$CRM is held by 50 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 5.26%, with an average of 0.34% of portfolio. Largest holder: Mountain Hill Investment Partners Corp. at 5.26%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
SALESFORCE INC COM
13F holders
2,686
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 2,686 · Source: 13F-HR01
State Street
—
—
02
Axa S.a.
—
—
03
Brightline Capital Management, LLC
—
—
04
First Financial Corp.
—
—
05
Litman Gregory Wealth Management LLC
—
—
06
Solus Alternative Asset Management LP
—
—
07
State Farm Mutual Automobile Insurance Co.
—
—
08
Envestnet Asset Management Inc.
—
—
09
Harris Associates L P
—
—
10
Caz Investments LP
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
50 holders · Q1 202601
Mountain Hill Investment Partners Corp.
5.26% NEW
α +15.0pts
02
Motley Fool Wealth Management, LLC
1.66% NEW
α +15.3pts
03
ANTIPODES PARTNERS Ltd
1.65% held
α +10.8pts
04
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
1.07% NEW
α +13.4pts
05
Stamos Capital Partners, L.P.
1.04% NEW
α +10.2pts
06
Level Financial Advisors
0.63% NEW
α +30.9pts
07
Shufro Rose & Co. LLC
0.59% held
α +32.3pts
08
Wincap Financial LLC
0.53% held
α +14.0pts
09
Capital Markets Trading UK LLP
0.47% ↓ 0.7pp
α +19.5pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.34% held
α +27.5pts
11
Banque Pictet & Cie SA
0.34% NEW
α +10.3pts
12
LM Advisors LLC
0.29% held
α +15.5pts
13
Citigroup Inc.
0.26% ↓ 0.7pp
α +26.3pts
14
New Age Alpha Advisors, LLC
0.26% held
α +10.8pts
15
Condor Capital Management
0.24% NEW
α +23.6pts
16
Delta Financial Advisors LLC
0.23% NEW
α +18.1pts
17
Venture Visionary Partners LLC
0.21% NEW
α +10.3pts
18
Courier Capital LLC
0.19% NEW
α +14.9pts
19
Banco Santander, S.A.
0.16% held
α +12.6pts
20
Nisa Investment Advisors, LLC
0.12% held
α +16.6pts
21
Linscomb Wealth, Inc.
0.11% NEW
α +32.6pts
22
Principal Securities, Inc.
0.11% held
α +21.3pts
23
TRUE Private Wealth Advisors
0.11% NEW
α +23.4pts
24
Wellington Management Group LLP
0.10% held
α +10.5pts
25
River Road Asset Management, LLC
0.10% held
α +12.9pts
26
Cypress Capital Group
0.10% held
α +12.6pts
27
Erste Asset Management GmbH
0.09% held
α +33.4pts
28
ProVise Management Group, LLC
0.07% held
α +11.2pts
29
Fulton Bank, N.a.
0.07% held
α +23.8pts
30
WINTON GROUP Ltd
0.06% held
α +27.0pts
31
Nikko Asset Management Americas, Inc.
0.06% held
α +22.1pts
32
Svb Wealth LLC
0.05% held
α +29.6pts
33
Pittenger & Anderson Inc.
0.05% held
α +21.3pts
34
Walkner Condon Financial Advisors LLC
0.05% held
α +23.7pts
35
Bradley Foster & Sargent INC
0.05% held
α +11.1pts
36
RFG Advisory, LLC
0.05% held
α +16.2pts
37
Johnson Financial Group, Inc.
0.03% held
α +14.7pts
38
CV Advisors LLC
0.03% held
α +29.1pts
39
GM Advisory Group, LLC
0.02% held
α +16.5pts
40
Choate Investment Advisors
0.02% held
α +13.8pts
41
Focused Wealth Management, Inc
0.02% held
α +19.2pts
42
Connor, Clark & Lunn Investment Management Ltd.
0.02% held
α +12.3pts
43
Greenwich Wealth Management LLC
0.02% held
α +12.7pts
44
Quarry LP
0.02% held
α +10.6pts
45
Collier Financial
0.01% held
α +14.2pts
46
Costello Asset Management, INC
0.01% held
α +14.3pts
47
Corsicana & Co.
0.00% held
α +20.0pts
48
Caption Management, LLC
0.00% held
α +15.5pts
49
Knightsbridge Asset Management, LLC
0.00% held
α +24.2pts
50
Scopia Capital Management LP
0.00% held
α +10.2pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
33 transactions · 5 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
17 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $CRM lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $CRM — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:38 UTC.