Who holds ticker 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 ↗

13F filers reporting this class for the quarter ended 2026-03-31; 1–500 of 2,112 holders are listed, largest first: 2,112
sum of the reported values across every holder; NULL values are excluded, never zero-filled: $126B
holders whose share count rose or who opened the position (new + add), by shares: 1,010
holders absent this quarter after holding last quarter — inferred from absence, not a sale record: 446

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

Newest 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 2026-07-03 → 2026-10-01 · 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	SELL	$1K–$15K
2026-07-21	Alan Armstrong Congress	BUY	$1K–$15K
2026-07-07	Maria Elvira Salazar Congress	BUY	$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 · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

39 members of Congress disclosed CRM — the congressional view ↗

A 13F is a quarterly, long-only snapshot filed up to 45 days late — not current holdings. what a 13F covers ↗

13F reports cover LONG positions in Section 13(f) securities (US exchange-traded equities plus reportable options, warrants, certain convertibles) held by managers with at least $100M in such securities — so managers below that threshold are absent entirely. No short positions, no cash, no non-13(f) assets — not a full portfolio, and not a census of institutional ownership.

Positions are quarter-end snapshots filed up to 45 days late — not current holdings. A position may have been changed or closed before you ever see it, and is older still by however long ago that quarter ended.

Values are the manager's stated market value at quarter-end in era-dependent units (whole dollars for form versions effective 2023-01-03 onward, thousands before), normalized here to whole dollars with unit_basis carried on every record.

Affiliated managers may report the same position (otherManager), so one position can appear under more than one filer.

Positions under confidential treatment may be omitted until a later amendment discloses them.

These are disclosures, not investment advice (ARCHITECTURE.md §5.2 / M2-CONTRACT §5).