CRM SALESFORCE INC

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.

Holder	Shares	Value	% of portfolio	Change	Source
DLK Investment Management, LLC	1,065	$356K	0.15%	+63	13F-HR Timeline
FIRST AMERICAN TRUST, FSB	1,065	$356K	0.04%	-42	13F-HR Timeline
Kathmere Capital Management, LLC	1,064	$356K	0.03%	+76	13F-HR Timeline
GENESIS PRIVATE WEALTH, LLC	1,062	$355K	0.2%		13F-HR Timeline
Delta Financial Group, Inc.	1,062	$355K	0.08%	-71	13F-HR Timeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…	1,060	$354K	0.01%	-50	13F-HR Timeline Group
NORTHEAST INVESTMENT MANAGEMENT	1,059	$354K	0.02%	-35	13F-HR Timeline
Foster Group, Inc.	1,058	$354K	0.01%	+30	13F-HR Timeline
COLLECTIVE FAMILY OFFICE LLC	1,058	$354K	0.1%	-19	13F-HR Timeline
Rothschild Wealth LLC	1,056	$353K	0.1%	+71	13F-HR Timeline
Diversified Enterprises, LLC	1,056	$353K	0.03%	+127	13F-HR Timeline
Lifeworks Advisors, LLC	1,055	$353K	0.06%	+223	13F-HR Timeline
Westmount Partners, LLC	1,055	$353K	0.11%	+15	13F-HR Timeline
Red Wave Investments LLC	1,053	$352K	0.12%	0	13F-HR Timeline
Crescent Grove Advisors, LLC	1,050	$351K	0.03%	+203	13F-HR Timeline
Abacus Planning Group, Inc.	1,048	$350K	0.06%	+4	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	1,040	$348K	0.06%	-100	13F-HR Timeline
Insight Advisors, LLC/ PA	1,035	$348K	0.06%	+12	13F-HR Timeline
Hutchens & Kramer Investment Management…	1,038	$347K	0.19%	+125	13F-HR Timeline
HOWE & RUSLING INC	1,037	$347K	0.03%	+2	13F-HR Timeline
M1 Capital Management LLC	1,037	$347K	0.19%		13F-HR Timeline
ZWJ INVESTMENT COUNSEL INC	1,036	$346K	0.01%	+72	13F-HR Timeline
Rakuten Securities, Inc.	1,036	$346K	0.14%	+240	13F-HR Timeline
WULFF, HANSEN & CO.	1,035	$346K	0.33%	+35	13F-HR Timeline
Signature Wealth Management Partners, L…	1,032	$345K	0.24%	-15	13F-HR Timeline
McAlister, Sweet & Associates, Inc.	1,030	$344K	0.24%	0	13F-HR Timeline
Prasad Wealth Partners, LLC	1,028	$344K	0.11%		13F-HR Timeline
WILLNER & HELLER, LLC	1,028	$344K	0.3%	0	13F-HR Timeline
Wambolt & Associates, LLC	1,027	$343K	0.11%	0	13F-HR Timeline
OARSMAN CAPITAL, INC.	1,026	$343K	0.06%	-56	13F-HR Timeline
Westfuller Advisors, LLC	1,022	$342K	0.22%	+1	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	1,020	$341K	0.05%	0	13F-HR Timeline
Ridgewood Investments LLC	1,020	$341K	0.16%	0	13F-HR Timeline
Capital Asset Advisory Services LLC	1,023	$341K	0.02%	+70	13F-HR Timeline
WINTRUST INVESTMENTS LLC	1,018	$340K	0.3%	-111	13F-HR Timeline
Frisch Financial Group, Inc.	1,018	$340K	0.1%	+1	13F-HR Timeline
NEW WAVE WEALTH ADVISORS LLC	1,015	$339K	0.14%	-165	13F-HR Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC	1,013	$339K	0.01%	0	13F-HR Timeline
1900 WEALTH MANAGEMENT LLC	1,011	$338K	0.03%	new	13F-HR Timeline
MRP Capital Investments, LLC	1,006	$336K	0.31%	-504	13F-HR Timeline
Leonard Rickey Investment Advisors P.L.…	1,006	$336K	0.08%	+79	13F-HR Timeline
Arkos Global Advisors	1,005	$336K	0.05%	-36	13F-HR Timeline
Signal Advisors Wealth, LLC	1,002	$336K	0.04%	-150	13F-HR Timeline
Cornerstone Advisory, LLC	1,028	$336K	0.04%	+251	13F-HR Timeline
Financial Insights, Inc.	1,001	$335K	0.12%	-864	13F-HR Timeline
MIG Capital, LLC	1,000	$334K	0.03%	-65,802	13F-HR Timeline
Highview Capital Management LLC/DE/	1,000	$334K	0.13%	0	13F-HR/A Timeline
Mosley Wealth Management	944	$334K	0.21%	+67	13F-HR Timeline
CURA WEALTH ADVISORS, LLC	998	$334K	0.15%		13F-HR Timeline
Madrona Financial Services, LLC	995	$333K	0.09%	+71	13F-HR Timeline
Counterweight Ventures, LLC	993	$332K	0.23%	0	13F-HR Timeline
Onyx Bridge Wealth Group LLC	989	$331K	0.05%	-10	13F-HR Timeline
OAK FAMILY ADVISORS, LLC	988	$330K	0.13%	new	13F-HR Timeline
ARVEST INVESTMENTS, INC.	987	$330K	0.05%	+24	13F-HR Timeline
Mirabaud & Cie SA	985	$329K	0.11%	-8,290	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	985	$329K	0.11%	+17	13F-HR Timeline
EPIQ PARTNERS, LLC	979	$327K	0.18%	0	13F-HR Timeline
Clifford Group, LLC	977	$327K	0.25%	0	13F-HR Timeline
Sonoma Private Wealth LLC	976	$326K	0.53%	new	13F-HR Timeline
Summit Wealth Group, LLC	976	$326K	0.09%	0	13F-HR Timeline
Advanced Asset Management Advisors Inc	975	$326K	0.09%	0	13F-HR Timeline
AIRE ADVISORS, LLC	975	$326K	0.07%	+57	13F-HR Timeline
Aurora Private Wealth, Inc.	971	$325K	0.24%	-59	13F-HR Timeline
Aspen Grove Capital, LLC	969	$324K	0.07%	-145	13F-HR Timeline
Center For Asset Management LLC	964	$322K	0.21%	new	13F-HR Timeline
Rooted Wealth Advisors, Inc.	992	$322K	0.13%	+256	13F-HR Timeline
HORIZON BANCORP INC /IN/	963	$322K	0.15%	+28	13F-HR Timeline
OAK HILL WEALTH ADVISORS, LLC	962	$322K	0.08%	new	13F-HR Timeline
Stenger Family Office, LLC	962	$322K	0.11%		13F-HR Timeline
1858 WEALTH MANAGEMENT, LLC	958	$320K	0.25%	+41	13F-HR Timeline
Intrepid Financial Planning Group LLC	953	$319K	0.13%	0	13F-HR Timeline
Covestor Ltd	952	$318K	0.2%	-94	13F-HR Timeline
Sone Capital Management, LLC	951	$318K	0.04%		13F-HR Timeline
MIRABELLA FINANCIAL SERVICES LLP	950	$318K	0.03%	-6,734	13F-HR Timeline
Meriwether Wealth & Planning, LLC	949	$317K	0.23%		13F-HR Timeline
Garner Asset Management Corp	944	$316K	0.14%	0	13F-HR Timeline
Advyzon Investment Management, LLC	941	$315K	0.12%		13F-HR Timeline
Curated Wealth Partners LLC	941	$315K	0.04%	+2	13F-HR Timeline
KENNEDY INVESTMENT GROUP, INC.	941	$315K	0.14%	-90	13F-HR Timeline
Lattice Capital Management, LLC	938	$314K	0.26%	0	13F-HR Timeline
Momentous Wealth Management, Inc.	937	$313K	0.26%		13F-HR Timeline
Yoffe Investment Management, LLC	937	$313K	0.47%		13F-HR/A Timeline
Bremer Bank National Association	931	$311K	0.06%	-190	13F-HR Timeline
WEALTH EFFECTS LLC	930	$311K	0.11%	+65	13F-HR Timeline
KDT Advisors, LLC	929	$311K	0.46%		13F-HR Timeline
Councilor Wealth, LLC	928	$310K	0.15%	0	13F-HR Timeline
ACORN CREEK CAPITAL LLC	923	$309K	0.16%	+38	13F-HR Timeline
McAdam, LLC	921	$308K	0.02%	+137	13F-HR Timeline
LifeWealth Investments, LLC	917	$307K	0.2%		13F-HR Timeline
Gateway Wealth Partners, LLC	916	$306K	0.08%	new	13F-HR Timeline
Hoxton Planning & Management, LLC	916	$306K	0.12%	+105	13F-HR Timeline
Berkshire Money Management, Inc.	912	$305K	0.03%	new	13F-HR Timeline
Vawter Financial, Ltd.	911	$305K	0.18%	-232	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	906	$303K	0.11%	0	13F-HR Timeline
First Financial Group Corp	905	$303K	0.33%		13F-HR Timeline
POSTROCK PARTNERS LLC	904	$302K	0.15%		13F-HR Timeline
Wellington Wealth Strategies, LLC.	915	$302K	0.27%	-1,407	13F-HR Timeline
Coordinated Financial Services, Inc.	900	$301K	0.23%		13F-HR Timeline
Safeguard Investment Advisory Group, LLC	898	$300K	0.08%	-38	13F-HR Timeline
Elk River Wealth Management LLC	897	$300K	0.05%	0	13F-HR Timeline
Warren Street Wealth Advisors, LLC	896	$300K	0.12%	+34	13F-HR Timeline
SOUTH PLAINS FINANCIAL, INC.	896	$300K	0.23%		13F-HR Timeline
Apriem Advisors	894	$299K	0.03%	new	13F-HR Timeline
UPTICK PARTNERS, LLC	894	$299K	0.11%	+6	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	891	$298K	0.05%	0	13F-HR Timeline
Dunhill Financial, LLC	888	$297K	0.14%	+498	13F-HR Timeline
RPS ADVISORY SOLUTIONS LLC	888	$297K	0.18%	-15	13F-HR Timeline
Whelan Financial	883	$295K	0.12%	new	13F-HR Timeline
Rossby Financial, LCC	883	$295K	0.19%		13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	883	$295K	0.12%	-96	13F-HR Timeline
Smith Group Asset Management, LLC	880	$294K	0.02%	new	13F-HR Timeline
BlueStem Wealth Partners, LLC	879	$294K	0.04%		13F-HR Timeline
Rialto Wealth Management, LLC	877	$293K	0.1%		13F-HR Timeline
Journey Advisory Group, LLC	1,140	$293K	0.04%	0	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	875	$293K	0.02%	+127	13F-HR Timeline
Wealth Architects, LLC	873	$292K	0.03%	-351	13F-HR Timeline
SECURITY NATIONAL BANK OF SO DAK	873	$292K	0.16%	0	13F-HR Timeline
Granite Group Advisors, LLC	872	$292K	0.19%	-11	13F-HR Timeline
Hobbs Wealth Management, LLC	871	$291K	0.33%		13F-HR Timeline
Old Port Advisors	868	$290K	0.08%	+85	13F-HR Timeline
RIVER GLOBAL INVESTORS LLP	867	$290K	0.06%	-2,163	13F-HR Timeline
CLARK FINANCIAL SERVICES GROUP INC …	869	$290K	0.22%	-8	13F-HR Timeline
Tower Wealth Partners, Inc.	867	$290K	0.15%	-13	13F-HR Timeline
Somerset Trust Co	866	$290K	0.11%	new	13F-HR Timeline
ACCOUNT MANAGEMENT LLC	865	$289K	0.34%	0	13F-HR Timeline
PUFF WEALTH MANAGEMENT, LLC	864	$289K	0.5%		13F-HR Timeline
Canvas Wealth Advisors, LLC	859	$287K	0.07%	+21	13F-HR Timeline
BYRNE FINANCIAL FREEDOM, LLC	856	$286K	0.13%		13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	855	$286K	0.05%	0	13F-HR Timeline
CenterStar Asset Management, LLC	854	$285K	0.63%	-54	13F-HR Timeline
DGS Capital Management, LLCin group DGS Capital Management, LLC	852	$285K	0.07%	new	13F-HR Timeline Group
DT Investment Partners, LLC	852	$285K	0.02%	+45	13F-HR Timeline
Breakwater Capital Group	852	$285K	0.06%	0	13F-HR Timeline
Intellus Advisors LLC	850	$284K	0.05%		13F-HR Timeline
Total Wealth Planning & Management, Inc.	850	$284K	0.28%		13F-HR Timeline
Challenger Wealth Management	848	$284K	0.24%		13F-HR Timeline
Gray Wealth Management Inc.	847	$283K	0.11%	+7	13F-HR Timeline
Heritage Wealth Advisors	845	$283K	0.01%	-229	13F-HR Timeline
Cercano Management LLC	844	$282K	0.01%	new	13F-HR Timeline
Washington Trust Advisors, Inc.	844	$282K	0.02%	-88	13F-HR Timeline
Warther Private Wealth, LLC	843	$282K	0.1%	-74	13F-HR Timeline
Global Strategic Investment Solutions, …	842	$282K	0.03%	-99	13F-HR Timeline
Well Done, LLC	1,029	$281K	0.05%	0	13F-HR Timeline
Brueske Advisory Services, LLC	839	$281K	0.25%		13F-HR Timeline
Carrera Capital Advisors	837	$280K	0.07%	+74	13F-HR Timeline
Omnia Family Wealth, LLC	836	$280K	0.12%	+28	13F-HR/A Timeline
Israel Discount Bank of New York	837	$280K	0.2%	-46	13F-HR Timeline
ALGERT GLOBAL LLC	837	$280K	0.01%	new	13F-HR/A Timeline
Keyes, Stange & Wooten Wealth Managemen…	837	$280K	0.16%	-27	13F-HR Timeline
SkyOak Wealth, LLC	836	$280K	0.06%	0	13F-HR Timeline
Archvest Wealth Advisors, Inc.	836	$280K	0.2%	0	13F-HR Timeline
Auxano Advisors, LLC	835	$279K	0.07%	new	13F-HR Timeline
Meridian Wealth Partners, LLC	834	$279K	0.04%	+42	13F-HR Timeline
Stiles Financial Services Inc	833	$279K	0.1%	-119	13F-HR Timeline
My Personal CFO, LLC	833	$278K	0.14%	+1	13F-HR Timeline
Farmers National Bank	831	$278K	0.08%		13F-HR Timeline
Blossom Wealth Management	829	$277K	0.53%	+6	13F-HR Timeline
Clark Asset Management, LLC	828	$277K	0.05%	-120	13F-HR Timeline
AlphaStar Capital Management, LLC	824	$276K	0.03%	new	13F-HR Timeline
FORTE CAPITAL LLC /ADV	822	$275K	0.03%	-30	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	789	$274K	0.04%	new	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	818	$274K	0.04%	+5	13F-HR Timeline
Blueshift Asset Management, LLC	818	$273K	0.1%	new	13F-HR Timeline
WEATHERLY ASSET MANAGEMENT L. P.	813	$272K	0.02%	+35	13F-HR Timeline
Olde Wealth Management, LLC	816	$272K	0.1%	0	13F-HR Timeline
Texas Capital Bank Wealth Management Se…	813	$272K	0.03%	new	13F-HR Timeline
J. L. Bainbridge & Co., Inc.	812	$271K	0.03%	+19	13F-HR Timeline
LOCKERMAN FINANCIAL GROUP, INC.	811	$271K	0.46%	-11	13F-HR Timeline
Hemington Wealth Management	811	$271K	0.07%	+46	13F-HR Timeline
New Covenant Trust Company, N.A.	805	$270K	0.27%	-11	13F-HR Timeline
Maridea Wealth Management LLC	808	$270K	0.09%		13F-HR Timeline
Realta Investment Advisors	809	$269K	0.11%	-54	13F-HR Timeline
CAHILL FINANCIAL ADVISORS INC	805	$269K	0.04%	-210	13F-HR Timeline
Cascade Financial Partners, LLC	805	$269K	0.04%	-2	13F-HR Timeline
SHERBROOKE PARK ADVISERS LLC	802	$268K	0.09%	new	13F-HR Timeline
Smith Anglin Financial, LLC	801	$268K	0.03%	-9	13F-HR Timeline
Cypress Capital Management LLC (WY)	800	$267K	0.31%	-120	13F-HR Timeline
Front Row Advisors LLC	800	$267K	0.09%	0	13F-HR Timeline
Cladis Investment Advisory, LLC	800	$267K	0.19%	0	13F-HR Timeline
MCDONALD PARTNERS LLC	798	$267K	0.07%	-114	13F-HR Timeline
Full Sail Capital, LLC	798	$267K	0.02%	+67	13F-HR Timeline
Abound Wealth Management	796	$266K	0.09%	-8	13F-HR Timeline
Rise Advisors, LLC	794	$266K	0.13%	-32	13F-HR Timeline
Wallace Advisory Group, LLC	970	$265K	0.18%	-3,556	13F-HR Timeline
HMS Capital Management, LLC	794	$265K	0.13%	0	13F-HR Timeline
LWM Advisory Services, LLC	798	$265K	0.18%	new	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	792	$265K	0.03%	-16	13F-HR/A Timeline
Apeiron RIA LLC	791	$264K	0.07%	new	13F-HR Timeline
Somerset Group LLC	787	$263K	0.24%	0	13F-HR Timeline
Capital Advisors, Ltd. LLC	787	$263K	0.03%	+31	13F-HR Timeline
CAPITAL ADVISORS INC/OK	786	$263K	0.01%	new	13F-HR Timeline
Summit Asset Management, LLC	786	$263K	0.05%	-20	13F-HR Timeline
Talisman Wealth Advisors LLC	785	$263K	0.28%	+26	13F-HR Timeline
ERn Financial, LLC	785	$262K	0.04%	new	13F-HR Timeline
BLALOCK WILLIAMS, LLC	785	$262K	0.31%		13F-HR Timeline
Coastal Bridge Advisors, LLC	784	$262K	0.07%	+1	13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	783	$262K	0.05%	-1,303	13F-HR Timeline
Sciencast Management LP	783	$262K	0.07%	new	13F-HR Timeline
Purkiss Capital Advisors LLC	783	$262K	0.23%		13F-HR Timeline
Latitude Advisors, LLC	782	$262K	0.15%	+18	13F-HR Timeline