Who owns CRM (CRM)
Which tracked institutional funds hold CRM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See CRM company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on CRM is one-sided between 2025-Q4 and 2026-Q1: 274 added or opened and 1616 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
CRM’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.3% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in CRM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 2653 tracked filers holding CRM, 1280 increased or opened the position and 1694 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in CRM between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 114
- VANGUARD CAPITAL MANAGEMENT LLC$11.1B
- VANGUARD PORTFOLIO MANAGEMENT LLC$3.6B
- VANGUARD FIDUCIARY TRUST CO$976M
- Vanguard Global Advisers, LLC$389M
- VANGUARD ASSET MANAGEMENT, Ltd$297M
- CIBC Bancorp USA Inc.$246M
Full exits 225
- VANGUARD GROUP INC$23.8B
- GENERATION INVESTMENT MANAGEMENT LLP$735M
- Clearbridge Investments, LLC$542M
- Bridgewater Associates, LP$512M
- FARALLON CAPITAL MANAGEMENT LLC$334M
- Contour Asset Management LLC$301M
Largest adds
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$906M
- MORGAN STANLEY$877M
- Independent Franchise Partners LLP$611M
- LSV ASSET MANAGEMENT$230M
- HARRIS ASSOCIATES L P$191M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$180M
Largest trims
- BlackRock, Inc.$6.8B
- STATE STREET CORP$4.1B
- Capital International Investors$3.7B
- Capital World Investors$2.1B
- GEODE CAPITAL MANAGEMENT, LLC$1.6B
- FMR LLC$877M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 78,104,289 | $14.6B | 10.1% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 59,333,776 | $11.1B | 7.7% | 2026-Q1 |
| STATE STREET CORP trimmed | 48,953,388 | $9.1B | 6.3% | 2026-Q1 |
| MORGAN STANLEY added | 31,675,603 | $5.9B | 4.1% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 22,225,157 | $4.1B | 2.9% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 19,419,407 | $3.6B | 2.5% | 2026-Q1 |
| Capital World Investors trimmed | 16,711,525 | $3.1B | 2.2% | 2026-Q1 |
| NORGES BANK trimmed | 11,295,227 | $3.0B | 2.1% | 2026-Q1 |
| HARRIS ASSOCIATES L P added | 14,917,993 | $2.8B | 1.9% | 2026-Q1 |
| Capital Research Global Investors added | 13,705,564 | $2.6B | 1.8% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 12,659,217 | $2.4B | 1.6% | 2026-Q1 |
| Capital International Investors trimmed | 12,624,458 | $2.4B | 1.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 11,724,790 | $2.2B | 1.5% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 10,242,400 | $1.9B | 1.3% | 2026-Q1 |
| FMR LLC trimmed | 9,848,406 | $1.8B | 1.3% | 2026-Q1 |
| Sanders Capital, LLC added | 9,532,303 | $1.8B | 1.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 8,871,303 | $1.7B | 1.1% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 7,868,915 | $1.5B | 1.0% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 7,001,546 | $1.3B | 0.9% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 6,927,225 | $1.3B | 0.9% | 2026-Q1 |
| UBS Group AG added | 6,813,315 | $1.3B | 0.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 6,623,348 | $1.2B | 0.9% | 2026-Q1 |
| Legal & General Group Plc trimmed | 6,350,886 | $1.2B | 0.8% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 6,132,564 | $1.1B | 0.8% | 2026-Q1 |
| LOOMIS SAYLES & CO L P trimmed | 6,056,754 | $1.1B | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 5,988,247 | $1.1B | 0.8% | 2026-Q1 |
| FIL Ltd added | 5,289,207 | $987M | 0.7% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 5,228,495 | $976M | 0.7% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 4,882,551 | $933M | 0.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 5,021,730 | $929M | 0.6% | 2026-Q1 |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 4,425,552 | $826M | 0.6% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 4,419,154 | $825M | 0.6% | 2026-Q1 |
| Independent Franchise Partners LLP added | 4,035,050 | $753M | 0.5% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 3,984,154 | $744M | 0.5% | 2026-Q1 |
| Fisher Asset Management, LLC trimmed | 3,891,702 | $726M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 3,856,272 | $720M | 0.5% | 2026-Q1 |
| FIRST TRUST ADVISORS LP added | 3,712,868 | $693M | 0.5% | 2026-Q1 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC added | 3,694,062 | $690M | 0.5% | 2026-Q1 |
| Amundi trimmed | 3,666,193 | $684M | 0.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 3,632,811 | $678M | 0.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 3,584,272 | $669M | 0.5% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 3,506,152 | $654M | 0.5% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 2,464,289 | $653M | 0.5% | 2026-Q1 |
| Invesco Ltd. trimmed | 3,496,749 | $653M | 0.5% | 2026-Q1 |
| Nuveen, LLC trimmed | 3,461,345 | $646M | 0.4% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 3,397,084 | $634M | 0.4% | 2026-Q1 |
| BARCLAYS PLC added | 3,293,293 | $615M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 3,098,024 | $579M | 0.4% | 2026-Q1 |
| ValueAct Holdings, L.P. | 2,994,509 | $559M | 0.4% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 2,919,338 | $545M | 0.4% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP added | 2,863,921 | $535M | 0.4% | 2026-Q1 |
| Swiss National Bank added | 2,749,777 | $513M | 0.4% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 2,749,669 | $513M | 0.4% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 2,687,298 | $502M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 2,663,777 | $495M | 0.3% | 2026-Q1 |
| FIRST MANHATTAN CO. LLC. trimmed | 2,645,328 | $494M | 0.3% | 2026-Q1 |
| VICTORY CAPITAL MANAGEMENT INC added | 2,463,082 | $460M | 0.3% | 2026-Q1 |
| CITIGROUP INC added | 2,403,517 | $449M | 0.3% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 2,341,371 | $434M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,306,173 | $430M | 0.3% | 2026-Q1 |
| Veritas Asset Management LLP trimmed | 2,253,886 | $421M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 2,236,889 | $418M | 0.3% | 2026-Q1 |
| National Pension Service added | 2,163,383 | $404M | 0.3% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 2,144,702 | $400M | 0.3% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 2,085,021 | $389M | 0.3% | 2026-Q1 |
| Pacer Advisors, Inc. added | 3,477,800 | $376M | 0.3% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 1,951,334 | $364M | 0.3% | 2026-Q1 |
| PARNASSUS INVESTMENTS, LLC trimmed | 1,949,698 | $364M | 0.3% | 2026-Q1 |
| FERNBRIDGE CAPITAL MANAGEMENT LP added | 1,929,462 | $360M | 0.2% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC added | 1,798,092 | $336M | 0.2% | 2026-Q1 |
| Sustainable Growth Advisers, LP trimmed | 1,740,310 | $325M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,597,931 | $298M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 1,591,245 | $297M | 0.2% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 1,580,727 | $295M | 0.2% | 2026-Q1 |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP added | 1,561,852 | $292M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 1,554,301 | $290M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 1,511,632 | $283M | 0.2% | 2026-Q1 |
| Longview Partners (Guernsey) LTD trimmed | 1,513,417 | $283M | 0.2% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,415,523 | $264M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 1,407,766 | $263M | 0.2% | 2026-Q1 |
| LPL Financial LLC added | 1,329,703 | $248M | 0.2% | 2026-Q1 |
| CIBC Bancorp USA Inc. added | 1,316,722 | $246M | 0.2% | 2026-Q1 |
| DekaBank Deutsche Girozentrale | 1,237,031 | $233M | 0.2% | 2026-Q1 |
| LSV ASSET MANAGEMENT added | 1,233,900 | $230M | 0.2% | 2026-Q1 |
| KBC Group NV added | 1,222,004 | $228M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 1,186,685 | $222M | 0.2% | 2026-Q1 |
| VANGUARD GROUP INC added | 89,841,654 | $23.8B | 16.5% | 2025-Q4 stale |
| GENERATION INVESTMENT MANAGEMENT LLP added | 2,772,875 | $735M | 0.5% | 2025-Q4 stale |
| Alyeska Investment Group, L.P. added | 2,487,627 | $590M | 0.4% | 2025-Q3 stale |
| Clearbridge Investments, LLC added | 2,045,223 | $542M | 0.4% | 2025-Q4 stale |
| Bridgewater Associates, LP trimmed | 1,932,066 | $512M | 0.4% | 2025-Q4 stale |
| LONE PINE CAPITAL LLC added | 1,863,179 | $508M | 0.4% | 2025-Q2 stale |
| AXA S.A. trimmed | 1,232,978 | $336M | 0.2% | 2025-Q2 stale |
| FARALLON CAPITAL MANAGEMENT LLC trimmed | 1,261,177 | $334M | 0.2% | 2025-Q4 stale |
| Contour Asset Management LLC added | 1,134,417 | $301M | 0.2% | 2025-Q4 stale |
| CIBC Private Wealth Group LLC trimmed | 1,100,057 | $291M | 0.2% | 2025-Q4 stale |
| BAILLIE GIFFORD & CO trimmed | 1,062,815 | $282M | 0.2% | 2025-Q4 stale |
| EMINENCE CAPITAL, LP added | 1,042,521 | $276M | 0.2% | 2025-Q4 stale |
| Carmignac Gestion added | 1,008,151 | $267M | 0.2% | 2025-Q4 stale |
| Starboard Value LP trimmed | 940,325 | $249M | 0.2% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.