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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
Lifeworks Advisors, LLC1,420$387K0.06%+4013F-HRTimeline
Busey Bank1,414$386K0.01%+813F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT1,409$384K0.04%+6013F-HRTimeline
Diversified Enterprises, LLC1,409$384K0.03%-31413F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.1,400$382K<0.01%+31613F-HRTimelineGroup
Quarry LP1,400$382K0.09%-1,10713F-HRTimeline
TFC Financial Management, Inc.1,396$381K0.05%+613F-HRTimeline
Long Run Wealth Advisors, LLC1,393$380K0.08%-40313F-HRTimeline
FIRST FINANCIAL CORP /IN/1,391$379K0.17%-13113F-HRTimeline
IFC Advisors LLC1,391$379K0.07%-22613F-HRTimeline
Empirical Asset Management, LLC1,379$376K0.12%-1,88613F-HRTimeline
Cambria Investment Management, L.P.1,378$376K0.03%new13F-HRTimeline
Abacus Planning Group, Inc.1,377$376K0.06%+10313F-HR/ATimeline
Gallagher Fiduciary Advisors, LLCin group Gallagher Fiduciary Advisors,…1,376$375K0.01%-27813F-HRTimelineGroup
one8zero8, LLC1,372$374K0.09%-37613F-HRTimeline
Scissortail Wealth Management, LLC1,369$373K0.09%+3713F-HRTimeline
SONATA CAPITAL GROUP INC1,367$373K0.15%013F-HRTimeline
FSM Wealth Advisors, LLC1,381$373K0.06%-6913F-HRTimeline
BEACON FINANCIAL GROUP1,367$373K0.04%-15913F-HRTimeline
Bull Oak Capital, LLC1,366$372K0.17%-23013F-HRTimeline
Morling Financial Advisors, LLC1,356$370K0.12%-32913F-HRTimeline
TigerOak Management, L.L.C.1,355$369K0.13%-913F-HRTimeline
Bedel Financial Consulting, Inc.1,354$369K0.05%013F-HRTimeline
Strata Wealth Advisors, LLC1,354$369K0.1%-8713F-HRTimeline
CHILTON INVESTMENT CO INC.1,351$368K0.01%new13F-HRTimeline
Cassaday & Co Wealth Management LLC1,351$368K0.01%+16513F-HRTimeline
MINDSET WEALTH MANAGEMENT, LLC1,350$368K0.12%-10613F-HRTimeline
Evernest Financial Advisors, LLC1,348$368K0.12%+24213F-HRTimeline
Jackson Creek Investment Advisors LLC1,346$367K0.1%-3613F-HRTimeline
FWG Holdings, LLC1,454$367K0.17%+14513F-HRTimeline
RAINIER FAMILY WEALTH INC1,345$367K0.37%-49413F-HRTimeline
Sterling Investment Counsel, LLC1,340$365K0.21%-2,97613F-HRTimeline
Alteri Wealth LLC1,337$365K0.14%-15613F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,337$365K+7Timeline
Mechanics Bank Trust Department1,337$365K0.05%-12213F-HRTimeline
Truvestments Capital LLC1,332$363K0.07%-10613F-HRTimeline
Full Sail Capital, LLC1,331$363K0.02%+39713F-HRTimeline
Onyx Bridge Wealth Group LLC1,330$363K0.05%+14113F-HRTimeline
Marest Capital, LLC1,326$362K0.28%new13F-HRTimeline
Beacon Capital Management, LLC1,326$362K0.05%-14113F-HRTimeline
Mattern Wealth Management LLC1,325$361K0.08%-31013F-HRTimeline
KFA Private Wealth Group, LLC1,324$361K0.11%+5513F-HRTimeline
Gladius Capital Management LP1,321$360K0.56%-2,39813F-HRTimeline
Safeguard Investment Advisory Group, LLC1,319$360K0.09%-29113F-HRTimeline
Balefire, LLC1,318$359K0.08%new13F-HRTimeline
Stonebridge Financial Planning Group, L…1,318$359K0.15%-27113F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,316$359K0.13%+913F-HRTimeline
Copley Financial Group, Inc.1,315$359K0.27%-10813F-HRTimeline
Tradition Wealth Management, LLC1,308$357K0.03%-6813F-HRTimeline
Yoder Wealth Management, Inc.1,307$356K0.19%+7713F-HRTimeline
PharVision Advisers, LLC1,305$356K0.51%new13F-HRTimeline
Peoples Bank/KS1,304$356K0.24%-2013F-HRTimeline
Opal Wealth Advisors, LLC1,302$355K0.1%+13513F-HRTimeline
Fosun International Ltd1,302$355K0.1%new13F-HRTimeline
Gradient Capital Advisors, LLC1,298$354K0.1%+1713F-HRTimeline
Bestgate Wealth Advisors, LLC1,319$354K0.73%013F-HRTimeline
CLARK FINANCIAL SERVICES GROUP INC …1,298$354K0.22%+11313F-HRTimeline
Accredited Investors Inc.1,296$353K0.02%+9313F-HRTimeline
Beck Bode, LLC1,292$352K0.06%-27613F-HRTimeline
MJP ASSOCIATES INC /ADV1,292$352K0.05%-14713F-HRTimeline
Balboa Wealth Partners1,286$351K0.07%-19913F-HRTimeline
Aerodigm Wealth, LLC1,285$350K0.17%013F-HRTimeline
GSG Advisors LLC1,284$350K0.1%+10613F-HRTimeline
Intellectus Partners, LLC1,281$350K0.08%013F-HRTimeline
Mendel Money Management1,279$349K0.15%+16713F-HRTimeline
Five Oceans Advisors1,278$348K0.15%+2113F-HRTimeline
Essential Partners LLC1,276$348K0.14%13F-HRTimeline
Capital Squared Financial LLC1,275$348K0.41%13F-HRTimeline
White Knight Strategic Wealth Advisors,…1,274$347K0.3%+813F-HRTimeline
Family Legacy Financial Solutions, LLC1,272$347K0.29%13F-HRTimeline
Broadway Wealth Solutions, Inc.1,268$346K0.22%+7313F-HRTimeline
Sitrin Capital Management LLC1,266$346K0.18%013F-HRTimeline
Fielder Capital Group LLC1,267$345K0.09%-12613F-HRTimeline
Signal Advisors Wealth, LLC1,262$344K0.03%+34913F-HRTimeline
MCDANIEL TERRY & CO1,258$343K0.03%-1,16213F-HRTimeline
Oregon Pacific Wealth Management, LLC1,257$343K0.32%+3013F-HRTimeline
Regal Investment Advisors LLC1,254$342K0.03%new13F-HRTimeline
Journey Advisory Group, LLC1,252$341K0.03%013F-HRTimeline
Trinity Financial Advisors LLC1,249$341K0.1%013F-HRTimeline
Inman Jager Wealth Management, LLC1,250$341K0.23%+1013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC1,248$340K0.15%+1013F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,245$340K0.16%-8313F-HRTimeline
GFS Advisors, LLC1,244$339K0.05%+7513F-HRTimeline
Ransom Advisory, Ltd1,243$339K0.16%-12513F-HRTimeline
Wealth Architects, LLC1,242$339K0.03%+3013F-HRTimeline
Resurgent Financial Advisors LLC1,232$336K0.18%-613F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC1,234$336K0.06%new13F-HRTimeline
First Heartland Consultants, Inc.1,230$336K0.03%-1613F-HRTimeline
Fermata Advisors, LLC1,230$335K0.09%-96913F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding1,228$335K-2,232Timeline
Dynamic Wealth Strategies, LLC1,226$334K0.24%-2513F-HRTimeline
Convergence Investment Partners, LLC1,223$334K0.08%-6913F-HRTimeline
Rothschild Capital Partners, LLC1,220$333K0.09%013F-HRTimeline
Westmount Partners, LLC1,216$332K0.09%-10113F-HRTimeline
Facet Wealth, Inc.1,282$331K0.01%-10213F-HRTimeline
JGP Wealth Management, LLC1,213$331K0.04%-7513F-HRTimeline
Powers Advisory Group, LLC1,212$331K0.15%-5113F-HRTimeline
WOODWARD DIVERSIFIED CAPITAL, LLC1,210$330K0.17%+36513F-HRTimeline
LIBRA WEALTH LLC1,208$329K0.11%-1513F-HRTimeline
CALTON & ASSOCIATES, INC.1,207$329K0.06%+3913F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,207$329K0.12%+713F-HRTimeline
Pinnacle West Asset Management, Inc.1,205$329K0.23%+5513F-HRTimeline
LRI Investments, LLC24,413$329K0.03%-37813F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC1,204$328K0.06%+6313F-HRTimeline
D.B. Root & Company, LLC1,201$328K0.1%new13F-HRTimeline
BOWEN HANES & CO INC1,200$327K0.01%-5,32513F-HRTimeline
National Wealth Management Group, LLC1,198$327K0.18%new13F-HRTimeline
JBR Co Financial Management Inc1,197$326K0.16%-2513F-HRTimeline
Clifford Group, LLC1,196$326K0.27%+19613F-HRTimeline
OARSMAN CAPITAL, INC.1,192$325K0.05%+16913F-HRTimeline
M1 Capital Management LLC1,191$325K0.16%+11013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,189$324K0.01%-46313F-HRTimelineGroup
Center For Asset Management LLC964$324K0.2%+3913F-HRTimeline
LEIGH BALDWIN & CO., LLC1,185$323K0.21%-8513F-HRTimeline
SPIREPOINT PRIVATE CLIENT, LLC1,185$323K0.04%-5513F-HRTimeline
Wealth Dimensions Group, Ltd.1,185$323K0.07%+4113F-HRTimeline
CRA Financial Services, LLC1,183$322K0.05%+2813F-HRTimeline
Somerset Trust Co1,182$322K0.11%+16513F-HRTimeline
Allen Capital Group, LLC1,181$322K0.03%-34013F-HRTimeline
FIRST AMERICAN TRUST, FSB1,180$322K0.03%+9113F-HRTimeline
Three Bridge Wealth Advisors, LLC1,178$321K0.08%new13F-HRTimeline
FIRST COMMUNITY TRUST NA1,175$320K0.26%+43513F-HRTimeline
Counterpoint Mutual Funds LLC1,172$320K0.03%new13F-HRTimeline
Foster Group, Inc.1,168$319K0.01%-513F-HRTimeline
Werlinich Asset Management, LLC1,168$319K0.17%013F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC1,166$318K0.07%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP1,163$317K0.02%+21113F-HRTimeline
SAXON INTERESTS, INC.1,181$317K0.15%013F-HRTimeline
VanderPol Investments L.L.C.1,158$316K0.66%-3013F-HRTimeline
AEGON ASSET MANAGEMENT UK Plc1,158$316K<0.01%+14913F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
CAPITAL ADVISORY GROUP ADVISORY SERVICE…1,156$315K0.11%013F-HRTimeline
Kingsman Wealth Management, Inc.1,156$315K0.2%-38713F-HRTimeline
EVERETT HARRIS & CO /CA/1,155$315K<0.01%+1513F-HRTimeline
May Hill Capital, LLC1,154$315K0.1%+1913F-HRTimeline
Granite Harbor Advisors, Inc.1,153$314K0.15%+11913F-HRTimeline
DOHJ, LLC1,250$313K0.09%-3,51113F-HRTimeline
SAGE ADVISORS, LLC1,146$313K0.22%-19013F-HRTimeline
Traynor Capital Management, Inc.1,143$311K0.02%-41513F-HRTimeline
SIGMA INVESTMENT COUNSELORS INC1,139$310K0.02%+7013F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC1,132$309K0.14%new13F-HRTimeline
Chaney Capital Management, Inc.1,130$308K0.12%-11313F-HRTimeline
WMG Financial Advisors, LLC1,129$308K0.11%+913F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC1,129$308K0.13%-13113F-HRTimeline
EdgeRock Capital LLC1,126$308K0.1%+6913F-HRTimeline
FORTE ASSET MANAGEMENT LLC1,125$307K0.16%013F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/1,120$305K0.02%new13F-HRTimeline
AllSquare Wealth Management LLC1,118$305K0.17%-32213F-HRTimeline
TCFG WEALTH MANAGEMENT, LLCin group TCFG Investment Advisors, LLC1,118$305K0.14%013F-HRTimelineGroup
KDT Advisors, LLC1,117$305K0.49%+15013F-HRTimeline
BARON SILVER STEVENS FINANCIAL ADVISORS…1,115$304K0.05%+16913F-HRTimeline
Variant Private Wealth, LLC1,113$304K0.32%+113F-HRTimeline
Helium Advisors LLC1,113$304K0.19%-1413F-HRTimeline
GK Wealth Management LLC1,111$303K0.3%new13F-HRTimeline
WEALTH EFFECTS LLC1,110$303K0.11%+5513F-HRTimeline
SOA Wealth Advisors, LLC.1,109$302K0.06%-13813F-HRTimeline
Destination Wealth Management1,109$302K0.01%-8813F-HRTimeline
Sovereign Financial Group, Inc.1,104$301K0.06%-14713F-HRTimeline
Financial Partners Group, Inc1,103$301K0.04%-2313F-HRTimeline
WILLNER & HELLER, LLC1,103$301K0.25%+7613F-HRTimeline
GILL CAPITAL PARTNERS, LLC1,101$300K0.1%+19713F-HRTimeline
Wealthspire Retirement, LLC1,100$300K0.02%-1113F-HRTimeline
Cornerstone Advisory, LLC1,100$300K0.03%-4313F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,097$299K0.01%013F-HRTimeline
Astoria Portfolio Advisors LLC.1,116$299K0.08%+3113F-HRTimeline
Mine & Arao Wealth Creation & Managemen…1,094$298K0.13%-5013F-HRTimeline
Shoker Investment Counsel, Inc.1,093$298K0.09%+213F-HRTimeline
Financial Insights, Inc.1,093$298K0.11%-713F-HRTimeline
Mengis Capital Management, Inc.1,090$297K0.06%013F-HRTimeline
Alpha Omega Wealth Management LLC1,089$297K0.05%new13F-HRTimeline
Prasad Wealth Partners, LLC1,088$297K0.09%+6213F-HRTimeline
Fortitude Advisory Group L.L.C.1,087$296K0.17%+6013F-HRTimeline
Panoramic Capital Partners, LLC1,087$296K0.21%-2513F-HRTimeline
Farmers National Bank1,083$295K0.08%+12513F-HRTimeline
AMERIFLEX GROUP, INC.1,091$295K0.16%-71213F-HRTimeline
Forza Wealth Management, LLC1,082$295K0.12%013F-HRTimeline
Nadler Financial Group, Inc.1,079$294K0.03%+213F-HRTimeline
Rooted Wealth Advisors, Inc.1,134$293K0.1%+26713F-HRTimeline
Element Wealth, LLC1,071$292K0.13%+2113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC1,066$291K0.02%013F-HRTimeline
FOURPATH CAPITAL MANAGEMENT, LLC1,066$291K0.05%-11513F-HRTimeline
Moloney Securities Asset Management, LLC1,065$290K0.04%+16913F-HRTimeline
Hoxton Planning & Management, LLC1,065$290K0.1%+16913F-HRTimeline
Momentous Wealth Management, Inc.1,064$290K0.19%-213F-HRTimeline
SGL Investment Advisors, Inc.1,060$290K0.14%+30713F-HRTimeline
Abel Hall, LLC1,064$290K0.13%+14813F-HRTimeline
Acorns Advisers, LLC1,062$290K<0.01%+19313F-HRTimeline
Kera Capital Partners, Inc.1,061$289K0.06%new13F-HRTimeline
Capital Asset Advisory Services LLC1,063$289K0.01%+2613F-HRTimeline
NORTHEAST INVESTMENT MANAGEMENT1,059$289K0.01%013F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO1,055$288K0.07%13F-HRTimeline
Hudock, Inc.1,052$287K0.05%new13F-HRTimeline
Brio Consultants, LLC1,052$287K0.04%+6913F-HRTimeline
Canvas Wealth Advisors, LLC1,059$286K0.06%-18413F-HRTimeline
ROCKLAND TRUST CO1,049$286K0.01%new13F-HRTimeline
MOTIVE WEALTH ADVISORS1,048$286K0.13%+8913F-HRTimeline
Lion Street Advisors, LLC1,045$285K0.09%new13F-HRTimeline
MainStreet Investment Advisors LLC1,045$285K0.04%+8713F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC1,044$285K0.07%+6613F-HRTimeline
REBALANCE, LLC1,042$284K0.02%new13F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…1,042$284K0.42%-52213F-HRTimeline