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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

2,902 managers (2,963 13F filers) reported a position in CRM shares at 2025-06-30, 770,961,464 shares in all. 201 filers opened a position and 191 filers sold out during the quarter.

Managers
2,902
13F filers
2,963
New
201
Added
1,401
Reduced
1,042
Sold out
191
Shares held by filers
770,961,464

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
FF Advisors,LLC1,992$543K0.28%+4313F-HRTimeline
Poehling Capital Management, INC.1,989$542K0.13%+7513F-HRTimeline
Accel Wealth Management1,987$542K0.18%-2613F-HRTimeline
Synergy Financial Group, LTD1,987$542K0.4%-13813F-HRTimeline
Brady Martz Wealth Solutions, LLC1,981$540K0.1%-3713F-HRTimeline
New Republic Capital, LLC1,976$540K0.19%+2413F-HRTimeline
CoreCap Advisors, LLC1,977$539K0.02%-3,22813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,978$539K0.18%+25613F-HR/ATimeline
Wisconsin Wealth Advisors, LLC1,974$538K0.62%+14013F-HRTimeline
EWA, LLC1,973$538K0.17%-13113F-HRTimeline
Kensington Investment Counsel, LLC1,972$538K0.23%013F-HRTimeline
Trilogy Capital Inc.1,971$537K0.03%-3413F-HRTimeline
Greenfield Savings Bank1,967$536K0.24%+33413F-HRTimeline
W.H. Cornerstone Investments Inc.1,963$535K0.34%-59313F-HRTimeline
OAK RIDGE INVESTMENTS LLC1,960$534K0.04%-213F-HRTimeline
Alliance Wealth Advisors, LLC1,948$531K0.29%+2013F-HRTimeline
Strive Asset Management, LLC1,947$531K0.32%-1,28313F-HRTimeline
Breakwater Capital Group1,946$531K0.09%+2013F-HRTimeline
Bison Wealth, LLC2,055$530K0.04%+42113F-HRTimeline
Western Pacific Wealth Management, LP1,942$530K0.51%-15413F-HRTimeline
Telos Capital Management, Inc.1,936$528K0.05%+38313F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.1,936$528K0.21%+76713F-HR/ATimelineGroup
Tyler-Stone Wealth Management1,935$528K0.08%013F-HRTimeline
Ethos Financial Group, LLC1,932$527K0.05%+1,22513F-HRTimeline
Aviance Capital Partners, LLC1,933$527K0.07%+7613F-HRTimeline
Uniting Wealth Partners, LLC1,933$527K0.2%013F-HRTimeline
BOK Financial Private Wealth, Inc.1,928$527K0.04%-2,86213F-HRTimeline
Guardian Asset Advisors, LLC1,923$525K0.3%+12413F-HRTimeline
Delta Investment Management, LLC1,925$525K0.1%-17613F-HRTimeline
Pure Financial Advisors, LLC1,920$524K0.01%+8713F-HRTimeline
Clarity Wealth Advisors, LLC1,920$524K0.13%+16013F-HRTimeline
Investors Research Corp1,919$523K0.1%013F-HRTimeline
Battery Global Advisors, LLC1,914$523K0.26%013F-HRTimeline
Herold Advisors, Inc.1,915$522K0.11%+36513F-HRTimeline
Beacon Financial Advisory LLC1,908$520K0.13%-27413F-HRTimeline
WADDELL & ASSOCIATES, LLC1,907$520K0.06%+41913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP1,901$518K0.04%-32,57513F-HRTimelineGroup
Advyzon Investment Management, LLC1,884$514K0.11%+68713F-HRTimeline
Semus Wealth Partners LLC1,884$514K0.33%+2713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.1,888$513K0.34%+10013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC1,881$513K0.05%-213F-HRTimeline
Independent Solutions Wealth Management…1,870$510K0.1%-3813F-HRTimeline
Tennessee Valley Asset Management Partn…1,858$507K0.13%+5213F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,857$506K0.03%-6113F-HRTimeline
Financial Life Planners1,854$506K0.41%-4813F-HRTimeline
HEADINVEST, LLC1,854$506K0.11%-25013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC1,854$506K0.09%+1,00713F-HRTimeline
Auxano Advisors, LLC1,853$505K0.12%+1,03013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,847$504K0.05%+3713F-HRTimeline
Williams Jones Wealth Management, LLC.1,846$503K0.01%-69813F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,841$502K0.11%+1,08813F-HRTimeline
Impact Capital Partners LLC1,818$496K0.16%+8813F-HRTimeline
Smith Anglin Financial, LLC1,816$495K0.04%+14713F-HRTimeline
Golden State Wealth Management, LLC1,809$493K0.06%-12213F-HRTimeline
Pacific Sage Partners, LLC1,804$492K0.1%+3113F-HRTimeline
Apexium Financial, LP1,802$491K0.03%+913F-HRTimeline
American State Bank (Iowa)1,798$490K0.27%+24113F-HRTimeline
One Wealth Map LLC1,867$490K0.27%+2713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,794$489K0.17%+18713F-HRTimeline
Ignite Planners, LLC1,864$489K0.09%+1313F-HR/ATimeline
EVERPAR ADVISORS LLC1,793$489K0.22%-19713F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,790$488K0.15%-113F-HRTimeline
Pines Wealth Management, LLC1,793$488K0.17%-37413F-HRTimeline
Maridea Wealth Management LLC1,787$487K0.13%+1,02013F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,782$487K0.18%-18713F-HRTimeline
RFG - Bristol Wealth Advisors, LLC1,784$486K0.15%-30713F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC1,782$486K0.2%-54913F-HRTimeline
Summa Corp.1,780$485K0.25%new13F-HRTimeline
Ramiah Investment Group1,779$485K0.52%+10113F-HRTimeline
QTR Family Wealth, LLC1,775$484K0.3%+81213F-HRTimeline
Tyche Wealth Partners LLC1,770$483K0.1%-13713F-HRTimeline
Global Trust Asset Management, LLC1,766$482K0.26%-23313F-HRTimeline
CVA Family Office, LLC1,764$481K0.07%-12113F-HRTimeline
Bigelow Investment Advisors, LLC1,759$480K0.21%+9913F-HRTimeline
Jacobsen Capital Management1,757$479K0.18%+5913F-HRTimeline
Wayfinding Financial, LLC1,890$477K0.21%-7013F-HRTimeline
MCDONALD PARTNERS LLC1,745$477K0.11%+10313F-HRTimeline
Inscription Capital, LLC1,746$476K0.07%-80713F-HRTimeline
Waypoint Wealth Partners Inc.1,745$476K0.12%-10013F-HRTimeline
Garrett Wealth Advisory Group, LLC1,738$474K0.1%new13F-HRTimeline
Valtrion Capital Management, LLC1,737$474K0.57%-1413F-HRTimeline
JSF Financial, LLC1,735$473K0.11%+15813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC1,734$473K0.05%+89113F-HRTimeline
Pettee Investors, Inc.1,734$473K0.28%+54413F-HRTimeline
LJI Wealth Management, LLC1,731$472K0.08%+313F-HRTimeline
UPTICK PARTNERS, LLC1,731$472K0.14%+74613F-HRTimeline
Arcataur Capital Management LLC1,727$471K0.15%+1213F-HRTimeline
Northern Financial Advisors Inc1,726$471K0.35%-10613F-HRTimeline
EPIQ PARTNERS, LLC1,722$470K0.24%-11113F-HRTimeline
Beverly Hills Private Wealth, LLC1,716$468K0.09%+3913F-HRTimeline
WATERS PARKERSON & CO., LLC1,715$468K0.02%-6113F-HRTimeline
Legacy Edge Advisors, LLC1,715$468K0.06%+4313F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,715$468K0.17%+413F-HRTimeline
Smith Thornton Advisors LLC1,714$467K0.27%+15913F-HRTimeline
GRIES FINANCIAL LLC1,713$467K0.08%+7713F-HRTimeline
Andina Capital Management, LLC1,709$466K0.33%+13513F-HRTimeline
Corps Capital Advisors, LLC1,707$466K0.75%+3913F-HRTimeline
JAG CAPITAL MANAGEMENT, LLC1,704$465K0.05%-27,79213F-HRTimeline
TFR Capital, LLC.1,691$461K0.17%+19613F-HR/ATimeline
Stokes Family Office, LLC1,691$461K0.05%+113F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,690$461K0.31%013F-HRTimeline
V2 Financial group LLC1,689$461K0.28%+6113F-HRTimeline
RiverFront Investment Group, LLC1,687$460K0.01%+77713F-HRTimeline
HCR Wealth Advisors1,681$458K0.05%-1013F-HRTimeline
Beaumont Financial Advisors, LLC1,681$458K0.03%-73513F-HRTimeline
MBL Wealth, LLC1,680$458K0.04%-1,20013F-HRTimeline
SlateStone Wealth, LLC1,668$455K0.04%013F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,668$455K0.01%+513F-HRTimeline
Triad Wealth Partners, LLC1,667$455K0.09%-4813F-HRTimeline
Aspire Capital Advisors LLC1,666$454K0.13%-14913F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC1,661$453K0.09%+3113F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…1,658$452K0.06%-16913F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC1,658$452K0.03%-14513F-HRTimeline
Main Street Financial Solutions, LLC1,655$451K0.03%+76713F-HRTimeline
Main Street Research LLC1,652$451K0.03%-5,06613F-HRTimeline
Smith Group Asset Management, LLC1,650$450K0.03%013F-HRTimeline
STOCK YARDS BANK & TRUST CO1,645$449K0.01%+1313F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.1,643$448K0.32%+40413F-HRTimeline
SMITH, MOORE & CO.1,641$447K0.04%-26713F-HRTimeline
Olistico Wealth, LLC1,637$446K0.25%+1513F-HRTimeline
Pinnacle Bancorp, Inc.1,634$446K0.14%+2513F-HRTimeline
Veery Capital, LLC1,633$445K0.15%-2913F-HRTimeline
Benin Management CORP1,627$444K0.12%new13F-HRTimeline
Veltria Advisors Corp.1,616$441K0.29%+7613F-HRTimeline
KENNEDY INVESTMENT GROUP, INC.1,608$439K0.19%+5213F-HRTimeline
SEEDS INVESTOR LLC1,606$438K0.1%-24613F-HRTimeline
Legacy Capital Wealth Partners, LLC1,604$437K0.1%+14813F-HRTimeline
Cerro Pacific Wealth Advisors LLC1,602$437K0.12%+213F-HRTimeline
Claret Asset Management Corp1,597$436K0.06%new13F-HRTimeline
Cypress Capital, LLC1,595$435K0.13%+43913F-HRTimeline
Lionshead Wealth Management, LLC1,589$434K0.4%-2413F-HRTimeline
Westwood Wealth Management1,590$434K0.15%-1,56213F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,590$433K0.01%+18513F-HRTimeline
Canton Hathaway, LLC1,588$433K0.09%013F-HRTimeline
Welch Group, LLC1,582$431K0.02%-4813F-HRTimeline
American Alpha Advisors, LLC1,580$431K0.35%+6813F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…1,575$429K0.12%013F-HRTimelineGroup
Belmont Capital, LLC1,570$428K0.07%-5,00013F-HRTimeline
Rothschild Wealth LLC1,568$428K0.1%-13513F-HRTimeline
Rossby Financial, LCC1,567$427K0.16%+95713F-HRTimeline
Reliant Investment Partners, LLC1,565$427K0.37%013F-HRTimeline
Stegent Equity Advisors, Inc.1,562$426K0.38%+34513F-HRTimeline
Pinion Investment Advisors, LLC1,561$426K0.15%+18113F-HRTimeline
One Wealth Management Investment & Advi…1,555$424K0.55%-2313F-HRTimeline
JB Capital LLC1,554$424K0.02%-213F-HRTimeline
BlackDiamond Wealth Management, LLC1,555$423K0.24%+24413F-HRTimeline
Legacies Wealth LLC1,549$422K0.28%013F-HRTimeline
Balanced Rock Investment Advisors LLC1,544$421K0.33%-12813F-HRTimeline
Cypress Point Wealth Management, LLC1,543$421K0.1%013F-HRTimeline
CVFG LLC1,543$421K0.33%+1013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,545$421K0.29%+17313F-HRTimeline
Berkeley Capital Partners, LLC1,540$420K0.11%-5113F-HRTimeline
Strategic Investment Advisors / MI1,538$419K0.04%-2,39213F-HRTimeline
GRANDFIELD & DODD, LLC1,537$419K0.02%+17013F-HRTimeline
KWB Wealth1,560$419K0.05%013F-HRTimeline
Pioneer Wealth Management Group1,535$419K0.16%013F-HRTimeline
Brown Financial Advisors1,535$419K0.16%-1213F-HRTimeline
Breed's Hill Capital LLC1,533$418K0.2%-20113F-HRTimeline
Madison Park Capital Advisors, LLC1,530$417K0.35%013F-HRTimeline
Spectrum Planning & Advisory Services I…1,530$417K0.27%new13F-HRTimeline
High Note Wealth, LLC1,525$416K0.1%-1,22213F-HRTimeline
RiverGlades Family Offices LLC1,525$416K0.27%013F-HRTimeline
SevenBridge Financial Group, LLC1,789$414K0.07%-13813F-HRTimeline
Ridgewood Investments LLC1,514$413K0.18%+25913F-HRTimeline
4WEALTH ADVISORS, INC.1,509$411K0.43%-813F-HRTimeline
Harbor Advisors LLC1,500$409K0.07%013F-HRTimeline
Aristotle Atlantic Partners, LLCin group ARISTOTLE INVESTMENT SERVICES…1,500$409K0.01%013F-HRTimelineGroup
HOWARD FINANCIAL SERVICES, LTD.1,499$409K0.05%-4213F-HRTimeline
RD Lewis Holdings, Inc.1,691$407K0.41%013F-HRTimeline
Clear Creek Financial Management, LLC1,494$407K0.04%+23213F-HRTimeline
DC Investments Management, LLC1,491$407K0.17%013F-HRTimeline
Womack Financial LLC1,486$405K0.34%+2113F-HR/ATimeline
DLK Investment Management, LLC1,485$405K0.15%+39313F-HRTimeline
Beaton Management Co. Inc.1,485$405K0.2%+10013F-HRTimeline
American Capital Advisory, LLC1,485$405K0.2%+1,10013F-HRTimeline
Keystone Financial Group1,484$405K0.04%-1413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,483$404K0.04%-68413F-HRTimeline
Opes Wealth Management LLC1,480$404K0.07%-1513F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,471$401K0.02%-7313F-HRTimeline
McAdam, LLC1,466$400K0.02%+71813F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…1,458$398K0.29%+6213F-HRTimelineGroup
Fairvoy Private Wealth, LLC1,458$397K0.1%-4513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,453$396K0.32%-2413F-HRTimeline
BANK OF STOCKTON1,448$395K0.12%+2613F-HRTimeline
United Advisor Group, LLC1,448$395K0.07%+35613F-HRTimeline
CenterStar Asset Management, LLC1,447$395K0.49%new13F-HRTimeline
Paladin Advisory Group, LLC1,446$394K0.3%013F-HRTimeline
Farrell Financial LLC1,445$394K0.26%+113F-HRTimeline
GLOBALT Investments LLC / GA1,442$393K0.02%+12313F-HRTimeline
Aspen Grove Capital, LLC1,438$393K0.07%+42313F-HRTimeline
Cardinal Point Capital Management ULC1,440$393K0.03%new13F-HRTimeline
HICKORY ASSET MANAGEMENT, INC.1,435$391K0.32%+2813F-HRTimeline
Sandy Cove Advisors, LLC1,435$391K0.14%-10413F-HRTimeline
Tempus Wealth Planning, LLC1,434$391K0.1%+13013F-HRTimeline
Manchester Capital Management LLC1,431$390K0.05%+10113F-HRTimeline
Moment Partners, LLC1,431$390K0.07%-2913F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,430$390K0.21%+24113F-HRTimelineGroup
ADIRONDACK TRUST CO1,428$389K0.14%-413F-HRTimeline
Banco BTG Pactual S.A.1,423$388K0.08%+30113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,423$388K0.07%-7313F-HRTimeline