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MERCER GLOBAL ADVISORS INC /ADV

Position in CRM — Salesforce, Inc.

CIK 853758 DENVER, CO

Position in CRM

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$25,759,339
-$10,434,254 QoQ
Shares Held
137,994
+1.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 16.53912488948795.ToString("F0")% Shared 0.ToString("F0")% None 83.46087511051206.ToString("F0")%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Mar 31, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $313,739,919 across 98 Software - Application names. CRM ranks #2 (8.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 CRM
Salesforce, Inc.
This page
137,994 $25,759,339

All Filings in CRM

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25 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $25,759,339 137,994
2025-12-31 $36,193,593 136,626
2025-09-30 $32,075,106 135,338
2025-06-30 $38,751,430 142,108
2025-03-31 $38,876,239 144,866
2024-12-31 $48,454,446 144,930
2024-09-30 $43,058,414 157,314
2024-06-30 $43,734,252 170,106
2024-03-31 $50,832,558 168,778
2023-12-31 $19,576,037 74,394
2023-09-30 $12,475,633 61,523
2023-06-30 $14,425,465 68,283
2023-03-31 $13,032,848 65,236
2022-12-31 $8,405,277 63,393
2022-09-30 $6,677,484 46,423
2022-06-30 $8,264,378 50,075
2022-03-31 $11,995,655 56,498
2021-12-31 $14,911,331 58,676
2021-09-30 $14,614,689 53,885
2021-06-30 $11,438,431 46,827
2021-03-31 $9,286,262 43,830
2020-12-31 $6,083,302 27,337
2020-09-30 $5,046,002 20,078
2020-06-30 $3,536,790 18,880
2020-03-31 $2,597,255 18,039