CRM

Salesforce, Inc.

StockTechnologySoftware - ApplicationUS$195B market cap

$222.20

▼ −1.8% last session

−15.5% YTD

Close of Nov 3, 2026End-of-day

Nov 3, 2026 · CRM total return with dividends reinvested, from daily closes · S&P 500 uses VOO over the same datesCRMS&P 500 · VOO

Held by ETFs: $1.3B; in funds that list it in their top 10
Share of the company: ≈0.7%; of Salesforce held through ETFs
Top-10 holding in: 34 ETFs; one of their ten biggest
Built on CRM alone: 1 ETF; 2×
Most per dollar · basket: PKW 4.6%; $46 of every $1,000
Biggest holder: IGV $530M; of CRM, 4.1% of the fund

Every ETF Theme Built Around CRM

YTD

2× Daily CRM ETFs

YTD

$34Min 1 fund

CRMG$34M−47.8%

Corner: assets · twice CRM’s move each day

ETFs That Pay From CRM

YTD

8.3%top yield · FDND

FDND8.3%−2.1%

Corner: yield · option income, upside capped

Heaviest CRM Baskets

YTD

$46per $1,000 in PKW

PKW4.6%+12.5%FDN4.6%−1.0%IGV4.1%−2.8%OAKM3.9%+10.3%JTEK3.4%+2.9%WTV2.2%+16.5%

Corner: CRM weight · CRM is the biggest slice

Themes Around CRM

YTD

$27Mof CRM in 5 funds

CLOU3.8%+21.3%FCLD4.3%+36.6%AOTG3.7%+5.4%ANTW5.1%no YTD CLOD5.8%+1.3%

Corner: CRM weight · the themes it sits in

Geared ETFs Holding CRM

YTD

−20.6%WEBL, the best of 1

WEBL3×−20.6%

Corner: leverage · index funds with CRM inside

CRM Through Other ETFs

YTD

$8per $1,000 in GXDW

GXDW0.8%−3.6%

Corner: CRM weight · held through other ETFs

End-of-day Nov 4, 2026 · each tile is one fund · closest to the stock first, then outward

Where the Money Sits

Where the ETF Money in CRM Sits

Today

43%in Thematic funds

Thematic $557MSectors $377MUS Stock Styles $210MOther $86MInternational $51MIncome $5M

IGV$530M · 4.1%CLOUFCLDAOTGANTW1 moreFDN$216M · 4.6%JTEK$143M · 3.4%PNQIWTV$74M · 2.2%OAKMDSTL10 more$49MPKW$81M · 4.6%HXA5 moreFEGE$50M · 1.8%OAKG1 moreCVGD, FDND

Tile size = dollars of CRM held% = CRM’s weight in the fund

End-of-day Nov 4, 2026 · $1.3B across funds that list CRM in their top 10

Open in desk

More of It

Most CRM per $1,000

Today

$2,000of CRM per $1,000 in the 1 2× daily fund · then PKW, the heaviest basket at $46

#FundNameIssuerPer $1K ▼YTDOpen

1CRMGLeverage Shares 2x Long CRM Daily ETFLeverageShares$2,000−47.8%Open

2OAKLOakmark U.S. Concentrated ETFOakmark$77—Open

3CLODThemes Cloud Computing ETFThemes$58+1.3%Open

4ANTWAnthropic AI Lab Ecosystem ETFHarbor$51—Open

5PKWInvesco BuyBack Achievers ETFInvesco$46+12.5%Open

6FDNFirst Trust Dow Jones Internet Index FundFirst Trust$46−1.0%Open

7FDNDFirst Trust Exchange-Traded Fund IV FT Vest Dow Jones Internet & Target Income ETFFirst Trust$45−2.1%Open

8FMCXFM Focus Equity ETFFirst Manhattan$45+5.1%Open

9NITEThe Nightview FundThe Nightview$43+2.3%Open

10MFVLMotley Fool Value Factor ETFMotley Fool$43+11.9%Open

End-of-day Nov 4, 2026 · 2× funds reset daily · ties ranked by assets · geared index funds not ranked (per $1,000 not in the data)

Thematic ETFs Holding CRM

Today

$46in PKW, the heaviest basket

FundPer $1,000YTD

PKW$46+12.5%

FDN$46−1.0%

IGV$41−2.8%

OAKM$39+10.3%

JTEK$34+2.9%

WTV$22+16.5%

End-of-day Nov 4, 2026 · bars run to $200

2× Daily CRM ETFs

YTD

$34Min 1 fund

2× daily$2,000 of CRM per $1,000

CRMG$34M−47.8%

Past yearCRM −14.2%CRMG −47.8%

End-of-day Nov 4, 2026 · all reset daily

Geared ETFs Holding CRM

YTD

−20.6%WEBL, the best of 1

FundAssetsYTD

WEBL3×$64M−20.6%

End-of-day Nov 4, 2026 · 3× and 2× index funds

Income from It

CRM Income ETFs

Yield · Today

8.3%yield · FDND, the biggest
1 income funds holding CRM

Invest $10,000 in FDND · currently about $832 a year

FundYieldOn $10KYTD

FDNDFirst Trust8.3%$832/yr−2.1%

End-of-day Nov 4, 2026 · trailing yield · payouts can fall

Income ETFs Holding CRM, by Yield

Yield · Today

8.3%top yield, FDND · highest payout first

#FundNameIssuerYield ▼YTDOpen

1FDNDFirst Trust Exchange-Traded Fund IV FT Vest Dow Jones Internet & Target Income ETFFirst Trust8.3%−2.1%Open

End-of-day Nov 4, 2026 · trailing yield · payouts can fall · option income caps the upside

Income Strategies Holding CRM

YTD

$5Mof CRM held by 2 income funds · CVGD is the largest

StrategyFundNameCRM per $1,000YieldYTDAssets

Income basketFDNDFirst Trust Exchange-Traded Fund IV FT Vest Dow Jones Internet & Target Income ETF$458.3%−2.1%$9M

Dividend stocksCVGDCresAlta Global Dividend ETF$350.8%—$142M

On $10KFDND $832/yr CVGD $78/yr

End-of-day Nov 4, 2026 · $5M = income funds that list CRM in their top 10 · trailing yield

Thematic ETFs

Themes Around CRM

YTD

$27Mof CRM held in 5 theme funds

CLOU+21.3%$390M · 3.8% CRM FCLD+36.6%$147M · 4.3% CRM AOTG+5.4%$97M ANTW

Size = assets · colour = YTD · CRM weight in eachAll 5 →

End-of-day Nov 4, 2026

AOTG vs IGV

YTD

AOTGAOT · Disruptive techIGViShares · Disruptive tech

Year to date

+5.4%

−2.8%

AOTG wins+8.3 pts

Past year

+0.3%

−11.1%

AOTG wins+11.4 pts

Fee

0.75%

0.38%

IGV winslower fee

Yield

0.0%

Level

AUM

$97.3M

$12.8B

IGV132.0× more

2–1AOTG wins

End-of-day Nov 3, 2026 · AUM not scored

CRM Themes Ranked by Return

YTD

+36.6%FCLD, the best of the theme funds holding CRM

#FundNameIssuerYTD ▼CRMOpen

1FCLDFidelity Cloud Computing ETFFidelity+36.6%4.3%Open

2CLOUGlobal X Cloud Computing ETFGlobal X+21.3%3.8%Open

3AOTGAOT Growth and Innovation ETFAOT+5.4%3.7%Open

4CLODThemes Cloud Computing ETFThemes+1.3%5.8%Open

5IGViShares Expanded Tech-Software Sector ETFiShares−2.8%4.1%Open

End-of-day Nov 4, 2026 · CRM = its weight in each fund

Disruptive Tech vs Thematic

Average · YTD

AOTG

+5.4%

IGV

−2.8%

Thematic average

+7.7%

End-of-day Nov 3, 2026