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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

2,632 managers (2,698 13F filers) reported a position in CRM shares at 2026-03-31, 738,115,399 shares in all. 194 filers opened a position and 459 filers sold out during the quarter.

Managers
2,632
13F filers
2,698
New
194
Added
1,078
Reduced
1,179
Sold out
459
Shares held by filers
738,115,399

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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.

HolderSharesValue% of portfolioChangeSource
WEALTH EFFECTS LLC1,180$220K0.08%+7513F-HRTimeline
Veracity Capital LLC1,180$220K0.08%-11013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,178$220K0.03%new13F-HRTimeline
Regal Investment Advisors LLC1,177$220K0.01%+18413F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.1,173$219K0.09%-17013F-HRTimeline
Evanson Asset Management, LLC1,173$219K0.01%+2613F-HRTimeline
Aspen Grove Capital, LLC1,169$218K0.04%-1613F-HRTimeline
Sagewood Asset Management LP1,167$218K0.07%-27713F-HRTimeline
One River Asset Management, LLC1,165$217K0.74%new13F-HRTimeline
Pinnacle West Asset Management, Inc.1,160$217K0.15%-2513F-HRTimeline
Cassaday & Co Wealth Management LLC1,162$217K<0.01%-69313F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC1,161$217K0.05%013F-HRTimeline
Daner Wealth Management, LLC1,265$217K0.13%+13413F-HRTimeline
VISTA INVESTMENT MANAGEMENT1,161$217K0.07%-63013F-HRTimeline
Topsail Wealth Management, LLC1,159$216K0.03%+23813F-HRTimeline
Tradition Wealth Management, LLC1,158$216K0.02%+8613F-HRTimeline
South Shore Capital Advisors1,157$216K0.16%-45613F-HRTimeline
FIRST MERCHANTS CORP1,154$215K0.01%-40013F-HRTimeline
Cross Staff Investments Inc1,154$215K0.11%new13F-HRTimeline
LightSquare Wealth Management, LLC1,154$215K0.16%13F-HRTimeline
Entelevest, LLC1,151$215K0.22%+4513F-HRTimeline
KICKSTAND VENTURES, LLC.1,150$215K0.05%new13F-HRTimeline
Vertex Planning Partners, LLC1,150$215K0.04%new13F-HRTimeline
CYPRESS ASSET MANAGEMENT INC/TX1,150$215K0.05%new13F-HRTimeline
Dunhill Financial, LLC1,147$214K0.05%-2613F-HRTimeline
Brady Martz Wealth Solutions, LLC1,146$214K0.04%-76713F-HRTimeline
Mine & Arao Wealth Creation & Managemen…1,144$214K0.09%013F-HRTimeline
Morling Financial Advisors, LLC1,142$213K0.07%013F-HRTimeline
GSG Advisors LLC1,142$213K0.06%+4113F-HRTimeline
FIRST FINANCIAL CORP /IN/1,141$213K0.08%-17213F-HRTimeline
Legacy Wealth Advisors, LLC1,138$212K0.11%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC1,136$212K0.02%new13F-HRTimeline
Mattern Wealth Management LLC1,135$212K0.04%-3513F-HRTimeline
Westmount Partners, LLC1,134$212K0.05%-10313F-HRTimeline
Faithward Advisors, LLC1,134$212K0.03%-16713F-HRTimeline
Perbak Capital Partners LLP1,134$212K0.05%new13F-HRTimeline
Evergreen Private Wealth LLC1,127$210K0.09%+74313F-HRTimeline
Focused Wealth Management, Inc1,126$210K0.02%+5913F-HRTimeline
FORTE ASSET MANAGEMENT LLC1,125$210K0.09%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,124$210K0.02%-6,31013F-HRTimeline
Code Waechter LLC1,117$209K0.12%new13F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC1,116$208K0.07%-1,38813F-HRTimeline
CRA Financial Services, LLC1,116$208K0.03%-2113F-HRTimeline
Hamilton Capital, LLC1,116$208K0.01%-29413F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management1,116$208K0.03%new13F-HRTimelineGroup
ATLAS CAPITAL ADVISORS INC.1,115$208K0.02%+71813F-HRTimeline
Core Alternative Capital1,115$208K0.06%+18213F-HRTimeline
JB Capital LLC1,108$207K0.01%-1113F-HRTimeline
Truvestments Capital LLC1,107$207K0.04%-11113F-HRTimeline
Storen Legacy Partners, LLC1,107$207K0.06%+2213F-HRTimeline
Meriwether Wealth & Planning, LLC1,106$206K0.11%+9013F-HRTimeline
Winter & Associates, Inc.1,115$206K0.18%-2213F-HRTimeline
Impact Capital Partners LLC1,105$206K0.06%-23613F-HRTimeline
Solstein Capital, LLC1,104$206K0.08%-11013F-HRTimeline
Olde Wealth Management, LLC1,105$206K0.07%013F-HRTimeline
Signature Wealth Management Group1,102$206K0.08%-6,02013F-HRTimeline
Fort Sheridan Advisors LLC1,102$206K0.02%-5013F-HRTimeline
Bogart Wealth, LLC1,096$205K0.01%+20413F-HRTimeline
Convergence Investment Partners, LLC1,096$205K0.03%-8,75013F-HRTimeline
GWN SECURITIES INC.1,094$204K0.04%-2313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC1,092$204K0.08%new13F-HRTimeline
Dynasty Wealth Management, LLC1,091$204K<0.01%new13F-HRTimeline
Mengis Capital Management, Inc.1,090$203K0.04%013F-HRTimeline
Five Oceans Advisors1,089$203K0.07%-2313F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,088$203K0.01%-20913F-HRTimeline
Forza Wealth Management, LLC1,082$202K0.07%013F-HRTimeline
Wynn Capital, LLC1,081$202K0.1%+31713F-HRTimeline
BLALOCK WILLIAMS, LLC1,081$202K0.16%+8513F-HRTimeline
Vann Equity Management LLC1,080$202K0.14%13F-HRTimeline
Clifford Group, LLC1,075$201K0.15%+19013F-HRTimeline
Purpose Unlimited Inc.in group Purpose Unlimited Inc.1,074$200K0.01%013F-HRTimelineGroup
ELEVATUS WELATH MANAGEMENT1,074$200K0.11%new13F-HRTimeline
Xcel Wealth Management, LLC1,073$200K0.06%-15613F-HRTimeline
Sound Income Strategies, LLC1,067$199K0.01%-19413F-HRTimeline
FIRST COMMUNITY TRUST NA1,045$195K0.14%-8513F-HRTimeline
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVA…1,041$194K0.32%-113F-HRTimeline
Axiom Investment Management LLC1,031$192K0.15%13F-HRTimeline
Indiana Trust & Investment Management Co1,008$188K0.06%-10013F-HRTimeline
Skylands Capital, LLC1,000$187K0.02%new13F-HRTimeline
Washington Trust Advisors, Inc.978$183K0.01%-18713F-HRTimeline
Prosperity Bancshares Inc978$183K0.15%+29413F-HRTimeline
KELLEHER FINANCIAL ADVISORS778$182K0.05%013F-HRTimeline
Golden State Wealth Management, LLC949$177K0.02%013F-HRTimeline
Murphy & Mullick Capital Management Corp927$173K0.13%-27513F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …920$172K<0.01%-1,73513F-HRTimelineGroup
Rialto Wealth Management, LLC911$170K0.04%+1813F-HRTimeline
Heritage Wealth Advisors911$170K0.01%-7313F-HRTimeline
Kozak & Associates, Inc.966$167K0.03%-113F-HRTimeline
Hughes Financial Services, LLC893$167K0.03%+6213F-HRTimeline
DT Investment Partners, LLC882$165K0.01%-15713F-HRTimeline
GILL CAPITAL PARTNERS, LLC880$164K0.05%-21613F-HRTimeline
Elgethun Capital Management870$162K0.03%+1013F-HRTimeline
MANNING & NAPIER ADVISORS LLC868$162K<0.01%-2,91213F-HRTimeline
Wall Street Financial Group, Inc.863$161K0.1%-6713F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST857$160K0.06%13F-HRTimeline
Global Trust Asset Management, LLC851$159K0.06%-2013F-HRTimeline
First Command Advisory Services, Inc.829$155K<0.01%+12413F-HRTimeline
Manchester Capital Management LLC828$155K0.02%-10213F-HRTimeline
Activest Wealth Management824$154K0.03%+3313F-HRTimeline
JFS WEALTH ADVISORS, LLC823$154K0.01%-3713F-HRTimeline
GoalVest Advisory LLC813$152K0.03%-10513F-HRTimeline
OV Management LLC805$150K0.31%-3,04513F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC804$150K0.05%-4313F-HRTimeline
Burk Holdings LLC783$146K0.06%-413F-HRTimeline
SITTNER & NELSON, LLC769$144K0.05%-2213F-HRTimeline
FIRST UNITED BANK & TRUST757$141K0.05%-2,77913F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…751$140K0.01%+17113F-HRTimelineGroup
Cypress Capital Management LLC (WY)740$138K0.13%-5213F-HRTimeline
SOA Wealth Advisors, LLC.737$138K0.03%-3913F-HRTimeline
OAKWORTH CAPITAL, INC.731$136K0.01%-3013F-HRTimeline
Westfuller Advisors, LLC729$136K0.06%-17113F-HRTimeline
Owl Creek Wealth Partners LLC725$135K0.05%13F-HRTimeline
Destiny Wealth Partners, LLC722$135K0.01%-30013F-HRTimeline
Front Row Advisors LLC720$134K0.05%013F-HRTimeline
Capital Advisors, Ltd. LLC719$134K0.02%-22013F-HRTimeline
Tripletail Wealth Management, LLC701$131K0.18%+1913F-HRTimeline
Mowery & Schoenfeld Wealth Management, …697$130K0.2%-4813F-HRTimeline
GW&K Investment Management, LLC690$129K<0.01%-13513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC677$126K0.03%+4613F-HRTimeline
Blume Capital Management, Inc.677$126K0.02%013F-HRTimeline
Byrne Asset Management LLC668$125K0.07%-3,66313F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.668$125K<0.01%+42313F-HR/ATimelineGroup
Coastline Trust Co656$122K0.01%-74313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Dakota Community Bank & Trust NA656$122K0.41%-3513F-HRTimeline
MRP Capital Investments, LLC651$122K0.11%-25213F-HRTimeline
Operose Advisors LLC646$121K0.03%+1113F-HRTimeline
Financial Network Wealth Advisors LLC645$120K0.12%+20013F-HRTimeline
Aster Capital Management (DIFC) Ltd445$119K0.04%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.628$117K0.05%+26913F-HRTimeline
CITY HOLDING CO625$117K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.622$116K0.07%-1,55613F-HRTimeline
LRI Investments, LLC23,786$116K0.01%-1,10713F-HRTimeline
Aviso Financial Inc.605$113K<0.01%-1,08113F-HRTimeline
Salomon & Ludwin, LLC603$113K0.01%+8513F-HRTimeline
GLOBEFLEX CAPITAL L P600$112K0.02%013F-HRTimeline
Legend Capital Advisors LLC600$112K0.07%new13F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.600$112K<0.01%013F-HRTimelineGroup
Strategic Investment Advisors / MI595$111K0.01%new13F-HRTimeline
Paladin Advisory Group, LLC590$110K0.08%013F-HRTimeline
Frazier Financial Advisors, LLC587$110K0.06%+11913F-HRTimeline
Bravera Wealth586$109K0.05%+7513F-HRTimeline
Financial Life Planners585$109K0.08%-1,13213F-HRTimeline
Steigerwald, Gordon & Koch Inc.582$109K0.01%-3013F-HRTimeline
SHP Wealth Management576$108K0.01%+20813F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP550$103K0.01%013F-HRTimelineGroup
Wellington Grp LLC549$102K0.03%+1813F-HRTimeline
Innovative Asset Advisors Group, LLC546$102K0.06%13F-HRTimeline
Abound Wealth Management542$101K0.02%-25013F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV538$100K0.03%+11013F-HR/ATimeline
Strive Financial Group ,LLC531$99K0.05%-6413F-HRTimeline
Osbon Capital Management LLC526$98.2K0.08%013F-HRTimeline
VESTOR CAPITAL, LLC524$98K0.01%-7613F-HRTimeline
Hanson & Doremus Investment Management523$98K0.01%-9213F-HRTimeline
Princeton Global Asset Management LLC518$96.8K0.02%-2613F-HRTimeline
Bradley & Co. Private Wealth Management…509$95K0.05%013F-HRTimeline
Covestor Ltd501$94K0.07%-25513F-HRTimeline
OSTERWEIS CAPITAL MANAGEMENT INCin group OSTERWEIS CAPITAL MANAGEMENT …502$93.7K<0.01%-97,24613F-HRTimelineGroup
Caption Management, LLC500$93.3K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.496$92.7K0.06%-813F-HRTimeline
Private Wealth Asset Management, LLC487$90.9K0.01%-5413F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…483$90.2K0.04%-26913F-HRTimeline
Mascoma Wealth Management LLC483$90.2K0.02%-3513F-HRTimeline
Bell Investment Advisors, Inc482$90K0.01%-3213F-HRTimeline
Opal Wealth Advisors, LLC479$89.4K0.02%-52113F-HRTimeline
Cornerstone Planning Group LLC461$86.1K0.01%+313F-HRTimeline
Joseph Group Capital Management454$84.7K0.02%-16,08113F-HRTimeline
Quarry LP450$84K0.02%+39013F-HRTimeline
Wilkerson Advisory Group LLC439$81.9K0.03%-1,82213F-HRTimeline
VISION FINANCIAL MARKETS LLC439$81.8K0.08%-7513F-HRTimeline
Physician Wealth Advisors, Inc.430$80.3K0.01%+14313F-HRTimeline
JCIC Asset Management Inc.430$80.3K0.02%+9013F-HRTimeline
Beaird Harris Wealth Management, LLC428$80K0.01%-813F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC416$77.7K0.03%+10713F-HRTimeline
Redwood Park Advisors LLC408$76.2K0.06%013F-HRTimeline
Boreal Capital Management LLC404$75.4K0.07%-5113F-HRTimeline
DHJJ Financial Advisors, Ltd.403$75.2K0.02%013F-HRTimeline
Financial Management Professionals, Inc.390$72.9K0.01%-10313F-HRTimeline
Sankala Group LLC401$72.3K0.06%013F-HRTimeline
Fourth Dimension Wealth, LLC376$70.2K0.03%-24813F-HRTimeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI370$69.1K0.01%-7513F-HRTimeline
Magellan Asset Management Ltdin group Magellan Asset Management Ltd369$68.9K<0.01%-7813F-HRTimelineGroup
CDKV HOLDINGS LLC365$68.1K0.06%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC362$67.6K0.04%+30513F-HRTimeline
Private Wealth Management Group, LLC359$67.1K0.02%-113F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.351$65.5K0.19%013F-HRTimeline
Hickory Point Bank & Trust350$65.3K0.04%new13F-HRTimeline
First PREMIER Bank348$65K0.02%013F-HRTimeline
REAP Financial Group, LLC346$64.7K0.01%+113F-HRTimeline
N.E.W. Advisory Services LLC341$63.7K<0.01%013F-HRTimeline
James T. Borello RIA339$63.3K0.02%+13913F-HRTimeline
JPL Wealth Management, LLC338$63.1K0.01%new13F-HR/ATimeline
Timothy G. Youngquist 2020 Irrevocable …336$62.7K0.03%new13F-HRTimeline
Fairway Wealth LLC334$62.3K0.02%+30613F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC333$62.2K<0.01%013F-HRTimeline
Estabrook Capital Management331$61.8K0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…329$61.5K0.03%-913F-HRTimeline
Financial Perspectives, Inc327$61.1K0.02%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC315$58.8K<0.01%013F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC311$58.1K0.02%013F-HRTimeline
Red Tortoise LLC310$57.9K0.02%-1413F-HRTimeline