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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
Alley Investment Management Company, LLC2,000$669K0.08%013F-HRTimeline
Grace & Mercy Foundation, Inc.2,000$669K0.15%013F-HRTimeline
EWA, LLC1,998$668K0.25%-313F-HRTimeline
Focused Wealth Management, Inc1,994$667K0.09%+2813F-HRTimeline
ROBERTS GLORE & CO INC /IL/1,994$667K0.2%-3013F-HRTimeline
ALTFEST L J & CO INC1,989$665K0.08%-8513F-HRTimeline
Northwest Financial Advisors1,988$665K0.55%+213F-HRTimeline
EARNED WEALTH ADVISORS, LLC1,988$665K0.21%+2513F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.1,981$662K0.37%13F-HRTimeline
Kensington Investment Counsel, LLC1,972$659K0.28%-1,13213F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,972$659K0.29%+1,03013F-HRTimeline
Waypoint Wealth Partners Inc.1,970$659K0.18%+10013F-HRTimeline
Brady Martz Wealth Solutions, LLC2,034$658K0.16%13F-HRTimeline
Triumph Capital Management1,964$657K0.22%new13F-HRTimeline
EVERPAR ADVISORS LLC1,957$654K0.33%+20513F-HRTimeline
Winthrop Advisory Group LLC1,950$652K0.08%+5113F-HRTimeline
New Republic Capital, LLC1,949$652K0.43%+26513F-HRTimeline
Geller Advisors LLC1,947$652K0.04%+9313F-HRTimeline
Redwood Financial Network Corp1,946$651K0.48%-9513F-HRTimeline
Berry Wealth Group, LP1,942$649K0.47%+8713F-HRTimeline
PATRON PARTNERS, LLC1,939$648K0.35%+14613F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC1,932$646K0.01%+15513F-HRTimeline
Alliance Wealth Advisors, LLC1,927$644K0.37%013F-HRTimeline
Citizens National Bank Trust Department1,924$643K0.14%+3513F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,922$643K0.35%new13F-HRTimeline
Phillips Wealth Planners LLC2,020$642K0.64%+13413F-HRTimeline
Battery Global Advisors, LLC1,914$641K0.34%013F-HRTimeline
Poehling Capital Management, INC.1,914$640K0.16%-95513F-HRTimeline
United Advisor Group, LLC1,911$639K0.13%+19613F-HRTimeline
Financial Life Planners1,906$638K0.53%13F-HRTimeline
Hilltop National Bank1,908$638K0.19%-6013F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC1,903$636K0.01%new13F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC1,901$636K0.01%new13F-HRTimelineGroup
Beck Bode, LLC1,899$635K0.12%-89913F-HRTimeline
Ramiah Investment Group1,895$634K0.58%-20513F-HRTimeline
Uniting Wealth Partners, LLC1,887$631K0.3%13F-HRTimeline
Nicholas Hoffman & Company, LLC.1,886$631K0.03%+32113F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
Peninsula Wealth, LLC1,886$631K0.11%+4713F-HRTimeline
Avalon Trust Co1,884$630K0.04%+2813F-HRTimeline
Arvest Bank Trust Division1,880$629K0.04%+49213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,878$628K0.06%+213F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,869$625K0.47%-5713F-HRTimeline
Wealthstar Advisors, LLC1,869$625K0.27%13F-HRTimeline
Northern Financial Advisors Inc1,865$624K0.5%-5813F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,859$622K0.23%-4913F-HRTimeline
Aviance Capital Partners, LLC1,857$621K0.09%-4,94013F-HRTimeline
MBL Wealth, LLC1,856$621K0.06%+62513F-HRTimeline
BAXTER BROS INC1,855$620K0.08%+813F-HRTimeline
Wisconsin Wealth Advisors, LLC1,853$619K0.91%13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,846$618K0.17%+8313F-HRTimeline
Silver Coast Investments LLC1,846$617K0.23%-10913F-HRTimeline
Arcataur Capital Management LLC1,845$617K0.21%-1013F-HRTimeline
Essex LLC1,841$616K0.13%+2713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC1,836$614K0.28%-613F-HRTimeline
Iron Gate Global Advisors LLC1,827$611K0.09%-8913F-HRTimeline
Revolve Wealth Partners, LLC1,827$611K0.09%+20513F-HR/ATimeline
MCDANIEL TERRY & CO1,823$610K0.05%013F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC1,821$609K0.1%+92313F-HRTimeline
Persium Advisors, LLC1,819$608K0.6%13F-HRTimeline
ArrowMark Colorado Holdings LLC1,818$608K0.01%013F-HRTimeline
Waterway Wealth Management, LLC1,815$607K0.27%new13F-HRTimeline
Aspire Capital Advisors LLC1,815$607K0.17%+6613F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,805$603K0.19%-513F-HRTimeline
Alliance Wealth Advisors, LLC /UT1,804$603K0.16%new13F-HRTimeline
CVA Family Office, LLC1,804$603K0.1%+19013F-HRTimeline
Spartan Planning & Wealth Management1,803$603K0.55%13F-HRTimeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC1,801$602K0.08%+1,70113F-HRTimeline
Tennessee Valley Asset Management Partn…1,800$602K0.1%+213F-HRTimeline
Compound Global Advisors, LLC1,800$602K2.45%13F-HRTimeline
Nutshell Asset Management Ltd1,800$602K0.38%13F-HRTimeline
Centurion Wealth Management LLC1,793$599K0.19%+2013F-HRTimeline
Machina Capital S.A.S.1,792$599K0.25%-1,84213F-HRTimeline
Semus Wealth Partners LLC1,791$599K0.4%+5113F-HRTimeline
FLOYD FINANCIAL GROUP LLC1,883$599K0.49%13F-HRTimeline
Good Life Advisors, LLC1,789$598K0.04%-42713F-HRTimeline
Telos Capital Management, Inc.1,788$598K0.06%-12313F-HRTimeline
One Wealth Advisors, LLC1,786$597K0.09%+5613F-HRTimeline
Main Street Financial Solutions, LLC1,782$596K0.06%+52713F-HRTimeline
Trilogy Capital Inc.1,780$595K0.03%+2413F-HRTimeline
RAINIER FAMILY WEALTH INC1,777$594K0.72%13F-HRTimeline
WATERS PARKERSON & CO., LLC1,776$594K0.03%+1913F-HRTimeline
Pacific Sage Partners, LLC1,773$593K0.14%013F-HRTimeline
Lionshead Wealth Management, LLC1,773$593K0.43%13F-HRTimeline
Wayfinding Financial, LLC1,771$592K0.32%new13F-HRTimeline
M3 Advisory Group, LLC1,770$592K0.42%+16913F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC1,768$592K0.03%+3913F-HRTimeline
Bigelow Investment Advisors, LLC1,768$591K0.28%-25413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,758$590K0.41%+1613F-HRTimeline
Aveo Capital Partners, LLC1,763$589K0.06%+11813F-HRTimeline
JNBA Financial Advisors1,763$589K0.06%+20113F-HRTimeline
SEVEN MILE ADVISORY1,762$589K0.38%+3913F-HRTimeline
NATURAL INVESTMENTS, LLC1,756$587K0.16%13F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,744$583K0.24%+1313F-HRTimeline
CoreCap Advisors, LLC1,740$582K0.03%+48113F-HRTimeline
Sunpointe, LLC1,738$582K0.29%+4313F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,740$582K0.09%+84813F-HRTimeline
Pinnacle Bancorp, Inc.1,735$580K0.19%-3213F-HRTimeline
IVC Wealth Advisors LLC1,733$579K0.32%-813F-HRTimeline
Balboa Wealth Partners1,733$579K0.13%+41013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,732$579K0.04%-7113F-HRTimeline
GSA CAPITAL PARTNERS LLP1,728$578K0.04%new13F-HRTimeline
Bullock Wealth Management Group1,726$577K0.34%-1,31413F-HRTimeline
Cornerstone Select Advisors, LLC1,721$575K0.55%13F-HRTimeline
Clarity Wealth Advisors, LLC1,720$575K0.16%-1813F-HRTimeline
Crescent Sterling, Ltd.1,719$575K0.59%+79913F-HRTimeline
Elefante Mark B1,714$573K0.52%13F-HRTimeline
Intrua Financial, LLC1,713$573K0.09%-26513F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,710$572K0.44%013F-HRTimeline
Balanced Rock Investment Advisors LLC1,707$571K0.45%-10413F-HRTimeline
one8zero8, LLC1,707$571K0.12%13F-HRTimeline
One Wealth Map LLC1,838$569K0.35%-19713F-HRTimeline
New Century Financial Group, LLC1,710$569K0.24%-32813F-HRTimeline
IFG Advisors, LLC1,700$568K0.11%+30013F-HRTimeline
Breed's Hill Capital LLC1,692$566K0.3%+65213F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …1,691$565K0.07%-82713F-HRTimelineGroup
Triad Wealth Partners, LLC1,689$565K0.2%new13F-HRTimeline
Private Portfolio Partners LLC1,688$564K0.1%+6913F-HRTimeline
STOCK YARDS BANK & TRUST CO1,682$562K0.02%-94413F-HRTimeline
SlateStone Wealth, LLC1,676$560K0.05%+2313F-HRTimeline
Legacy Edge Advisors, LLC1,665$559K0.09%+1213F-HRTimeline
Stokes Family Office, LLC1,660$555K0.06%-7613F-HRTimeline
Valtrion Capital Management, LLC1,657$554K0.73%13F-HRTimeline
Corps Capital Advisors, LLC1,654$553K0.56%13F-HRTimeline
Cottage Street Advisors LLC1,650$552K0.29%-213F-HRTimeline
RD Lewis Holdings, Inc.1,691$551K0.61%13F-HRTimeline
Apexium Financial, LP1,647$551K0.03%+8313F-HRTimeline
Jacobsen Capital Management1,646$550K0.23%+6813F-HRTimeline
WMS Partners, LLC1,641$549K0.03%+10013F-HRTimeline
Guerra Advisors Inc1,641$549K0.3%13F-HRTimeline
ROVIN CAPITAL /UT/ /ADV1,630$545K0.2%-1,31113F-HRTimeline
TCI Wealth Advisors, Inc.1,630$545K0.05%+1813F-HRTimeline
Fort Sheridan Advisors LLC1,629$545K0.08%+10013F-HRTimeline
V2 Financial group LLC1,628$544K0.33%013F-HRTimeline
SMITH, MOORE & CO.1,627$544K0.05%+15913F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,626$544K0.01%-6713F-HRTimeline
J. W. Coons Advisors, LLC1,623$543K0.14%-10513F-HRTimeline
Olistico Wealth, LLC1,622$542K0.32%+5013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC1,621$542K0.11%new13F-HRTimeline
Claret Asset Management Corp1,620$542K0.09%+46413F-HRTimeline
LJI Wealth Management, LLC1,621$542K0.11%+2613F-HRTimeline
Pathway Financial Advisors LLC1,621$542K0.12%-1313F-HRTimeline
Mattern Wealth Management LLC1,614$540K0.12%+17013F-HRTimeline
Thompson David Blair1,613$539K0.39%13F-HRTimeline
Convergence Investment Partners, LLC1,611$539K0.12%-1113F-HRTimeline
FineMark National Bank & Trust1,606$537K0.02%+71913F-HRTimeline
Guardian Asset Advisors, LLC1,604$537K0.34%+11413F-HRTimeline
One Wealth Management Investment & Advi…1,590$532K0.84%013F-HRTimeline
Reliant Investment Partners, LLC1,590$532K0.47%13F-HRTimeline
Canton Hathaway, LLC1,588$531K0.13%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,585$530K0.06%-5013F-HRTimeline
Beverly Hills Private Wealth, LLC1,584$530K0.11%-6513F-HRTimeline
Beaton Management Co. Inc.1,575$527K0.27%013F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,573$526K0.1%+44413F-HRTimelineGroup
JSF Financial, LLC1,572$526K0.14%+37313F-HRTimeline
FIRST FINANCIAL CORP /IN/1,572$526K0.24%-16013F-HRTimeline
Ransom Advisory, Ltd1,568$524K0.24%013F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,566$524K0.04%-8013F-HRTimeline
Welch Group, LLC1,559$523K0.02%-3713F-HRTimeline
Golden State Wealth Management, LLC1,561$522K0.08%13F-HRTimeline
Legacies Wealth LLC1,549$518K0.4%013F-HRTimeline
Kolinsky Wealth Management, LLC1,546$517K0.32%+18613F-HRTimeline
Winslow Capital Management, LLC1,545$517K<0.01%-1,06713F-HRTimeline
Outlook Wealth Advisors, LLC1,543$516K0.15%+12713F-HRTimeline
Cypress Point Wealth Management, LLC1,543$516K0.16%-42013F-HRTimeline
JB Capital LLC1,543$516K0.03%-17313F-HRTimeline
Simplicity Wealth,LLC1,542$515K0.11%-1,52713F-HRTimeline
Long Run Wealth Advisors, LLC1,541$515K0.12%-42113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC1,535$513K0.2%+613F-HRTimeline
Dynamic Technology Lab Private Ltd1,530$512K0.08%new13F-HRTimeline
RiverGlades Family Offices LLC1,525$510K0.36%013F-HRTimeline
Berkeley Capital Partners, LLC1,524$510K0.14%+21413F-HRTimeline
BEACON FINANCIAL GROUP1,520$508K0.05%-13113F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…1,520$508K0.39%13F-HR/ATimelineGroup
NAPATREE CAPITAL LLC1,520$508K0.3%+36913F-HRTimeline
Ignite Planners, LLC1,524$507K0.11%+25113F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,513$506K0.22%+20613F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC1,513$506K0.04%013F-HRTimeline
Integrated Investment Consultants, LLC1,510$505K0.1%+5213F-HR/ATimeline
Stonebridge Financial Planning Group, L…1,509$505K0.23%+8913F-HRTimeline
Keystone Financial Group1,506$503K0.05%+513F-HRTimeline
Harbor Advisors LLC1,500$501K0.08%013F-HRTimeline
Aristotle Atlantic Partners, LLCin group ARISTOTLE INVESTMENT SERVICES…1,500$501K0.02%013F-HRTimelineGroup
Atom Investors LP1,500$501K0.06%-11,67913F-HRTimeline
Madison Park Capital Advisors, LLC1,500$501K0.4%013F-HRTimeline
PAX Financial Group, LLC1,499$501K0.09%new13F-HRTimeline
Facet Wealth, Inc.1,537$501K0.01%-1,46413F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,496$500K0.1%013F-HRTimeline
Transcendent Capital Group LLC1,496$500K0.26%+1,25713F-HRTimeline
Mainsail Financial Group, LLC1,494$499K0.29%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC1,488$497K0.05%-1913F-HR/ATimeline
Versant Capital Management, Inc1,483$496K0.11%+44113F-HRTimeline
Gibbs Wealth Management1,482$496K0.13%+43313F-HRTimeline
Next Capital Management LLC1,480$495K0.2%+44313F-HRTimeline
Veery Capital, LLC1,475$493K0.19%+6413F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.1,472$492K0.42%13F-HRTimeline
Alteri Wealth LLC1,469$491K0.14%13F-HRTimeline
Tyler-Stone Wealth Management1,467$490K0.09%-5513F-HRTimeline
AdvisorShares Investments LLC1,465$490K0.09%new13F-HRTimeline
Womack Financial LLC1,465$490K0.43%13F-HRTimeline
Smith Thornton Advisors LLC1,462$489K0.31%013F-HRTimeline