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CRM SALESFORCE INC

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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
LEUTHOLD GROUP, LLC2,016$541K0.07%-7113F-HRTimeline
Accel Wealth Management2,013$540K0.2%-11013F-HRTimeline
Trilogy Capital Inc.2,005$538K0.03%+22513F-HRTimeline
Latko Wealth Management, Ltd.2,005$538K0.35%+213F-HRTimeline
Brookwood Investment Group LLC2,002$537K0.09%13F-HRTimeline
Covenant Partners, LLC2,001$537K0.17%-9213F-HRTimeline
Global Trust Asset Management, LLC1,999$537K0.33%-36013F-HRTimeline
Alley Investment Management Company, LLC2,000$537K0.07%013F-HRTimeline
Grace & Mercy Foundation, Inc.2,000$537K0.13%013F-HRTimeline
Winthrop Advisory Group LLC2,000$537K0.06%+5013F-HRTimeline
Cerro Pacific Wealth Advisors LLC1,600$535K0.17%+913F-HRTimeline
EVERPAR ADVISORS LLC1,990$534K0.28%+3313F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC1,981$532K0.4%+11213F-HRTimeline
Kensington Investment Counsel, LLC1,972$529K0.24%013F-HRTimeline
Focused Wealth Management, Inc1,972$529K0.07%-2213F-HRTimeline
Pines Wealth Management, LLC2,167$529K0.24%+513F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,969$528K0.21%-7913F-HRTimeline
OAK RIDGE INVESTMENTS LLC1,962$527K0.04%-8213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,961$526K0.04%+53213F-HRTimeline
Wayfinding Financial, LLC1,960$526K0.23%+18913F-HRTimeline
Persium Advisors, LLC1,953$524K0.5%+13413F-HRTimeline
New Republic Capital, LLC1,952$524K0.23%+313F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC1,952$524K0.11%-1,96913F-HRTimeline
Revolve Wealth Partners, LLC1,946$522K0.08%+11913F-HRTimeline
KWB Wealth1,560$522K0.06%+9313F-HRTimeline
Citizens National Bank Trust Department1,942$521K0.11%+1813F-HRTimeline
Blackhawk Capital Partners, LLC1,940$521K0.27%-11213F-HRTimeline
Tyler-Stone Wealth Management1,935$519K0.09%+46813F-HRTimeline
Uniting Wealth Partners, LLC1,933$519K0.26%+4613F-HRTimeline
Golden State Wealth Management, LLC1,931$518K0.08%+37013F-HR/ATimeline
Silver Coast Investments LLC1,928$517K0.2%+8213F-HRTimeline
Alliance Wealth Advisors, LLC1,928$517K0.3%+113F-HRTimeline
Versant Capital Management, Inc1,927$517K0.09%+44413F-HRTimeline
Breakwater Capital Group1,926$517K0.09%+1,07413F-HRTimeline
Raleigh Capital Management Inc.1,926$517K0.23%-44113F-HRTimeline
Investors Research Corp1,919$515K0.11%-22913F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,918$515K0.03%-18,69113F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC1,917$515K0.29%-513F-HRTimeline
Battery Global Advisors, LLC1,914$514K0.29%013F-HRTimeline
Poehling Capital Management, INC.1,914$514K0.13%013F-HRTimeline
SMITH, MOORE & CO.1,908$512K0.05%+28113F-HRTimeline
Independent Solutions Wealth Management…1,908$512K0.11%-14213F-HRTimeline
Tyche Wealth Partners LLC1,907$512K0.11%-11213F-HRTimeline
Traveka Wealth, LLC1,907$512K0.29%-39013F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd1,906$511K0.06%new13F-HRTimeline
Financial Life Planners1,902$510K0.5%-413F-HRTimeline
Burk Holdings LLC1,899$510K0.38%new13F-HRTimeline
SummitTX Capital, L.P.1,894$508K0.02%13F-HRTimeline
JEPPSON WEALTH MANAGEMENT, LLC1,889$507K0.19%+3013F-HRTimeline
CVA Family Office, LLC1,885$506K0.08%+8113F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,883$505K0.05%+513F-HRTimeline
J. W. Coons Advisors, LLC1,878$504K0.13%+25513F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP1,863$500K0.12%-5,47013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC3,754$500K0.21%+3,73613F-HR/ATimeline
Ignite Planners, LLC1,851$498K0.1%+32713F-HRTimeline
Semus Wealth Partners LLC1,857$498K0.35%+6613F-HRTimeline
Aviance Capital Partners, LLC1,857$498K0.07%013F-HRTimeline
SEEDS INVESTOR LLC1,852$497K0.14%-21313F-HRTimeline
Waypoint Wealth Partners Inc.1,845$495K0.14%-12513F-HRTimeline
RAINIER FAMILY WEALTH INC1,839$494K0.58%+6213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,827$493K0.08%+8713F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC1,836$493K0.23%013F-HRTimeline
Wisconsin Wealth Advisors, LLC1,834$492K0.71%-1913F-HRTimeline
Pure Financial Advisors, LLC1,833$492K0.01%+46413F-HRTimeline
EPIQ PARTNERS, LLC1,833$492K0.26%+85413F-HRTimeline
Northern Financial Advisors Inc1,832$492K0.41%-3313F-HRTimeline
Aspire Capital Advisors LLC1,815$487K0.15%013F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,831$486K0.09%+47513F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,810$486K0.05%+22513F-HRTimeline
Annis Gardner Whiting Capital Advisors,…1,809$485K0.21%-3713F-HRTimeline
Founders Financial Alliance, LLC1,808$485K0.12%new13F-HRTimeline
Tennessee Valley Asset Management Partn…1,806$485K0.08%+613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,803$484K0.03%+7113F-HRTimeline
AMERIFLEX GROUP, INC.1,803$484K0.2%+74413F-HRTimeline
Guardian Asset Advisors, LLC1,799$483K0.32%+19513F-HRTimeline
Long Run Wealth Advisors, LLC1,796$482K0.11%+25513F-HRTimeline
Apexium Financial, LP1,793$481K0.03%+14613F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…1,793$481K0.04%-4,22613F-HRTimelineGroup
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,791$481K0.17%-1413F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,788$480K0.37%+3013F-HRTimeline
NATURAL INVESTMENTS, LLC1,783$478K0.14%+2713F-HRTimeline
WATERS PARKERSON & CO., LLC1,776$477K0.03%013F-HRTimeline
Pacific Sage Partners, LLC1,773$476K0.11%013F-HRTimeline
Dynamic Technology Lab Private Ltd1,770$475K0.07%+24013F-HRTimeline
Avalon Trust Co1,769$475K0.04%-11513F-HRTimeline
Clarity Wealth Advisors, LLC1,760$472K0.13%+4013F-HRTimeline
Valtrion Capital Management, LLC1,751$470K0.63%+9413F-HRTimeline
one8zero8, LLC1,748$469K0.11%+4113F-HRTimeline
Delta Financial Group, Inc.1,636$468K0.11%+57413F-HRTimeline
Aries Wealth Management1,740$467K0.13%+62713F-HRTimeline
Breed's Hill Capital LLC1,734$465K0.25%+4213F-HRTimeline
RD Lewis Holdings, Inc.1,691$465K0.53%013F-HRTimeline
Impact Capital Partners LLC1,730$464K0.17%-34513F-HRTimeline
LJI Wealth Management, LLC1,728$464K0.09%+10713F-HRTimeline
Diversified Enterprises, LLC1,723$462K0.04%+66713F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,722$462K0.18%-25013F-HRTimeline
IFG Advisors, LLC1,715$460K0.09%+1513F-HRTimeline
Arcataur Capital Management LLC1,715$460K0.16%-13013F-HRTimeline
Triad Wealth Partners, LLC1,715$460K0.14%+2613F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,711$459K0.19%-3313F-HRTimeline
TrueWealth Advisors, LLC1,710$459K0.15%new13F-HRTimeline
Iron Gate Global Advisors LLC1,709$459K0.06%-11813F-HR/ATimeline
Rothschild Wealth LLC1,703$457K0.13%+64713F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,703$457K0.06%-6,59913F-HRTimelineGroup
Jacobsen Capital Management1,698$456K0.2%+5213F-HRTimeline
HCR Wealth Advisors1,691$454K0.06%+34813F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,690$454K0.35%-2013F-HRTimeline
Stokes Family Office, LLC1,690$453K0.05%+3013F-HRTimeline
Morling Financial Advisors, LLC1,685$452K0.16%+34613F-HRTimeline
Ramiah Investment Group1,678$450K0.43%-21713F-HRTimeline
Beverly Hills Private Wealth, LLC1,677$450K0.09%+9313F-HRTimeline
Balanced Rock Investment Advisors LLC1,672$449K0.36%-3513F-HRTimeline
Legacy Edge Advisors, LLC1,672$449K0.07%+713F-HRTimeline
SlateStone Wealth, LLC1,668$448K0.04%-813F-HRTimeline
Smith Anglin Financial, LLC1,669$448K0.05%+86813F-HRTimeline
Corps Capital Advisors, LLC1,668$448K0.47%+1413F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,663$446K0.01%+3713F-HRTimeline
Fort Point Capital Partners LLC1,663$446K0.05%-45613F-HRTimeline
Veery Capital, LLC1,662$446K0.17%+18713F-HRTimeline
Bigelow Investment Advisors, LLC1,660$445K0.21%-10813F-HRTimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,654$444K0.01%+8113F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,652$443K0.01%-10,48413F-HRTimelineGroup
Smith Group Asset Management, LLC1,650$443K0.03%+77013F-HRTimeline
MCDONALD PARTNERS LLC1,642$441K0.11%+84413F-HRTimeline
Welch Group, LLC1,630$440K0.02%+7113F-HRTimeline
Bison Wealth, LLC1,634$439K0.04%new13F-HRTimeline
GRIES FINANCIAL LLC1,636$439K0.09%+24513F-HRTimeline
Mattern Wealth Management LLC1,635$439K0.1%+2113F-HRTimeline
Greenfield Savings Bank1,633$438K0.21%+23913F-HRTimeline
Fairtree Asset Management (Pty) Ltd1,632$438K0.35%+34413F-HRTimeline
STOCK YARDS BANK & TRUST CO1,632$438K0.02%-5013F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC1,630$438K0.09%+913F-HRTimeline
V2 Financial group LLC1,628$437K0.28%013F-HRTimeline
Fullerton Fund Management Co Ltd.1,622$435K0.03%new13F-HRTimeline
Olistico Wealth, LLC1,622$435K0.27%013F-HRTimeline
Pathway Financial Advisors LLC1,621$435K0.08%013F-HRTimeline
One Wealth Map LLC1,840$435K0.29%+213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV1,701$435K0.23%+1,08513F-HRTimeline
IFC Advisors LLC1,617$434K0.09%-2,00013F-HRTimeline
Lionshead Wealth Management, LLC1,613$433K0.45%-16013F-HRTimeline
Safeguard Investment Advisory Group, LLC1,610$432K0.12%+71213F-HRTimeline
Pinnacle Bancorp, Inc.1,609$432K0.14%-12613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,607$431K0.17%+42713F-HRTimeline
Bull Oak Capital, LLC1,596$428K0.23%new13F-HRTimeline
Berkeley Capital Partners, LLC1,591$427K0.12%+6713F-HRTimeline
Stonebridge Financial Planning Group, L…1,589$426K0.19%+8013F-HRTimeline
Canton Hathaway, LLC1,588$426K0.09%013F-HRTimeline
LRI Investments, LLC24,791$425K0.04%+31113F-HRTimeline
Caitong International Asset Management …1,582$425K0.32%+84313F-HRTimeline
One Wealth Management Investment & Advi…1,578$423K0.7%-1213F-HRTimeline
JSF Financial, LLC1,577$423K0.11%+513F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…1,575$423K0.13%new13F-HRTimelineGroup
Andina Capital Management, LLC1,574$422K0.3%new13F-HRTimeline
Beck Bode, LLC1,568$421K0.08%-33113F-HRTimeline
Reliant Investment Partners, LLC1,565$420K0.43%-2513F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…1,564$420K0.26%+45013F-HRTimeline
Traynor Capital Management, Inc.1,558$418K0.04%+15713F-HRTimeline
Drake & Associates, LLC1,558$418K0.12%+9813F-HRTimeline
American State Bank (Iowa)1,557$418K0.25%+31213F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.1,556$418K0.19%+61513F-HRTimeline
JB Capital LLC1,556$417K0.02%+1313F-HRTimeline
Smith Thornton Advisors LLC1,555$417K0.26%+9313F-HRTimeline
Telos Capital Management, Inc.1,553$417K0.05%-23513F-HRTimeline
Herold Advisors, Inc.1,550$416K0.09%new13F-HRTimeline
Legacies Wealth LLC1,549$416K0.31%013F-HRTimeline
Brown Financial Advisors1,547$415K0.17%+20613F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,544$414K0.02%+9313F-HRTimeline
Kingsman Wealth Management, Inc.1,543$414K0.3%13F-HRTimeline
Cypress Point Wealth Management, LLC1,543$414K0.13%013F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,541$414K0.06%+12513F-HRTimeline
Veltria Advisors Corp.1,540$413K0.27%-57613F-HRTimeline
Sandy Cove Advisors, LLC1,539$413K0.17%+9013F-HRTimeline
Pioneer Wealth Management Group1,535$412K0.18%13F-HRTimeline
CVFG LLC1,533$411K0.37%+12213F-HRTimeline
BluePointe Capital Management, LLC1,531$411K0.16%+46513F-HRTimeline
Madison Park Capital Advisors, LLC1,530$411K0.36%+3013F-HRTimeline
BEACON FINANCIAL GROUP1,526$410K0.04%+613F-HRTimeline
RiverGlades Family Offices LLC1,525$409K0.29%013F-HRTimeline
FIRST FINANCIAL CORP /IN/1,522$408K0.2%-5013F-HRTimeline
Allen Capital Group, LLC1,521$408K0.05%+40113F-HRTimeline
Colonial River Investments, LLC1,520$408K0.22%-99113F-HRTimeline
Outlook Wealth Advisors, LLC1,520$408K0.11%-2313F-HRTimeline
4WEALTH ADVISORS, INC.1,517$407K0.45%+16113F-HRTimeline
Sunpointe, LLC1,513$406K0.22%-22513F-HRTimeline
SSI INVESTMENT MANAGEMENT LLC1,512$406K0.03%-113F-HRTimeline
American Alpha Advisors, LLC1,512$406K0.36%new13F-HRTimeline
Fairvoy Private Wealth, LLC1,503$403K0.11%-1,44013F-HRTimeline
Harbor Advisors LLC1,500$403K0.07%013F-HRTimeline
Aristotle Atlantic Partners, LLCin group ARISTOTLE INVESTMENT SERVICES…1,500$403K0.01%013F-HRTimelineGroup
Keystone Financial Group1,498$402K0.04%-813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,496$401K0.08%013F-HRTimeline
Opes Wealth Management LLC1,495$401K0.08%+22513F-HRTimeline
TFR Capital, LLC.1,495$401K0.17%new13F-HRTimeline
Alteri Wealth LLC1,493$401K0.18%+2413F-HRTimeline
DC Investments Management, LLC1,491$400K0.21%+5013F-HRTimeline
WADDELL & ASSOCIATES, LLC1,488$399K0.05%013F-HR/ATimeline
Balboa Wealth Partners1,485$399K0.1%-24813F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,477$396K0.34%+2013F-HRTimeline
Tower Wealth Partners, Inc.1,470$394K0.21%+60313F-HRTimeline
Beacon Capital Management, LLC1,467$394K0.05%+2413F-HRTimeline