This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/CRM/capital-change-brief"
Use Arkolith's capital_change_brief for CRM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $14.9B | 79.7M | ▼−1.2% Reduced · −995K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $11.1B | 59.3M | ▲New +59.3M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $9.1B | 49.0M | ▼−2.3% Reduced · −1.1M sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $5.9B | 31.7M | ▲+67% Added · +12.7M sh | Q1 2026 | |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | $4.1B | 22.2M | ▲+2.0% Added · +443K sh | Q1 2026 | |
| 6 | VANGUARD PORTFOLIO MANAGEMENT LLC | $3.6B | 19.4M | ▲New +19.4M sh | Q1 2026 | |
| 7 | HARRIS ASSOCIATES L P | $2.8B | 14.9M | ▲+52% Added · +5.1M sh | Q1 2026 | |
| 8 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.4B | 12.7M | ▲+130% Added · +7.2M sh | Q1 2026 | |
| 9 | NORGES BANK | $3.2B | 12.0M | ▲+16% Added · +1.7M sh | Q4 2025 | |
| 10 | BANK OF AMERICA CORP /DE/ | $2.2B | 11.7M | ▲+28% Added · +2.6M sh | Q1 2026 | |
| 11 | NORTHERN TRUST CORP | $1.9B | 10.2M | ▼−2.5% Reduced · −259K sh | Q1 2026 | |
| 12 | FMR LLC | $1.8B | 9.9M | ▼−3.5% Reduced · −364K sh | Q1 2026 | |
| 13 | Sanders Capital, LLC | $1.8B | 9.5M | ▲+11% Added · +916K sh | Q1 2026 | |
| 14 | UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $1.7B | 8.9M | ▲+5.7% Added · +476K sh | Q1 2026 | |
| 15 | AMERIPRISE FINANCIAL INC | $1.5B | 7.9M | ▼−11% Reduced · −945K sh | Q1 2026 | |
| 16 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $1.3B | 7.0M | ▲+1.4% Added · +98K sh | Q1 2026 | |
| 17 | GOLDMAN SACHS GROUP INC | $1.3B | 6.9M | ▼−9.0% Reduced · −685K sh | Q1 2026 | |
| 18 | UBS Group AG | $1.3B | 6.8M | ▲+39% Added · +1.9M sh | Q1 2026 | |
| 19 | PRICE T ROWE ASSOCIATES INC /MD/ | $1.2B | 6.6M | ▼−16% Reduced · −1.2M sh | Q1 2026 | |
| 20 | Legal & General Group Plc | $1.2B | 6.4M | ▼−3.2% Reduced · −208K sh | Q1 2026 | |
| 21 | First Eagle Investment Management, LLC | $1.1B | 6.1M | ▲+42% Added · +1.8M sh | Q1 2026 | |
| 22 | LOOMIS SAYLES & CO L P | $1.1B | 6.1M | ▼−0.2% Reduced · −13K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | $1.1B | 6.0M | ▼−3.2% Reduced · −199K sh | Q1 2026 | |
| 24 | FIL Ltd | $987.3M | 5.3M | ▲+15% Added · +701K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $976.0M | 5.2M | ▲New +5.2M sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jun 22, 2026 | Wanger Guy | EVP & Chief Accounting Officer | Grant (A) | 50K | $0 |
| Jun 22, 2026 | Milano Miguel | President and CRO | Option exercise (M) | 1K | $0 |
| Jun 22, 2026 | Milano Miguel | President and CRO | Tax withholding (F) | 400 | $60K |
| Jun 22, 2026 | Milano Miguel | President and CRO | Option exercise (M) | 2K | $0 |
| Jun 22, 2026 | Milano Miguel | President and CRO | Tax withholding (F) | 601 | $90K |
| Jun 22, 2026 | Milano Miguel | President and CRO | Option exercise (M) | 1K | $0 |
| Jun 22, 2026 | Milano Miguel | President and CRO | Option exercise (M) | 2K | $0 |
| Jun 22, 2026 | Niles Sabastian | President and CLO | Option exercise (M) | 1K | $0 |
| Jun 22, 2026 | Niles Sabastian | President and CLO | Tax withholding (F) | 562 | $84K |
| Jun 22, 2026 | Niles Sabastian | President and CLO | Option exercise (M) | 1K | $0 |
| Jun 22, 2026 | Niles Sabastian | President and CLO | Tax withholding (F) | 563 | $85K |
| Jun 22, 2026 | Niles Sabastian | President and CLO | Option exercise (M) | 1K | $0 |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 622 funds | $345.4B |
| AMAZON.COM INCAMZN | 618 funds | $266.2B |
| NVIDIA CORPNVDA | 609 funds | $463.7B |
| META PLATFORMS INC-CLASS AMETA | 606 funds | $148.5B |
| ALPHABET INC-CL AGOOGL | 604 funds | $229.4B |
| APPLE INCAAPL | 601 funds | $354.5B |
| VISA INC-CLASS A SHARESV | 595 funds | $81.7B |
| BROADCOM INCAVGO | 591 funds | $180.7B |
| ALPHABET INC-CL CGOOG | 585 funds | $156.2B |
| ELI LILLY & COLLY | 583 funds | $101.1B |
| JPMORGAN CHASE & COJPM | 582 funds | $90.2B |
| MASTERCARD INC - AMA | 574 funds | $72.7B |
Ranked by how many of CRM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for CRM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.