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
Lifestyle Asset Management, Inc.	1,044	$280K	0.15%	-37	13F-HR Timeline
WORLD EQUITY GROUP, INC.	1,041	$280K	0.08%	-233	13F-HR Timeline
KAVAR CAPITAL PARTNERS GROUP, LLC	1,041	$279K	0.05%	+1	13F-HR Timeline
FDx Advisors, Inc.	1,041	$279K	0.09%	-64	13F-HR Timeline
ONE WEALTH CAPITAL MANAGEMENT, LLC	1,039	$279K	0.15%	+285	13F-HR Timeline
HOWE & RUSLING INC	1,036	$278K	0.02%	-1	13F-HR Timeline
Granite Harbor Advisors, Inc.	1,034	$277K	0.15%	+291	13F-HR Timeline
Westfuller Advisors, LLC	1,030	$276K	0.18%	+8	13F-HR Timeline
McAlister, Sweet & Associates, Inc.	1,030	$276K	0.21%	0	13F-HR Timeline
WILLNER & HELLER, LLC	1,027	$276K	0.25%	-1	13F-HR Timeline
Prasad Wealth Partners, LLC	1,026	$275K	0.09%	-2	13F-HR Timeline
CLIFFORD SWAN INVESTMENT COUNSEL LLC	1,025	$275K	0.01%	+12	13F-HR Timeline
Apriem Advisors	1,025	$275K	0.03%	+131	13F-HR Timeline
PSI Advisors, LLC	1,024	$275K	0.09%	-189	13F-HR Timeline
OARSMAN CAPITAL, INC.	1,023	$275K	0.05%	-3	13F-HR Timeline
Hutchens & Kramer Investment Management…	1,022	$274K	0.15%	-16	13F-HR Timeline
Frisch Financial Group, Inc.	1,020	$274K	0.08%	+2	13F-HR Timeline
THOMPSON INVESTMENT MANAGEMENT, INC.	1,020	$274K	0.04%	0	13F-HR Timeline
MOSAIC FAMILY WEALTH PARTNERS, LLC	1,018	$273K	0.04%	-158	13F-HR Timeline
Somerset Trust Co	1,017	$273K	0.1%	+151	13F-HR Timeline
LexAurum Advisors, LLC	1,017	$273K	0.05%	-51	13F-HR Timeline
Aspen Grove Capital, LLC	1,015	$272K	0.05%	+46	13F-HR Timeline
Insight Advisors, LLC/ PA	1,012	$272K	0.05%	-23	13F-HR Timeline
Astoria Portfolio Advisors LLC.	1,085	$272K	0.09%	-102	13F-HR Timeline
Panoramic Capital Partners, LLC	1,112	$271K	0.28%	+446	13F-HR Timeline
Retirement Solution LLC	1,011	$271K	0.08%	new	13F-HR/A Timeline
AEGON ASSET MANAGEMENT UK Plc	1,009	$271K	<0.01%	+950	13F-HR/A TimelineThe filing omitted confidential holdings, a later amendment may add them.
MRP Capital Investments, LLC	1,006	$270K	0.25%	0	13F-HR Timeline
INFRASTRUCTURE CAPITAL ADVISORS, LLC	1,001	$269K	0.03%	-800	13F-HR Timeline
Coordinated Financial Services, Inc./CO	1,001	$269K	0.21%		13F-HR Timeline
Highview Capital Management LLC/DE/	1,000	$268K	0.11%	0	13F-HR Timeline
Clifford Group, LLC	1,000	$268K	0.25%	+23	13F-HR Timeline
CURA WEALTH ADVISORS, LLC	998	$268K	0.11%	0	13F-HR Timeline
Seven Springs Wealth Group, LLC	995	$267K	0.1%	-3,201	13F-HR Timeline
Arkos Global Advisors	986	$265K	0.04%	-19	13F-HR Timeline
Transce3nd, LLC	987	$265K	0.12%	-161	13F-HR Timeline
SAWGRASS ASSET MANAGEMENT LLC	986	$265K	0.03%	new	13F-HR Timeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management	986	$265K	0.04%		13F-HR Timeline Group
UPTICK PARTNERS, LLC	985	$264K	0.09%	+91	13F-HR Timeline
Brio Consultants, LLC	983	$264K	0.04%	-1,336	13F-HR/A Timeline
Hobbs Wealth Management, LLC	981	$263K	0.29%	+110	13F-HR/A Timeline
Wambolt & Associates, LLC	972	$263K	0.09%	-55	13F-HR Timeline
COLLECTIVE FAMILY OFFICE LLC	978	$262K	0.07%	-80	13F-HR Timeline
Counterweight Ventures, LLC	978	$262K	0.19%	-15	13F-HR Timeline
Aurora Private Wealth, Inc.	976	$262K	0.21%	+5	13F-HR/A Timeline
ORG Partners LLC	969	$262K	0.06%	-2,723	13F-HR Timeline
Advanced Asset Management Advisors Inc	975	$262K	0.07%	0	13F-HR Timeline
HIGHLINE WEALTH PARTNERS LLC	971	$261K	0.09%	-14	13F-HR Timeline
Madrona Financial Services, LLC	970	$260K	0.07%	-25	13F-HR Timeline
KDT Advisors, LLC	967	$260K	0.38%	+38	13F-HR Timeline
QTR Family Wealth, LLC	963	$258K	0.19%		13F-HR Timeline
OAK HILL WEALTH ADVISORS, LLC	962	$258K	0.06%	0	13F-HR Timeline
DEBUSSY CAPITAL MANAGEMENT LP	961	$258K	0.04%	+172	13F-HR Timeline
ZWJ INVESTMENT COUNSEL INC	961	$258K	0.01%	-75	13F-HR Timeline
Elgethun Capital Management	961	$258K	0.06%	-183	13F-HR Timeline
Somerset Group LLC	960	$258K	0.23%	+173	13F-HR Timeline
TruNorth Capital Management, LLC	960	$258K	0.06%	+945	13F-HR Timeline
Bremer Bank National Association	960	$258K	0.05%	+29	13F-HR Timeline
Washington Trust Advisors, Inc.	960	$258K	0.02%	+116	13F-HR Timeline
MOTIVE WEALTH ADVISORS	959	$257K	0.14%	-109	13F-HR Timeline
Farmers National Bank	958	$257K	0.07%	+127	13F-HR Timeline
MainStreet Investment Advisors LLC	958	$257K	0.04%	-171	13F-HR Timeline
Meriwether Wealth & Planning, LLC	958	$257K	0.17%	+9	13F-HR Timeline
Fortitude Advisory Group L.L.C.	1,027	$257K	0.18%	-74	13F-HR Timeline
Warren Street Wealth Advisors, LLC	956	$257K	0.1%	+60	13F-HR Timeline
MONEY CONCEPTS CAPITAL CORP	952	$255K	0.02%	+77	13F-HR Timeline
FIGURE 8 INVESTMENT STRATEGIES LLC	951	$255K	0.27%	-250	13F-HR Timeline
Berkshire Money Management, Inc.	948	$254K	0.03%	+36	13F-HR Timeline
Aveo Capital Partners, LLC	913	$254K	0.04%	-850	13F-HR Timeline
Benchmark Financial Wealth Advisors, LLC	947	$254K	0.1%	new	13F-HR Timeline
BARON SILVER STEVENS FINANCIAL ADVISORS…	946	$254K	0.04%	+55	13F-HR Timeline
Mirabaud & Cie SA	945	$254K	0.09%	-40	13F-HR Timeline
Garner Asset Management Corp	944	$253K	0.11%	0	13F-HR Timeline
Janney Capital Management LLC	941	$253K	0.02%	-352	13F-HR Timeline
Lattice Capital Management, LLC	938	$252K	0.26%	0	13F-HR Timeline
Yoffe Investment Management, LLC	936	$251K	0.37%	-1	13F-HR Timeline
Signature Wealth Management Partners, L…	936	$251K	0.16%	-96	13F-HR Timeline
Full Sail Capital, LLC	934	$251K	0.02%	+136	13F-HR Timeline
Leonard Rickey Investment Advisors P.L.…	983	$250K	0.05%	-23	13F-HR Timeline
Spartan Planning & Wealth Management	932	$250K	0.24%	-871	13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	931	$250K	<0.01%	+306	13F-HR Timeline Group
DGS Capital Management, LLCin group DGS Capital Management, LLC	928	$249K	0.07%	+76	13F-HR Timeline Group
Councilor Wealth, LLC	928	$249K	0.12%	0	13F-HR Timeline
Vawter Financial, Ltd.	926	$249K	0.14%	+15	13F-HR Timeline
Center For Asset Management LLC	925	$248K	0.15%	-39	13F-HR Timeline
Carbahal Olsen Financial Services Group…	925	$248K	0.24%	new	13F-HR Timeline
FORTE CAPITAL LLC /ADV	921	$247K	0.03%	+99	13F-HR Timeline
Abel Hall, LLC	916	$246K	0.15%	-198	13F-HR Timeline
Kaufman Rossin Wealth, LLC	914	$245K	0.18%	new	13F-HR Timeline
Signal Advisors Wealth, LLC	913	$245K	0.02%	-89	13F-HR Timeline
RiverFront Investment Group, LLC	910	$244K	0.01%	+244	13F-HR Timeline
McLean Asset Management Corp	996	$243K	0.08%	-204	13F-HR Timeline
Covestor Ltd	905	$243K	0.16%	-47	13F-HR Timeline
GILL CAPITAL PARTNERS, LLC	904	$243K	0.08%	-2	13F-HR Timeline
POSTROCK PARTNERS LLC	904	$243K	0.12%	0	13F-HR Timeline
CSS LLC/IL	900	$242K	0.02%	-320	13F-HR Timeline
Alberta Investment Management Corp	900	$242K	<0.01%	-1,400	13F-HR Timeline
Archer Investment Corp	900	$241K	0.06%	+152	13F-HR Timeline
Sustainable Insight Capital Management,…	899	$241K	0.12%	-2,512	13F-HR Timeline
Ariadne Wealth Management, LP	876	$241K	0.13%	+86	13F-HR Timeline
Elk River Wealth Management LLC	897	$241K	0.05%	0	13F-HR Timeline
Moloney Securities Asset Management, LLC	896	$241K	0.03%	-4,195	13F-HR Timeline
Hoxton Planning & Management, LLC	896	$240K	0.09%	-20	13F-HR Timeline
BLALOCK WILLIAMS, LLC	894	$240K	0.27%	+109	13F-HR Timeline
VERUS CAPITAL PARTNERS, LLC	892	$239K	0.02%	+100	13F-HR/A Timeline
Rialto Wealth Management, LLC	889	$239K	0.07%	+12	13F-HR Timeline
Main Street Financial Solutions, LLC	888	$238K	0.02%	-894	13F-HR Timeline
BlueStem Wealth Partners, LLC	886	$238K	0.03%	+7	13F-HR Timeline
BURKETT FINANCIAL SERVICES, LLC	884	$237K	0.1%	+1	13F-HR Timeline
HORIZON BANCORP INC /IN/	882	$237K	0.13%	-81	13F-HR Timeline
Ethos Financial Group, LLC	707	$237K	0.02%	0	13F-HR Timeline
CAPITAL ADVISORS INC/OK	873	$234K	<0.01%	+87	13F-HR Timeline
Philip James Wealth Mangement, LLC	873	$234K	0.03%	new	13F-HR Timeline
Granite Group Advisors, LLC	872	$234K	0.16%	0	13F-HR Timeline
Retirement Planning Group, LLC	871	$234K	0.01%	+269	13F-HR Timeline
ARCADIA INVESTMENT MANAGEMENT CORP/MI	870	$233K	0.04%	+15	13F-HR Timeline
Acorns Advisers, LLC	869	$233K	<0.01%	+189	13F-HR Timeline
SECURITY NATIONAL BANK OF SO DAK	866	$232K	0.13%	-7	13F-HR Timeline
CFO4Life Group, LLC	866	$232K	0.04%	+94	13F-HR Timeline
Murphy & Mullick Capital Management Corp	862	$231K	0.22%	+105	13F-HR Timeline
1858 WEALTH MANAGEMENT, LLC	862	$231K	0.2%	-96	13F-HR Timeline
ALTFEST L J & CO INC	860	$231K	0.03%	-1,129	13F-HR Timeline
POINCIANA ADVISORS GROUP, LLC	858	$230K	0.24%	new	13F-HR Timeline
BYRNE FINANCIAL FREEDOM, LLC	856	$230K	0.13%	0	13F-HR Timeline
Total Clarity Wealth Management, Inc.	686	$229K	0.07%	0	13F-HR Timeline
Intrepid Financial Planning Group LLC	853	$229K	0.11%	-100	13F-HR Timeline
DT Investment Partners, LLC	852	$229K	0.02%	0	13F-HR Timeline
Talisman Wealth Advisors LLC	852	$229K	0.23%	+67	13F-HR Timeline
Legacy Wealth Management, LLC / MS	850	$228K	0.07%	new	13F-HR Timeline
Old North State Wealth Management, LLC	847	$228K	0.13%	+141	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	847	$227K	0.05%	+100	13F-HR Timeline
Rise Advisors, LLC	846	$227K	0.1%	+52	13F-HR Timeline
PUFF WEALTH MANAGEMENT, LLC	845	$227K	0.4%	-19	13F-HR Timeline
WOODWARD DIVERSIFIED CAPITAL, LLC	845	$227K	0.16%	+129	13F-HR Timeline
Corton Capital Inc.	845	$227K	0.75%	new	13F-HR Timeline
TITLEIST ASSET MANAGEMENT, LLC	843	$226K	0.03%	new	13F-HR Timeline
Heritage Wealth Advisors	840	$225K	0.01%	-5	13F-HR Timeline
Total Wealth Planning & Management, Inc.	839	$225K	0.23%	-11	13F-HR Timeline
Realta Investment Advisors	836	$224K	0.1%	+27	13F-HR Timeline
SkyOak Wealth, LLC	836	$224K	0.05%	0	13F-HR Timeline
Archvest Wealth Advisors, Inc.	835	$224K	0.19%	-1	13F-HR Timeline
Stiles Financial Services Inc	833	$224K	0.09%	0	13F-HR Timeline
CAHILL FINANCIAL ADVISORS INC	828	$222K	0.03%	+23	13F-HR Timeline
Strategic Financial Concepts, LLC	827	$222K	0.04%	+217	13F-HR Timeline
My Personal CFO, LLC	827	$222K	0.11%	-6	13F-HR Timeline
Leo Wealth, LLC	824	$221K	0.03%	-4,881	13F-HR Timeline
Auxano Advisors, LLC	823	$221K	0.06%	-12	13F-HR Timeline
Old Port Advisors	822	$221K	0.07%	-46	13F-HR Timeline
Evanson Asset Management, LLC	820	$220K	0.02%	-507	13F-HR Timeline
Hemington Wealth Management	823	$220K	0.03%	+12	13F-HR Timeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…	817	$220K	0.03%	+70	13F-HR Timeline
ACORN CREEK CAPITAL LLC	819	$220K	0.11%	-104	13F-HR Timeline
TCI Wealth Advisors, Inc.	819	$220K	0.02%	-811	13F-HR Timeline
Brueske Advisory Services, LLC	819	$220K	0.21%	-20	13F-HR Timeline
Carrera Capital Advisors	817	$219K	0.05%	-20	13F-HR Timeline
New Covenant Trust Company, N.A.	811	$219K	0.23%	+6	13F-HR Timeline
Austin Asset Management Co Inc	815	$219K	0.05%	+175	13F-HR Timeline
Round Rock Advisors LLC	815	$219K	0.04%	-583	13F-HR Timeline
RIVERSEDGE ADVISORS, LLC	814	$218K	0.05%	-1,210	13F-HR Timeline
Redhawk Wealth Advisors, Inc.	814	$218K	0.03%	-4	13F-HR Timeline
waypoint wealth counsel	813	$218K	0.14%	new	13F-HR Timeline
Olde Wealth Management, LLC	816	$218K	0.08%	0	13F-HR Timeline
LWM Advisory Services, LLC	809	$218K	0.15%	+11	13F-HR Timeline
Mowery & Schoenfeld Wealth Management, …	812	$218K	0.43%	+40	13F-HR Timeline
Global Endowment Management, LPin group Global Endowment Management, …	808	$217K	0.03%	-883	13F-HR Timeline Group
Summit Asset Management, LLC	806	$216K	0.04%	+20	13F-HR Timeline
KEYVANTAGE WEALTH, LLC	806	$216K	0.11%	new	13F-HR Timeline
Cascade Financial Partners, LLC	805	$216K	0.03%	0	13F-HR Timeline
Altus Wealth Group LLC	803	$216K	0.1%	+90	13F-HR Timeline
Blossom Wealth Management	803	$216K	0.43%	-26	13F-HR Timeline
Crescent Grove Advisors, LLC	801	$215K	0.02%	-249	13F-HR Timeline
Keyes, Stange & Wooten Wealth Managemen…	801	$215K	0.12%	-36	13F-HR Timeline
Cypress Capital Management LLC (WY)	800	$215K	0.26%	0	13F-HR Timeline
Front Row Advisors LLC	800	$215K	0.08%	0	13F-HR Timeline
Cladis Investment Advisory, LLC	800	$215K	0.16%	0	13F-HR Timeline
USA FINANCIAL FORMULAS	799	$214K	0.04%	+43	13F-HR Timeline
ERn Financial, LLC	798	$214K	0.03%	+13	13F-HR Timeline
Affinity Capital Advisors, LLC	836	$213K	0.04%	+197	13F-HR Timeline
LOCKERMAN FINANCIAL GROUP, INC.	794	$213K	0.32%	-17	13F-HR Timeline
Prairie Wealth Advisors, Inc.	788	$211K	0.1%	+34	13F-HR Timeline
Teramo Advisors, LLC	786	$211K	0.09%	new	13F-HR Timeline
SGL Investment Advisors, Inc.	753	$211K	0.11%	+15	13F-HR Timeline
GREENBERG FINANCIAL GROUP	1,128	$211K	0.09%		13F-HR Timeline
LAFFER TENGLER INVESTMENTS, INC.	783	$210K	0.05%	0	13F-HR Timeline
Purkiss Capital Advisors LLC	783	$210K	0.16%	0	13F-HR Timeline
Laidlaw Wealth Management LLC	781	$210K	0.62%	-3,622	13F-HR Timeline
Red Wave Investments LLC	780	$209K	0.08%	-273	13F-HR Timeline
RPS ADVISORY SOLUTIONS LLC	780	$209K	0.15%	-108	13F-HR Timeline
WEATHERLY ASSET MANAGEMENT L. P.	778	$209K	0.02%	-35	13F-HR Timeline
Rooted Wealth Advisors, Inc.	867	$209K	0.09%	-125	13F-HR Timeline
Montz Harcus Wealth Management LLC	777	$209K	0.11%	+1	13F-HR Timeline
Capital Advisors, Ltd. LLC	774	$208K	0.03%	-13	13F-HR Timeline
Tufton Capital Management	775	$208K	0.04%	0	13F-HR Timeline
VESTOR CAPITAL, LLC	771	$207K	0.02%	-41,617	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	769	$206K	0.03%	-12	13F-HR Timeline
Sierra Legacy Group	769	$206K	0.19%	0	13F-HR Timeline
Maridea Wealth Management LLC	767	$206K	0.07%	-41	13F-HR Timeline
JACKSON THORNTON WEALTH MANAGEMENT, LLC	832	$206K	0.03%	new	13F-HR Timeline
Quantum Financial Advisors, LLC	766	$206K	0.03%	+1	13F-HR Timeline
MITCHELL SINKLER & STARR/PA	765	$205K	0.06%	0	13F-HR Timeline