CRM · Salesforce, Inc. · Held by Funds
You came from your AI assistant. Add Equibles to it and ask about this data directly, free.
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Fund Ownership of CRM by Fund Type
Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026Index funds and index ETFs hold 18.57% of shares outstanding.
| Fund type | Of shares outstanding | Shares |
|---|---|---|
| Index funds | 4.42% | 36,360,090 |
| Index ETFs | 14.16% | 116,498,179 |
| Active ETFs | 1.18% | 9,725,615 |
| Active funds | 9.66% | 79,498,179 |
| Unclassified | 2.74% | 22,533,675 |
| All registered funds | 32.15% | 264,615,738 |
How fund types are measured
Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.
Funds holding CRM
1,308 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 24,701,687 | $3,869,766,285 | 0.17% | Long | 2026-06-30 | |
| VANGUARD 500 INDEX FUND | — | 21,151,617 | $3,313,612,319 | 0.20% | Long | 2026-06-30 | |
| Fidelity 500 Index Fund | FXAIX | 10,619,078 | $2,734,837,348 | 0.32% | Long | 2026-08-31 | |
| iShares Core S&P 500 ETF | IVV | 11,253,261 | $1,762,935,868 | 0.20% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) S&P 500(R) ETF Trust | SPY | 9,914,102 | $1,553,143,219 | 0.20% | Long | 2026-06-30 | |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | — | 5,651,998 | $1,455,615,565 | 0.85% | Long | 2026-08-31 | |
| VANGUARD VALUE INDEX FUND | — | 7,406,493 | $1,160,301,193 | 0.46% | Long | 2026-06-30 | |
| VANGUARD WINDSOR II FUND | — | 6,024,612 | $1,108,649,100 | 1.66% | Long | 2026-07-31 | |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | DIA | 5,116,762 | $941,586,543 | 2.08% | Long | 2026-07-31 | |
| First Eagle Global Fund | — | 4,973,780 | $915,274,996 | 1.20% | Long | 2026-07-31 | |
| State Street(R) Technology Select Sector SPDR(R) ETF | XLK | 5,647,498 | $884,737,037 | 0.71% | Long | 2026-06-30 | |
| VANGUARD INSTITUTIONAL INDEX FUND | — | 4,441,036 | $695,732,700 | 0.20% | Long | 2026-06-30 | |
| iShares Expanded Tech-Software Sector ETF | IGV | 4,154,345 | $650,819,688 | 4.81% | Long | 2026-06-30 | |
| AMCAP Fund | — | 2,396,946 | $617,309,473 | 0.65% | Long | 2026-08-31 | |
| Oakmark Fund | — | 3,553,000 | $556,612,980 | 2.32% | Long | 2026-06-30 | |
| American Balanced Fund | — | 3,479,673 | $545,125,572 | 0.19% | Long | 2026-06-30 | |
| Oakmark Select Fund | — | 3,413,900 | $534,821,574 | 6.43% | Long | 2026-06-30 | |
| Schwab U.S. Large-Cap Growth ETF | SCHG | 1,986,360 | $511,567,154 | 0.81% | Long | 2026-08-31 | |
| iShares U.S. Equity Factor Rotation Active ETF | DYNF | 2,608,467 | $480,010,097 | 1.24% | Long | 2026-07-31 | |
| Capital Group Dividend Value ETF | CGDV | 1,813,590 | $467,071,969 | 1.21% | Long | 2026-08-31 | |
| Investment Co of America | — | 2,818,675 | $441,573,626 | 0.24% | Long | 2026-06-30 | |
| Select Software and IT Services Portfolio | FSCSX | 1,651,984 | $425,451,959 | 5.41% | Long | 2026-08-31 | |
| Growth Fund of America | — | 1,611,106 | $414,924,239 | 0.12% | Long | 2026-08-31 | |
| Fidelity Total Market Index Fund | FSKAX | 1,562,350 | $402,367,619 | 0.28% | Long | 2026-08-31 | |
| New Perspective Fund | — | 2,443,529 | $382,803,253 | 0.22% | Long | 2026-06-30 | |
| MFS Value Fund | — | 1,421,045 | $365,975,929 | 0.79% | Long | 2026-08-31 | |
| Pacer US Cash Cows 100 ETF | COWZ | 1,925,556 | $354,340,815 | 1.90% | Long | 2026-07-31 | |
| Schwab S&P 500 Index Fund | SWPPX | 1,827,409 | $336,279,804 | 0.23% | Long | 2026-07-31 | |
| Fidelity Series Total Market Index Fund | FCFMX | 1,275,338 | $328,450,549 | 0.28% | Long | 2026-08-31 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | FCTDX | 1,249,927 | $321,906,200 | 0.12% | Long | 2026-08-31 | |
| GMO Quality Fund | — | 1,248,972 | $321,660,249 | 2.53% | Long | 2026-08-31 | |
| First Trust Rising Dividend Achievers ETF | RDVY | 2,025,099 | $317,252,009 | 1.30% | Long | 2026-06-30 | |
| Columbia Seligman Technology and Information Fund | — | 1,214,269 | $312,722,838 | 1.09% | Long | 2026-08-31 | |
| State Street(R) SPDR(R) Portfolio S&P 500(R) ETF | SPYM | 1,951,102 | $305,659,639 | 0.20% | Long | 2026-06-30 | |
| iShares Russell 1000 Value ETF | IWD | 1,775,312 | $278,120,378 | 0.35% | Long | 2026-06-30 | |
| Strategic Advisers U.S. Total Stock Fund | FSAKX | 960,766 | $247,435,676 | 0.25% | Long | 2026-08-31 | |
| Loomis Sayles Growth Fund | — | 1,573,422 | $246,492,291 | 1.50% | Long | 2026-06-30 | |
| Schwab U.S. Large-Cap ETF | SCHX | 873,426 | $224,942,132 | 0.30% | Long | 2026-08-31 | |
| VictoryShares Free Cash Flow ETF | VFLO | 1,433,672 | $224,599,056 | 2.90% | Long | 2026-06-30 | |
| iShares S&P 500 Value ETF | IVE | 1,344,862 | $210,686,081 | 0.44% | Long | 2026-06-30 | |
| iShares MSCI USA Min Vol Factor ETF | USMV | 1,137,120 | $209,252,822 | 0.89% | Long | 2026-07-31 | |
| First Trust Dow Jones Internet Index Fund | FDN | 1,305,532 | $204,524,643 | 4.11% | Long | 2026-06-30 | |
| Invesco S&P 500 Equal Weight ETF | RSP | 1,090,063 | $200,593,393 | 0.21% | Long | 2026-07-31 | |
| Fidelity Series Stock Selector Large Cap Value Fund | FBLEX | 1,068,260 | $196,581,205 | 1.14% | Long | 2026-07-31 | |
| Growth Fund | — | 1,170,116 | $183,310,373 | 0.32% | Long | 2026-06-30 | |
| iShares U.S. Technology ETF | IYW | 977,640 | $179,905,313 | 0.76% | Long | 2026-07-31 | |
| GMO U.S. Quality ETF | QLTY | 687,508 | $177,060,810 | 3.42% | Long | 2026-08-31 | |
| Global X Artificial Intelligence & Technology ETF | AIQ | 659,721 | $169,904,546 | 1.67% | Long | 2026-08-31 | |
| Fidelity Series Value Discovery Fund | FNKLX | 916,936 | $168,734,563 | 0.95% | Long | 2026-07-31 | |
| THE HARTFORD DIVIDEND AND GROWTH FUND | — | 908,216 | $167,129,908 | 0.89% | Long | 2026-07-31 |