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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

2,432 managers (2,493 13F filers) reported a position in CRM shares at 2026-06-30, 700,286,526 shares in all. 152 filers opened a position and 345 filers sold out during the quarter.

Managers
2,432
13F filers
2,493
New
152
Added
826
Reduced
1,295
Sold out
345
Shares held by filers
700,286,526

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Dynamic Wealth Strategies, LLC1,415$222K0.12%+8513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,410$221K0.07%-7513F-HRTimeline
Alpha Omega Wealth Management LLC1,403$220K0.03%-17513F-HRTimeline
Cardinal Point Capital Management ULC1,400$219K0.01%013F-HRTimeline
West Family Investments, Inc.1,397$219K0.06%-1,43913F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC1,395$219K0.01%013F-HRTimeline
First Financial Bankshares Inc1,391$218K<0.01%-10113F-HRTimeline
Banco BTG Pactual S.A.1,389$218K0.03%new13F-HRTimeline
Livet Wealth, LLC1,384$217K0.13%+3913F-HRTimeline
Regent Peak Wealth Advisors LLC1,383$217K0.04%+15713F-HRTimeline
Stonebrook Private Inc.1,381$216K0.04%-17213F-HRTimeline
SWISS RE LTDin group SWISS RE LTD1,380$216K0.02%+1,27613F-HRTimelineGroup
Lionshead Wealth Management, LLC1,373$216K0.14%-5713F-HRTimeline
LJI Wealth Management, LLC1,376$216K0.03%-6513F-HRTimeline
Eagle Wealth Advisors LLC1,370$215K0.16%-90913F-HRTimeline
Cassaday & Co Wealth Management LLC1,370$215K<0.01%+20813F-HRTimeline
Corps Capital Advisors, LLC1,368$214K0.17%-2,87713F-HRTimeline
Granite Harbor Advisors, Inc.1,366$214K0.08%+12613F-HRTimeline
FIRST AMERICAN TRUST, FSB1,366$214K0.01%-23713F-HRTimeline
PATRON PARTNERS, LLC1,365$214K0.08%-5513F-HRTimeline
ROGCO, LP1,352$212K0.06%013F-HRTimeline
CURA WEALTH ADVISORS, LLC1,351$212K0.09%-10013F-HRTimeline
Beck Bode, LLC1,351$212K0.03%new13F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,346$211K0.02%-64513F-HRTimeline
South Shore Capital Advisors1,346$211K0.14%+18913F-HRTimeline
SkyOak Wealth, LLC1,345$211K0.03%+10013F-HRTimeline
BridgePort Financial Solutions, LLC1,344$211K0.05%-2,01313F-HRTimeline
Sandy Cove Advisors, LLC1,344$210K0.05%-11113F-HRTimeline
Bogart Wealth, LLC1,335$209K0.01%+23913F-HRTimeline
TRB Wealth Management, LLC1,332$209K0.03%-1,11413F-HRTimeline
Frisch Financial Group, Inc.1,325$208K0.04%new13F-HRTimeline
Wilson & Boucher Capital Management, LLC1,325$208K0.12%013F-HRTimeline
BancFirst Trust & Investment Management1,311$207K0.09%new13F-HRTimeline
EXCALIBUR MANAGEMENT CORP1,322$207K0.07%+12613F-HRTimeline
Wayfinding Financial, LLC1,320$207K0.08%-21313F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,318$207K0.06%013F-HRTimeline
Core Alternative Capital1,318$206K0.06%+20313F-HRTimeline
COFG Advisors, LLC1,315$206K0.04%-18713F-HRTimeline
Scissortail Wealth Management, LLC1,313$206K0.04%+6913F-HRTimeline
David J Yvars Group1,310$205K0.1%-4013F-HRTimeline
Cornerstone Advisory, LLC1,309$205K0.02%-34913F-HRTimeline
Balanced Rock Investment Advisors LLC1,306$205K0.13%-18713F-HRTimeline
Oregon Pacific Wealth Management, LLC1,306$205K0.19%-2113F-HRTimeline
LightSquare Wealth Management, LLC1,306$205K0.14%+15213F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,305$204K0.02%-20613F-HR/ATimeline
Vawter Financial, Ltd.1,304$204K0.08%013F-HRTimeline
KICKSTAND VENTURES, LLC.1,304$204K0.04%+15413F-HRTimeline
ISTHMUS PARTNERS, LLC1,302$204K0.02%+1913F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,248$204K0.02%+7013F-HRTimeline
Intrepid Financial Planning Group LLC1,290$202K0.07%+4513F-HRTimeline
Eurizon SLJ Capital Ltd1,289$202K0.07%013F-HRTimeline
Virtus Family Office LLC1,287$202K0.16%new13F-HRTimeline
SlateStone Wealth, LLC1,278$200K0.02%-6213F-HRTimeline
Crewe Advisors LLC1,274$200K0.01%+1513F-HRTimeline
Global Trust Asset Management, LLC1,252$196K0.06%+40113F-HRTimeline
WOLFF WIESE MAGANA LLC1,243$195K0.09%-6613F-HRTimeline
Avalon Trust Co1,243$195K0.01%-80013F-HRTimeline
Rossby Financial, LCC1,224$192K0.04%-58013F-HRTimeline
ADIRONDACK TRUST CO1,208$189K0.06%-6013F-HRTimeline
NORTHSTAR ASSET MANAGEMENT Co1,150$188K0.04%new13F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,185$186K0.02%-1713F-HRTimeline
Innovative Asset Advisors Group, LLC1,173$184K0.08%+62713F-HRTimeline
Acropolis Investment Management, LLC1,166$183K0.01%-12413F-HR/ATimeline
Dunhill Financial, LLC1,156$181K0.04%+913F-HRTimeline
FIRST FINANCIAL CORP /IN/1,141$179K0.06%013F-HRTimeline
Capula Management Ltdin group Capula Management Ltd1,133$177K<0.01%-12,92213F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Aviso Financial Inc.1,128$177K0.01%+52313F-HRTimeline
Evergreen Private Wealth LLC1,127$176K0.07%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,115$175K0.02%-113F-HRTimelineGroup
Solstein Capital, LLC1,104$173K0.06%013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.1,074$168K0.01%013F-HRTimelineGroup
J.Safra Asset Management Corp1,072$168K0.01%-1,12113F-HRTimeline
VEGA INVESTMENT SOLUTIONS1,061$166K0.02%-72713F-HRTimeline
KELLEHER FINANCIAL ADVISORS1,056$165K0.02%+27813F-HRTimeline
Capital Advisors, Ltd. LLC1,054$165K0.02%+33513F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…1,041$163K0.28%013F-HRTimeline
NVWM, LLC752$162K0.03%-2,92613F-HRTimeline
Western Pacific Wealth Management, LP1,019$160K0.14%-1,88013F-HRTimeline
Kozak & Associates, Inc.969$158K0.03%+313F-HRTimeline
Elgethun Capital Management1,009$158K0.02%+13913F-HRTimeline
Golden State Wealth Management, LLC1,004$157K0.01%+5513F-HRTimeline
One River Asset Management, LLC951$149K0.72%-21413F-HRTimeline
Ritter Daniher Financial Advisory LLC /…916$144K0.02%-38713F-HRTimeline
CrossGen Wealth, LLC915$143K0.11%-1,00413F-HRTimeline
OAKWORTH CAPITAL, INC.886$141K0.01%+15513F-HRTimeline
First Command Advisory Services, Inc.890$140K<0.01%+6113F-HRTimeline
Hughes Financial Services, LLC883$138K0.02%-1013F-HRTimeline
GILL CAPITAL PARTNERS, LLC880$138K0.04%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC877$137K0.06%+51513F-HRTimeline
Rialto Wealth Management, LLC875$137K0.03%-3613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS724$135K0.01%new13F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST857$134K0.05%013F-HRTimeline
United Community Bankin group United Community Bank843$132K0.04%-1,16513F-HRTimelineGroup
TFC Financial Management, Inc.838$131K0.01%-76813F-HRTimeline
DT Investment Partners, LLC837$131K0.01%-4513F-HRTimeline
SHP Wealth Management824$129K0.01%+24813F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…817$128K0.01%+6613F-HRTimelineGroup
GoalVest Advisory LLC813$127K0.02%013F-HRTimeline
Axiom Investment Management LLC811$127K0.08%-22013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC806$126K0.04%+213F-HRTimeline
WEST PACES ADVISORS INC.800$125K0.02%new13F-HRTimeline
Heritage Wealth Advisors799$125K<0.01%-11213F-HRTimeline
OV Management LLC799$125K0.23%-613F-HRTimeline
Manchester Capital Management LLC795$125K0.02%-3313F-HRTimeline
Truvestments Capital LLC792$124K0.02%-31513F-HRTimeline
VESTOR CAPITAL, LLC1,250$123K0.01%+72613F-HRTimeline
Burk Holdings LLC783$123K0.05%013F-HRTimeline
Fulcrum Asset Management LLP772$122K0.01%-6,85913F-HRTimeline
Cypress Capital Management LLC (WY)740$116K0.1%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC739$116K0.02%+6213F-HRTimeline
Financial Network Wealth Advisors LLC738$116K0.12%+9313F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.709$111K0.04%+8113F-HRTimeline
Mowery & Schoenfeld Wealth Management, …697$109K0.15%013F-HRTimeline
Strategic Investment Advisors / MI691$108K0.01%+9613F-HRTimeline
Blume Capital Management, Inc.687$108K0.02%+1013F-HRTimeline
Allied Private Wealth LLC645$107K0.07%13F-HRTimeline
Owl Creek Wealth Partners LLC680$107K0.03%-4513F-HRTimeline
CITY HOLDING CO673$105K0.01%+4813F-HRTimeline
Timbuktu Capital Management, LLC672$105K0.16%13F-HRTimeline
SITTNER & NELSON, LLC661$104K0.03%-10813F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.637$99.8K0.06%+1513F-HRTimeline
Operose Advisors LLC635$99.5K0.02%-1113F-HRTimeline
Front Row Advisors LLC500$98.7K0.03%-22013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC625$97.9K0.02%+61713F-HRTimeline
Silver Grove Financial Group, Inc.619$97K0.05%+60413F-HRTimeline
SOA Wealth Advisors, LLC.619$97K0.02%-11813F-HRTimeline
Salomon & Ludwin, LLC594$97K0.01%-913F-HRTimeline
WPG Advisers, LLC610$95.6K0.06%+36713F-HRTimeline
Investors Portfolio Services LLC603$94.5K0.07%+57213F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.600$94K<0.01%013F-HRTimelineGroup
GLOBEFLEX CAPITAL L P600$94K0.01%013F-HRTimeline
Financial Life Planners596$93.4K0.06%+1113F-HRTimeline
Byrne Asset Management LLC594$93.1K0.05%-7413F-HRTimeline
Beaird Harris Wealth Management, LLC592$92.7K0.01%+16413F-HRTimeline
JFS WEALTH ADVISORS, LLC590$92.6K<0.01%-23313F-HRTimeline
Paladin Advisory Group, LLC590$92.4K0.06%013F-HRTimeline
Canton Hathaway, LLC588$92.1K0.02%-60013F-HRTimeline
Washington Trust Advisors, Inc.585$91.6K0.01%-39313F-HRTimeline
Prosperity Bancshares Inc580$90.9K0.06%-39813F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV560$87K0.02%+2213F-HRTimeline
Murphy & Mullick Capital Management Corp555$86.9K0.05%-37213F-HRTimeline
Covestor Ltd545$86K0.05%+4413F-HRTimeline
Westfuller Advisors, LLC532$83.6K0.03%-19713F-HRTimeline
Osbon Capital Management LLC526$82.5K0.06%013F-HRTimeline
Hanson & Doremus Investment Management523$82K0.01%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC522$81.8K0.03%+10613F-HRTimeline
Steigerwald, Gordon & Koch Inc.516$80.8K0.01%-6613F-HRTimeline
JCIC Asset Management Inc.430$80.3K0.02%013F-HRTimeline
VAQUERO PRIVATE WEALTH, LTD511$80.1K0.02%13F-HRTimeline
Bradley & Co. Private Wealth Management…509$80K0.04%013F-HRTimeline
Physician Wealth Advisors, Inc.505$79.1K0.01%+7513F-HRTimeline
Financial Management Professionals, Inc.491$77.2K0.01%+10113F-HRTimeline
Private Wealth Asset Management, LLC487$76.3K0.01%013F-HRTimeline
GW&K Investment Management, LLC488$76K<0.01%-20213F-HRTimeline
JTC Employer Solutions Trustee Ltd476$75K0.01%new13F-HRTimeline
Mascoma Wealth Management LLC477$74.7K0.01%-613F-HRTimeline
FIRST UNITED BANK & TRUST467$73.2K0.02%-29013F-HRTimeline
TOBAM462$72K0.02%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PARADIGM ASSET MANAGEMENT CO LLC450$70.5K0.02%-5,60013F-HRTimeline
Essential Partners LLC449$70.3K0.03%-1,15713F-HRTimeline
Knuff & Co LLC440$68.9K0.02%-2,07513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.434$68K0.01%-68113F-HR/ATimeline
MCDONALD PARTNERS LLC433$67.8K0.02%-12,04413F-HRTimeline
Strive Financial Group ,LLC432$67.7K0.03%-9913F-HR/ATimeline
Sankala Group LLC337$66.9K0.04%-6413F-HRTimeline
West Branch Capital LLC426$66.7K0.02%+11613F-HRTimeline
N.E.W. Advisory Services LLC423$66.2K<0.01%+8213F-HRTimeline
Synergy Investment Management, LLC342$64.3K0.02%+31613F-HRTimeline
Redwood Park Advisors LLC409$64.1K0.05%+113F-HRTimeline
Bravera Wealth406$63.6K0.02%-18013F-HRTimeline
DHJJ Financial Advisors, Ltd.403$63.1K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC394$61.7K0.03%-19313F-HRTimeline
Cornerstone Planning Group LLC376$61.2K0.01%-8513F-HRTimeline
Basepoint Wealth LLC385$60.3K0.03%+12013F-HRTimeline
Avion Wealth384$60K0.01%+15413F-HRTimeline
Fourth Dimension Wealth, LLC376$58.9K0.02%013F-HRTimeline
WELLINGTON-ALTUS USA INC.315$58.8K0.04%+17013F-HRTimeline
Tripletail Wealth Management, LLC353$58.6K0.07%-34813F-HRTimeline
CDKV HOLDINGS LLC365$57.2K0.04%013F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN358$56.1K<0.01%+7613F-HRTimeline
Wilkerson Advisory Group LLC353$55.3K0.02%-8613F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.351$55K0.12%013F-HRTimeline
Hickory Point Bank & Trust350$54.8K0.03%013F-HRTimeline
Private Wealth Management Group, LLC348$54.6K0.01%-1113F-HRTimeline
Coastline Trust Co343$53.7K<0.01%-31313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Quarry LP340$53.3K0.01%-11013F-HRTimeline
First PREMIER Bank338$53K0.01%-1013F-HRTimeline
SECURITY NATIONAL BANK OF SIOUX CITY IO…335$52.5K0.02%new13F-HRTimeline
FIRST COMMUNITY TRUST NA335$52.5K0.02%-71013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC333$52.3K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton332$52K0.01%+17513F-HRTimeline
Estabrook Capital Management331$51.9K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…329$51.6K0.02%013F-HRTimeline
Financial Perspectives, Inc327$51.3K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC327$51.2K0.02%+9913F-HRTimeline
LRI Investments, LLC23,458$49.3K<0.01%-32813F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC311$48.7K0.02%013F-HRTimeline
Bell Investment Advisors, Inc310$48.6K0.01%-17213F-HRTimeline
RATIONAL ADVISORS, INC.309$48.4K<0.01%+313F-HRTimeline
Lodestone Wealth Management LLC303$47.5K0.02%-713F-HRTimeline