Skip to content
Disclosery

CRM SALESFORCE INC

Follow

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
Lodestone Wealth Management LLC310$57.9K0.02%013F-HR/ATimeline
Kemnay Advisory Services Inc.310$57.9K0.01%-5213F-HRTimeline
RMG Wealth Management LLC326$57.9K0.01%+12613F-HRTimeline
West Branch Capital LLC310$57.8K0.02%-6,58013F-HRTimeline
RATIONAL ADVISORS, INC.306$57.1K0.01%-4,67513F-HRTimeline
1015 Capital Partners, LLC302$56.4K0.05%-513F-HRTimeline
Bank & Trust Co299$55.8K0.04%+10913F-HRTimeline
ATWOOD & PALMER INC293$54.8K<0.01%-11513F-HRTimeline
Kilter Group LLC288$53.8K0.02%+12313F-HRTimeline
Bruce G. Allen Investments, LLC283$52.8K0.03%+10813F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN282$52.6K<0.01%+1413F-HRTimeline
LFA - Lugano Financial Advisors SA272$50.6K0.03%-5413F-HRTimeline
Crews Bank & Trust271$50.6K0.01%013F-HRTimeline
Ares Financial Consulting, LLC266$49.5K0.04%+1413F-HRTimeline
Basepoint Wealth LLC265$49.5K0.03%-3713F-HRTimeline
Archer Investment Corp246$45.9K0.01%-72113F-HRTimeline
WPG Advisers, LLC243$45.4K0.03%-5413F-HRTimeline
Medallion Wealth Advisors, LLC241$45K0.01%+12413F-HRTimeline
Founders Capital Management236$44.1K0.02%013F-HRTimeline
STEPH & CO235$43.9K0.01%+7613F-HRTimeline
Raleigh Capital Management Inc.232$43.2K0.01%+9413F-HRTimeline
Leo H. Evart, Inc.230$42.9K0.04%13F-HR/ATimeline
Bank of New Hampshire229$42.7K0.01%+6913F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC228$42.6K0.02%-3613F-HRTimeline
Tidemark, LLC227$42.4K0.01%+2713F-HRTimeline
Avion Wealth230$42K0.01%+10113F-HRTimeline
Ulland Investment Advisors, LLC227$42K0.04%013F-HRTimeline
CGC Financial Services, LLC223$41.6K0.01%013F-HRTimeline
Stone House Investment Management, LLC220$41.1K0.01%-4513F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC214$40K0.01%-5813F-HRTimeline
Wealth Science Advisors LLC150$39.7K0.02%new13F-HRTimeline
Noble Wealth Management PBC211$39.4K0.02%-713F-HRTimeline
SWAN Capital LLC208$38.8K0.01%-213F-HRTimeline
MTM Investment Management, LLC203$37.9K0.01%013F-HRTimeline
Align Financial, LLC203$37.9K0.02%-53,57413F-HRTimeline
McIlrath & Eck, LLC203$37.8K<0.01%-213F-HRTimeline
Nova Wealth Management, Inc.200$37.3K0.02%-56313F-HRTimeline
True Link Financial Advisors, LLC195$36.4K<0.01%new13F-HR/ATimeline
Prestige Wealth Management Group LLC188$35.1K0.01%+1413F-HRTimeline
ENTRUST FINANCIAL LLC183$34.2K0.02%+10113F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.181$33.8K0.01%013F-HRTimeline
UNION SAVINGS BANK178$33.2K0.01%013F-HRTimeline
Kings Path Partners LLC176$32.9K0.01%013F-HR/ATimeline
Disciplina Capital Management LLC175$32.7K<0.01%013F-HRTimeline
RAELIPSKIE PARTNERSHIP175$32.7K0.01%-5,20213F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC169$31.5K<0.01%+113F-HRTimeline
MilWealth Group LLC165$30.8K0.01%013F-HRTimeline
Bullock Wealth Management Group165$30.8K0.02%-39813F-HRTimeline
Measured Wealth Private Client Group, L…163$30.4K0.01%013F-HRTimeline
Graney & King, LLC162$30.2K0.02%013F-HRTimeline
Fortitude Family Office, LLC159$29.7K0.01%-2,28013F-HRTimeline
FINANCIAL CONSULATE, INC158$29.5K<0.01%-12813F-HRTimeline
Rosenberg Matthew Hamilton157$29.3K0.01%-10213F-HRTimeline
PlanVest Financial, Inc157$29.3K0.02%13F-HRTimeline
GHP Investment Advisors, Inc.156$29.2K<0.01%-413F-HRTimeline
Accordant Advisory Group Inc150$28K0.02%new13F-HRTimeline
Costello Asset Management, INC148$27.7K0.01%+11913F-HRTimeline
Pacifica Partners Inc.148$27.6K0.01%-113F-HRTimeline
ABOUND FINANCIAL, LLC145$27.1K0.01%013F-HRTimeline
Ameliora Wealth Management Ltd.100$26.5K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc141$26.3K0.01%+113F-HRTimeline
Lloyd Advisory Services, LLC.140$26.2K0.01%new13F-HRTimeline
Kingdom Financial Group LLC.140$26.2K0.01%+12913F-HRTimeline
Essential Investment Partners LLC140$26.1K0.02%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…139$26K<0.01%-413F-HRTimelineGroup
MASECO LLP139$26K<0.01%+3513F-HRTimeline
Sachetta, LLC139$25.9K0.01%-6913F-HRTimeline
E Fund Management (Hong Kong) Co., Ltd.139$25.9K0.01%-83713F-HRTimeline
Dorato Capital Management146$25.8K0.02%013F-HRTimeline
Pacific Center for Financial Services137$25.5K0.01%-7413F-HRTimeline
High Point Wealth Management, LLC135$25.3K0.02%-25313F-HRTimeline
Ashurst Perkins Coie Trust Co135$25.2K<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.135$25.2K0.02%013F-HRTimeline
Bare Financial Services, Inc132$24.6K0.01%+8713F-HRTimeline
IAG Wealth Partners, LLC130$24.3K<0.01%013F-HRTimeline
Gunpowder Capital Management, LLC dba O…130$24.3K0.02%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…127$23.7K0.01%+2413F-HRTimelineGroup
Paladin Partners, LLC126$23.6K0.02%013F-HRTimeline
WELLINGTON-ALTUS USA INC.145$22.7K0.01%-23013F-HRTimeline
Signature Resources Capital Management,…121$22.6K0.01%+1913F-HRTimeline
Dogwood Wealth Management LLC120$22.4K0.01%+1213F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC119$22.2K0.03%new13F-HRTimeline
Financial Connections Group, Inc.121$22K0.01%+5513F-HRTimeline
Main Street Group, LTD116$21.7K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.116$21.7K0.02%+5013F-HRTimeline
Atomic Invest LLC117$21.6K0.01%+4213F-HRTimeline
VSM Wealth Advisory, LLC114$21.3K0.01%new13F-HRTimeline
Plante Moran Financial Advisors, LLC113$21K<0.01%-10913F-HRTimeline
Banque de Luxembourg S.A.112$20.9K0.01%-34813F-HRTimeline
BARRETT & COMPANY, INC.110$20.5K0.01%013F-HRTimeline
Aspect Partners, LLC110$20.5K0.01%-1213F-HRTimeline
TD Capital Management LLC109$20.4K<0.01%-10313F-HRTimeline
Whipplewood Advisors, LLC108$20.2K0.01%new13F-HRTimeline
Tradewinds Capital Management, LLC107$20.1K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC106$19.8K<0.01%-9213F-HRTimeline
True Wealth Design, LLC105$19.6K0.01%-15413F-HRTimeline
SWISS RE LTDin group SWISS RE LTD104$19.4K0.12%013F-HRTimelineGroup
Retirement Wealth Solutions LLC104$19.4K0.01%-2213F-HRTimeline
Legacy Bridge, LLC103$19.2K0.01%013F-HRTimeline
Birchwood Financial Partners, Inc.103$19.2K0.02%-113F-HRTimeline
Robinswood Financial LLC102$19.1K0.01%013F-HR/ATimeline
CHESAPEAKE ASSET MANAGEMENT LLC101$18.9K0.02%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC100$18.7K0.01%013F-HRTimeline
Midway Capital Research & Management100$18.7K0.02%new13F-HRTimeline
Cedar Mountain Advisors, LLC100$18.6K<0.01%-2313F-HRTimeline
Valued Wealth Advisors LLC97$18.2K0.01%+1813F-HRTimeline
Jackson, Grant Investment Advisers, Inc.97$18.1K0.01%+7513F-HRTimeline
LM Advisors LLC3,366$18.1K0.3%-1,25913F-HRTimeline
Coston, McIsaac & Partners99$18K<0.01%013F-HRTimeline
Collier Financial95$17.7K0.01%+113F-HRTimeline
United Financial Planning Group LLC94$17.5K0.01%+2013F-HRTimeline
Strategic Investment Solutions, Inc. /IL93$17.4K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC93$17.4K<0.01%-1213F-HRTimeline
Asset Planning,Inc93$17.4K0.01%013F-HRTimeline
GROESBECK INVESTMENT MANAGEMENT CORP /N…89$17K0.03%013F-HRTimeline
Richardson Capital Management LLC90$16.8K0.01%+4513F-HRTimeline
DiNuzzo Private Wealth, Inc.88$16.4K<0.01%-613F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC86$16.1K<0.01%+2013F-HRTimeline
Olistico Wealth, LLC86$16.1K0.01%-87513F-HRTimeline
Cornerstone Financial Management LLC86$16.1K0.01%+813F-HR/ATimeline
Centerpoint Advisors, LLC86$16K0.01%013F-HRTimeline
Pflug Koory, LLC85$15.9K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…82$15.3K<0.01%+5513F-HRTimelineGroup
SJS Investment Consulting Inc.81$15.2K<0.01%-23313F-HRTimeline
Vermillion Wealth Management, Inc.79$14.7K0.01%+613F-HRTimeline
Wiser Advisor Group LLC78$14.5K0.02%013F-HRTimeline
Knott David M Jr77$14.4K0.01%013F-HRTimeline
S&T Bank/PA75$14K0.01%+7013F-HRTimeline
Reyes Financial Architecture, Inc.75$14K0.01%-2713F-HRTimeline
Atlantic Edge Private Wealth Management…74$13.8K<0.01%013F-HRTimeline
Brown Shipley& Co Ltd70$13.1K0.01%new13F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC70$13.1K0.01%013F-HRTimeline
Key Capital Management, INC69$12.9K0.01%-3113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP66$12.3K<0.01%+4113F-HRTimeline
Piscataqua Savings Bank66$12.3K0.01%013F-HRTimeline
Financial Freedom, LLC64$12K0.01%new13F-HRTimeline
Global Wealth Strategies & Associates64$11.9K<0.01%+5613F-HRTimeline
Portus Wealth Advisors, LLC64$11.9K0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC63$11.8K0.01%+1713F-HRTimeline
PFS Partners, LLC59$11K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC58$10.8K<0.01%-14113F-HRTimeline
Clark Wealth Partners54$10.1K0.01%-2513F-HRTimeline
Sherman Asset Management, Inc.52$9.71K0.01%013F-HRTimeline
HFM Investment Advisors, LLC52$9.71K<0.01%-413F-HRTimeline
Ankerstar Wealth, LLC51$9.52K0.01%013F-HRTimeline
Altshuler Shaham Ltd49$9.15K<0.01%-1113F-HRTimeline
Evolution Advisers, Inc.50$9K<0.01%013F-HRTimeline
TopTier Wealth Management, LLC47$8.77K0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…46$8.59K0.01%013F-HRTimeline
Team Financial Group, LLC45$8.49K<0.01%013F-HRTimeline
Caitlin John, LLC45$8.45K0.01%-2113F-HRTimeline
CAPITAL & PLANNING, LLC45$8.4K0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC44$8.21K<0.01%013F-HRTimeline
Bollard Group LLC44$8K<0.01%new13F-HRTimeline
OBSIDIAN CIO, LLC41$7.65K0.01%+2313F-HRTimeline
Hurley Capital, LLC40$7.5K<0.01%+113F-HRTimeline
POM Investment Strategies, LLC40$7.47K0.01%+3113F-HRTimeline
Merkkuri Wealth Advisors LLC39$7.31K<0.01%new13F-HRTimeline
Decker Retirement Planning Inc.39$7.28K<0.01%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC35$7K<0.01%-14213F-HRTimeline
Clayton Financial Group LLC37$6.91K<0.01%+3013F-HRTimeline
Breakwater Investment Management36$6.72K<0.01%+3013F-HRTimeline
HighMark Wealth Management LLC35$6.53K<0.01%013F-HRTimeline
GODSEY & GIBB, INC34$6.35K<0.01%013F-HRTimeline
Corsicana & Co.23$6.17K<0.01%-8013F-HRTimeline
Delos Wealth Advisors, LLC32$5.97K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC32$5.97K<0.01%-713F-HRTimeline
Quaker Wealth Management, LLC31$5.79K<0.01%-10513F-HRTimeline
Gold Investment Management Ltd.31$5.79K<0.01%013F-HRTimeline
BAYBAN31$5.79K0.01%+113F-HRTimeline
Hartford Financial Management Inc.30$5.6K<0.01%013F-HRTimeline
Westend Capital Management, LLC30$5.6K<0.01%-213F-HRTimeline
COUNTRY TRUST BANK29$5.41K<0.01%-813F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC28$5.23K<0.01%013F-HRTimeline
Investors Portfolio Services LLC31$5.18K<0.01%+2713F-HRTimeline
Marquette Asset Management, LLC27$5.04K<0.01%new13F-HRTimeline
KERR FINANCIAL PLANNING Corp27$4.93K<0.01%013F-HR/ATimeline
Scarborough Advisors, LLC26$4.85K<0.01%-113F-HRTimeline
Synergy Investment Management, LLC26$4.85K<0.01%new13F-HRTimeline
Monetary Solutions, Ltd26$4.85K<0.01%013F-HRTimeline
Bulwark Capital Corp25$4.67K<0.01%013F-HRTimeline
WORMSER FRERES GESTION24$4.58K<0.01%-32,35713F-HRTimeline
Torren Management, LLC24$4.52K<0.01%-33213F-HRTimeline
WFA of San Diego, LLC22$4.11K<0.01%013F-HRTimeline
Darwin Wealth Management, LLC21$3.95K<0.01%013F-HRTimeline
MBM WEALTH CONSULTANTS, LLC20$3.73K<0.01%new13F-HRTimeline
Spurstone Advisory Services, LLC20$3.73K0.06%new13F-HRTimeline
Napier Financial, LLC19$3.55K<0.01%new13F-HRTimeline
Rachor Investment Advisory Services, LLC18$3.39K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC17$3.17K<0.01%013F-HRTimeline
PayPay Securities Corp17$3.08K0.11%-2813F-HRTimeline
Merrithew & Thorsten Inc21$3K<0.01%013F-HRTimeline
Lummis Asset Management, LP16$2.99K<0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.15$2.8K<0.01%new13F-HRTimeline
Morse Asset Management, Inc15$2.8K<0.01%+513F-HRTimeline
Community Financial Services Group, LLC15$2.79K<0.01%new13F-HRTimeline
Granite FO LLC14$2.61K<0.01%013F-HR/ATimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…13$2.43K<0.01%013F-HRTimeline
New England Capital Financial Advisors …12$2.27K<0.01%013F-HRTimeline
Davis Capital Management12$2.24K<0.01%+213F-HRTimeline