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
Hexagon Capital Partners LLC	782	$261K	0.05%	-35	13F-HR Timeline
VISTA CAPITAL PARTNERS, INC.	781	$261K	0.03%	new	13F-HR Timeline
Avory & Company, LLC	776	$260K	0.15%	-187	13F-HR Timeline
Montz Harcus Wealth Management LLC	776	$259K	0.15%	-16	13F-HR Timeline
Tufton Capital Management	775	$259K	0.05%	0	13F-HR Timeline
Ariadne Wealth Management, LP	790	$259K	0.12%	new	13F-HR Timeline
Armstrong, Fleming & Moore, Inc	773	$258K	0.16%	+1	13F-HR Timeline
CFO4Life Group, LLC	772	$258K	0.05%	new	13F-HR Timeline
Mowery & Schoenfeld Wealth Management, …	772	$258K	0.5%	new	13F-HR Timeline
Campbell Wealth Management	771	$258K	0.02%	new	13F-HR Timeline
Riverview Trust Co	769	$257K	0.23%	0	13F-HR Timeline
Sierra Legacy Group	769	$257K	0.24%		13F-HR Timeline
Wellspring Financial Advisors, LLC	767	$257K	0.03%	+11	13F-HR Timeline
NOVEM GROUP	767	$256K	0.04%		13F-HR Timeline
MITCHELL SINKLER & STARR/PA	765	$256K	0.07%	0	13F-HR Timeline
Quantum Financial Advisors, LLC	765	$256K	0.04%	-76	13F-HR Timeline
Exchange Bank	764	$255K	0.21%	0	13F-HR Timeline
SOL Capital Management CO	764	$255K	0.03%	0	13F-HR Timeline
MRA Advisory Group	762	$255K	0.13%	-242	13F-HR Timeline
Alpha Zero LLC	762	$255K	0.19%		13F-HR Timeline
Murphy & Mullick Capital Management Corp	757	$253K	0.23%		13F-HR Timeline
Goldstone Financial Group, LLC	757	$253K	0.04%	new	13F-HR Timeline
Hughes Financial Services, LLC	757	$253K	0.05%		13F-HR Timeline
USA FINANCIAL FORMULAS	756	$253K	0.04%	new	13F-HR Timeline
CPC Advisors, LLC	755	$252K	0.03%	+1	13F-HR Timeline
Prairie Wealth Advisors, Inc.	754	$252K	0.12%	new	13F-HR Timeline
ONE WEALTH CAPITAL MANAGEMENT, LLC	754	$252K	0.13%		13F-HR Timeline
Pacific Sun Financial Corp	753	$252K	0.14%	0	13F-HR Timeline
Affiance Financial, LLC	753	$252K	0.06%	-87	13F-HR Timeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…	747	$250K	0.04%	new	13F-HR Timeline
ABLE Financial Group, LLC	748	$250K	0.07%	-29	13F-HR Timeline
Archer Investment Corp	748	$250K	0.07%	+1	13F-HR Timeline
SITTNER & NELSON, LLC	747	$250K	0.11%	-45	13F-HR Timeline
SCHNIEDERS CAPITAL MANAGEMENT LLC	747	$250K	0.05%	0	13F-HR Timeline
Granite Harbor Advisors, Inc.	743	$248K	0.14%	+2	13F-HR Timeline
Cypress Wealth Services, LLC	741	$248K	0.05%	new	13F-HR Timeline
FIRST COMMUNITY TRUST NA	740	$247K	0.18%	+12	13F-HR Timeline
Keebeck Wealth Management	739	$247K	0.04%	new	13F-HR Timeline
Caitong International Asset Management …	739	$247K	0.24%		13F-HR/A Timeline
TruWealth Advisors, LLC	736	$246K	0.01%	+3	13F-HR Timeline
GUYASUTA INVESTMENT ADVISORS INC	736	$246K	0.02%	0	13F-HR Timeline
SOUTHSTATE PRIVATE CAPITAL MANAGEMENT L…	733	$245K	0.05%	-81	13F-HR Timeline
Catalyst Capital Advisors LLC	726	$243K	0.01%	+61	13F-HR Timeline
WEST PACES ADVISORS INC.	726	$243K	0.06%	-45	13F-HR Timeline
Perissos Private Wealth Management, LLC	725	$242K	0.18%	new	13F-HR Timeline
Hamilton Capital, LLC	724	$242K	0.02%	0	13F-HR Timeline
Grey Ledge Advisors, LLC	723	$242K	0.06%	new	13F-HR Timeline
FINANCIAL MANAGEMENT NETWORK INC	723	$241K	0.05%	-4	13F-HR Timeline
Tranquilli Financial Advisor LLC	720	$241K	0.15%	new	13F-HR Timeline
SGL Investment Advisors, Inc.	738	$241K	0.12%	+51	13F-HR Timeline
Avantra Family Wealth, Inc.	718	$240K	0.22%		13F-HR Timeline
MinichMacGregor Wealth Management, LLC	717	$240K	0.05%	new	13F-HR Timeline
CCG WEALTH MANAGEMENT, LLC	717	$240K	0.13%	new	13F-HR Timeline
WOODWARD DIVERSIFIED CAPITAL, LLC	716	$239K	0.18%	-100	13F-HR Timeline
Altus Wealth Group LLC	713	$238K	0.11%	new	13F-HR Timeline
SAXON INTERESTS, INC.	711	$238K	0.1%	new	13F-HR Timeline
Balentine LLC	710	$237K	0.01%	new	13F-HR Timeline
BEARING POINT CAPITAL, LLC	710	$237K	0.05%		13F-HR Timeline
Old North State Wealth Management, LLC	706	$237K	0.13%	-356	13F-HR Timeline
Ethos Financial Group, LLC	707	$237K	0.03%	new	13F-HR Timeline
Post Resch Tallon Group Inc.	714	$236K	0.23%		13F-HR Timeline
Athena Investment Management	705	$236K	0.14%	new	13F-HR Timeline
GREENUP STREET WEALTH MANAGEMENT LLC	703	$235K	0.05%	-6,521	13F-HR Timeline
GREATMARK INVESTMENT PARTNERS, INC.	700	$234K	0.03%	new	13F-HR Timeline
Blume Capital Management, Inc.	700	$234K	0.05%	-7	13F-HR Timeline
Ullmann Wealth Partners Group, LLC	699	$234K	0.03%	new	13F-HR Timeline
ALTERNA WEALTH MANAGEMENT, INC	697	$233K	0.2%	new	13F-HR Timeline
Blue Barn Wealth, LLC	696	$233K	0.12%	new	13F-HR Timeline
Verum Partners LLC	695	$232K	0.07%	new	13F-HR Timeline
STANCE CAPITAL LLC	695	$232K	0.14%		13F-HR Timeline
Johnson Bixby & Associates, LLC	694	$232K	0.04%	new	13F-HR Timeline
RKL Wealth Management LLC	693	$232K	0.02%	new	13F-HR Timeline
Tanager Wealth Management LLP	690	$231K	0.03%	new	13F-HR Timeline
Rockbridge Investment Management, LCC	690	$231K	0.03%	new	13F-HR Timeline
CHIRON CAPITAL MANAGEMENT, LLC	690	$231K	0.22%	new	13F-HR Timeline
Guardian Partners Inc.	705	$230K	0.02%		13F-HR Timeline
Capital Market Strategies LLC	687	$230K	0.13%	new	13F-HR Timeline
ELEMENT POINTE ADVISORS, LLC	687	$230K	0.05%	new	13F-HR Timeline
Family Firm, Inc.	686	$230K	0.05%	new	13F-HR Timeline
GRIFFIN ASSET MANAGEMENT, INC.	686	$229K	0.03%	new	13F-HR Timeline
Total Clarity Wealth Management, Inc.	686	$229K	0.07%	new	13F-HR Timeline
Taylor Financial Group, Inc.	685	$229K	0.16%	new	13F-HR Timeline
Victrix Investment Advisors	683	$228K	0.16%		13F-HR Timeline
Associated Banc-Corpin group Associated Banc-Corp	681	$228K	0.01%	new	13F-HR Timeline Group
Acorns Advisers, LLC	680	$227K	<0.01%	new	13F-HR Timeline
CHERRYDALE WEALTH MANAGEMENT, LLC	678	$227K	0.09%	new	13F-HR Timeline
Willis Johnson & Associates, Inc.	678	$227K	0.02%	-649	13F-HR Timeline
KELLEHER FINANCIAL ADVISORS	677	$226K	0.09%	new	13F-HR Timeline
Marathon Mission, Inc.	677	$226K	0.15%	new	13F-HR Timeline
Centiva Capital, LP	675	$226K	0.01%	-1,458	13F-HR Timeline
Biltmore Family Office, LLC	674	$226K	0.04%	-69	13F-HR Timeline
RNC CAPITAL MANAGEMENT LLC	673	$225K	0.01%	new	13F-HR Timeline
HARBOR ADVISORY CORP /MA/	671	$224K	0.07%	new	13F-HR Timeline
Wealthstream Advisors, Inc.	670	$224K	0.04%	new	13F-HR Timeline
GoalVest Advisory LLC	669	$224K	0.06%	-282	13F-HR Timeline
Consolidated Portfolio Review Corp	668	$223K	0.04%	new	13F-HR Timeline
MORRIS FINANCIAL CONCEPTS, INC.	667	$223K	0.1%	new	13F-HR Timeline
Mach-1 Financial Group, LLC	666	$223K	0.4%	-189	13F-HR Timeline
RiverFront Investment Group, LLC	666	$223K	0.01%	new	13F-HR Timeline
Leeward Financial Partners, LLC	666	$223K	0.08%	new	13F-HR Timeline
Panoramic Capital Partners, LLC	666	$223K	0.2%		13F-HR Timeline
FUTURE YOU WEALTH LLC	666	$223K	0.16%		13F-HR Timeline
Stewardship Advisors, LLC	664	$222K	0.06%	new	13F-HR Timeline
Empirical Asset Management, LLC	42,048	$222K	0.07%	new	13F-HR Timeline
Aletheian Wealth Advisors LLC	660	$221K	0.13%	new	13F-HR Timeline
Echo45 Advisors LLC	660	$220K	0.14%	new	13F-HR Timeline
Van Hulzen Asset Management, LLC	656	$219K	0.02%	new	13F-HR Timeline
FAIRFIELD, BUSH & CO.	655	$219K	0.13%	new	13F-HR Timeline
B.O.S.S. Retirement Advisors, LLC	654	$219K	0.06%	-12,544	13F-HR Timeline
Resolute Advisors LLC	653	$219K	0.04%	new	13F-HR Timeline
D.B. Root & Company, LLC	653	$218K	0.07%	new	13F-HR Timeline
DMKC Advisory Services, LLC	652	$218K	0.2%		13F-HR Timeline
MONARCH CAPITAL MANAGEMENT INC	650	$218K	0.06%	new	13F-HR Timeline
MFA Wealth Services	651	$217K	0.17%		13F-HR Timeline
Schiavi & Co LLC	648	$217K	0.08%	new	13F-HR Timeline
RIDGECREST WEALTH PARTNERS, LLC	647	$216K	0.12%	new	13F-HR Timeline
KITCHING PARTNERS, LLC	647	$216K	0.28%	new	13F-HR Timeline
Hodges Capital Management Inc.	645	$216K	0.01%	new	13F-HR Timeline
US Asset Management LLC	645	$216K	0.19%	-36	13F-HR Timeline
Riverstone Advisors, LLC	646	$216K	0.12%	new	13F-HR Timeline
Eagle Bay Advisors LLC	643	$215K	0.14%	-133	13F-HR Timeline
Denver PWM, LLC	644	$215K	0.08%	-25	13F-HR Timeline
Topsail Wealth Management, LLC	643	$215K	0.05%		13F-HR Timeline
Buffington Mohr McNeal	642	$215K	0.04%	new	13F-HR Timeline
Seneca Financial Advisors LLC	642	$215K	0.11%	new	13F-HR Timeline
NCM Capital Management, LLC	641	$214K	0.1%	new	13F-HR Timeline
Austin Asset Management Co Inc	640	$214K	0.04%	new	13F-HR Timeline
Harbor Group, Inc.	633	$212K	0.05%	new	13F-HR Timeline
Steigerwald, Gordon & Koch Inc.	633	$212K	0.02%	new	13F-HR Timeline
CLIENT 1ST ADVISORY GROUP, LLC	631	$211K	0.08%	new	13F-HR Timeline
Landing Point Financial Group, LLC	645	$210K	0.16%		13F-HR Timeline
Williams & Novak Wealth Management, LLC	627	$210K	0.2%	new	13F-HR Timeline
Whitaker-Myers Wealth Managers, LTD.	626	$209K	0.06%	-117	13F-HR Timeline
Financial Advisors Network, Inc.	626	$209K	0.03%		13F-HR Timeline
Fiera Capital Corpin group Fiera Capital Corp	625	$209K	<0.01%	new	13F-HR Timeline Group
Vienna Asset Management LLC	625	$209K	0.14%	new	13F-HR Timeline
Townsend & Associates, Inc	639	$209K	0.02%	new	13F-HR Timeline
Lion Street Advisors, LLC	624	$209K	0.07%	new	13F-HR Timeline
Bill Few Associates, Inc.	624	$209K	0.07%	new	13F-HR Timeline
O'ROURKE & COMPANY, Inc	623	$208K	0.1%	new	13F-HR Timeline
2UniFi Bank	623	$208K	0.14%		13F-HR Timeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…	622	$208K	0.02%	0	13F-HR Timeline
Affinity Capital Advisors, LLC	639	$208K	0.04%	new	13F-HR Timeline
VestGen Investment Management	619	$207K	0.06%	new	13F-HR Timeline
NBZ Investment Advisors LLC	619	$207K	0.12%		13F-HR Timeline
Francis Financial, Inc.	1,036	$207K	0.05%	new	13F-HR Timeline
Wealthquest Corp	618	$207K	0.02%	new	13F-HR Timeline
Accelerate Investment Advisors LLC	618	$206K	0.18%	new	13F-HR Timeline
COMPASS CAPITAL CORP /MA/ /ADV	616	$206K	0.08%		13F-HR Timeline
Financial Council, LLC	616	$206K	0.11%	new	13F-HR Timeline
360 Financial, Inc.	615	$206K	0.07%	new	13F-HR Timeline
Three Bridge Wealth Advisors, LLC	611	$205K	0.07%	new	13F-HR Timeline
49 WEALTH MANAGEMENT, LLC	610	$204K	0.03%	new	13F-HR Timeline
Legacy Financial Strategies, LLC	616	$204K	0.04%	new	13F-HR Timeline
Strategic Financial Concepts, LLC	610	$204K	0.04%	new	13F-HR/A Timeline
Capital Square, LLC	610	$204K	0.12%	new	13F-HR Timeline
Peregrine Asset Advisers, Inc.	609	$204K	0.08%	new	13F-HR Timeline
CFS Investment Advisory Services, LLC	608	$203K	0.02%	new	13F-HR Timeline
Prospect Financial Services LLC	607	$203K	0.11%	new	13F-HR Timeline
GOLDEN ROAD ADVISORS LLC	605	$202K	0.15%	new	13F-HR Timeline
MAINSAIL ASSET MANAGEMENT, LLC	604	$202K	0.14%	new	13F-HR Timeline
Retirement Planning Group, LLC	602	$201K	0.01%	new	13F-HR Timeline
LEGACY FINANCIAL GROUP, INC.	602	$201K	0.06%	new	13F-HR Timeline
L. Roy Papp & Associates, LLP	601	$201K	0.02%	new	13F-HR Timeline
GLOBEFLEX CAPITAL L P	600	$201K	0.02%	0	13F-HR Timeline
Neumann Capital Management, LLC	600	$201K	0.07%	new	13F-HR Timeline
Royal Capital Wealth Management, LLC	600	$201K	0.14%	new	13F-HR Timeline
ROCKLAND TRUST CO	599	$200K	0.01%	new	13F-HR Timeline
Dakota Community Bank & Trust NA	591	$198K	0.94%	+145	13F-HR Timeline
Sound Income Strategies, LLC	572	$191K	0.01%	-67	13F-HR Timeline
GW&K Investment Management, LLC	572	$191K	<0.01%	+27	13F-HR Timeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP	571	$191K	0.02%	0	13F-HR Timeline Group
Park Square Financial Group, LLC	569	$190K	0.13%		13F-HR Timeline
Hanson & Doremus Investment Management	568	$190K	0.03%	0	13F-HR Timeline
Banque de Luxembourg S.A.	551	$185K	0.1%		13F-HR Timeline
First Command Advisory Services, Inc.	533	$178K	<0.01%	-6	13F-HR Timeline
Mascoma Wealth Management LLC	518	$173K	0.04%	+51	13F-HR Timeline
LEE DANNER & BASS INC	515	$172K	0.01%	-700	13F-HR Timeline
Bradley & Co. Private Wealth Management…	509	$170K	0.11%		13F-HR Timeline
HALL LAURIE J TRUSTEE	505	$169K	0.06%	0	13F-HR Timeline
Redwood Park Advisors LLC	504	$169K	0.14%		13F-HR Timeline
OPTIMUM INVESTMENT ADVISORS	500	$167K	0.07%	0	13F-HR Timeline
Fourth Dimension Wealth, LLC	485	$162K	0.08%		13F-HR Timeline
Kessler Investment Group, LLC	484	$162K	0.08%	-16	13F-HR Timeline
JFS WEALTH ADVISORS, LLC	482	$161K	0.01%	-30	13F-HR Timeline
Nova Wealth Management, Inc.	461	$154K	0.13%		13F-HR Timeline
Deseret Mutual Benefit Administrators	460	$154K	0.08%	-8	13F-HR Timeline
Bell Investment Advisors, Inc	460	$154K	0.03%	+1	13F-HR Timeline
Evergreen Private Wealth LLC	459	$153K	0.07%	0	13F-HR Timeline
Cassady Schiller Wealth Management, LLC	453	$151K	0.06%	+82	13F-HR Timeline
WPG Advisers, LLC	450	$150K	0.14%		13F-HR Timeline
WR Wealth Planners, LLC	449	$150K	0.05%	+37	13F-HR Timeline
McIlrath & Eck, LLC	443	$148K	0.02%	+171	13F-HR Timeline
OAKWORTH CAPITAL, INC.	441	$147K	0.01%	+250	13F-HR Timeline
E Fund Management (Hong Kong) Co., Ltd.	430	$144K	0.11%	+201	13F-HR Timeline
Physician Wealth Advisors, Inc.	423	$141K	0.02%	new	13F-HR Timeline
Frazier Financial Advisors, LLC	420	$141K	0.11%	-119	13F-HR Timeline
Global Financial Private Client, LLC	421	$141K	0.05%	+3	13F-HR Timeline
FWL INVESTMENT MANAGEMENT, LLC	410	$137K	0.05%	+100	13F-HR Timeline
Financial Management Professionals, Inc.	406	$136K	0.02%	+8	13F-HR Timeline