CRM
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 20.1 | P/B | 3.34 |
| EPS (TTM) | 10.98 |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock | 79.7M | 0.3% | −1% |
| VANGUARD CAPITAL MANAGEMENT LLC | 59.3M | n/a | n/a |
| State Street | 49.0M | 0.3% | −2% |
| Morgan Stanley | 31.7M | 0.4% | −17% |
| Geode Capital Management | 22.2M | 0.3% | +2% |
| Vanguard Portfolio Management | 19.4M | n/a | n/a |
Top institutional owners for CRM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 21 | Kirk David Blair | BUY | 4K | +$999K |
| SEP 04 | Conway Craig | SELL | 3K | −$803K |
1 insider buy, 1 sell in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CRM yet.