Skip to content
Disclosery

CRM SALESFORCE INC

Follow

COM (common), issuer CIK 1108524

2,895 managers (2,955 13F filers) reported a position in CRM shares at 2025-03-31, 780,500,025 shares in all. 158 filers opened a position and 295 filers sold out during the quarter.

Managers
2,895
13F filers
2,955
New
158
Added
1,488
Reduced
993
Sold out
295
Shares held by filers
780,500,025

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Focus Financial Network, Inc.3,010$808K0.03%-22813F-HRTimeline
First Affirmative Financial Network2,998$805K0.49%+6513F-HRTimeline
Klingman & Associates, LLC2,998$805K0.05%+14313F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC2,973$798K0.05%+8613F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.2,965$796K0.1%+2,27913F-HRTimeline
Pointe Capital Management LLC2,964$795K0.47%+5413F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,951$792K0.09%013F-HRTimeline
My Legacy Advisors, LLC2,940$789K0.3%+13813F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,935$788K0.46%013F-HRTimelineGroup
Knuff & Co LLC2,935$788K0.26%-513F-HRTimeline
Bienville Capital Management, LLC2,924$785K0.19%013F-HRTimeline
OBSIDIAN CIO, LLC2,920$784K0.13%+34613F-HRTimeline
HOLDERNESS INVESTMENTS CO2,911$781K0.18%+26713F-HRTimeline
Yahav Achim Ve Achayot - Provident Fund…2,907$780K3.17%new13F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.2,894$777K0.04%+42613F-HRTimeline
Joel Isaacson & Co., LLC2,888$775K0.04%+45413F-HRTimeline
Nicholas Hoffman & Company, LLC.2,882$773K0.03%+99613F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
MBL Wealth, LLC2,880$773K0.08%+1,02413F-HRTimeline
Smithfield Trust Co2,879$771K0.04%-9513F-HRTimeline
Sunflower Bank, N.A.2,871$770K0.22%013F-HRTimeline
Inscription Capital, LLC2,553$769K0.13%13F-HRTimeline
Krane Funds Advisors LLC2,864$769K0.02%+1,51513F-HRTimeline
Fayez Sarofim & Coin group Fayez Sarofim & Co2,860$768K<0.01%+11413F-HRTimelineGroup
CATALYST PRIVATE WEALTH, LLC2,857$767K0.37%+46113F-HRTimeline
Sivia Capital Partners, LLC2,852$765K0.36%+37813F-HRTimeline
Pine Haven Investment Counsel, Inc2,837$761K0.64%-3813F-HRTimeline
WOLFF WIESE MAGANA LLC2,836$761K0.52%-33713F-HRTimeline
S&CO INC2,839$761K0.05%013F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC2,830$759K0.15%new13F-HRTimeline
West Family Investments, Inc.2,816$756K0.28%013F-HRTimeline
Soltis Investment Advisors LLC2,796$750K0.07%+30313F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC2,795$750K0.49%+28913F-HRTimeline
ECOFI INVESTISSEMENTS SA3,250$746K0.47%+15013F-HRTimeline
Parkside Financial Bank & Trust2,775$745K0.09%-9013F-HRTimeline
Nicholas Wealth, LLC.2,773$744K0.77%-1,34713F-HR/ATimeline
Cyr Financial Inc.2,762$741K0.66%+10013F-HR/ATimeline
ROMAN BUTLER FULLERTON & CO2,907$741K0.29%-2,57513F-HRTimeline
PFG Advisors2,761$741K0.04%+15713F-HRTimeline
AVISO WEALTH MANAGEMENT2,757$740K0.39%+5913F-HRTimeline
Proficio Capital Partners LLC2,755$739K0.06%-3613F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,753$739K0.61%-4113F-HRTimeline
Modern Wealth Management, LLC2,750$738K0.02%+71413F-HR/ATimeline
Abbot Financial Management, Inc.2,748$738K0.38%-5013F-HRTimeline
High Note Wealth, LLC2,747$737K0.18%-713F-HRTimeline
Advisory Alpha, LLC2,728$732K0.02%+27113F-HR/ATimeline
SPC Financial, Inc.2,721$730K0.06%-46413F-HRTimeline
Nvest Financial, LLC2,713$728K0.39%-9313F-HRTimeline
Moss Adams Wealth Advisors LLC2,711$728K0.08%+8013F-HRTimeline
Crown Wealth Group, LLC2,697$724K0.38%+7613F-HRTimeline
Hartford Funds Management Co LLC2,664$715K0.06%+39713F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC2,662$714K0.08%+39613F-HRTimelineGroup
FAS Wealth Partners, Inc.2,648$711K0.06%+3113F-HRTimeline
Prentice Wealth Management LLC2,645$710K0.2%+6013F-HRTimeline
AdvisorNet Financial, Inc2,640$708K0.05%+10613F-HRTimeline
Lokken Investment Group LLC2,638$708K0.3%-95513F-HRTimeline
Zullo Investment Group, Inc.2,637$708K0.3%+24413F-HRTimeline
CYBER HORNET ETFs LLC2,636$707K0.72%+613F-HRTimeline
Heritage Wealth Management, Inc.2,635$707K0.24%+26213F-HRTimeline
TANDEM CAPITAL MANAGEMENT CORP /ADV2,633$707K0.39%+53413F-HRTimeline
Three Seasons Wealth, LLC2,621$703K0.35%013F-HRTimeline
WULFF, HANSEN & CO.2,615$702K0.64%+1,58013F-HRTimeline
SENTRY INVESTMENT MANAGEMENT LLC2,868$700K0.47%+50013F-HRTimeline
Key Financial Inc2,602$698K0.15%+3013F-HRTimeline
LeClair Wealth Partners LLC2,597$697K0.5%-5313F-HRTimeline
Gryphon Financial Partners LLC2,592$696K0.1%+12613F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC2,591$695K0.09%-2013F-HRTimeline
Root Financial Partners, LLC2,589$695K0.07%+25413F-HRTimeline
Machina Capital S.A.S.2,582$693K0.21%+79013F-HRTimeline
CHEMUNG CANAL TRUST CO2,577$692K0.15%-11813F-HRTimeline
Fortitude Family Office, LLC2,571$690K0.25%-3213F-HRTimeline
Bellecapital International Ltd.2,566$689K0.14%+1,25313F-HRTimeline
YANKCOM Partnership2,565$688K0.38%+3513F-HRTimeline
Cornerstone Wealth Group, LLC2,563$688K0.06%-16213F-HRTimeline
W.H. Cornerstone Investments Inc.2,556$686K0.47%+1,15013F-HRTimeline
Berry Wealth Group, LP2,553$685K0.54%+61113F-HRTimeline
Dogwood Wealth Management LLC2,551$685K0.36%+30313F-HRTimeline
Virtue Capital Management, LLC2,557$684K0.08%+28113F-HRTimeline
Williams Jones Wealth Management, LLC.2,544$683K0.01%+3713F-HRTimeline
Phillips Wealth Planners LLC2,675$682K0.72%+65513F-HRTimeline
Capital Advantage, Inc.2,038$681K0.12%013F-HRTimeline
Alliance Wealth Advisors, LLC /UT2,532$680K0.18%+72813F-HRTimeline
Runnymede Capital Advisors, Inc.2,530$679K0.65%-2613F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…2,529$679K0.14%+19813F-HRTimeline
City State Bank2,513$674K0.22%+8013F-HRTimeline
Windsor Capital Management, LLC2,513$674K0.21%-1013F-HRTimeline
Quarry LP2,507$673K0.17%+2,26313F-HRTimeline
BAXTER BROS INC2,502$671K0.09%+64713F-HRTimeline
HILL ISLAND FINANCIAL LLC2,496$670K0.2%-5313F-HRTimeline
Clarendon Private LLC2,490$668K0.71%+18813F-HRTimeline
Pinnacle Wealth Planning Services, Inc.2,487$667K0.1%+24913F-HRTimeline
Solstein Capital, LLC2,487$667K0.39%013F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC2,486$667K0.19%-5013F-HRTimeline
Bosman Wealth Management, LLC2,478$665K0.68%new13F-HRTimeline
Atlanta Consulting Group Advisors, LLC2,477$665K0.19%-14513F-HRTimeline
Clearstead Trust, LLC2,475$664K0.15%-5913F-HRTimeline
Kuhn & Co Investment Counsel2,467$662K0.56%013F-HRTimeline
Greenwich Wealth Management LLC2,466$662K0.05%-6313F-HRTimeline
ABLES, IANNONE, MOORE & ASSOCIATES, INC.2,464$661K0.45%-5013F-HRTimeline
Essex LLC2,452$658K0.14%+61113F-HRTimeline
Legacy Capital Group California, Inc.2,447$657K0.23%-1213F-HRTimeline
Kozak & Associates, Inc.2,571$654K0.16%+4113F-HRTimeline
Capital Investment Advisory Services, L…2,433$653K0.06%+23113F-HRTimeline
WHITE PINE CAPITAL LLC2,427$651K0.23%+21513F-HRTimeline
Millstone Evans Group, LLC2,427$651K0.44%-3613F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…2,421$650K<0.01%+1,07513F-HRTimeline
MCDANIEL TERRY & CO2,420$649K0.06%+59713F-HRTimeline
Beaumont Financial Advisors, LLC2,416$648K0.05%+3213F-HRTimeline
Kapstone Financial Advisors LLC2,408$646K0.37%013F-HRTimeline
MARINO, STRAM & ASSOCIATES LLC2,403$645K0.14%+14613F-HRTimeline
LVW Advisors, LLC2,397$643K0.08%+35313F-HRTimeline
Regent Peak Wealth Advisors LLC2,390$641K0.15%-5713F-HRTimeline
GARDA CAPITAL PARTNERS LP2,387$641K0.36%new13F-HRTimeline
Xcel Wealth Management, LLC2,375$637K0.2%-8013F-HRTimeline
Dunhill Financial, LLC2,367$635K0.29%+1,47913F-HRTimeline
Adero Partners, LLC2,351$631K0.04%-62313F-HRTimeline
WealthCollab, LLC2,346$630K0.39%-52213F-HRTimeline
Koss-Olinger Consulting, LLC2,343$629K0.05%new13F-HRTimeline
Elevated Capital Advisors, LLC2,334$626K0.18%-13813F-HRTimeline
AssuredPartners Investment Advisors, LLC2,331$625K0.12%+6313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC2,331$625K0.29%-1,12513F-HRTimeline
Relyea Zuckerberg Hanson LLC2,325$624K0.08%-1113F-HRTimeline
Mainsail Financial Group, LLC2,324$624K0.35%+83013F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …2,315$621K0.04%-44013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,305$621K0.01%-513F-HRTimelineGroup
Severin Investments, LLC2,309$620K0.62%-4213F-HRTimeline
Cascades Capital Asset Management, LLC2,303$618K0.33%+113F-HRTimeline
Pinnacle Wealth Management Advisory Gro…2,302$618K0.06%+11713F-HRTimeline
Richard P Slaughter Associates Inc2,302$618K0.14%new13F-HRTimeline
Parkside Advisors LLC2,299$617K0.15%013F-HRTimeline
APPLETON PARTNERS INC/MA2,296$616K0.05%-4113F-HRTimeline
Whalen Wealth Management Inc.2,294$616K0.41%+94013F-HRTimeline
CIM INVESTMENT MANAGEMENT INC2,290$615K0.14%-213F-HRTimeline
Avidian Wealth Enterprises, LLC2,288$614K0.03%-24413F-HRTimeline
BINGHAM PRIVATE WEALTH, LLC2,284$613K0.63%+6913F-HRTimeline
17 CAPITAL PARTNERS, LLC2,277$611K0.39%+2513F-HRTimeline
Berger Financial Group, Inc2,273$610K0.04%+2813F-HRTimeline
Northwest Financial Advisors2,270$609K0.51%+28213F-HRTimeline
3Chopt Investment Partners, LLC2,270$609K0.16%new13F-HRTimeline
IFG Advisory, LLC2,265$608K0.03%-413F-HRTimeline
Cornerstone Select Advisors, LLC2,262$607K0.57%+54113F-HRTimeline
BXM Wealth LLC2,262$606K0.73%+1,14313F-HRTimeline
NAPATREE CAPITAL LLC2,255$605K0.34%+73513F-HRTimeline
VISTA INVESTMENT MANAGEMENT2,250$604K0.24%-29913F-HRTimeline
McHugh Group, LLC2,250$604K0.46%+20013F-HRTimeline
Centurion Wealth Management LLC1,793$599K0.19%013F-HRTimeline
Fort Sheridan Advisors LLC2,230$598K0.09%+60113F-HRTimeline
Crumly & Associates Inc.2,228$598K0.17%+5113F-HRTimeline
RAM Investment Partners, LLC2,219$595K0.15%-8313F-HRTimeline
Verdence Capital Advisors LLC2,218$595K0.05%+8313F-HRTimeline
JT Stratford LLC2,215$594K0.11%-30013F-HRTimeline
Atlatl Advisers LLC2,207$592K0.38%+88513F-HRTimeline
Walkner Condon Financial Advisors LLC2,200$590K0.12%+6713F-HRTimeline
Fermata Advisors, LLC2,199$590K0.11%+1,02513F-HRTimeline
SFM, LLC d/b/a Sweeney Financial Adviso…2,199$590K0.43%+12913F-HRTimeline
PATRON PARTNERS, LLC2,195$589K0.32%+25613F-HRTimeline
Portfolio Design Labs, LLC2,187$587K0.12%-5,20013F-HRTimeline
Coign Capital Advisors LLC2,183$586K0.45%+3713F-HRTimeline
WBH ADVISORY INC2,182$586K0.05%-213F-HRTimeline
Beacon Financial Advisory LLC2,182$585K0.18%+8113F-HRTimeline
OXFORD ASSET MANAGEMENT LLP2,176$584K0.27%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Wilson & Boucher Capital Management, LLC2,175$584K0.43%013F-HRTimeline
Berbice Capital Management LLC2,170$582K0.5%-1013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,167$582K0.06%-2513F-HRTimeline
HARMONY ASSET MANAGEMENT LLC2,163$580K0.24%+62813F-HRTimeline
SIERRA SUMMIT ADVISORS LLC2,158$579K0.13%+76813F-HRTimeline
BIP Wealth, LLC2,152$577K0.04%-45913F-HRTimeline
Carson Advisory Inc.2,147$576K0.39%+12113F-HRTimeline
Peterson Wealth Services2,131$572K0.18%-7413F-HRTimeline
R Squared Ltd2,130$572K0.61%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gibbs Wealth Management2,127$571K0.14%+64513F-HRTimeline
Synergy Financial Group, LTD2,125$570K0.51%+5713F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP2,120$569K0.03%new13F-HRTimeline
TFB Advisors LLC2,119$569K0.16%+9513F-HRTimeline
HEADINVEST, LLC2,104$565K0.11%+813F-HRTimeline
EWA, LLC2,104$565K0.21%+10613F-HRTimeline
Delta Investment Management, LLC2,101$564K0.11%-16213F-HRTimeline
Western Pacific Wealth Management, LP2,096$562K0.51%-3213F-HRTimeline
FineMark National Bank & Trust2,091$561K0.02%+48513F-HRTimeline
RFG - Bristol Wealth Advisors, LLC2,091$561K0.19%-5113F-HRTimeline
Edgestream Partners, L.P.2,089$561K0.02%-2,32613F-HRTimeline
D'Orazio & Associates, Inc.2,088$560K0.09%+7513F-HRTimeline
Redwood Financial Network Corp2,085$560K0.43%+13913F-HRTimeline
SEVEN MILE ADVISORY2,085$560K0.37%+32313F-HRTimeline
SevenBridge Financial Group, LLC1,927$557K0.11%-38113F-HRTimeline
Magnus Financial Group LLC2,072$556K0.05%-21313F-HRTimeline
Saiph Capital, LLC2,071$556K0.27%+313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…2,070$556K0.09%+65013F-HRTimeline
Addison Advisors LLC2,066$554K0.15%+813F-HRTimeline
WEST MICHIGAN ADVISORS, LLC2,061$553K0.18%-11,49113F-HRTimeline
NWF Advisory Services Inc.2,060$553K0.08%-62413F-HRTimeline
IVC Wealth Advisors LLC2,057$552K0.3%+32413F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp2,056$552K<0.01%013F-HRTimelineGroup
ROBERTS GLORE & CO INC /IL/2,052$551K0.17%+5813F-HRTimeline
Financial Enhancement Group LLC2,254$549K0.09%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC2,030$545K0.08%-62513F-HRTimeline
READYSTATE ASSET MANAGEMENT LP2,028$544K0.03%new13F-HRTimeline
Vista Cima Wealth Management LLC2,027$544K0.59%013F-HR/ATimeline
Perennial Advisors, LLC2,027$544K0.11%new13F-HRTimeline
FF Advisors,LLC1,949$542K0.31%+213F-HRTimeline
Brady Martz Wealth Solutions, LLC2,018$542K0.12%-1613F-HRTimeline