Skip to content
Disclosery

CRM SALESFORCE INC

Follow

COM (common), issuer CIK 1108524

2,750 managers (2,816 13F filers) reported a position in CRM shares at 2025-09-30, 758,326,077 shares in all. 167 filers opened a position and 296 filers sold out during the quarter.

Managers
2,750
13F filers
2,816
New
167
Added
1,161
Reduced
1,218
Sold out
296
Shares held by filers
758,326,077

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Smith Group Asset Management, LLC1,840$436K0.03%+19013F-HRTimeline
Bellecapital International Ltd.1,837$435K0.07%-55413F-HRTimeline
Blue Capital, Inc.1,834$435K0.32%new13F-HRTimeline
Financial Life Planners1,832$434K0.29%-2213F-HRTimeline
Caerus Investment Advisors, LLC1,831$434K0.18%new13F-HRTimeline
GRIES FINANCIAL LLC1,830$434K0.07%+11713F-HRTimeline
Moment Partners, LLC1,827$433K0.08%+39613F-HRTimeline
Poehling Capital Management, INC.1,826$433K0.09%-16313F-HRTimeline
MWA Asset Management1,826$433K0.24%-1,80213F-HRTimeline
Valtrion Capital Management, LLC1,826$433K0.47%+8913F-HR/ATimeline
SIERRA SUMMIT ADVISORS LLC1,823$432K0.07%-34713F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,814$430K0.14%+2013F-HRTimeline
Pacific Sage Partners, LLC1,802$427K0.07%-213F-HRTimeline
CSS LLC/IL1,801$427K0.03%+1,24113F-HRTimeline
HEADINVEST, LLC1,799$426K0.09%-5513F-HRTimeline
Herold Advisors, Inc.1,797$426K0.1%-11813F-HRTimeline
KWB Wealth1,561$426K0.05%+113F-HRTimeline
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, …1,793$425K0.12%+313F-HRTimeline
Benin Management CORP1,787$424K0.1%+16013F-HRTimeline
LJI Wealth Management, LLC1,783$423K0.07%+5213F-HRTimeline
Wayfinding Financial, LLC1,780$422K0.18%-11013F-HRTimeline
Summa Corp.1,780$422K0.19%013F-HRTimeline
Seed Wealth Management, Inc.1,770$419K0.29%-1,91513F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC1,759$418K0.1%new13F-HRTimeline
Advyzon Investment Management, LLC1,760$417K0.07%-12413F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,756$416K0.04%-9113F-HRTimeline
BlackDiamond Wealth Management, LLC1,755$416K0.23%+20013F-HRTimeline
Tyche Wealth Partners LLC1,752$415K0.07%-1813F-HRTimeline
RD Lewis Holdings, Inc.1,686$415K0.39%-513F-HRTimeline
von Borstel & Associates, Inc.1,710$413K0.06%new13F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT1,742$413K0.03%-11513F-HRTimeline
Garrett Wealth Advisory Group, LLC1,738$412K0.08%013F-HRTimeline
JSF Financial, LLC1,737$412K0.09%+213F-HRTimeline
Quarry LP1,729$410K0.1%+32913F-HRTimeline
Rothschild Wealth LLC1,728$410K0.09%+16013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT, LLC.1,726$409K0.07%13F-HRTimeline
Pines Wealth Management, LLC1,724$409K0.14%-6913F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,654$407K0.07%+42013F-HRTimeline
WATERS PARKERSON & CO., LLC1,715$406K0.02%013F-HRTimeline
ENCOMPASS WEALTH ADVISORS, LLC1,711$405K0.14%-413F-HRTimeline
Ignite Planners, LLC1,704$404K0.07%-16013F-HRTimeline
TFR Capital, LLC.1,702$403K0.13%+1113F-HRTimeline
Legacy Edge Advisors, LLC1,701$403K0.05%-1413F-HRTimeline
Madison Park Capital Advisors, LLC1,700$403K0.33%+17013F-HRTimeline
Pinion Investment Advisors, LLC1,580$403K0.11%+1913F-HRTimeline
CVA Family Office, LLC1,697$402K0.05%-6713F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC1,695$402K0.22%+513F-HRTimeline
V2 Financial group LLC1,689$400K0.22%013F-HRTimeline
Legacy Trust1,684$399K0.08%new13F-HRTimeline
Stokes Family Office, LLC1,678$398K0.04%-1313F-HRTimeline
Spectrum Planning & Advisory Services I…1,675$397K0.22%+14513F-HRTimeline
Drucker Wealth 3.0, LLC1,674$397K0.07%-73113F-HRTimeline
Rossby Financial, LCC1,682$396K0.13%+11513F-HRTimeline
Smith Thornton Advisors LLC1,671$396K0.21%-4313F-HRTimeline
Welch Group, LLC1,669$396K0.02%+8713F-HRTimeline
Corps Capital Advisors, LLC1,668$395K0.6%-3913F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,668$395K0.01%013F-HRTimeline
EPIQ PARTNERS, LLC1,668$395K0.19%-5413F-HRTimeline
Cascades Capital Asset Management, LLC1,668$395K0.17%-63513F-HRTimeline
Lafayette Investments, Inc.1,661$394K0.08%new13F-HRTimeline
American Alpha Advisors, LLC1,654$392K0.28%+7413F-HRTimeline
Arcataur Capital Management LLC1,652$392K0.12%-7513F-HRTimeline
Rodgers Brothers Inc.1,651$391K0.05%new13F-HRTimeline
Sonoma Allocations LLC1,585$390K0.14%13F-HRTimeline
Facet Wealth, Inc.1,642$389K0.01%+36013F-HRTimeline
Olistico Wealth, LLC1,641$389K0.21%+413F-HRTimeline
Beaumont Financial Advisors, LLC1,637$388K0.03%-4413F-HRTimeline
SevenBridge Financial Group, LLC1,575$387K0.06%-21413F-HRTimeline
Fi3 FINANCIAL ADVISORS, LLC1,631$387K0.13%-15113F-HRTimeline
LaSalle St. Investment Advisors, LLC1,634$387K0.07%-1,26413F-HRTimeline
AdvisorNet Financial, Inc1,624$385K0.02%-96713F-HRTimeline
Acropolis Investment Management, LLC1,410$384K0.02%new13F-HRTimeline
FWG Holdings, LLC1,526$384K0.17%+7213F-HRTimeline
SYM FINANCIAL Corp1,617$383K0.04%-1,97413F-HRTimeline
Veery Capital, LLC1,614$383K0.12%-1913F-HRTimeline
McAdam, LLC1,609$381K0.02%+14313F-HRTimeline
Apexium Financial, LP1,606$381K0.02%-19613F-HRTimeline
STOCK YARDS BANK & TRUST CO1,601$379K0.01%-4413F-HRTimeline
SMITH, MOORE & CO.1,591$377K0.03%-5013F-HRTimeline
GRANDFIELD & DODD, LLC1,589$377K0.02%+5213F-HRTimeline
Dynamic Wealth Strategies, LLC1,588$376K0.25%+36213F-HRTimeline
Reliant Investment Partners, LLC1,565$376K0.29%013F-HRTimeline
Claret Asset Management Corp1,585$376K0.04%-1213F-HRTimeline
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…1,585$376K0.15%new13F-HRTimelineGroup
Affinity Capital Advisors, LLC1,572$376K0.06%-1,19013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC1,577$374K0.17%+66613F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…1,575$373K0.1%013F-HRTimelineGroup
Waterloo Capital, L.P.1,574$373K0.03%-3,17913F-HRTimeline
Pioneer Wealth Management Group1,574$373K0.12%+3913F-HRTimeline
Xcel Wealth Management, LLC1,569$372K0.1%-78113F-HRTimeline
CVFG LLC1,568$372K0.27%+2513F-HRTimeline
David J Yvars Group1,565$371K0.2%-2,59813F-HRTimeline
Strive Asset Management, LLC1,563$370K0.2%-38413F-HR/ATimeline
Main Street Financial Solutions, LLC1,558$369K0.02%-9713F-HRTimeline
HCR Wealth Advisors1,546$369K0.04%-13513F-HRTimeline
Telos Capital Management, Inc.1,555$368K0.04%-38113F-HRTimeline
Legacies Wealth LLC1,549$367K0.24%013F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,545$366K0.02%+7413F-HRTimeline
SlateStone Wealth, LLC1,545$366K0.03%-12313F-HRTimeline
Cypress Point Wealth Management, LLC1,543$366K0.07%013F-HRTimeline
SHERBROOKE PARK ADVISERS LLC1,542$365K0.17%-1,06113F-HRTimeline
Pettee Investors, Inc.1,540$365K0.2%-19413F-HRTimeline
One Wealth Management Investment & Advi…1,537$364K0.42%-1813F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.1,534$364K0.04%-53413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,527$362K0.04%+2813F-HRTimeline
RiverGlades Family Offices LLC1,525$361K0.22%013F-HRTimeline
JB Capital LLC1,522$361K0.02%-3213F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,521$360K0.23%-2413F-HRTimeline
CHEMUNG CANAL TRUST CO1,520$360K0.07%-1,05713F-HRTimeline
Balanced Rock Investment Advisors LLC1,515$359K0.26%-2913F-HRTimeline
Werlinich Asset Management, LLC1,515$359K0.18%+34713F-HRTimeline
CALTON & ASSOCIATES, INC.1,508$357K0.05%+30113F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC1,505$357K0.03%+2213F-HRTimeline
Global Endowment Management, LPin group Global Endowment Management, …1,504$356K0.04%new13F-HRTimelineGroup
Harbor Advisors LLC1,500$356K0.05%013F-HRTimeline
Intrua Financial, LLC1,500$355K0.04%new13F-HRTimeline
Lionshead Wealth Management, LLC1,499$355K0.28%-9013F-HRTimeline
UPTICK PARTNERS, LLC1,499$355K0.09%-23213F-HRTimeline
FNY Investment Advisers, LLC1,500$355K0.11%new13F-HRTimeline
ClearAlpha Technologies LP1,496$355K0.97%-2,54813F-HRTimeline
DC Investments Management, LLC1,491$353K0.15%013F-HRTimeline
Busey Bank1,487$352K0.01%+7313F-HRTimeline
Womack Financial LLC1,486$352K0.27%013F-HRTimeline
Fiduciary Wealth Partners, LLC1,485$352K0.15%+1,48513F-HRTimeline
LexAurum Advisors, LLC1,481$351K0.05%new13F-HRTimeline
Ethos Financial Group, LLC1,475$350K0.03%-45713F-HRTimeline
American Capital Advisory, LLC1,475$350K0.16%-1013F-HRTimeline
High Note Wealth, LLC1,470$348K0.07%-5513F-HRTimeline
DLK Investment Management, LLC1,464$347K0.13%-2113F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC1,464$347K0.06%+4113F-HRTimeline
Legacy Capital Wealth Partners, LLC1,460$346K0.08%-14413F-HRTimeline
Cerro Pacific Wealth Advisors LLC1,457$345K0.09%-14513F-HRTimeline
BAXTER BROS INC1,456$345K0.04%-85813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC1,451$344K0.09%+67213F-HRTimeline
BRASS TAX WEALTH MANAGEMENT, INC1,443$342K0.06%-21813F-HRTimeline
Cardinal Point Capital Management ULC1,440$341K0.02%013F-HRTimeline
Bestgate Wealth Advisors, LLC1,438$341K0.6%+11913F-HRTimeline
SEEDS INVESTOR LLC1,438$341K0.07%-16813F-HRTimeline
Gemmer Asset Management LLC1,435$340K0.03%-2,94813F-HRTimeline
Cypress Capital, LLC1,435$340K0.1%-16013F-HRTimeline
Veracity Capital LLC1,433$340K0.11%+40313F-HRTimeline
Long Run Wealth Advisors, LLC1,432$339K0.07%+3913F-HRTimeline
Berkeley Capital Partners, LLC1,431$339K0.08%-10913F-HRTimeline
Resurgent Financial Advisors LLC1,427$338K0.17%+19513F-HRTimeline
Texas Capital Bank Wealth Management Se…1,426$338K0.03%new13F-HRTimeline
Diversified Enterprises, LLC1,426$338K0.02%+1713F-HRTimeline
Broadway Wealth Solutions, Inc.1,421$337K0.19%+15313F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC1,419$337K0.1%-55913F-HRTimeline
Murphy & Mullick Capital Management Corp1,385$337K0.25%+31013F-HRTimeline
Abacus Planning Group, Inc.1,420$337K0.05%+4313F-HRTimeline
Opes Wealth Management LLC1,413$335K0.06%-6713F-HRTimeline
Balefire, LLC1,407$333K0.07%+8913F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT1,406$333K0.04%-313F-HRTimeline
Auxano Advisors, LLC1,405$333K0.07%-44813F-HRTimeline
TFC Financial Management, Inc.1,401$332K0.04%+513F-HRTimeline
ADIRONDACK TRUST CO1,401$332K0.11%-2713F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,400$332K<0.01%013F-HRTimelineGroup
Ritter Daniher Financial Advisory LLC /…1,401$332K0.06%new13F-HRTimeline
Hudock, Inc.1,400$332K0.05%+34813F-HRTimeline
Oregon Pacific Wealth Management, LLC1,396$331K0.29%+13913F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …1,395$331K0.18%+9713F-HRTimeline
LRI Investments, LLC24,588$330K0.03%+17513F-HRTimeline
WILLNER & HELLER, LLC1,391$330K0.25%+28813F-HRTimeline
Triumph Capital Management1,389$329K0.09%+39013F-HR/ATimeline
Beaton Management Co. Inc.1,385$328K0.15%-10013F-HRTimeline
Meritas Wealth Management, LLC1,382$328K0.16%new13F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC1,381$327K0.28%+62813F-HRTimeline
Cassaday & Co Wealth Management LLC1,379$327K0.01%+2813F-HRTimeline
Sandy Cove Advisors, LLC1,378$326K0.1%-5713F-HRTimeline
IFC Advisors LLC1,375$326K0.06%-1613F-HRTimeline
Fort Sheridan Advisors LLC1,374$326K0.04%-85613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,374$326K0.01%-21613F-HRTimeline
Beacon Capital Management, LLC1,372$325K0.05%+4613F-HRTimeline
BEACON FINANCIAL GROUP1,372$325K0.03%+513F-HRTimeline
Full Sail Capital, LLC1,370$325K0.02%+3913F-HRTimeline
Cornerstone Advisory, LLC1,366$324K0.03%+26613F-HRTimeline
Fort Point Capital Partners LLC1,363$324K0.04%-11,49813F-HRTimeline
Yoder Wealth Management, Inc.1,361$323K0.15%+5413F-HRTimeline
Activest Wealth Management1,354$321K0.07%+97213F-HRTimeline
Bedel Financial Consulting, Inc.1,354$321K0.04%013F-HRTimeline
Global Trust Asset Management, LLC1,353$321K0.14%-41313F-HRTimeline
Evernest Financial Advisors, LLC1,351$320K0.09%+313F-HRTimeline
Truvestments Capital LLC1,350$320K0.06%+1813F-HRTimeline
Safeguard Investment Advisory Group, LLC1,349$320K0.08%+3013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…1,346$319K0.1%+19013F-HRTimeline
ZEVIN ASSET MANAGEMENT LLC1,345$319K0.05%new13F-HRTimeline
Jackson Creek Investment Advisors LLC1,342$318K0.09%-413F-HRTimeline
FIRST FINANCIAL CORP /IN/1,339$317K0.12%-5213F-HRTimeline
NWF Advisory Services Inc.1,337$317K0.03%-1,20313F-HRTimeline
BANK OF STOCKTON1,336$317K0.09%-11213F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,331$316K0.13%+8613F-HRTimeline
KFA Private Wealth Group, LLC1,324$314K0.09%013F-HRTimeline
Williams Jones Wealth Management, LLC.1,324$314K<0.01%-52213F-HRTimeline
Alteri Wealth LLC1,324$314K0.11%-1313F-HRTimeline
Triad Wealth Partners, LLC1,324$314K0.04%-34313F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC1,318$313K0.12%+18913F-HR/ATimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,320$313K0.11%+413F-HRTimeline
Impact Capital Partners LLC1,313$311K0.09%-50513F-HRTimeline
one8zero8, LLC1,307$310K0.07%-6513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,303$309K0.23%-15013F-HRTimeline