Skip to content
Disclosery

CRM SALESFORCE INC

Follow

COM (common), issuer CIK 1108524

2,902 managers (2,963 13F filers) reported a position in CRM shares at 2025-06-30, 770,961,464 shares in all. 201 filers opened a position and 191 filers sold out during the quarter.

Managers
2,902
13F filers
2,963
New
201
Added
1,401
Reduced
1,042
Sold out
191
Shares held by filers
770,961,464

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
GW&K Investment Management, LLC754$206K<0.01%+19713F-HRTimeline
ABLE Financial Group, LLC755$206K0.05%new13F-HRTimeline
Transce3nd, LLC755$206K0.09%-23213F-HRTimeline
St. Louis Trust Co753$205K0.03%013F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC753$205K0.18%new13F-HRTimeline
DMC Group, LLC752$205K0.16%new13F-HRTimeline
Omnia Family Wealth, LLC749$205K0.07%-39613F-HRTimeline
Intellus Advisors LLC750$205K0.03%013F-HRTimeline
Abound Wealth Management750$204K0.06%-1213F-HRTimeline
GUYASUTA INVESTMENT ADVISORS INC749$204K0.01%new13F-HRTimeline
GoalVest Advisory LLC749$204K0.05%+8213F-HRTimeline
Well Done, LLC747$203K0.04%-30413F-HRTimeline
Grey Ledge Advisors, LLC746$203K0.05%new13F-HRTimeline
UP STRATEGIC WEALTH INVESTMENT ADVISORS…745$203K0.16%new13F-HRTimeline
Global Strategic Investment Solutions, …744$203K0.02%new13F-HRTimeline
Nicholas Investment Partners, LP743$203K0.02%new13F-HRTimeline
Van Hulzen Asset Management, LLC742$202K0.02%new13F-HRTimeline
1900 WEALTH MANAGEMENT LLC741$202K0.02%-33913F-HRTimeline
ACCOUNT MANAGEMENT LLC740$202K0.22%new13F-HRTimeline
Pacific Sun Financial Corp740$202K0.11%-1513F-HRTimeline
Legacy Financial Strategies, LLC740$202K0.04%new13F-HRTimeline
Sterling Investment Advisors, Ltd.739$201K0.04%new13F-HRTimeline
Avory & Company, LLC738$201K0.12%-1413F-HRTimeline
Altus Wealth Group LLC736$201K0.09%-6713F-HRTimeline
MFA Wealth Services734$200K0.15%new13F-HRTimeline
VISTA CAPITAL PARTNERS, INC.734$200K0.02%-3513F-HRTimeline
Affiance Financial, LLC734$200K0.04%new13F-HRTimeline
Front Row Advisors LLC720$197K0.07%-8013F-HRTimeline
Hughes Financial Services, LLC777$194K0.03%+1813F-HRTimeline
Covestor Ltd707$193K0.11%-19813F-HRTimeline
Blume Capital Management, Inc.677$185K0.04%-413F-HRTimeline
Nova Wealth Management, Inc.668$182K0.13%+3213F-HRTimeline
First Command Advisory Services, Inc.657$179K<0.01%+8513F-HRTimeline
L1 Capital Pty Ltd648$177K0.01%new13F-HR/ATimeline
Dakota Community Bank & Trust NA639$174K0.78%+4813F-HRTimeline
Bradley & Co. Private Wealth Management…621$169K0.1%+11213F-HRTimeline
2UniFi Bank612$167K0.09%-1113F-HRTimeline
Hanson & Doremus Investment Management607$166K0.02%+3913F-HRTimeline
Bullock Wealth Management Group601$163K0.09%+3113F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP571$156K0.01%013F-HRTimelineGroup
CSS LLC/IL560$153K0.01%-34013F-HRTimeline
JFS WEALTH ADVISORS, LLC552$150K0.01%+4413F-HRTimeline
Private Wealth Asset Management, LLC545$149K0.02%-5113F-HRTimeline
Banque de Luxembourg S.A.551$148K0.08%013F-HRTimeline
Pandora Wealth, Inc.531$145K0.09%-20413F-HRTimeline
OAKWORTH CAPITAL, INC.520$142K0.01%+5613F-HRTimeline
Mascoma Wealth Management LLC518$141K0.03%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS500$136K0.06%013F-HRTimeline
Deseret Mutual Benefit Administrators486$133K0.06%013F-HRTimeline
Ashurst Perkins Coie Trust Co485$132K0.02%-213F-HRTimeline
VISION FINANCIAL MARKETS LLC478$130K0.12%013F-HRTimeline
Bell Investment Advisors, Inc477$130K0.02%+1513F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC473$129K0.03%-3313F-HRTimelineGroup
CALDWELL SUTTER CAPITAL, INC.469$128K0.06%013F-HRTimeline
Frazier Financial Advisors, LLC467$127K0.09%+1413F-HRTimeline
Financial Connections Group, Inc.463$126K0.05%+20013F-HRTimeline
Beaird Harris Wealth Management, LLC437$119K0.01%+4913F-HRTimeline
NewSquare Capital LLC426$116K0.01%+15013F-HRTimeline
Iron Horse Wealth Management, LLC423$115K0.03%+113F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC423$115K0.02%new13F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV422$115K0.04%-2013F-HRTimeline
Financial Management Professionals, Inc.411$112K0.01%-2913F-HRTimeline
ATWOOD & PALMER INC408$111K0.01%013F-HRTimeline
Redwood Park Advisors LLC407$111K0.09%-9913F-HRTimeline
DHJJ Financial Advisors, Ltd.403$110K0.04%new13F-HRTimeline
Kessler Investment Group, LLC400$109K0.04%013F-HRTimeline
FOSTER DYKEMA CABOT & PARTNERS, LLC398$109K0.01%013F-HRTimeline
Evergreen Private Wealth LLC395$108K0.05%+1113F-HRTimeline
Provenance Wealth Advisors, LLC388$106K0.02%+24713F-HRTimeline
Private Wealth Management Group, LLC384$105K0.03%+713F-HRTimeline
Cornerstone Planning Group LLC421$104K0.02%-24413F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC382$104K0.02%+5913F-HRTimeline
Activest Wealth Management382$104K0.03%-34513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC380$104K0.03%-4213F-HRTimeline
Fourth Dimension Wealth, LLC376$103K0.04%-10913F-HRTimeline
Smallwood Wealth Investment Management,…367$100K0.06%013F-HRTimeline
BFSG, LLC362$98.7K0.01%-3,43613F-HRTimeline
Bruce G. Allen Investments, LLC361$98.4K0.07%+15013F-HRTimeline
Physician Wealth Advisors, Inc.358$97.6K0.02%+9013F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.351$95.7K0.3%013F-HRTimeline
First PREMIER Bank348$95K0.02%+8513F-HRTimeline
Creekmur Asset Management LLC333$90.8K0.02%+11113F-HRTimeline
Sherman Asset Management, Inc.333$90.8K0.08%013F-HRTimeline
N.E.W. Advisory Services LLC331$90.4K0.01%+14913F-HRTimeline
Estabrook Capital Management331$90.3K0.01%013F-HRTimeline
VESTOR CAPITAL, LLC2,081$90K0.01%+1,31013F-HRTimeline
LFA - Lugano Financial Advisors SA330$90K0.05%+15813F-HRTimeline
Financial Perspectives, Inc327$89.3K0.03%013F-HRTimeline
Red Tortoise LLC322$87.7K0.04%+21313F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC319$87K0.01%-2413F-HRTimeline
REAP Financial Group, LLC314$85.6K0.02%+11813F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC311$84.8K0.04%013F-HRTimeline
SUMMIT SECURITIES GROUP LLC309$84.3K0.03%new13F-HRTimeline
Ulland Investment Advisors, LLC309$84K0.06%013F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC300$81.8K0.04%013F-HRTimeline
WPG Advisers, LLC299$81.5K0.07%-18513F-HRTimeline
Prestige Wealth Management Group LLC292$79.7K0.02%013F-HR/ATimeline
Rosenberg Matthew Hamilton292$79.6K0.02%-4113F-HRTimeline
Park Square Financial Group, LLC286$78K0.06%-31313F-HRTimeline
Stone House Investment Management, LLC285$77.7K0.01%-15213F-HRTimeline
Northwest Capital Management Inc283$77.2K0.04%013F-HRTimeline
Binnacle Investments Inc277$75.5K0.05%+1613F-HRTimeline
MARSHALL & SULLIVAN INC /WA/275$75K0.04%new13F-HRTimeline
Crews Bank & Trust271$73.9K0.01%013F-HRTimeline
UNION SAVINGS BANK277$71.6K0.03%013F-HRTimeline
PROATHLETE WEALTH MANAGEMENT LLC260$71.4K0.02%013F-HRTimeline
RATIONAL ADVISORS, INC.252$68.7K0.01%new13F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding248$67.6K-3,946Timeline
Pacific Center for Financial Services231$63K0.02%013F-HRTimeline
Bank of New Hampshire230$62.7K0.02%-8013F-HRTimeline
Clark Wealth Partners226$61.6K0.04%+1613F-HRTimeline
CGC Financial Services, LLC223$60.8K0.02%013F-HRTimeline
McIlrath & Eck, LLC219$59.6K0.01%+713F-HRTimeline
DELTA ASSET MANAGEMENT LLC/TN217$59.2K0.01%013F-HRTimeline
MTM Investment Management, LLC215$58.6K0.02%new13F-HRTimeline
Whipplewood Advisors, LLC210$57.3K0.03%-74413F-HRTimeline
Howard Hughes Medical Institute206$56.2K0.02%new13F-HRTimeline
Ameliora Wealth Management Ltd.205$55.9K0.02%+513F-HRTimeline
SWAN Capital LLC205$55.9K0.02%+513F-HRTimeline
Tidemark, LLC204$55.6K0.02%+2213F-HRTimeline
Hartford Financial Management Inc.202$55.1K0.02%-3313F-HRTimeline
Breakwater Investment Management200$54.5K0.02%013F-HRTimeline
GARRISON BRADFORD & ASSOCIATES INC200$54.5K0.06%013F-HRTimeline
GHP Investment Advisors, Inc.194$53K<0.01%+3013F-HRTimeline
Core Alternative Capital191$52.1K0.01%+313F-HRTimeline
RMG Wealth Management LLC200$52K0.01%13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.192$51.9K0.04%-1713F-HRTimeline
Bank & Trust Co190$51.8K0.04%013F-HRTimeline
Plante Moran Financial Advisors, LLC189$51.6K<0.01%-8013F-HRTimeline
Cedar Wealth Management, LLC187$51K0.02%013F-HRTimeline
Kiker Wealth Management, LLC186$50.7K0.03%-3613F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.181$49.4K0.02%+6513F-HRTimeline
Bellwether Advisors, LLC180$49.1K0.01%+11913F-HRTimeline
Kings Path Partners LLC176$48K0.02%013F-HRTimeline
Disciplina Capital Management LLC174$47.5K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.172$47K0.02%013F-HRTimeline
Team Financial Group, LLC170$46.4K0.02%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC165$45K0.02%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…164$45K<0.01%+9113F-HRTimelineGroup
MilWealth Group LLC165$45K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC165$45K0.05%+1113F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC167$44K0.04%-12,04013F-HRTimeline
Graney & King, LLC161$44K0.03%013F-HRTimeline
SIERRA OCEAN, LLC161$43.9K0.03%-4413F-HRTimeline
Retirement Wealth Solutions LLC158$43K0.03%-4113F-HRTimeline
Kilter Group LLC153$41.7K0.02%new13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC151$41.2K0.01%+1213F-HRTimeline
Decker Retirement Planning Inc.150$40.9K0.02%+11113F-HRTimeline
Capital A Wealth Management, LLC155$40.8K0.46%+4513F-HRTimeline
WFA Asset Management Corp158$40.7K0.02%-24213F-HRTimeline
Brown Shipley& Co Ltd145$39.5K0.02%new13F-HRTimeline
Pacifica Partners Inc.144$39.4K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc140$38.2K0.01%013F-HRTimeline
MCF Advisors LLC138$37.7K<0.01%+4413F-HRTimeline
Pflug Koory, LLC138$37.6K0.02%013F-HRTimeline
VSM Wealth Advisory, LLC135$36.8K0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC133$36.3K<0.01%+2113F-HRTimeline
IAG Wealth Partners, LLC130$35.5K<0.01%-2013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC129$35.3K0.04%+113F-HRTimeline
COUNTRY TRUST BANK129$35.2K<0.01%+11213F-HRTimeline
Quaker Wealth Management, LLC126$34.4K0.01%new13F-HRTimeline
MASECO LLP125$34.2K<0.01%13F-HRTimeline
Spurstone Advisory Services, LLC125$34.1K0.52%new13F-HRTimeline
Medallion Wealth Advisors, LLC123$33.5K0.01%013F-HRTimeline
Wood Tarver Financial Group, LLC118$32K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.117$31.9K0.01%013F-HRTimeline
Main Street Group, LTD117$31.9K0.01%-5013F-HRTimeline
Christopher J. Hasenberg, Inc116$31.6K0.01%+9213F-HRTimeline
TD Capital Management LLC112$30.6K<0.01%+8613F-HRTimeline
BARRETT & COMPANY, INC.110$30K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.109$29.9K0.02%-113F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC108$29.5K<0.01%-2213F-HRTimeline
Aspect Partners, LLC108$29.5K0.01%-1113F-HRTimeline
Granite FO LLC103$28.1K0.02%013F-HRTimeline
Avion Wealth105$28K0.01%-9113F-HR/ATimeline
Robinswood Financial LLC102$27.9K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC100$27.5K0.02%-1313F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.101$27.4K0.03%13F-HRTimeline
Tacita Capital Inc100$27.3K0.02%013F-HRTimeline
Atlantic Private Wealth, LLC100$27.3K0.02%013F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.100$27.3K0.02%013F-HRTimeline
Cedar Mountain Advisors, LLC99$27.1K0.01%013F-HRTimeline
Signature Resources Capital Management,…98$26.6K0.02%+113F-HRTimeline
Operose Advisors LLC96$26.2K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC95$25.9K0.01%-1013F-HRTimeline
RiverPark Advisors, LLCin group RiverPark Advisors, LLC94$25.6K0.02%+213F-HRTimelineGroup
FSA Wealth Management LLC94$25.5K0.01%+113F-HRTimeline
Strategic Investment Solutions, Inc. /IL93$25.4K0.01%-813F-HRTimeline
Asset Planning,Inc93$25.4K0.02%013F-HRTimeline
Painted Porch Advisors LLC90$24.5K0.01%+6513F-HRTimeline
Tradewinds Capital Management, LLC89$24.3K0.01%013F-HRTimeline
Compass Financial Services Inc89$24.3K0.01%013F-HRTimeline
Access Investment Management LLC89$24.3K0.01%13F-HRTimeline
True Wealth Design, LLC87$23.6K0.01%+3113F-HRTimeline
DiNuzzo Private Wealth, Inc.86$23.5K<0.01%013F-HRTimeline
Promus Capital, LLC86$23.5K0.02%013F-HR/ATimeline
Riverview Trust Co85$23.2K0.03%-66613F-HRTimeline
STEPH & CO84$22.9K0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.81$22.1K0.02%-1,01513F-HRTimeline
Accredited Wealth Management, LLC80$21.8K0.02%013F-HRTimeline