CRM SALESFORCE INC

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.

Holder	Shares	Value	% of portfolio	Change	Source
Trek Financial, LLC	1,465	$393K	0.03%	-9,775	13F-HR Timeline
Womack Financial LLC	1,465	$393K	0.36%	0	13F-HR/A Timeline
Moment Partners, LLC	1,460	$392K	0.08%	0	13F-HR Timeline
Mechanics Bank Trust Department	1,459	$392K	0.05%	0	13F-HR Timeline
Avantra Family Wealth, Inc.	1,459	$392K	0.38%	+741	13F-HR Timeline
MINDSET WEALTH MANAGEMENT, LLC	1,456	$391K	0.15%	+195	13F-HR Timeline
Legacy Capital Wealth Partners, LLC	1,456	$391K	0.1%	+60	13F-HR Timeline
FSM Wealth Advisors, LLC	1,450	$389K	0.09%	+229	13F-HR Timeline
PAX Financial Group, LLC	1,446	$388K	0.07%	-53	13F-HR Timeline
Paladin Advisory Group, LLC	1,446	$388K	0.31%	0	13F-HR Timeline
Farrell Financial LLC	1,444	$388K	0.28%	0	13F-HR Timeline
Strata Wealth Advisors, LLC	1,441	$387K	0.12%	+53	13F-HR Timeline
AllSquare Wealth Management LLC	1,440	$386K	0.23%	0	13F-HR Timeline
MJP ASSOCIATES INC /ADV	1,439	$386K	0.07%	+297	13F-HR Timeline
Truvestments Capital LLC	1,438	$386K	0.08%	-915	13F-HR Timeline
ADIRONDACK TRUST CO	1,432	$384K	0.15%	0	13F-HR Timeline
King Wealth Management Group	1,429	$383K	0.06%	new	13F-HR Timeline
Copley Financial Group, Inc.	1,423	$382K	0.29%	-19	13F-HR/A Timeline
BANK OF STOCKTON	1,422	$382K	0.12%	+53	13F-HR Timeline
Intrua Financial, LLC	1,417	$380K	0.06%	-296	13F-HR Timeline
HICKORY ASSET MANAGEMENT, INC.	1,407	$378K	0.34%	-65	13F-HR Timeline
Facet Wealth, Inc.	1,384	$377K	0.01%	-153	13F-HR Timeline
Busey Bank	1,406	$377K	0.01%	+66	13F-HR Timeline
Forvis Mazars Wealth Advisors, LLC	1,405	$377K	0.01%	-1,295	13F-HR Timeline
CANTOR FITZGERALD INVESTMENT ADVISORS L…in group CANTOR FITZGERALD, L. P.	1,400	$376K	0.03%	0	13F-HR Timeline Group
Massar Capital Management, LP	1,400	$376K	0.45%	new	13F-HR Timeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…	1,396	$375K	0.3%	-124	13F-HR Timeline Group
Fielder Capital Group LLC	1,393	$374K	0.11%	+104	13F-HR Timeline
TFC Financial Management, Inc.	1,390	$373K	0.06%	+127	13F-HR Timeline
Beaton Management Co. Inc.	1,385	$372K	0.19%	-190	13F-HR Timeline
Jackson Creek Investment Advisors LLC	1,382	$371K	0.12%	-1,446	13F-HR Timeline
Pinion Investment Advisors, LLC	1,380	$370K	0.08%	-27	13F-HR Timeline
Lifeworks Advisors, LLC	1,380	$370K	0.06%	+325	13F-HR Timeline
Bedel Financial Consulting, Inc.	1,354	$370K	0.05%	+171	13F-HR Timeline
Tradition Wealth Management, LLC	1,376	$369K	0.03%	-18	13F-HR Timeline
Wealth Group, Ltd.	1,375	$369K	0.24%	+62	13F-HR Timeline
PATRICK M SWEENEY & ASSOCIATES, INC	1,372	$368K	0.28%	+50	13F-HR Timeline
Ransom Advisory, Ltd	1,368	$367K	0.18%	-200	13F-HR Timeline
SONATA CAPITAL GROUP INC	1,367	$367K	0.16%	+300	13F-HR Timeline
GRANDFIELD & DODD, LLC	1,367	$367K	0.02%	+3	13F-HR Timeline
TigerOak Management, L.L.C.	1,364	$366K	0.14%	+44	13F-HR Timeline
GM Advisory Group, LLC	1,349	$362K	0.02%	-44	13F-HR Timeline
SHEETS SMITH WEALTH MANAGEMENT	1,349	$362K	0.04%	+15	13F-HR Timeline
BlackDiamond Wealth Management, LLC	1,311	$361K	0.24%	-35	13F-HR Timeline
SAGE ADVISORS, LLC	1,336	$359K	0.25%	new	13F-HR Timeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS	1,334	$358K	0.01%	-118	13F-HR Timeline Group
Scissortail Wealth Management, LLC	1,332	$357K	0.09%	+100	13F-HR Timeline
TOTH FINANCIAL ADVISORY CORP	1,331	$357K	0.04%	new	13F-HR Timeline
Manchester Capital Management LLC	1,330	$357K	0.04%	+40	13F-HR Timeline
Colonial Trust Advisorsgroup of 2 filers holding	1,330	$357K		+116	Timeline Colonial Trust Co / SC: 994 (0.04%) 13F-HR Colonial Trust Advisors: 336 (0.01%) 13F-HR
WETZEL INVESTMENT ADVISORS, INC.	1,328	$356K	0.18%	-100	13F-HR Timeline
Peoples Bank/KS	1,324	$355K	0.24%	+99	13F-HR Timeline
GLOBALT Investments LLC / GA	1,319	$354K	0.01%	0	13F-HR Timeline
Bestgate Wealth Advisors, LLC	1,319	$354K	0.73%	0	13F-HR Timeline
Westmount Partners, LLC	1,317	$353K	0.11%	+262	13F-HR Timeline
Cannon Wealth Management Services, LLC	1,269	$353K	0.32%	-101	13F-HR Timeline
FNY Investment Advisers, LLC	1,312	$352K	0.22%	new	13F-HR Timeline
Well Done, LLC	1,051	$351K	0.06%	+22	13F-HR Timeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC	1,307	$351K	0.15%	-206	13F-HR Timeline
FWG Holdings, LLC	1,309	$350K	0.17%	new	13F-HR Timeline
PLANNING ALTERNATIVES LTD /ADV	1,304	$350K	0.05%	new	13F-HR Timeline
Tempus Wealth Planning, LLC	1,304	$350K	0.1%	0	13F-HR Timeline
Curated Wealth Partners LLC	1,299	$349K	0.05%	+358	13F-HR Timeline
Convergence Investment Partners, LLC	1,292	$347K	0.1%	-319	13F-HR Timeline
JGP Wealth Management, LLC	1,288	$346K	0.05%	+172	13F-HR Timeline
Aerodigm Wealth, LLC	1,285	$345K	0.19%	-51	13F-HR Timeline
Gradient Capital Advisors, LLC	1,281	$344K	0.11%	+32	13F-HR Timeline
Intellectus Partners, LLC	1,281	$344K	0.08%	0	13F-HR Timeline
Abacus Planning Group, Inc.	1,274	$342K	0.06%	+226	13F-HR Timeline
LEIGH BALDWIN & CO., LLC	1,270	$341K	0.27%	0	13F-HR Timeline
Coppell Advisory Solutions LLC	1,273	$341K	0.05%	-2,098	13F-HR Timeline
KFA Private Wealth Group, LLC	1,269	$341K	0.12%	new	13F-HR Timeline
Sitrin Capital Management LLC	1,266	$340K	0.18%	0	13F-HR Timeline
White Knight Strategic Wealth Advisors,…	1,266	$340K	0.31%	-1,436	13F-HR Timeline
Powers Advisory Group, LLC	1,263	$339K	0.16%	+1	13F-HR Timeline
Clear Creek Financial Management, LLC	1,262	$339K	0.04%	+175	13F-HR Timeline
NEW WAVE WEALTH ADVISORS LLC	1,260	$338K	0.15%	+245	13F-HR Timeline
Five Oceans Advisors	1,257	$337K	0.16%	-3	13F-HR Timeline
Ridgewood Investments LLC	1,255	$337K	0.16%	+235	13F-HR Timeline
Journey Advisory Group, LLC	1,252	$336K	0.03%	+112	13F-HR Timeline
Dynamic Wealth Strategies, LLC	1,251	$336K	0.28%	+17	13F-HR Timeline
Sovereign Financial Group, Inc.	1,251	$336K	0.08%	+58	13F-HR Timeline
BROWN CAPITAL MANAGEMENT LLC	1,249	$335K	0.01%	-1,838	13F-HR Timeline
SOA Wealth Advisors, LLC.	1,247	$335K	0.07%	-58	13F-HR Timeline
First Heartland Consultants, Inc.	1,246	$334K	0.03%	+120	13F-HR Timeline
Vancity Investment Management Ltd	1,243	$334K	0.05%		13F-HR Timeline
Chaney Capital Management, Inc.	1,243	$334K	0.15%	-146	13F-HR Timeline
Richard W. Paul & Associates, LLC	1,241	$333K	0.13%	-17	13F-HR Timeline
SPIREPOINT PRIVATE CLIENT, LLC	1,240	$333K	0.04%	+39	13F-HR Timeline
Inman Jager Wealth Management, LLC	1,240	$333K	0.25%	0	13F-HR Timeline
SOUTH PLAINS FINANCIAL, INC.	1,239	$332K	0.26%	+343	13F-HR Timeline
Resurgent Financial Advisors LLC	1,238	$332K	0.2%	-52	13F-HR Timeline
ADAPT WEALTH ADVISORS, LLC	1,238	$332K	0.16%	-5	13F-HR Timeline
CITY NATIONAL BANK OF FLORIDA /MSD	1,237	$332K	0.3%	new	13F-HR Timeline
LIGHTSPEED MANAGEMENT COMPANY, L.L.C.	1,237	$332K	0.24%	0	13F-HR Timeline
Yoder Wealth Management, Inc.	1,230	$330K	0.19%	-9	13F-HR Timeline
New England Research & Management, Inc.	1,230	$330K	0.17%	new	13F-HR Timeline
Oregon Pacific Wealth Management, LLC	1,227	$329K	0.33%	+106	13F-HR Timeline
Glassy Mountain Advisors, Inc.	1,224	$328K	0.12%	0	13F-HR Timeline
LIBRA WEALTH LLC	1,223	$328K	0.12%	new	13F-HR Timeline
ROVIN CAPITAL /UT/ /ADV	1,222	$328K	0.11%	-408	13F-HR Timeline
JBR Co Financial Management Inc	1,222	$328K	0.19%	0	13F-HR Timeline
Rothschild Capital Partners, LLC	1,220	$327K	0.09%	0	13F-HR Timeline
Stegent Equity Advisors, Inc.	1,217	$327K	0.33%	-1	13F-HR Timeline
Wealth Architects, LLC	1,212	$325K	0.04%	+339	13F-HR/A Timeline
Wallace Advisory Group, LLC	970	$324K	0.22%	0	13F-HR Timeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…	1,208	$324K	0.06%	+586	13F-HR Timeline
Accredited Investors Inc.	1,203	$323K	0.02%	-25	13F-HR Timeline
FIRST NATIONAL BANK SIOUX FALLS	1,200	$322K	0.13%	0	13F-HR Timeline
Advyzon Investment Management, LLC	1,197	$321K	0.11%	+256	13F-HR Timeline
Destination Wealth Management	1,197	$321K	0.01%	-40	13F-HR Timeline
Broadway Wealth Solutions, Inc.	1,195	$321K	0.23%	-22	13F-HR Timeline
Kathmere Capital Management, LLC	1,193	$320K	0.03%	+129	13F-HR Timeline
INCEPTIONR LLC	1,192	$320K	0.1%	new	13F-HR Timeline
Pettee Investors, Inc.	1,190	$319K	0.19%	0	13F-HR Timeline
Enterprise Financial Services Corpin group Enterprise Financial Services…	1,189	$319K	0.19%	+44	13F-HR Timeline Group
Onyx Bridge Wealth Group LLC	1,189	$319K	0.05%	+200	13F-HR Timeline
VanderPol Investments L.L.C.	1,188	$319K	0.67%	+19	13F-HR Timeline
Trinity Financial Advisors LLC	1,249	$319K	0.11%	+31	13F-HR/A Timeline
Cassaday & Co Wealth Management LLC	1,186	$318K	0.01%	-18	13F-HR Timeline
CLARK FINANCIAL SERVICES GROUP INC …	1,185	$318K	0.22%	+316	13F-HR Timeline
SAXON INTERESTS, INC.	1,181	$317K	0.15%	+470	13F-HR Timeline
FOURPATH CAPITAL MANAGEMENT, LLC	1,181	$317K	0.06%	-5	13F-HR Timeline
Hexagon Capital Partners LLC	1,178	$316K	0.06%	+396	13F-HR Timeline
Foster Group, Inc.	1,173	$315K	0.01%	+115	13F-HR Timeline
J.Safra Asset Management Corp	1,171	$314K	0.03%	new	13F-HR/A Timeline
USAdvisors Wealth Management, LLC	1,173	$314K	0.11%	+68	13F-HR Timeline
GFS Advisors, LLC	1,169	$314K	0.06%	-4	13F-HR Timeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.	1,169	$314K	0.16%	+133	13F-HR Timeline Group
CALTON & ASSOCIATES, INC.	1,168	$313K	0.07%	new	13F-HR/A Timeline
Werlinich Asset Management, LLC	1,168	$313K	0.2%	0	13F-HR Timeline
Opal Wealth Advisors, LLC	1,167	$313K	0.1%	+26	13F-HR Timeline
PEDDOCK CAPITAL ADVISORS, LLC	1,166	$313K	0.08%	+42	13F-HR Timeline
Cornerstone Advisory, LLC	1,143	$312K	0.04%	+115	13F-HR Timeline
GSG Advisors LLC	1,178	$312K	0.1%	-75	13F-HR Timeline
Veracity Capital LLC	1,158	$311K	0.12%	+33	13F-HR Timeline
Indiana Trust & Investment Management Co	1,158	$311K	0.11%	0	13F-HR Timeline
GENESIS PRIVATE WEALTH, LLC	1,157	$311K	0.16%	+95	13F-HR Timeline
Cypress Capital, LLC	1,156	$310K	0.09%	new	13F-HR Timeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…	1,156	$310K	0.12%	-33	13F-HR Timeline
CRA Financial Services, LLC	1,155	$310K	0.05%	-21	13F-HR Timeline
Pinnacle West Asset Management, Inc.	1,150	$309K	0.22%	+20	13F-HR Timeline
GKV Capital Management Co., Inc.	1,150	$309K	0.15%	-7,760	13F-HR/A Timeline
CONSILIO WEALTH ADVISORS, LLC	1,146	$308K	0.13%	+50	13F-HR Timeline
Omnia Family Wealth, LLC	1,145	$307K	0.13%	+309	13F-HR Timeline
Wealth Dimensions Group, Ltd.	1,144	$307K	0.07%	-130	13F-HR Timeline
Mine & Arao Wealth Creation & Managemen…	1,144	$307K	0.15%	-5	13F-HR Timeline
HOHIMER WEALTH MANAGEMENT, LLC	1,141	$306K	0.06%	-3,825	13F-HR Timeline
EVERETT HARRIS & CO /CA/	1,140	$306K	<0.01%	0	13F-HR Timeline
M3 Advisory Group, LLC	1,138	$305K	0.24%	-632	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	1,138	$305K	0.01%	+78	13F-HR Timeline Group
May Hill Capital, LLC	1,135	$305K	0.11%	-29	13F-HR Timeline
Canvas Wealth Advisors, LLC	1,243	$303K	0.08%	+384	13F-HR Timeline
Helium Advisors LLC	1,127	$303K	0.22%	+45	13F-HR Timeline
Financial Partners Group, Inc	1,126	$302K	0.05%	+24	13F-HR Timeline
MBB PUBLIC MARKETS I LLC	1,126	$302K	0.03%	new	13F-HR/A Timeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC	1,125	$302K	0.08%	-3,944	13F-HR Timeline Group
FORTE ASSET MANAGEMENT LLC	1,125	$302K	0.15%	0	13F-HR Timeline
Banco BTG Pactual S.A.	1,122	$301K	0.08%	-5,725	13F-HR Timeline
WMG Financial Advisors, LLC	1,120	$301K	0.13%	+14	13F-HR Timeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC	1,118	$300K	0.15%	+11	13F-HR Timeline Group
NOVEM GROUP	1,117	$300K	0.04%	+350	13F-HR Timeline
Mendel Money Management	1,112	$298K	0.14%	+39	13F-HR Timeline
Variant Private Wealth, LLC	1,112	$298K	0.32%	+2	13F-HR Timeline
Wealthspire Retirement, LLC	1,111	$298K	0.02%	0	13F-HR Timeline
Crewe Advisors LLC	1,110	$298K	0.04%	-92	13F-HR Timeline
Strategies Wealth Advisors, LLC	1,106	$297K	0.04%	-1,363	13F-HR Timeline
Evernest Financial Advisors, LLC	1,106	$297K	0.11%	-28	13F-HR Timeline
MQS Management LLC	1,105	$297K	0.17%	new	13F-HR Timeline
Bramshill Investments, LLC	1,100	$295K	0.03%	0	13F-HR Timeline
Financial Insights, Inc.	1,100	$295K	0.12%	+99	13F-HR Timeline
Compound Global Advisors, LLC	1,100	$295K	1.74%	-700	13F-HR Timeline
KLINGENSTEIN FIELDS & CO LP	1,097	$294K	0.01%	+6	13F-HR Timeline
Reyes Financial Architecture, Inc.	1,096	$294K	0.22%	+999	13F-HR Timeline
DLK Investment Management, LLC	1,092	$293K	0.12%	+27	13F-HR Timeline
United Advisor Group, LLC	1,092	$293K	0.06%	-819	13F-HR Timeline
Shoker Investment Counsel, Inc.	1,091	$293K	0.1%	0	13F-HR Timeline
Mengis Capital Management, Inc.	1,090	$293K	0.06%	0	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	1,089	$292K	0.03%	+24	13F-HR Timeline
Marathon Trading Investment Management …in group Marathon Trading Investment M…	1,088	$292K	0.15%	-18,909	13F-HR Timeline Group
COHEN & STEERS, INC.in group COHEN & STEERS, INC.	1,084	$291K	<0.01%	+1,040	13F-HR Timeline Group
Forza Wealth Management, LLC	1,082	$290K	0.13%	0	13F-HR Timeline
M1 Capital Management LLC	1,081	$290K	0.18%	+44	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	1,080	$290K	0.02%	+69	13F-HR Timeline
Nadler Financial Group, Inc.	1,077	$289K	0.03%	-5	13F-HR Timeline
Capital Planning Advisors, LLC	1,074	$288K	0.04%	+4	13F-HR Timeline
SIGMA INVESTMENT COUNSELORS INC	1,069	$287K	0.02%	-66	13F-HR Timeline
LBMC INVESTMENT ADVISORS, LLC	1,066	$286K	0.02%	-500	13F-HR Timeline
Momentous Wealth Management, Inc.	1,066	$286K	0.2%	+129	13F-HR Timeline
BALANCED WEALTH GROUP LLC	1,062	$285K	0.14%	0	13F-HR Timeline
iSAM Funds (UK) Ltdin group iSAM Funds (UK) Ltd	1,060	$284K	0.14%	-1,188	13F-HR Timeline Group
NORTHEAST INVESTMENT MANAGEMENT	1,059	$284K	0.01%	0	13F-HR Timeline
EdgeRock Capital LLC	1,057	$284K	0.2%	-45	13F-HR Timeline
WEALTH EFFECTS LLC	1,055	$283K	0.12%	+125	13F-HR Timeline
Catalyst Capital Advisors LLC	1,053	$283K	0.01%	+327	13F-HR Timeline
Gallacher Capital Management LLC	1,053	$283K	0.14%	-146	13F-HR Timeline
Element Wealth, LLC	1,050	$282K	0.15%	-64	13F-HR Timeline
Capital Asset Advisory Services LLC	1,037	$282K	0.01%	+14	13F-HR Timeline
SHERBROOKE PARK ADVISERS LLC	1,049	$282K	0.13%	+247	13F-HR Timeline
Quantum Portfolio Management LLC	1,045	$280K	0.14%	-239	13F-HR Timeline