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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
Moment Partners, LLC1,460$488K0.09%13F-HRTimeline
Mechanics Bank Trust Department1,459$488K0.07%new13F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC1,457$487K0.4%+3313F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS1,452$485K0.02%+3013F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/1,451$485K0.03%013F-HRTimeline
Sandy Cove Advisors, LLC1,449$484K0.19%+23713F-HRTimeline
Blackston Financial Advisory Group, LLC1,446$484K0.24%+17113F-HRTimeline
Paladin Advisory Group, LLC1,446$483K0.37%013F-HRTimeline
Farrell Financial LLC1,444$483K0.35%013F-HRTimeline
Beacon Capital Management, LLC1,443$482K0.06%+113F-HRTimeline
Copley Financial Group, Inc.1,442$482K0.37%-25113F-HRTimeline
DC Investments Management, LLC1,441$482K0.31%013F-HRTimeline
AllSquare Wealth Management LLC1,440$481K0.28%+1613F-HRTimeline
ADIRONDACK TRUST CO1,432$479K0.18%013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,428$478K0.24%-10413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,429$478K0.04%013F-HRTimeline
Drake & Associates, LLC1,460$476K0.14%new13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,420$475K0.1%+92413F-HRTimeline
HOWARD FINANCIAL SERVICES, LTD.1,416$473K0.06%+26813F-HRTimeline
Parisi Gray Wealth Management1,415$473K0.15%+14613F-HRTimeline
CVFG LLC1,411$472K0.43%13F-HRTimeline
Pinion Investment Advisors, LLC1,407$470K0.19%-6413F-HRTimeline
W.H. Cornerstone Investments Inc.1,406$470K0.31%+39313F-HRTimeline
Traynor Capital Management, Inc.1,401$469K0.04%+8913F-HRTimeline
DORCHESTER WEALTH MANAGEMENT Co1,400$468K0.09%013F-HRTimeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.1,400$468K0.03%013F-HRTimelineGroup
Round Rock Advisors LLC1,398$467K0.1%+27613F-HRTimeline
Legacy Capital Wealth Partners, LLC1,396$467K0.12%-1,14013F-HRTimeline
Greenfield Savings Bank1,394$466K0.22%+1113F-HRTimeline
Tradition Wealth Management, LLC1,394$466K0.04%-213F-HRTimeline
GM Advisory Group, LLC1,393$466K0.03%+59013F-HRTimeline
GRIES FINANCIAL LLC1,391$465K0.08%+18713F-HRTimeline
SIERRA SUMMIT ADVISORS LLC1,390$465K0.09%013F-HRTimeline
Cannon Wealth Management Services, LLC1,370$465K0.4%+56513F-HRTimeline
Chaney Capital Management, Inc.1,389$464K0.22%-42513F-HRTimeline
Strata Wealth Advisors, LLC1,388$464K0.15%+2213F-HRTimeline
Community Financial Services Group, LLC1,375$460K0.09%-9,14913F-HRTimeline
Pure Financial Advisors, LLC1,369$458K0.01%+45913F-HRTimeline
BANK OF STOCKTON1,369$458K0.14%+15613F-HRTimeline
GRANDFIELD & DODD, LLC1,364$456K0.03%-10013F-HRTimeline
4WEALTH ADVISORS, INC.1,356$453K0.46%13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC1,356$453K0.12%13F-HRTimeline
Whalen Wealth Management Inc.1,354$453K0.31%new13F-HRTimeline
Krane Funds Advisors LLC1,349$451K0.02%new13F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…1,346$450K<0.01%+35613F-HR/ATimeline
BlackDiamond Wealth Management, LLC1,346$450K0.26%+17213F-HRTimeline
HCR Wealth Advisors1,343$449K0.06%-1513F-HRTimeline
Brown Financial Advisors1,341$448K0.18%-39813F-HRTimeline
Busey Bank1,340$448K0.01%-23813F-HRTimeline
Morling Financial Advisors, LLC1,339$448K0.16%+1313F-HRTimeline
Aerodigm Wealth, LLC1,336$447K0.27%+3513F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT1,334$446K0.05%+5013F-HRTimeline
denkapparat Operations GmbH1,332$445K0.66%13F-HRTimeline
Evanson Asset Management, LLC1,327$444K0.03%013F-HRTimeline
PATRICK M SWEENEY & ASSOCIATES, INC1,322$442K0.33%-1013F-HRTimeline
Atlatl Advisers LLC1,322$442K0.26%13F-HRTimeline
TigerOak Management, L.L.C.1,320$441K0.16%13F-HRTimeline
GLOBALT Investments LLC / GA1,319$441K0.02%013F-HRTimeline
Bestgate Wealth Advisors, LLC1,319$441K0.88%13F-HRTimeline
Wealth Group, Ltd.1,313$439K0.28%+1013F-HRTimeline
Bellecapital International Ltd.1,313$439K0.08%-4613F-HRTimeline
SOA Wealth Advisors, LLC.1,305$436K0.08%-3013F-HR/ATimeline
Tempus Wealth Planning, LLC1,304$436K0.13%+113F-HRTimeline
Cerro Pacific Wealth Advisors LLC1,591$435K0.14%+1813F-HRTimeline
West Tower Group, LLC1,300$435K0.96%new13F-HRTimeline
Janney Capital Management LLC1,293$432K0.03%-613F-HRTimeline
Manchester Capital Management LLC1,290$431K0.05%+15013F-HRTimeline
Resurgent Financial Advisors LLC1,290$431K0.25%-813F-HRTimeline
Fielder Capital Group LLC1,289$431K0.13%+3813F-HRTimeline
Fairtree Asset Management (Pty) Ltd1,288$431K0.41%13F-HR/ATimeline
Quantum Portfolio Management LLC1,284$429K0.23%new13F-HRTimeline
Fulcrum Capital LLC1,283$429K0.09%-15513F-HRTimeline
Intellectus Partners, LLC1,281$429K0.1%013F-HRTimeline
Sulzberger Capital Advisors, Inc.1,275$426K0.49%13F-HRTimeline
WORLD EQUITY GROUP, INC.1,274$426K0.09%new13F-HRTimeline
Wealth Dimensions Group, Ltd.1,274$426K0.1%+5213F-HRTimeline
Opes Wealth Management LLC1,270$425K0.09%-4613F-HRTimeline
LEIGH BALDWIN & CO., LLC1,270$425K0.36%13F-HR/ATimeline
Sitrin Capital Management LLC1,266$424K0.21%013F-HRTimeline
TFC Financial Management, Inc.1,263$422K0.07%+5013F-HRTimeline
Powers Advisory Group, LLC1,262$422K0.21%-1013F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,261$422K0.15%+1213F-HRTimeline
Five Oceans Advisors1,260$421K0.19%+1413F-HRTimeline
Richard W. Paul & Associates, LLC1,258$421K0.15%-5613F-HRTimeline
LRI Investments, LLC24,480$420K0.04%-48813F-HRTimeline
Argentarii, LLC1,254$419K0.21%13F-HRTimeline
GSG Advisors LLC1,253$419K0.13%+5313F-HRTimeline
TOBAM1,249$418K0.13%-37613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Gradient Capital Advisors, LLC1,249$418K0.13%013F-HRTimeline
Exane Asset Management1,205$417K0.24%new13F-HRTimeline
American State Bank (Iowa)1,245$416K0.25%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC1,243$416K0.2%-2013F-HRTimeline
Inman Jager Wealth Management, LLC1,240$415K0.32%13F-HRTimeline
Yoder Wealth Management, Inc.1,239$414K0.23%+2813F-HRTimeline
LIGHTSPEED MANAGEMENT COMPANY, L.L.C.1,237$414K0.15%13F-HR/ATimeline
Destination Wealth Management1,237$414K0.01%+35113F-HRTimeline
Dynamic Wealth Strategies, LLC1,234$413K0.37%+4413F-HRTimeline
Scissortail Wealth Management, LLC1,232$412K0.11%+1,22013F-HRTimeline
Bedel Financial Consulting, Inc.1,183$412K0.06%-3513F-HRTimeline
Accredited Investors Inc.1,228$411K0.02%-39013F-HRTimeline
Peoples Bank/KS1,225$410K0.28%013F-HRTimeline
Glassy Mountain Advisors, Inc.1,224$409K0.14%013F-HRTimeline
JBR Co Financial Management Inc1,222$409K0.25%+1013F-HRTimeline
CSS LLC/IL1,220$408K0.02%-2,98013F-HRTimeline
Rothschild Capital Partners, LLC1,220$408K0.1%new13F-HRTimeline
Stegent Equity Advisors, Inc.1,218$407K0.41%+1113F-HRTimeline
Broadway Wealth Solutions, Inc.1,217$407K0.31%13F-HRTimeline
PENNINGTON PARTNERS & CO., LLC1,215$407K0.2%13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,214$406K+10Timeline
PSI Advisors, LLC1,213$405K0.12%-66113F-HRTimeline
Teamwork Financial Advisors, LLC1,208$404K0.05%-13913F-HRTimeline
Trinity Financial Advisors LLC1,218$403K0.15%+21613F-HRTimeline
Cassaday & Co Wealth Management LLC1,204$403K0.01%+42613F-HRTimeline
Crewe Advisors LLC1,202$402K0.06%-44513F-HRTimeline
KWB Wealth1,467$402K0.05%+68513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,201$402K0.05%+613F-HRTimeline
FIGURE 8 INVESTMENT STRATEGIES LLC1,201$402K0.39%13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,200$401K0.17%013F-HRTimeline
McLean Asset Management Corp1,200$401K0.12%+23513F-HRTimeline
Gallacher Capital Management LLC1,199$401K0.2%-10913F-HRTimeline
Sovereign Financial Group, Inc.1,193$399K0.09%-3613F-HRTimeline
Pettee Investors, Inc.1,190$398K0.2%+15613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…1,189$398K0.14%-2613F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,186$397K0.07%+6513F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.1,180$395K0.16%+25113F-HRTimeline
CRA Financial Services, LLC1,176$393K0.07%+1613F-HRTimeline
Sabal Trust CO1,176$393K0.02%013F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC1,176$393K0.06%+10213F-HRTimeline
Huntleigh Advisors, Inc.1,175$393K0.08%13F-HRTimeline
Fermata Advisors, LLC1,174$393K0.07%-72213F-HRTimeline
Werlinich Asset Management, LLC1,168$392K0.23%013F-HRTimeline
GFS Advisors, LLC1,173$392K0.06%new13F-HRTimeline
Dempze Nancy E1,170$391K0.23%new13F-HRTimeline
VanderPol Investments L.L.C.1,169$391K0.85%+4713F-HRTimeline
FSM Wealth Advisors, LLC1,221$391K0.1%new13F-HRTimeline
May Hill Capital, LLC1,164$389K0.15%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.1,159$387K0.04%13F-HRTimeline
Indiana Trust & Investment Management Co1,158$387K0.13%013F-HRTimeline
Fiduciary Alliance LLC1,153$385K0.04%-10913F-HRTimeline
Mine & Arao Wealth Creation & Managemen…1,149$384K0.18%+1513F-HRTimeline
Astoria Portfolio Advisors LLC.1,187$384K0.14%-7713F-HRTimeline
Transce3nd, LLC1,148$384K0.13%13F-HRTimeline
JACKSON SQUARE CAPITAL, LLC1,148$384K0.09%+33413F-HRTimeline
Enterprise Financial Services Corpin group Enterprise Financial Services…1,145$383K0.21%+613F-HRTimelineGroup
Elgethun Capital Management1,144$382K0.09%+14513F-HRTimeline
Sterling Investment Counsel, LLC1,142$382K0.25%-2,63713F-HRTimeline
MJP ASSOCIATES INC /ADV1,142$382K0.07%+41113F-HRTimeline
Opal Wealth Advisors, LLC1,141$381K0.11%+16613F-HRTimeline
EVERETT HARRIS & CO /CA/1,140$381K<0.01%+1313F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,135$380K0.02%+413F-HRTimeline
Evernest Financial Advisors, LLC1,134$379K0.1%-113F-HRTimeline
Pinnacle West Asset Management, Inc.1,130$378K0.27%013F-HRTimeline
MainStreet Investment Advisors LLC1,129$377K0.05%+6613F-HRTimeline
FORTE ASSET MANAGEMENT LLC1,125$377K0.2%013F-HRTimeline
First Heartland Consultants, Inc.1,126$377K0.04%-72513F-HRTimeline
Veracity Capital LLC1,125$376K0.14%-1113F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC1,124$376K0.09%013F-HRTimeline
Oregon Pacific Wealth Management, LLC1,121$375K0.37%13F-HRTimeline
Allen Capital Group, LLC1,120$375K0.05%+9813F-HRTimeline
Benchmark Investment Advisors LLC1,120$374K0.24%-1013F-HRTimeline
BXM Wealth LLC1,119$374K0.52%13F-HRTimeline
JGP Wealth Management, LLC1,116$373K0.05%+12213F-HRTimeline
Abel Hall, LLC1,114$373K0.24%+7713F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…1,114$373K0.19%-23013F-HRTimeline
Element Wealth, LLC1,114$372K0.19%+213F-HRTimeline
Aries Wealth Management1,113$372K0.1%013F-HRTimeline
Wealthspire Retirement, LLC1,111$371K0.03%+6813F-HRTimeline
Variant Private Wealth, LLC1,110$371K0.35%13F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC1,107$370K0.19%-913F-HRTimelineGroup
WMG Financial Advisors, LLC1,106$370K0.16%+2613F-HRTimeline
FDx Advisors, Inc.1,105$369K0.11%-16113F-HRTimeline
USAdvisors Wealth Management, LLC1,105$369K0.12%new13F-HRTimeline
EdgeRock Capital LLC1,102$368K0.24%+15613F-HRTimeline
Financial Partners Group, Inc1,102$368K0.05%-31613F-HRTimeline
Fortitude Advisory Group L.L.C.1,101$368K0.22%-16013F-HRTimeline
Bramshill Investments, LLC1,100$368K0.06%013F-HRTimeline
GWN SECURITIES INC.1,100$367K0.1%13F-HRTimeline
CONSILIO WEALTH ADVISORS, LLC1,096$366K0.15%+5613F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,091$365K0.01%-1813F-HRTimeline
Shoker Investment Counsel, Inc.1,091$365K0.12%013F-HRTimeline
Mengis Capital Management, Inc.1,090$364K0.07%013F-HRTimeline
Clear Creek Financial Management, LLC1,087$364K0.04%new13F-HRTimeline
Regal Investment Advisors LLC1,086$363K0.03%-10813F-HRTimeline
BALANCED WEALTH GROUP LLC1,062$363K0.16%+313F-HRTimeline
Nadler Financial Group, Inc.1,082$362K0.04%013F-HRTimeline
Forza Wealth Management, LLC1,082$362K0.16%+9413F-HRTimeline
AMERIFLEX GROUP, INC.1,059$362K0.17%13F-HRTimeline
Helium Advisors LLC1,082$362K0.29%13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC1,081$361K0.01%new13F-HRTimelineGroup
Lifestyle Asset Management, Inc.1,081$361K0.2%-413F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,178$361K0.03%new13F-HRTimelineGroup
WEYBOSSET RESEARCH & MANAGEMENT LLC1,075$359K0.12%013F-HRTimeline
Neo Ivy Capital Management1,074$359K0.07%new13F-HRTimeline
Mendel Money Management1,073$359K0.16%013F-HRTimeline
Marion Wealth Management1,070$358K0.09%+16513F-HRTimeline
Capital Planning Advisors, LLC1,070$358K0.06%+2513F-HRTimeline
LexAurum Advisors, LLC1,068$357K0.07%+27013F-HRTimeline
MOTIVE WEALTH ADVISORS1,068$357K0.19%+21213F-HRTimeline
SONATA CAPITAL GROUP INC1,067$357K0.15%013F-HRTimeline
BluePointe Capital Management, LLC1,066$357K0.2%+17113F-HRTimeline