Public record / Tickers / CRM

CRM — Salesforce, Inc.

Both disclosure regimes on one name: who in Congress filed about CRM, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
151
all PTR rows naming CRM
Members · 12m
7
6 buys · 7 sells · by trade date
Latest PTR
08-24
filed 2026-08-24
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Nancy Pelosi · $1.0M–$5.0M

Purchase · traded 2020-06-18 → filed 2020-07-20. Ranked over every CRM row by the provable lower bound, never a point estimate.

7 members · 6 buys / 7 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

20 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

53 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 53 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING CRM · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning CRM
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-24John Boozman R–ARSale · JT (jointly owned)Traded 2025-11-13 LATE·284d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$1K–$15K
2026-07-07Maria Elvira Salazar R–FL-27PurchaseTraded 06-02 +35d$15K–$50K
2026-05-08Maria Elvira Salazar R–FL-27PurchaseTraded 04-06 +32d$15K–$50K
2026-03-12Julia Letlow R–LA-5SaleTraded 02-02 +38d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 151 ↗

Members active in CRM

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing CRM in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
David J. Taylor R–OH-24−$63.0K to $14.0K2
John Boozman R–AR2−$30.0K to −$2.0K6
Julia Letlow R–LA-52−$30.0K to −$2.0K2
Maria Elvira Salazar R–FL-272$30.0K to $100K2
Alan Armstrong R–OK1$1.0K to $15.0K2
Markwayne Mullin R–OK1$15.0K to $50.0K
Val T. Hoyle D–OR-41−$15.0K to −$1.0K2

7 members in the window · counts of disclosures, not dollars.

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

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
DateWhoChangeSize
2026-08-24John Boozman CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$1K–$15K
2026-07-07Maria Elvira Salazar CongressPurchase$15K–$50K
2026-05-15Soros Fund Management 13Ftrim−157,955 sh
2026-05-15Gotham Asset Management 13Ftrim−22,576 sh
2026-05-15Bridgewater Associates 13Fexit−1,932,066 sh
2026-05-15Moore Capital Management 13Fexit−5,366 sh
2026-05-15Starboard Value 13Fexit−940,325 sh
2026-05-14Caxton Associates 13Ftrim−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

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of CRM for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$14.9B1
2VANGUARD CAPITAL MANAGEMENT LLC$11.1B1
3STATE STREET CORP$9.1B1
4MORGAN STANLEY$5.9B1
5GEODE CAPITAL MANAGEMENT, LLC$4.1B1
6VANGUARD PORTFOLIO MANAGEMENT LLC$3.6B1
7Capital World Investors$3.1B1
8HARRIS ASSOCIATES L P$2.8B1
9Capital Research Global Investors$2.6B1
10ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.4B1
11Capital International Investors$2.4B1
12BANK OF AMERICA CORP /DE/$2.2B1
13NORTHERN TRUST CORP$1.9B1
14FMR LLC$1.8B1
15Sanders Capital, LLC$1.8B1
16UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1.7B1
17AMERIPRISE FINANCIAL INC$1.5B1
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC$1.3B1
19UBS Group AG$1.3B1
20Legal & General Group Plc$1.2B1
21First Eagle Investment Management, LLC$1.1B1
22Bank of New York Mellon Corp$1.1B1
23FIL Ltd$987M1
24VANGUARD FIDUCIARY TRUST CO$976M1
25MASSACHUSETTS FINANCIAL SERVICES CO /MA/$933M1
26Grantham, Mayo, Van Otterloo & Co. LLC$826M1
27Pictet Asset Management Holding SA$825M1
28Independent Franchise Partners LLP$753M1
29DIMENSIONAL FUND ADVISORS LP$744M1
30Fisher Asset Management, LLC$726M1
31WELLS FARGO & COMPANY/MN$720M1
32FIRST TRUST ADVISORS LP$693M1
33HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$690M1
34Amundi$684M1
35Invesco Ltd.$680M1
36SCHRODER INVESTMENT MANAGEMENT GROUP$678M1
37RAYMOND JAMES FINANCIAL INC$669M1
38DEUTSCHE BANK AG\$654M1
39ALLIANCEBERNSTEIN L.P.$653M1
40Nuveen, LLC$646M1
41MANUFACTURERS LIFE INSURANCE COMPANY, THE$634M1
42BARCLAYS PLC$615M1
43HSBC HOLDINGS PLC$579M1
44ValueAct Holdings, L.P.$559M1
45ROYAL BANK OF CANADA$545M1
46WELLINGTON MANAGEMENT GROUP LLP$535M1
47Swiss National Bank$513M1
48FRANKLIN RESOURCES INC$513M1
49AQR CAPITAL MANAGEMENT LLC$495M1
50FIRST MANHATTAN CO. LLC.$494M1
51VICTORY CAPITAL MANAGEMENT INC$460M1
52CITIGROUP INC$449M1
53NORDEA INVESTMENT MANAGEMENT AB$434M1
54Sumitomo Mitsui Trust Group, Inc.$430M1
55Veritas Asset Management LLP$421M1
56Mitsubishi UFJ Asset Management Co., Ltd.$418M1
57National Pension Service$404M1
58CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$400M1
59Vanguard Global Advisers, LLC$389M1
60CITADEL ADVISORS LLC$364M1
61PARNASSUS INVESTMENTS, LLC$364M1
62FERNBRIDGE CAPITAL MANAGEMENT LP$360M1
63DIAMOND HILL CAPITAL MANAGEMENT INC$336M1
64Sustainable Growth Advisers, LP$325M1
65VANGUARD ASSET MANAGEMENT, Ltd$297M1
66CANADA PENSION PLAN INVESTMENT BOARD$295M1
67DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP$292M1
68Universal- Beteiligungs- und Servicegesellschaft mbH$283M1
69Longview Partners (Guernsey) LTD$283M1
70PRINCIPAL FINANCIAL GROUP INC$264M1
71LPL Financial LLC$248M1
72CIBC Bancorp USA Inc.$246M1
73ENVESTNET ASSET MANAGEMENT INC$222M1
74LAZARD ASSET MANAGEMENT LLC$219M1
75Aberdeen Group plc$216M1
76NEW YORK STATE COMMON RETIREMENT FUND$210M1
77ADAGE CAPITAL PARTNERS GP, L.L.C.$203M1
78Swedbank AB$197M1
79Ensign Peak Advisors, Inc$196M1
80DANSKE BANK A/S$194M1
81JUPITER ASSET MANAGEMENT LTD$191M1
82Assenagon Asset Management S.A.$191M1
83STIFEL FINANCIAL CORP$190M1
84BNP Paribas Asset Management Holding S.A.$190M1
85Carmignac Gestion$182M1
86JANE STREET GROUP, LLC$181M1
87BANK OF MONTREAL /CAN/$178M1
88Focus Partners Wealth$177M1
89Rockefeller Capital Management L.P.$176M1
90AMF Tjanstepension AB$176M1
91SEI INVESTMENTS CO$174M1
92CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$172M1
93MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$169M1
94Employees Provident Fund Board$167M1
95FEDERATED HERMES, INC.$156M1
96AVIVA PLC$154M1
97CREDIT AGRICOLE S A$154M1
98FLOSSBACH VON STORCH SE$153M1
99STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$153M1
100Temasek Holdings (Private) Ltd$151M1
101Artisan Partners Limited Partnership$149M1
102PRUDENTIAL FINANCIAL INC$148M1
103BLS CAPITAL FONDSMAEGLERSELSKAB A/S$135M1
104AKRE CAPITAL MANAGEMENT LLC$134M1
105Retirement Systems of Alabama$132M1
106ONTARIO TEACHERS PENSION PLAN BOARD$132M1
107AMERICAN CENTURY COMPANIES INC$128M1
108Korea Investment CORP$126M1
109UniSuper Management Pty Ltd$124M1
110D. E. Shaw & Co., Inc.$121M1
111Zurcher Kantonalbank (Zurich Cantonalbank)$118M1
112STOREBRAND ASSET MANAGEMENT AS$115M1
113Mirova US LLC$114M1
114Mondrian Investment Partners LTD$113M1
115Cerity Partners LLC$112M1
116Candriam S.C.A.$110M1
117NOMURA ASSET MANAGEMENT CO LTD$109M1
118IEQ CAPITAL, LLC$108M1
119Allianz Asset Management GmbH$108M1
120PFA Pension, Forsikringsaktieselskab$103M1
121TD ASSET MANAGEMENT INC$103M1
122Asset Management One Co., Ltd.$102M1
123APG Asset Management N.V.$99.8M1
124DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$96.7M1
125M&G Plc$96.7M1
126SUSQUEHANNA INTERNATIONAL GROUP, LLP$96.5M1
127Mitsubishi UFJ Trust & Banking Corp$95.5M1
128NATIONAL BANK OF CANADA /FI/$95.0M1
129Quantinno Capital Management LP$94.1M1
130STATE OF WISCONSIN INVESTMENT BOARD$93.7M1
131Select Equity Group, L.P.$93.7M1
132Robeco Institutional Asset Management B.V.$92.8M1
133MILFORD FUNDS LTD$92.6M1
134Allspring Global Investments Holdings, LLC$89.4M1
135SEB Asset Management AB$88.2M1
136Vontobel Holding Ltd.$87.9M1
137Vanguard Investments Australia, Ltd.$87.1M1
138Chevy Chase Trust Holdings, LLC$86.4M1
139Mariner, LLC$86.3M1
140ANTIPODES PARTNERS Ltd$85.7M1
141Man Group plc$83.4M1
142NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$79.3M1
143Corient Private Wealth LLC$78.2M1
144MENORA MIVTACHIM HOLDINGS LTD.$77.9M1
145TEACHER RETIREMENT SYSTEM OF TEXAS$77.0M1
146Capital International, Inc./CA/$74.8M1
147Novo Holdings A/S$73.4M1
148KLP KAPITALFORVALTNING AS$72.9M1
149BLAIR WILLIAM & CO/IL$72.6M1
150Value Partners Investments Inc.$72.4M1
151Empower Advisory Group, LLC$72.3M1
152Creative Planning$71.8M1
153VOYA INVESTMENT MANAGEMENT LLC$71.6M1
154Sumitomo Mitsui DS Asset Management Company, Ltd$70.3M1
155HighTower Advisors, LLC$70.0M1
156PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$69.3M1
157Cetera Investment Advisers$68.9M1
158US BANCORP \DE\$68.2M1
159TORONTO DOMINION BANK$67.8M1
160SOROS FUND MANAGEMENT LLC$67.4M1
161DnB Asset Management AS$67.2M1
162Sequoia Financial Advisors, LLC$66.9M1
163FIFTH THIRD BANCORP$66.9M1
164LETKO, BROSSEAU & ASSOCIATES INC$66.6M1
165MACKENZIE FINANCIAL CORP$65.5M1
166FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$60.0M1
167State of New Jersey Common Pension Fund D$59.9M1
168Eurizon Capital SGR S.p.A.$59.4M1
169PUBLIC SECTOR PENSION INVESTMENT BOARD$58.9M1
170Baird Financial Group, Inc.$58.7M1
171Lansforsakringar Fondforvaltning AB (publ)$57.7M1
172United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$57.0M1
173Resona Asset Management Co.,Ltd.$56.9M1
174TRUIST FINANCIAL CORP$56.4M1
175Vest Financial, LLC$56.2M1
176ProShare Advisors LLC$54.9M1
177Tredje AP-fonden$53.8M1
178GC Wealth Management RIA, LLC$52.6M1
179NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$52.1M1
180AE Wealth Management LLC$51.8M1
181NICHOLAS COMPANY, INC.$51.4M1
182CAPITOLIS LIQUID GLOBAL MARKETS LLC$51.0M1
183WESTFIELD CAPITAL MANAGEMENT CO LP$50.8M1
184Calamos Advisors LLC$50.5M1
185Daiwa Securities Group Inc.$50.3M1
186Mirae Asset Global Investments Co., Ltd.$49.5M1
187Lido Advisors, LLC$48.5M1
188PRIMECAP MANAGEMENT CO/CA/$48.4M1
189L1 Capital International Pty Ltd$48.2M1
190PANAGORA ASSET MANAGEMENT INC$48.2M1
191OSAIC HOLDINGS, INC.$48.0M1
192Arizona State Retirement System$47.9M1
193BANQUE PICTET & CIE SA$47.8M1
194Czech National Bank$47.6M1
195CIBC Asset Management Inc$46.1M1
196Guinness Asset Management LTD$45.7M1
197STATE OF MICHIGAN RETIREMENT SYSTEM$45.7M1
198BARTLETT & CO. WEALTH MANAGEMENT LLC$45.3M1
199ROYAL LONDON ASSET MANAGEMENT LTD$45.2M1
200DigitalBridge Group, Inc.$43.9M1
201ABN AMRO INVESTMENT SOLUTIONS$43.7M1
202ASSOCIATED BANC-CORP$43.7M1
203Rafferty Asset Management, LLC$43.6M1
204MML INVESTORS SERVICES, LLC$43.3M1
205FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.$42.9M1
206Invenomic Capital Management LP$41.7M1
207SUMMITRY LLC$41.7M1
208COMMONWEALTH EQUITY SERVICES, LLC$41.7M1
209MetLife Investment Management, LLC$41.7M1
210NewEdge Wealth, LLC$41.5M1
211Bank Pictet & Cie (Europe) AG$41.2M1
212TAM Capital Management Inc.$40.9M1
213COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$40.7M1
214Henshaw Capital LLC$40.5M1
215CIBC WORLD MARKET INC.$40.1M1
216Distillate Capital Partners LLC$40.1M1
217Swiss Life Asset Management Ltd$39.9M1
218GLENMEDE TRUST CO NA$39.3M1
219Tidal Investments LLC$39.1M1
220Federation des caisses Desjardins du Quebec$39.0M1
221MUFG Securities EMEA plc$38.9M1
222MILLENNIUM MANAGEMENT LLC$36.5M1
223XPONANCE LLC$36.3M1
224MOGY JOEL R INVESTMENT COUNSEL INC$36.2M1
225IFM Investors Pty Ltd$36.2M1
226BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$35.9M1
227Zuckerman Investment Group, LLC$35.8M1
228Midwest Trust Co$35.8M1
229Steward Partners Investment Advisory, LLC$35.7M1
230Railway Pension Investments Ltd$35.7M1
231JACOBS LEVY EQUITY MANAGEMENT, INC$35.4M1
232J. Stern & Co. LLP$34.2M1
233WINDWARD CAPITAL MANAGEMENT CO /CA$33.8M1
234MACQUARIE GROUP LTD$33.8M1
235DJE Kapital AG$33.6M1
236SCOTIA CAPITAL INC.$33.2M1
237BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$33.2M1
238E. Ohman J:or Asset Management AB$32.6M1
239OFI INVEST ASSET MANAGEMENT$32.2M1
240&PARTNERS$32.2M1
241Meridiem Capital Partners LP$32.2M1
242Crake Asset Management LLP$31.8M1
243FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC$31.8M1
244Capital International Sarl$31.6M1
245Empowered Funds, LLC$31.5M1
246Graham Capital Management, L.P.$31.3M1
247NISA INVESTMENT ADVISORS, LLC$31.3M1
248RIVERBRIDGE PARTNERS LLC$30.8M1
249Defiance ETFs, LLC$30.3M1
250O'SHAUGHNESSY ASSET MANAGEMENT, LLC$29.3M1
251USS Investment Management Ltd$29.2M1
252PARK NATIONAL CORP /OH/$29.1M1
253Utah Retirement Systems$27.7M1
254Varma Mutual Pension Insurance Co$27.6M1
255Vident Advisory, LLC$27.6M1
256BROWN ADVISORY INC$27.1M1
257AIA Group Ltd$26.8M1
258QRG CAPITAL MANAGEMENT, INC.$26.8M1
259M&T BANK CORP$26.6M1
260ASSETMARK, INC$26.3M1
261Waverly Advisors, LLC$26.3M1
262ING GROEP NV$26.3M1
263EXCHANGE TRADED CONCEPTS, LLC$26.1M1
264ASR Vermogensbeheer N.V.$26.0M1
265NEW YORK LIFE INVESTMENT MANAGEMENT LLC$25.9M1
266MERCER GLOBAL ADVISORS INC /ADV$25.8M1
267Rakuten Investment Management, Inc.$25.8M1
268CWM, LLC$25.7M1
269Nan Shan Life Insurance Co., Ltd.$25.7M1
270Clear Street Group Inc.$25.7M1
271NEOS Investment Management LLC$25.6M1
272GDS Wealth Management$25.5M1
273CROSSLINK CAPITAL INC$25.4M1
274RENAISSANCE GROUP LLC$24.9M1
275Harvest Portfolios Group Inc.$24.9M1
276B. Metzler seel. Sohn & Co. AG$24.6M1
277UNITED CAPITAL FINANCIAL ADVISORS, LLC$24.1M1
278GUGGENHEIM CAPITAL LLC$23.9M1
279Howard Capital Management Group, LLC$23.9M1
280Janus Henderson Group Ltd.$23.8M1
281Qube Research & Technologies Ltd$23.3M1
282Vanguard Personalized Indexing Management, LLC$23.1M1
283TCTC Holdings, LLC$23.1M1
284Vinva Investment Management Ltd$22.9M1
285OP Asset Management Ltd$22.7M1
286WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$22.5M1
287MEITAV INVESTMENT HOUSE LTD$22.5M1
288NISSAY ASSET MANAGEMENT CORP /JAPAN$22.3M1
289Kestra Advisory Services, LLC$22.1M1
290JIA INVESTMENT ALLIANCE PTE. LTD.$22.0M1
291Ethic Inc.$21.9M1
292Palestra Capital Management LLC$21.8M1
293EP Wealth Advisors, LLC$21.7M1
294Walleye Capital LLC$21.6M1
295Generali Powszechne Towarzystwo Emerytalne$21.6M1
296Aware Super Pty Ltd as trustee of Aware Super$21.6M1
297Wealthfront Advisers LLC$21.2M1
298FOUNDATIONS INVESTMENT ADVISORS, LLC$20.9M1
299Banco Santander, S.A.$20.3M1
300Beacon Pointe Advisors, LLC$20.1M1
301MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$20.1M1
302OREGON PUBLIC EMPLOYEES RETIREMENT FUND$20.0M1
303Badgley Phelps Wealth Managers, LLC$19.8M1
304Heron Bay Capital Management$19.7M1
305Dundas Partners LLP$19.7M1
306OMERS ADMINISTRATION Corp$19.6M1
307Compagnie Lombard Odier SCmA$19.5M1
308Advisors Capital Management, LLC$19.5M1
309TD Waterhouse Canada Inc.$19.5M1
310GREENLEAF TRUST$19.3M1
311Brookstone Capital Management$19.1M1
312HM PAYSON & CO$19.0M1
313Pinnacle Financial Partners, Inc.$18.8M1
314Sanctuary Advisors, LLC$18.8M1
315Gemsstock Ltd.$18.8M1
316YOUSIF CAPITAL MANAGEMENT, LLC$18.7M1
317Pathstone Holdings, LLC$18.7M1
318Mesirow Financial Investment Management, Inc.$18.6M1
319Petrus Trust Company, LTA$18.5M1
320Talbot Financial, LLC$18.2M1
321PRUDENTIAL PLC$18.1M1
322ExodusPoint Capital Management, LP$18.0M1
323Investment Management Corp of Ontario$17.6M1
324Clearstead Advisors, LLC$17.5M1
325Crossmark Global Holdings, Inc.$17.4M1
326CRAWFORD INVESTMENT COUNSEL INC$17.4M1
327BENJAMIN EDWARDS INC$17.3M1
328Elo Mutual Pension Insurance Co$17.3M1
3291832 Asset Management L.P.$17.3M1
330OPPENHEIMER ASSET MANAGEMENT INC.$17.1M1
331Generate Investment Management Ltd$16.9M1
332BECKER CAPITAL MANAGEMENT INC$16.8M1
333Generali Asset Management SPA SGR$16.7M1
334Dash Acquisitions Inc.$16.7M1
335Long Focus Capital Management, LLC$16.4M1
336OLD NATIONAL BANCORP /IN/$16.3M1
337ZACKS INVESTMENT MANAGEMENT$16.3M1
338Rule One Partners, LLC$16.2M1
339Merit Financial Group, LLC$16.2M1
340Valiant Capital Management, L.P.$15.9M1
341Quinn Opportunity Partners LLC$15.9M1
342NewEdge Advisors, LLC$15.8M1
343Optiver Holding B.V.$15.5M1
344Woodline Partners LP$15.5M1
345Ilex Capital Partners (UK) LLP$15.4M1
346One Capital Management, LLC$15.4M1
347Freestone Capital Holdings, LLC$15.2M1
348FARMERS & MERCHANTS INVESTMENTS INC$15.1M1
349Haverford Trust Co$15.1M1
350Marex Group Ltd$15.0M1
351EULAV Asset Management$14.9M1
352Epoch Investment Partners, Inc.$14.8M1
353FIRST NATIONAL BANK OF OMAHA$14.8M1
354Danica Pension, Livsforsikringsaktieselskab$14.8M1
355Gotham Asset Management, LLC$14.7M1
356ARS Investment Partners, LLC$14.6M1
357GREENWOOD GEARHART LLC$14.5M1
358Foster Victor Wealth Advisors, LLC$14.5M1
359OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$14.1M1
360Equitable Holdings, Inc.$14.1M1
361Gibraltar Capital Management, Inc.$14.0M1
362Orion Porfolio Solutions, LLC$14.0M1
363GRIMES & Co WEALTH MANAGEMENT, LLC$14.0M1
364Baader Bank Aktiengesellschaft$13.9M1
365CAPITAL INTERNATIONAL LTD /CA/$13.8M1
366Boston Common Asset Management, LLC$13.8M1
367COLDSTREAM CAPITAL MANAGEMENT INC$13.8M1
368Alphadyne Asset Management LP$13.7M1
369ALLIANZ SE$13.6M1
370GW HENSSLER & ASSOCIATES LTD$13.4M1
371Verition Fund Management LLC$13.3M1
372Bank Julius Baer & Co. Ltd, Zurich$13.2M1
373NorthCrest Asset Manangement, LLC$13.2M1
374Illinois Municipal Retirement Fund$13.2M1
375KESTRA PRIVATE WEALTH SERVICES, LLC$13.1M1
376CastleKnight Management LP$13.0M1
377BLB&B Advisors, LLC$13.0M1
378World Investment Advisors$12.8M1
379LBP AM SA$12.8M1
380Metis Global Partners, LLC$12.4M1
381TOKIO MARINE ASSET MANAGEMENT CO LTD$12.4M1
382COMMERCE BANK$12.3M1
383Channing Capital Management, LLC$12.3M1
384ADAMS DIVERSIFIED EQUITY FUND, INC.$12.3M1
385Annex Advisory Services, LLC$12.1M1
386BARLOW WEALTH PARTNERS, LLC$12.1M1
387Norinchukin Bank, The$12.1M1
388SHELTON CAPITAL MANAGEMENT$12.1M1
389Trajan Wealth LLC$12.0M1
390BOOTHBAY FUND MANAGEMENT, LLC$12.0M1
391MCRAE CAPITAL MANAGEMENT INC$11.8M1
392Y-Intercept (Hong Kong) Ltd$11.8M1
393Bulltick Wealth Management, LLC$11.8M1
394Strategic Wealth Investment Group, LLC$11.7M1
395MMBG INVESTMENT ADVISORS CO.$11.5M1
396Groupe la Francaise$11.4M1
397Avanza Fonder AB$11.3M1
398Kingsview Wealth Management, LLC$11.3M1
399MIDDLETON & CO INC/MA$11.2M1
400EVERGREEN CAPITAL MANAGEMENT LLC$11.2M1
401Mill Capital Management, LLC$11.2M1
402NORDEN GROUP LLC$11.2M1
403NLB Skladi, upravljanje premozenja, d.o.o.$11.1M1
404LOCKHEED MARTIN INVESTMENT MANAGEMENT CO$11.1M1
405DNCA FINANCE$11.0M1
406HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$11.0M1
407UNIVEST FINANCIAL Corp$11.0M1
408JONES FINANCIAL COMPANIES LLLP$10.8M1
409MARCO INVESTMENT MANAGEMENT LLC$10.6M1
410MIZUHO SECURITIES USA LLC$10.6M1
411Sava Infond d.o.o.$10.5M1
412PARTHENON LLC$10.5M1
413ALTRINSIC GLOBAL ADVISORS LLC$10.4M1
414RPG Investment Advisory, LLC$10.3M1
415Quadrature Capital Ltd$10.3M1
416Atria Investments, Inc$10.2M1
417Cresset Asset Management, LLC$10.2M1
418UMB Bank, n.a.$10.2M1
419W.G. Shaheen & Associates DBA Whitney & Co$10.2M1
420GFS Advisors, LLC$10.1M1
421HARTFORD INVESTMENT MANAGEMENT CO$10.0M1
422Sendero Wealth Management, LLC$10.0M1
423S-Bank Fund Management Ltd$9.9M1
424Banque Cantonale Vaudoise$9.9M1
425ICICI Prudential Asset Management Co Ltd$9.8M1
426Clarity Financial LLC$9.8M1
427Paragon Capital Management Ltd$9.7M1
428STEPHENS INC /AR/$9.7M1
429Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group$9.7M1
430Jasper Ridge Partners, L.P.$9.7M1
431Allworth Financial LP$9.6M1
432Bragg Financial Advisors, Inc$9.6M1
433CANTOR FITZGERALD, L. P.$9.6M1
434Foyston, Gordon & Payne Inc$9.5M1
435MIRAE ASSET SECURITIES (USA) INC.$9.4M1
436MAIRS & POWER INC$9.3M1
437OPPENHEIMER & CO INC$9.3M1
438Nemes Rush Group LLC$9.3M1
439DISCOVERY CAPITAL MANAGEMENT, LLC / CT$9.2M1
440INTECH INVESTMENT MANAGEMENT LLC$9.2M1
441OAK ASSOCIATES LTD /OH/$9.2M1
442Marks Group Wealth Management, Inc$9.2M1
443Private Advisor Group, LLC$9.2M1
444Apollon Wealth Management, LLC$9.2M1
445REGIONS FINANCIAL CORP$9.1M1
446Aptus Capital Advisors, LLC$9.1M1
447Summit Trail Advisors, LLC$9.1M1
448Kessler Investment Group, LLC$9.0M1
449HUB Investment Partners, LLC$9.0M1
450Capital Group Private Client Services, Inc.$9.0M1
451Jain Global LLC$9.0M1
452EXENCIAL WEALTH ADVISORS, LLC$8.9M1
453Mountain Hill Investment Partners Corp.$8.9M1
454Connor, Clark & Lunn Investment Management Ltd.$8.8M1
455Sienna Gestion$8.7M1
456SHUFRO ROSE & CO LLC$8.7M1
457River Road Asset Management, LLC$8.6M1
458Maryland State Retirement & Pension System$8.6M1
459Maytus Capital Management, LLC$8.6M1
460WOLVERINE ASSET MANAGEMENT LLC$8.5M1
461LGT Fund Management Co Ltd.$8.5M1
462KNIGHTSBRIDGE ASSET MANAGEMENT, LLC$8.3M1
463MOTCO$8.3M1
464Prospera Financial Services Inc$8.3M1
465Vise Technologies, Inc.$8.2M1
466TenCore Partners, LP$8.2M1
467DIVERSIFY WEALTH MANAGEMENT, LLC$8.2M1
468Pallas Capital Advisors LLC$8.2M1
469Union Bancaire Privee, UBP SA$8.1M1
470JENNISON ASSOCIATES LLC$8.1M1
471Livforsakringsbolaget Skandia, Omsesidigt$8.1M1
472Chesley Taft & Associates LLC$8.1M1
473CAISSE DES DEPOTS ET CONSIGNATIONS$8.1M1
474Laird Norton Wetherby Trust Company, LLC$8.0M1
475LOUISBOURG INVESTMENTS INC.$8.0M1
476Lombard Odier Asset Management (Switzerland) SA$8.0M1
477Baker Avenue Asset Management, LP$7.9M1
478Positano Wealth Management Ltd$7.9M1
479Riverview Capital Advisers, LLC$7.9M1
480Concurrent Investment Advisors, LLC$7.7M1
481Lombard Odier Asset Management (Europe) Ltd$7.6M1
482LEVEL FOUR ADVISORY SERVICES, LLC$7.6M1
483Bleakley Financial Group, LLC$7.6M1
484MAI Capital Management$7.6M1
485PRINCIPAL SECURITIES, INC.$7.4M1
486TOCQUEVILLE ASSET MANAGEMENT L.P.$7.4M1
487Dai-ichi Life Insurance Company, Ltd$7.4M1
488D.A. DAVIDSON & CO.$7.3M1
489EASTERLY INVESTMENT PARTNERS LLC$7.3M1
490ABN AMRO Bank N.V.$7.3M1
491Envestnet Portfolio Solutions, Inc.$7.2M1
492Moors & Cabot, Inc.$7.2M1
493Advisors Asset Management, Inc.$7.2M1
494PINNACLE ASSOCIATES LTD$7.2M1
495Blue Zone Wealth Advisors, LLC$7.2M1
496Schonfeld Strategic Advisors LLC$7.2M1
497Quilter Plc$7.1M1
498Montaka Global Pty Ltd$7.1M1
499AG2R LA MONDIALE GESTION D'ACTIFS$7.1M1
500GROUPAMA ASSET MANAGMENT$7.1M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)6 buy / 7 sell
Congress net ($ bound)−$92.0K to $174K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on CRM

RETAINED WINDOW · ACTIVE HITS
Signal hits naming CRM
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against1 hit

Every rule, with its definition →

Planned modules for CRM · financials and macro

Financials — as filed PLANNED

CRM's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: CRM on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing