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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

3,051 managers (3,108 13F filers) reported a position in CRM shares at 2024-12-31, 775,158,250 shares in all. 309 filers opened a position and 87 filers sold out during the quarter.

Managers
3,051
13F filers
3,108
New
309
Added
1,198
Reduced
1,029
Sold out
87
Shares held by filers
775,158,250

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Sunflower Bank, N.A.2,871$960K0.27%+9613F-HRTimeline
WealthCollab, LLC2,868$959K0.61%+2,23713F-HRTimeline
ARS Wealth Advisors Group, LLC2,868$959K0.13%+1613F-HRTimeline
Parkside Financial Bank & Trust2,865$958K0.13%-16513F-HRTimeline
DAVIS R M INC2,865$958K0.02%-3613F-HRTimeline
Mattson Financial Services, LLC3,498$957K0.3%+3,49013F-HRTimeline
EADS & HEALD WEALTH MANAGEMENT2,861$957K0.47%+2013F-HRTimeline
Klingman & Associates, LLC2,855$955K0.06%+7713F-HRTimeline
AGH Wealth Advisors, LLC2,853$954K0.88%13F-HRTimeline
Sovran Advisors, LLC2,946$953K0.14%13F-HRTimeline
S&CO INC2,839$949K0.06%013F-HRTimeline
Greystone Financial Group, LLC2,831$947K0.16%-5513F-HRTimeline
Retireful, LLC2,829$946K0.53%-24413F-HRTimeline
Jackson Creek Investment Advisors LLC2,828$945K0.28%+8413F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,816$941K0.16%+54513F-HRTimeline
West Family Investments, Inc.2,816$941K0.33%-4413F-HRTimeline
Nvest Financial, LLC2,806$938K0.48%+3113F-HRTimeline
1834 INVESTMENT ADVISORS CO2,800$936K0.12%-22513F-HRTimeline
Abbot Financial Management, Inc.2,798$935K0.47%013F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,794$934K0.79%13F-HRTimeline
Proficio Capital Partners LLC2,791$933K0.08%+1,15313F-HR/ATimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …2,755$921K0.06%-5013F-HRTimelineGroup
High Note Wealth, LLC2,754$921K0.24%+5113F-HRTimeline
Heartland Bank & Trust Co2,754$921K0.5%+74013F-HRTimeline
Scientech Research LLC2,748$919K0.26%new13F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co2,746$918K<0.01%+10013F-HRTimelineGroup
Cornerstone Wealth Group, LLC2,725$911K0.07%+44113F-HRTimeline
White Knight Strategic Wealth Advisors,…2,702$903K0.38%+1,32013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC2,700$903K0.02%+1513F-HRTimeline
EHP Funds Inc.2,700$903K0.93%new13F-HRTimeline
AVISO WEALTH MANAGEMENT2,698$902K0.46%+7313F-HRTimeline
Trueblood Wealth Management, LLC2,695$901K0.44%+31913F-HRTimeline
CHEMUNG CANAL TRUST CO2,695$901K0.19%-22713F-HRTimeline
My Legacy Advisors, LLC2,802$900K0.35%+6013F-HRTimeline
NWF Advisory Services Inc.2,684$899K0.13%new13F-HRTimeline
Cyr Financial Inc.2,662$890K0.81%-39413F-HRTimeline
TWO SIGMA SECURITIES, LLC2,655$888K0.16%-6413F-HRTimeline
LeClair Wealth Partners LLC2,650$886K0.59%13F-HRTimeline
HOLDERNESS INVESTMENTS CO2,644$884K0.19%+25813F-HRTimeline
Moss Adams Wealth Advisors LLC2,631$881K0.09%+23413F-HRTimeline
CYBER HORNET ETFs LLC2,630$879K0.84%+8413F-HRTimeline
Grove Bank & Trust2,628$879K0.12%-26513F-HRTimeline
Three Seasons Wealth, LLC2,621$877K0.43%-25713F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,622$877K0.32%-3,12613F-HR/ATimeline
Crown Wealth Group, LLC2,621$876K0.36%-2,95313F-HRTimeline
FAS Wealth Partners, Inc.2,617$875K0.07%-3213F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,611$874K0.13%-10213F-HRTimeline
BIP Wealth, LLC2,611$873K0.06%-213F-HRTimeline
VOLORIDGE INVESTMENT MANAGEMENT, LLC2,608$872K<0.01%new13F-HRTimeline
PFG Advisors2,604$871K0.05%+27313F-HRTimeline
Fortitude Family Office, LLC2,603$870K0.31%+5513F-HRTimeline
Alpha Wealth Funds, LLC2,600$869K0.91%13F-HRTimeline
RFG Holdings, Inc.2,592$868K0.29%+25413F-HRTimeline
Freedom Investment Management, Inc.2,592$867K0.07%+52613F-HRTimeline
Prentice Wealth Management LLC2,585$864K0.25%+7913F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC2,574$861K0.18%+18413F-HRTimeline
OBSIDIAN CIO, LLC2,574$861K0.16%+6013F-HRTimeline
Avitas Wealth Management LLC2,572$860K0.12%-7913F-HRTimeline
Key Financial Inc2,572$860K0.2%+1513F-HRTimeline
Runnymede Capital Advisors, Inc.2,556$855K0.75%13F-HRTimeline
Kapstone Financial Advisors LLC2,408$852K0.45%-12413F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,549$852K0.32%+6213F-HRTimeline
HILL ISLAND FINANCIAL LLC2,549$852K0.25%013F-HRTimeline
Duncan Williams Asset Management, LLC2,547$852K0.34%+25313F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,537$849K0.21%+10413F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,536$848K0.24%+15413F-HRTimeline
Clearstead Trust, LLC2,534$847K0.18%+1,95013F-HRTimeline
AdvisorNet Financial, Inc2,534$847K0.07%+1813F-HRTimeline
Avidian Wealth Enterprises, LLC2,532$846K0.04%+33013F-HRTimeline
Greenwich Wealth Management LLC2,529$846K0.06%-14213F-HRTimeline
YANKCOM Partnership2,530$846K0.45%13F-HRTimeline
Windsor Capital Management, LLC2,523$844K0.25%-1813F-HRTimeline
Kozak & Associates, Inc.2,530$842K0.19%+1013F-HRTimeline
JT Stratford LLC2,515$841K0.14%-32613F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.2,514$841K0.52%013F-HRTimeline
Colonial River Investments, LLC2,511$840K0.41%-57413F-HRTimeline
Williams Jones Wealth Management, LLC.2,507$838K0.01%+11713F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC2,506$838K0.53%+13713F-HRTimeline
Soltis Investment Advisors LLC2,493$834K0.08%-43413F-HRTimeline
Solstein Capital, LLC2,487$831K0.46%013F-HRTimeline
State of Wyoming2,486$831K0.11%+1,50313F-HRTimeline
Sivia Capital Partners, LLC2,474$827K0.41%-18513F-HRTimeline
Mathes Company, Inc.2,475$827K0.3%-5013F-HRTimeline
Elevated Capital Advisors, LLC2,472$827K0.23%+56313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,468$826K0.04%+65013F-HRTimeline
Kuhn & Co Investment Counsel2,467$825K0.7%013F-HRTimeline
Gryphon Financial Partners LLC2,466$824K0.12%-87913F-HRTimeline
Millstone Evans Group, LLC2,463$823K0.56%13F-HRTimeline
Legacy Capital Group California, Inc.2,459$822K0.25%-1,16013F-HRTimeline
Advisory Alpha, LLC2,457$822K0.03%+20513F-HRTimeline
LaSalle St. Investment Advisors, LLC2,455$821K0.25%+77213F-HRTimeline
Xcel Wealth Management, LLC2,455$821K0.23%-4013F-HRTimeline
Regent Peak Wealth Advisors LLC2,447$818K0.18%+8413F-HR/ATimeline
Joel Isaacson & Co., LLC2,434$814K0.04%+8513F-HRTimeline
City State Bank2,433$813K0.29%013F-HRTimeline
AlphaQuest LLC2,432$813K0.11%new13F-HRTimeline
Strategies Wealth Advisors, LLC2,469$806K0.1%new13F-HRTimeline
CastleKnight Management LP2,400$802K0.09%-3,10013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,396$801K0.36%-12713F-HRTimeline
Worth Financial Advisory Group, LLC2,394$800K0.49%-4413F-HRTimeline
Zullo Investment Group, Inc.2,393$800K0.32%+4313F-HRTimeline
Sierra Capital LLC2,390$799K0.09%013F-HRTimeline
Beaumont Financial Advisors, LLC2,384$797K0.06%+36413F-HRTimeline
Heritage Wealth Management, Inc.2,373$793K0.26%-5013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,368$792K0.38%-2,03713F-HRTimeline
Raleigh Capital Management Inc.2,367$791K0.31%+50913F-HRTimeline
Global Trust Asset Management, LLC2,359$789K0.3%+813F-HRTimeline
Truvestments Capital LLC2,353$787K0.2%+7713F-HRTimeline
Lingohr Asset Management GmbH2,342$786K1.63%-72313F-HRTimeline
Severin Investments, LLC2,351$786K0.78%13F-HRTimeline
Sphera Management Technology Funds Ltdin group SPHERA FUNDS MANAGEMENT LTD.2,350$786K0.62%13F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC2,347$786K0.17%-5413F-HRTimeline
APPLETON PARTNERS INC/MA2,337$781K0.06%-18713F-HRTimeline
Relyea Zuckerberg Hanson LLC2,336$781K0.11%+11813F-HRTimeline
Root Financial Partners, LLC2,335$781K0.1%+40113F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,331$779K0.17%new13F-HRTimeline
One River Asset Management, LLC2,319$779K1.17%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…2,320$776K0.03%+8113F-HRTimeline
Brio Consultants, LLC2,319$775K0.12%+17013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,310$775K0.01%-30713F-HRTimelineGroup
Cascades Capital Asset Management, LLC2,302$770K0.41%013F-HRTimeline
Clarendon Private LLC2,302$770K0.81%13F-HRTimeline
Parkside Advisors LLC2,299$770K0.18%013F-HRTimeline
RAM Investment Partners, LLC2,302$770K0.19%+13913F-HRTimeline
Alberta Investment Management Corp2,300$769K0.01%-9,20013F-HRTimeline
Traveka Wealth, LLC2,297$768K0.42%+30113F-HRTimeline
CIM INVESTMENT MANAGEMENT INC2,292$766K0.22%-2413F-HRTimeline
Magnus Financial Group LLC2,285$764K0.07%+5113F-HRTimeline
Virtue Capital Management, LLC2,276$761K0.15%-18013F-HRTimeline
IFG Advisory, LLC2,269$758K0.04%new13F-HRTimeline
AssuredPartners Investment Advisors, LLC2,268$758K0.15%13F-HRTimeline
Hartford Funds Management Co LLC2,267$758K0.07%-18313F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,266$758K0.09%+73413F-HRTimelineGroup
Delta Investment Management, LLC2,263$756K0.15%-7,96213F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,257$755K0.17%+12013F-HRTimeline
17 CAPITAL PARTNERS, LLC2,252$753K0.48%013F-HRTimeline
MONTAG A & ASSOCIATES INC2,248$752K0.04%+7513F-HRTimeline
Dogwood Wealth Management LLC2,248$752K0.4%+2,24813F-HRTimeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd2,248$752K0.56%new13F-HRTimelineGroup
Berger Financial Group, Inc2,245$750K0.05%-2213F-HRTimeline
Notis-McConarty Edward2,240$749K0.36%new13F-HRTimeline
SevenBridge Financial Group, LLC2,308$749K0.14%+79013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,238$748K0.11%-2,35713F-HR/ATimeline
Bison Wealth, LLC2,234$747K0.16%+18413F-HRTimeline
Everest Private Wealth2,230$746K0.66%13F-HRTimeline
Westover Capital Advisors, LLC2,219$742K0.16%-413F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC2,215$741K0.79%13F-HRTimeline
WHITE PINE CAPITAL LLC2,212$740K0.25%+13513F-HRTimeline
Peterson Wealth Services2,205$737K0.22%+8913F-HRTimeline
Capital Investment Advisory Services, L…2,202$736K0.07%-213F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,192$733K0.07%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,180$732K0.07%+1,20913F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,185$731K0.07%+2513F-HRTimeline
WBH ADVISORY INC2,184$730K0.07%+2013F-HRTimeline
Berbice Capital Management LLC2,180$729K0.58%13F-HRTimeline
Crumly & Associates Inc.2,177$728K0.2%-6713F-HRTimeline
Wilson & Boucher Capital Management, LLC2,175$727K0.52%013F-HRTimeline
Investors Research Corp2,148$718K0.16%-16913F-HRTimeline
Confluence Wealth Services, Inc.2,146$718K0.05%-813F-HRTimeline
Coign Capital Advisors LLC2,146$718K0.66%13F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,142$716K0.24%13F-HRTimeline
Verdence Capital Advisors LLC2,135$714K0.06%-3913F-HRTimeline
Walkner Condon Financial Advisors LLC2,133$713K0.14%+4013F-HRTimeline
Western Pacific Wealth Management, LP2,128$711K0.57%+1213F-HRTimeline
Accel Wealth Management2,123$710K0.27%-16113F-HRTimeline
Fort Point Capital Partners LLC2,119$708K0.08%-3913F-HRTimeline
Veltria Advisors Corp.2,116$707K0.29%+29613F-HRTimeline
AXQ CAPITAL, LP2,111$706K0.32%+1,21313F-HRTimeline
Beacon Financial Advisory LLC2,101$703K0.23%-7113F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,099$702K0.38%new13F-HRTimeline
HEADINVEST, LLC2,096$701K0.13%-9813F-HRTimeline
Covenant Partners, LLC2,093$700K0.22%-16513F-HRTimeline
Eagle Strategies LLC2,089$698K0.12%+313F-HRTimeline
LEUTHOLD GROUP, LLC2,087$698K0.08%new13F-HRTimeline
626 Financial, LLC2,085$697K0.38%013F-HRTimeline
Impact Capital Partners LLC2,075$694K0.25%13F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…2,070$692K0.49%+2813F-HRTimeline
Synergy Financial Group, LTD2,068$692K0.58%-913F-HRTimeline
Saiph Capital, LLC2,068$691K0.31%+21713F-HRTimeline
SEEDS INVESTOR LLC2,065$690K0.2%+35113F-HRTimeline
FF Advisors,LLC1,947$690K0.47%-813F-HRTimeline
Addison Advisors LLC2,058$688K0.19%+613F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,056$687K<0.01%+1713F-HRTimelineGroup
Pines Wealth Management, LLC2,162$687K0.3%13F-HRTimeline
Blackhawk Capital Partners, LLC2,052$686K0.36%-34113F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC2,048$686K0.26%+10213F-HRTimeline
McHugh Group, LLC2,050$685K0.51%13F-HRTimeline
Independent Solutions Wealth Management…2,050$685K0.15%-9013F-HRTimeline
OAK RIDGE INVESTMENTS LLC2,044$683K0.05%new13F-HRTimeline
LVW Advisors, LLC2,044$683K0.08%+19813F-HRTimeline
Capital Advantage, Inc.2,038$681K0.12%new13F-HRTimeline
Modern Wealth Management, LLC2,036$681K0.03%+68713F-HR/ATimeline
Vista Cima Wealth Management LLC2,027$678K0.7%13F-HRTimeline
Carson Advisory Inc.2,026$677K0.47%+7013F-HRTimeline
RIVERSEDGE ADVISORS, LLC2,024$677K0.15%+10413F-HRTimeline
TFB Advisors LLC2,024$677K0.19%+3813F-HRTimeline
Tyche Wealth Partners LLC2,019$675K0.14%-1013F-HRTimeline
FFT WEALTH MANAGEMENT LLC2,018$675K0.05%+14313F-HRTimeline
D'Orazio & Associates, Inc.2,013$673K0.1%+4413F-HRTimeline
Latko Wealth Management, Ltd.2,003$670K0.4%+313F-HRTimeline