Redtail vs Salesforce:Which is more popular by branded search?
In August 2026, Salesforce had more branded searches than Redtail among financial advisor CRM worldwide. Salesforce was estimated to have 2.6M branded searches compared to Redtail’s 60.5K, and held a 97.1% Share of Search versus Redtail’s 2.3%. These are worldwide searches for English-language branded terms.
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Which is more popular in search, Redtail or Salesforce?
Compare the systems advisers track clients in. Branded searches tell you how often people look for a brand by name or related terms. Comparing these searches across competitors helps you see how popular each brand is over time.
Share of Search by month for Salesforce, Redtail. The figures are in the table below the chart.
View monthly share of search table
| Month | Salesforce | Redtail | Wealthbox | Advyzon | Junxure |
|---|---|---|---|---|---|
| Oct 2025 | 97.1% | 2.2% | 0.45% | 0.24% | <0.01% |
| Nov 2025 | 96.6% | 2.7% | 0.44% | 0.24% | <0.01% |
| Dec 2025 | 96.6% | 2.7% | 0.44% | 0.24% | <0.01% |
| Jan 2026 | 96.1% | 3.3% | 0.36% | 0.24% | <0.01% |
| Feb 2026 | 96.9% | 2.6% | 0.35% | 0.19% | <0.01% |
| Mar 2026 | 96.3% | 3.1% | 0.42% | 0.19% | <0.01% |
| Apr 2026 | 97.2% | 2.2% | 0.36% | 0.2% | <0.01% |
| May 2026 | 96.3% | 3.2% | 0.35% | 0.19% | <0.01% |
| Jun 2026 | 97.3% | 2.1% | 0.42% | 0.19% | <0.01% |
| Jul 2026 | 96.8% | 2.6% | 0.35% | 0.16% | <0.01% |
| Aug 2026 | 97.1% | 2.3% | 0.37% | 0.2% | <0.01% |
| Sep 2026 | — | — | — | — | — |
How has the Redtail and Salesforce comparison changed over the last 12 months?
3 findings
- Salesforce was ahead of Redtail in every measured month of the 11 months ending August 2026.
- Across the 11 months ending August 2026, Redtail’s estimated Share of Search among financial advisor CRM worldwide moved from 2.2% to 2.3%, and its estimated monthly branded searches held steady at 60.5K.
- Across the 11 months ending August 2026, Salesforce’s estimated Share of Search among financial advisor CRM worldwide held steady at 97.1%, and its estimated monthly branded searches held steady at 2.6M.
How did search popularity change for financial advisor CRM worldwide in August 2026?
0 changes
Neither Redtail nor Salesforce moved beyond provider rounding among financial advisor CRM in August 2026.
How each brand is measured
Brandwave collects information about searches that people make online using Redtail’s and Salesforce’s names. When viewed over time, estimated search volumes for these branded terms can be used to understand whether interest in the brands is growing, holding steady, or fading.
Redtail
1 branded search term
- redtail
Salesforce
71 branded search terms
- agentforce
- app salesforce
- commerce cloud
- crm analytics salesforce
- data cloud salesforce
- experience cloud
- experience cloud salesforce
- marketing cloud
- marketing cloud account engagement
- sales cloud
- sales cloud pricing salesforce
- sales cloud salesforce
- salesforce
- salesforce agentforce
- salesforce app
- salesforce automation crm
- salesforce cloud
- salesforce com
- salesforce commerce cloud
- salesforce cost
- salesforce cpq
- salesforce crm
- salesforce crm analytics
- salesforce crm company
- salesforce crm free
- salesforce crm management
- salesforce crm platform
- salesforce crm pricing
- salesforce crm software
- salesforce crm system
- salesforce crm tool
- salesforce customer 360
- salesforce customer management
- salesforce customer relationship
- salesforce customer relationship management
- salesforce customer relationship management system
- salesforce data cloud
- salesforce demo
- salesforce einstein
- salesforce enterprise
1–40 of 71
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