-fonden	$53.8M	288,328	−36,545	trim
178	GC Wealth Management RIA, LLC	$52.6M	281,677	+3,194	add
179	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$52.1M	279,332	+279,332	new
180	AE Wealth Management LLC	$51.8M	277,423	+45,726	add
181	NICHOLAS COMPANY, INC.	$51.4M	275,175	+3,645	add
182	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$51.0M	273,000	−287,979	trim
183	WESTFIELD CAPITAL MANAGEMENT CO LP	$50.8M	271,963	+93,455	add
184	Calamos Advisors LLC	$50.5M	270,364	−6,416	trim
185	Daiwa Securities Group Inc.	$50.3M	269,306	+12,437	add
186	Mirae Asset Global Investments Co., Ltd.	$49.5M	265,352	+14,690	add
187	Lido Advisors, LLC	$48.5M	259,594	+74,841	add
188	PRIMECAP MANAGEMENT CO/CA/	$48.4M	259,450	−9,000	trim
189	L1 Capital International Pty Ltd	$48.2M	258,225	+2,492	add
190	PANAGORA ASSET MANAGEMENT INC	$48.2M	257,980	−183,204	trim
191	OSAIC HOLDINGS, INC.	$48.0M	257,046	−14,613	trim
192	Arizona State Retirement System	$47.9M	256,722	−11,957	trim
193	BANQUE PICTET & CIE SA	$47.8M	256,125	−73,905	trim
194	Czech National Bank	$47.6M	255,188	+4,160	add
195	CIBC Asset Management Inc	$46.1M	246,935	+3,368	add
196	Guinness Asset Management LTD	$45.7M	244,869	+41,100	add
197	STATE OF MICHIGAN RETIREMENT SYSTEM	$45.7M	244,743	−4,500	trim
198	BARTLETT & CO. WEALTH MANAGEMENT LLC	$45.3M	244,135	−26,781	trim
199	ROYAL LONDON ASSET MANAGEMENT LTD	$45.2M	242,059	−188,249	trim
200	DigitalBridge Group, Inc.	$43.9M	235,334	+77,180	add
201	ABN AMRO INVESTMENT SOLUTIONS	$43.7M	234,026	−49,537	trim
202	ASSOCIATED BANC-CORP	$43.7M	233,851	+21,540	add
203	Rafferty Asset Management, LLC	$43.6M	233,671	−77,778	trim
204	MML INVESTORS SERVICES, LLC	$43.3M	232,138	−44,556	trim
205	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$42.9M	229,576	+98,252	add
206	Invenomic Capital Management LP	$41.7M	223,542	+178,832	add
207	SUMMITRY LLC	$41.7M	223,478	+8,815	add
208	COMMONWEALTH EQUITY SERVICES, LLC	$41.7M	223,155	−29,237	trim
209	MetLife Investment Management, LLC	$41.7M	223,136	−9,824	trim
210	NewEdge Wealth, LLC	$41.5M	222,098	−18,014	trim
211	Bank Pictet & Cie (Europe) AG	$41.2M	220,504	+10,958	add
212	TAM Capital Management Inc.	$40.9M	219,345	+219,345	new
213	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$40.7M	218,267	−3,174	trim
214	Henshaw Capital LLC	$40.5M	216,800	—	no prior
215	CIBC WORLD MARKET INC.	$40.1M	214,976	+36,212	add
216	Distillate Capital Partners LLC	$40.1M	214,724	+76,666	add
217	Swiss Life Asset Management Ltd	$39.9M	213,563	−34,263	trim
218	GLENMEDE TRUST CO NA	$39.3M	210,699	−27,250	trim
219	Tidal Investments LLC	$39.1M	209,583	−109,280	trim
220	Federation des caisses Desjardins du Quebec	$39.0M	209,103	−77,029	trim
221	MUFG Securities EMEA plc	$38.9M	208,414	−32,614	trim
222	MILLENNIUM MANAGEMENT LLC	$36.5M	195,278	−108,562	trim
223	XPONANCE LLC	$36.3M	194,423	+21,202	add
224	MOGY JOEL R INVESTMENT COUNSEL INC	$36.2M	194,091	−1,755	trim
225	IFM Investors Pty Ltd	$36.2M	193,918	+3,633	add
226	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$35.9M	193,067	+10,740	add
227	Zuckerman Investment Group, LLC	$35.8M	191,833	+122,290	add
228	Midwest Trust Co	$35.8M	191,775	+6,008	add
229	Steward Partners Investment Advisory, LLC	$35.7M	191,446	+37,656	add
230	Railway Pension Investments Ltd	$35.7M	191,000	−47,300	trim
231	JACOBS LEVY EQUITY MANAGEMENT, INC	$35.4M	189,523	+71,654	add
232	J. Stern & Co. LLP	$34.2M	183,374	−47,202,137	trim
233	WINDWARD CAPITAL MANAGEMENT CO /CA	$33.8M	181,327	−1,956	trim
234	MACQUARIE GROUP LTD	$33.8M	181,055	−270,202	trim
235	DJE Kapital AG	$33.6M	181,654	+181,654	new
236	SCOTIA CAPITAL INC.	$33.2M	178,039	+16,131	add
237	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$33.2M	177,613	−39,791	trim
238	E. Ohman J:or Asset Management AB	$32.6M	174,606	−946	trim
239	OFI INVEST ASSET MANAGEMENT	$32.2M	197,672	−28,870	trim
240	&PARTNERS	$32.2M	172,223	+26,991	add
241	Meridiem Capital Partners LP	$32.2M	172,272	+93,968	add
242	Crake Asset Management LLP	$31.8M	170,371	+170,371	new
243	FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	$31.8M	170,371	−5,538	trim
244	Capital International Sarl	$31.6M	169,488	−84,696	trim
245	Empowered Funds, LLC	$31.5M	168,850	+27,973	add
246	Graham Capital Management, L.P.	$31.3M	167,792	+84,040	add
247	NISA INVESTMENT ADVISORS, LLC	$31.3M	167,517	−57,210	trim
248	RIVERBRIDGE PARTNERS LLC	$30.8M	165,259	−13,185	trim
249	Defiance ETFs, LLC	$30.3M	162,312	+11,139	add
250	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$29.3M	156,821	+11,848	add
251	USS Investment Management Ltd	$29.2M	156,301	+5,177	add
252	PARK NATIONAL CORP /OH/	$29.1M	155,850	+12,732	add
253	Utah Retirement Systems	$27.7M	148,241	−6,018	trim
254	Varma Mutual Pension Insurance Co	$27.6M	148,028	−9,200	trim
255	Vident Advisory, LLC	$27.6M	147,685	+29,226	add
256	BROWN ADVISORY INC	$27.1M	144,986	+9,588	add
257	AIA Group Ltd	$26.8M	143,384	−47,108	trim
258	QRG CAPITAL MANAGEMENT, INC.	$26.8M	143,346	+857	add
259	M&T BANK CORP	$26.6M	142,561	−2,373	trim
260	ASSETMARK, INC	$26.3M	141,158	+6,076	add
261	Waverly Advisors, LLC	$26.3M	140,659	+11,036	add
262	ING GROEP NV	$26.3M	140,649	−595,719	trim
263	EXCHANGE TRADED CONCEPTS, LLC	$26.1M	139,914	+76,206	add
264	ASR Vermogensbeheer N.V.	$26.0M	139,157	−742	trim
265	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$25.9M	138,949	+857	add
266	MERCER GLOBAL ADVISORS INC /ADV	$25.8M	137,994	+1,368	add
267	Rakuten Investment Management, Inc.	$25.8M	139,176	+13,720	add
268	CWM, LLC	$25.7M	137,932	−640	trim
269	Nan Shan Life Insurance Co., Ltd.	$25.7M	137,794	−2,456	trim
270	Clear Street Group Inc.	$25.7M	137,519	−31,175	trim
271	NEOS Investment Management LLC	$25.6M	137,226	+4,861	add
272	GDS Wealth Management	$25.5M	136,689	+64,955	add
273	CROSSLINK CAPITAL INC	$25.4M	136,035	+136,035	new
274	RENAISSANCE GROUP LLC	$24.9M	133,483	+10,555	add
275	Harvest Portfolios Group Inc.	$24.9M	133,174	+22,629	add
276	B. Metzler seel. Sohn & Co. AG	$24.6M	132,027	−479,457	trim
277	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$24.1M	129,326	+129,326	new
278	GUGGENHEIM CAPITAL LLC	$23.9M	128,300	+4,343	add
279	Howard Capital Management Group, LLC	$23.9M	127,785	+13,905	add
280	Janus Henderson Group Ltd.	$23.8M	127,739	+3,125	add
281	Qube Research & Technologies Ltd	$23.3M	124,865	−219,229	trim
282	Vanguard Personalized Indexing Management, LLC	$23.1M	123,672	+6,892	add
283	TCTC Holdings, LLC	$23.1M	123,594	−2,454	trim
284	Vinva Investment Management Ltd	$22.9M	124,009	+9,661	add
285	OP Asset Management Ltd	$22.7M	121,374	—	no prior
286	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$22.5M	190,781	−8,558	trim
287	MEITAV INVESTMENT HOUSE LTD	$22.5M	120,463	−113,121	trim
288	NISSAY ASSET MANAGEMENT CORP /JAPAN	$22.3M	119,513	−232	trim
289	Kestra Advisory Services, LLC	$22.1M	118,602	+1,365	add
290	JIA INVESTMENT ALLIANCE PTE. LTD.	$22.0M	117,890	0	no change
291	Ethic Inc.	$21.9M	117,376	+10,701	add
292	Palestra Capital Management LLC	$21.8M	116,527	−306,995	trim
293	EP Wealth Advisors, LLC	$21.7M	116,293	−1,414	trim
294	Walleye Capital LLC	$21.6M	115,834	−154,292	trim
295	Generali Powszechne Towarzystwo Emerytalne	$21.6M	115,800	0	no change
296	Aware Super Pty Ltd as trustee of Aware Super	$21.6M	115,735	—	no prior
297	Wealthfront Advisers LLC	$21.2M	113,644	+5,796	add
298	FOUNDATIONS INVESTMENT ADVISORS, LLC	$20.9M	111,987	+15,751	add
299	Banco Santander, S.A.	$20.3M	108,654	−175,195	trim
300	Beacon Pointe Advisors, LLC	$20.1M	107,804	+41,358	add
301	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$20.1M	107,611	+2,999	add
302	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$20.0M	107,288	−1,773	trim
303	Badgley Phelps Wealth Managers, LLC	$19.8M	106,320	−6,815	trim
304	Heron Bay Capital Management	$19.7M	105,389	+70,662	add
305	Dundas Partners LLP	$19.7M	105,346	+21,594	add
306	OMERS ADMINISTRATION Corp	$19.6M	105,170	+14,586	add
307	Compagnie Lombard Odier SCmA	$19.5M	104,644	−42,694	trim
308	Advisors Capital Management, LLC	$19.5M	104,544	+75,205	add
309	TD Waterhouse Canada Inc.	$19.5M	104,959	+35,557	add
310	GREENLEAF TRUST	$19.3M	103,183	+4,577	add
311	Brookstone Capital Management	$19.1M	102,408	+2,388	add
312	HM PAYSON & CO	$19.0M	102,041	+97,036	add
313	Pinnacle Financial Partners, Inc.	$18.8M	100,591	−30,276	trim
314	Sanctuary Advisors, LLC	$18.8M	100,537	+3,314	add
315	Gemsstock Ltd.	$18.8M	100,500	+100,500	new
316	YOUSIF CAPITAL MANAGEMENT, LLC	$18.7M	100,202	−4,802	trim
317	Pathstone Holdings, LLC	$18.7M	100,063	+5,698	add
318	Mesirow Financial Investment Management, Inc.	$18.6M	99,885	+7,851	add
319	Petrus Trust Company, LTA	$18.5M	99,123	−34,000	trim
320	Talbot Financial, LLC	$18.2M	97,465	+7,037	add
321	PRUDENTIAL PLC	$18.1M	96,839	−20,604	trim
322	ExodusPoint Capital Management, LP	$18.0M	96,556	+96,556	new
323	Investment Management Corp of Ontario	$17.6M	94,099	+15,149	add
324	Clearstead Advisors, LLC	$17.5M	93,532	+12,739	add
325	Crossmark Global Holdings, Inc.	$17.4M	93,375	—	no prior
326	CRAWFORD INVESTMENT COUNSEL INC	$17.4M	93,321	+14,025	add
327	BENJAMIN EDWARDS INC	$17.3M	92,847	+11,139	add
328	Elo Mutual Pension Insurance Co	$17.3M	92,518	−4,654	trim
329	1832 Asset Management L.P.	$17.3M	92,451	−71,118	trim
330	OPPENHEIMER ASSET MANAGEMENT INC.	$17.1M	91,461	+20,068	add
331	Generate Investment Management Ltd	$16.9M	90,608	−710	trim
332	BECKER CAPITAL MANAGEMENT INC	$16.8M	89,739	−39,365	trim
333	Generali Asset Management SPA SGR	$16.7M	89,365	−110	trim
334	Dash Acquisitions Inc.	$16.7M	89,482	+448	add
335	Long Focus Capital Management, LLC	$16.4M	88,000	+88,000	new
336	OLD NATIONAL BANCORP /IN/	$16.3M	87,279	+3,414	add
337	ZACKS INVESTMENT MANAGEMENT	$16.3M	87,211	+845	add
338	Rule One Partners, LLC	$16.2M	87,000	+87,000	new
339	Merit Financial Group, LLC	$16.2M	86,578	+53,349	add
340	Valiant Capital Management, L.P.	$15.9M	85,336	−8,000	trim
341	Quinn Opportunity Partners LLC	$15.9M	85,000	+66,000	add
342	NewEdge Advisors, LLC	$15.8M	84,498	+84,498	new
343	Optiver Holding B.V.	$15.5M	83,004	−24,526	trim
344	Woodline Partners LP	$15.5M	82,916	−41,089	trim
345	Ilex Capital Partners (UK) LLP	$15.4M	82,690	+82,690	new
346	One Capital Management, LLC	$15.4M	82,679	+11,128	add
347	Freestone Capital Holdings, LLC	$15.2M	81,252	−12,665	trim
348	FARMERS & MERCHANTS INVESTMENTS INC	$15.1M	81,053	+24,423	add
349	Haverford Trust Co	$15.1M	80,694	+18,273	add
350	Marex Group Ltd	$15.0M	80,190	−169,048	trim
351	EULAV Asset Management	$14.9M	80,020	+13,006	add
352	Epoch Investment Partners, Inc.	$14.8M	79,533	−49,250	trim
353	FIRST NATIONAL BANK OF OMAHA	$14.8M	79,747	+25,748	add
354	Danica Pension, Livsforsikringsaktieselskab	$14.8M	79,251	+29,482	add
355	Gotham Asset Management, LLC	$14.7M	78,589	−22,576	trim
356	ARS Investment Partners, LLC	$14.6M	78,055	+18,710	add
357	GREENWOOD GEARHART LLC	$14.5M	77,622	+76,755	add
358	Foster Victor Wealth Advisors, LLC	$14.5M	84,377	+15,089	add
359	OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	$14.1M	75,771	+9,133	add
360	Equitable Holdings, Inc.	$14.1M	56,820	+21,446	add
361	Gibraltar Capital Management, Inc.	$14.0M	75,060	+47,815	add
362	Orion Porfolio Solutions, LLC	$14.0M	75,001	−426	trim
363	GRIMES & Co WEALTH MANAGEMENT, LLC	$14.0M	74,862	+22,913	add
364	Baader Bank Aktiengesellschaft	$13.9M	74,588	−4,342	trim
365	CAPITAL INTERNATIONAL LTD /CA/	$13.8M	73,978	−50,272	trim
366	Boston Common Asset Management, LLC	$13.8M	73,976	−12,556	trim
367	COLDSTREAM CAPITAL MANAGEMENT INC	$13.8M	73,945	+27,762	add
368	Alphadyne Asset Management LP	$13.7M	73,434	+73,434	new
369	ALLIANZ SE	$13.6M	72,931	+21,265	add
370	GW HENSSLER & ASSOCIATES LTD	$13.4M	72,046	+7,353	add
371	Verition Fund Management LLC	$13.3M	71,134	−13,274	trim
372	Bank Julius Baer & Co. Ltd, Zurich	$13.2M	70,903	−19,197	trim
373	NorthCrest Asset Manangement, LLC	$13.2M	70,419	−24,001	trim
374	Illinois Municipal Retirement Fund	$13.2M	70,513	−680	trim
375	KESTRA PRIVATE WEALTH SERVICES, LLC	$13.1M	70,011	+250	add
376	CastleKnight Management LP	$13.0M	69,900	+38,000	add
377	BLB&B Advisors, LLC	$13.0M	69,700	+12,673	add
378	World Investment Advisors	$12.8M	68,785	−3,349	trim
379	LBP AM SA	$12.8M	68,328	−54,670	trim
380	Metis Global Partners, LLC	$12.4M	66,474	−2,346	trim
381	TOKIO MARINE ASSET MANAGEMENT CO LTD	$12.4M	66,266	−32,446	trim
382	COMMERCE BANK	$12.3M	66,013	−16,937	trim
383	Channing Capital Management, LLC	$12.3M	65,978	+17,989	add
384	ADAMS DIVERSIFIED EQUITY FUND, INC.	$12.3M	65,700	0	no change
385	Annex Advisory Services, LLC	$12.1M	65,047	+26,882	add
386	BARLOW WEALTH PARTNERS, LLC	$12.1M	66,620	+66,620	new
387	Norinchukin Bank, The	$12.1M	64,880	−2,030	trim
388	SHELTON CAPITAL MANAGEMENT	$12.1M	64,743	+8,544	add
389	Trajan Wealth LLC	$12.0M	64,497	+430	add
390	BOOTHBAY FUND MANAGEMENT, LLC	$12.0M	64,409	−1,060	trim
391	MCRAE CAPITAL MANAGEMENT INC	$11.8M	63,442	+1,590	add
392	Y-Intercept (Hong Kong) Ltd	$11.8M	63,093	+63,093	new
393	Bulltick Wealth Management, LLC	$11.8M	62,977	+20,483	add
394	Strategic Wealth Investment Group, LLC	$11.7M	62,506	+5,432	add
395	MMBG INVESTMENT ADVISORS CO.	$11.5M	61,381	+61,381	new
396	Groupe la Francaise	$11.4M	61,465	−290,301	trim
397	Avanza Fonder AB	$11.3M	60,668	−476	trim
398	Kingsview Wealth Management, LLC	$11.3M	60,281	+9,041	add
399	MIDDLETON & CO INC/MA	$11.2M	60,216	−643	trim
400	EVERGREEN CAPITAL MANAGEMENT LLC	$11.2M	59,975	+20,522	add
401	Mill Capital Management, LLC	$11.2M	59,943	−98	trim
402	NORDEN GROUP LLC	$11.2M	59,780	+51,496	add
403	NLB Skladi, upravljanje premozenja, d.o.o.	$11.1M	59,429	+3,770	add
404	LOCKHEED MARTIN INVESTMENT MANAGEMENT CO	$11.1M	59,200	+10,900	add
405	DNCA FINANCE	$11.0M	59,000	−6,600	trim
406	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$11.0M	58,853	−142,810	trim
407	UNIVEST FINANCIAL Corp	$11.0M	58,676	+13,200	add
408	JONES FINANCIAL COMPANIES LLLP	$10.8M	57,838	−4,285	trim
409	MARCO INVESTMENT MANAGEMENT LLC	$10.6M	56,726	+1,522	add
410	MIZUHO SECURITIES USA LLC	$10.6M	56,646	−12,672	trim
411	Sava Infond d.o.o.	$10.5M	56,495	−13,270	trim
412	PARTHENON LLC	$10.5M	56,355	−1,450	trim
413	ALTRINSIC GLOBAL ADVISORS LLC	$10.4M	55,679	+28,518	add
414	RPG Investment Advisory, LLC	$10.3M	55,381	+5,878	add
415	Quadrature Capital Ltd	$10.3M	55,243	−396,124	trim
416	Atria Investments, Inc	$10.2M	54,897	−11,582	trim
417	Cresset Asset Management, LLC	$10.2M	54,758	−3,509	trim
418	UMB Bank, n.a.	$10.2M	54,471	−2,532	trim
419	W.G. Shaheen & Associates DBA Whitney & Co	$10.2M	54,469	+3,676	add
420	GFS Advisors, LLC	$10.1M	35,225	+33,758	add
421	HARTFORD INVESTMENT MANAGEMENT CO	$10.0M	53,393	−1,586	trim
422	Sendero Wealth Management, LLC	$10.0M	53,307	+18,344	add
423	S-Bank Fund Management Ltd	$9.9M	53,129	+10,216	add
424	Banque Cantonale Vaudoise	$9.9M	53,080	+13,579	add
425	ICICI Prudential Asset Management Co Ltd	$9.8M	52,495	+18,000	add
426	Clarity Financial LLC	$9.8M	52,233	+52,233	new
427	Paragon Capital Management Ltd	$9.7M	52,139	0	no change
428	STEPHENS INC /AR/	$9.7M	51,547	−5,261	trim
429	Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group	$9.7M	52,000	+52,000	new
430	Jasper Ridge Partners, L.P.	$9.7M	51,894	0	no change
431	Allworth Financial LP	$9.6M	51,682	+6,981	add
432	Bragg Financial Advisors, Inc	$9.6M	51,655	+3,435	add
433	CANTOR FITZGERALD, L. P.	$9.6M	51,265	+9,700	add
434	Foyston, Gordon & Payne Inc	$9.5M	51,132	+4,025	add
435	MIRAE ASSET SECURITIES (USA) INC.	$9.4M	50,109	−14	trim
436	MAIRS & POWER INC	$9.3M	49,996	−246,017	trim
437	OPPENHEIMER & CO INC	$9.3M	49,992	+355	add
438	Nemes Rush Group LLC	$9.3M	49,818	+9,516	add
439	DISCOVERY CAPITAL MANAGEMENT, LLC / CT	$9.2M	49,500	+49,500	new
440	INTECH INVESTMENT MANAGEMENT LLC	$9.2M	49,463	−117,476	trim
441	OAK ASSOCIATES LTD /OH/	$9.2M	49,284	−20,226	trim
442	Marks Group Wealth Management, Inc	$9.2M	49,280	+103	add
443	Private Advisor Group, LLC	$9.2M	49,089	−10,202	trim
444	Apollon Wealth Management, LLC	$9.2M	49,073	+20,324	add
445	REGIONS FINANCIAL CORP	$9.1M	48,963	−101,189	trim
446	Aptus Capital Advisors, LLC	$9.1M	48,934	−9,361	trim
447	Summit Trail Advisors, LLC	$9.1M	48,826	−2,166	trim
448	Kessler Investment Group, LLC	$9.0M	48,385	+48,385	new
449	HUB Investment Partners, LLC	$9.0M	48,352	−6,685	trim
450	Capital Group Private Client Services, Inc.	$9.0M	48,272	−24,202	trim
451	Jain Global LLC	$9.0M	48,177	−122,530	trim
452	EXENCIAL WEALTH ADVISORS, LLC	$8.9M	47,689	+176	add
453	Mountain Hill Investment Partners Corp.	$8.9M	47,578	+23,807	add
454	Connor, Clark & Lunn Investment Management Ltd.	$8.8M	47,082	+47,082	new
455	Sienna Gestion	$8.7M	46,796	0	no change
456	SHUFRO ROSE & CO LLC	$8.7M	46,621	−2,308	trim
457	River Road Asset Management, LLC	$8.6M	46,232	−3,446	trim
458	Maryland State Retirement & Pension System	$8.6M	45,966	−592	trim
459	Maytus Capital Management, LLC	$8.6M	45,836	+18,836	add
460	WOLVERINE ASSET MANAGEMENT LLC	$8.5M	45,740	+34,356	add
461	LGT Fund Management Co Ltd.	$8.5M	45,645	+17,373	add
462	KNIGHTSBRIDGE ASSET MANAGEMENT, LLC	$8.3M	44,476	—	no prior
463	MOTCO	$8.3M	44,447	+3,765	add
464	Prospera Financial Services Inc	$8.3M	44,265	−10,261	trim
465	Vise Technologies, Inc.	$8.2M	31,130	0	no change
466	TenCore Partners, LP	$8.2M	44,108	−9,805	trim
467	DIVERSIFY WEALTH MANAGEMENT, LLC	$8.2M	45,100	+24,075	add
468	Pallas Capital Advisors LLC	$8.2M	43,700	+140	add
469	Union Bancaire Privee, UBP SA	$8.1M	44,986	−9,936	trim
470	JENNISON ASSOCIATES LLC	$8.1M	43,442	+13,995	add
471	Livforsakringsbolaget Skandia, Omsesidigt	$8.1M	43,371	−10,700	trim
472	Chesley Taft & Associates LLC	$8.1M	43,336	+4,348	add
473	CAISSE DES DEPOTS ET CONSIGNATIONS	$8.1M	43,303	−1,333	trim
474	Laird Norton Wetherby Trust Company, LLC	$8.0M	42,820	−2,495	trim
475	LOUISBOURG INVESTMENTS INC.	$8.0M	54,137	+14,939	add
476	Lombard Odier Asset Management (Switzerland) SA	$8.0M	42,744	−10,006	trim
477	Baker Avenue Asset Management, LP	$7.9M	42,422	−32,191	trim
478	Positano Wealth Management Ltd	$7.9M	42,146	—	no prior
479	Riverview Capital Advisers, LLC	$7.9M	42,067	+42,067	new
480	Concurrent Investment Advisors, LLC	$7.7M	67,317	−7,939	trim
481	Lombard Odier Asset Management (Europe) Ltd	$7.6M	40,959	+6,289	add
482	LEVEL FOUR ADVISORY SERVICES, LLC	$7.6M	40,880	+4,715	add
483	Bleakley Financial Group, LLC	$7.6M	40,801	+4,270	add
484	MAI Capital Management	$7.6M	40,598	+5,442	add
485	PRINCIPAL SECURITIES, INC.	$7.4M	39,907	−1,643	trim
486	TOCQUEVILLE ASSET MANAGEMENT L.P.	$7.4M	39,824	−12,912	trim
487	Dai-ichi Life Insurance Company, Ltd	$7.4M	39,490	−696	trim
488	D.A. DAVIDSON & CO.	$7.3M	39,088	−18,653	trim
489	EASTERLY INVESTMENT PARTNERS LLC	$7.3M	39,134	+39,134	new
490	ABN AMRO Bank N.V.	$7.3M	38,661	+2,167	add
491	Envestnet Portfolio Solutions, Inc.	$7.2M	38,780	−5,666	trim
492	Moors & Cabot, Inc.	$7.2M	38,752	+1,019	add
493	Advisors Asset Management, Inc.	$7.2M	38,740	+4,352	add
494	PINNACLE ASSOCIATES LTD	$7.2M	38,658	+2,911	add
495	Blue Zone Wealth Advisors, LLC	$7.2M	38,542	+195	add
496	Schonfeld Strategic Advisors LLC	$7.2M	38,329	−112,317	trim
497	Quilter Plc	$7.1M	38,148	−3,107	trim
498	Montaka Global Pty Ltd	$7.1M	38,089	−6,662	trim
499	AG2R LA MONDIALE GESTION D'ACTIFS	$7.1M	38,040	+178	add
500	GROUPAMA ASSET MANAGMENT	$7.1M	37,872	−1,527	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · CRM

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 2 Alan Armstrong R–OK, Maria Elvira Salazar R–FL-27 $16K–$65K
Sellers: 1 John Boozman R–AR $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 0 — $0 held
Trimming: 6 Soros Fund Management, Gotham Asset Management, Caxton Associates, Bridgewater Associates, Moore Capital Management, Starboard Value $82.4M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SALESFORCE INC

Merged timeline of congressional filings and notable-manager moves on CRM
Date	Who	Change	Size
2026-08-24	John Boozman Congress	Sale	$1K–$15K
2026-07-21	Alan Armstrong Congress	Purchase	$1K–$15K
2026-07-07	Maria Elvira Salazar Congress	Purchase	$15K–$50K
2026-05-15	Soros Fund Management 13F	trim	−157,955 sh
2026-05-15	Gotham Asset Management 13F	trim	−22,576 sh
2026-05-15	Bridgewater Associates 13F	exit	−1,932,066 sh
2026-05-15	Moore Capital Management 13F	exit	−5,366 sh
2026-05-15	Starboard Value 13F	exit	−940,325 sh
2026-05-14	Caxton Associates 13F	trim	−18,669 sh

9 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

39 members of Congress disclosed CRM — the congressional view ↗