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Market share of CRM technology vendor in 2026, by firm size

© ÌÇÐÄÆƽâ°æ 2026
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Source

Release date

March 2026

Region

Worldwide

Survey time period

November 2025 to mid-February 2026

Number of respondents

2,906 respondents

Special properties

Members of the financial-planning and investment-advisory community

Method of interview

Online survey

Citation formats

Market share of CRM technology vendor 2026, by firm size

Published by
Christy Tila,
Jul 22, 2026

In 2026, Redtail held the largest CRM market share across most revenue groups, reaching percent among firms generating beyond eight million U.S. dollars. Wealthbox recorded its highest share among firms with revenue below 500,000 U.S. dollars, at percent, while Salesforce Financial Services Cloud reached ** percent among firms earning more than eight million U.S. dollars.

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