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Disclosery

CRM SALESFORCE INC

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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.

HolderSharesValue% of portfolioChangeSource
FOSTER DYKEMA CABOT & PARTNERS, LLC398$133K0.01%-47513F-HRTimeline
ATLAS CAPITAL ADVISORS INC.395$132K0.02%013F-HRTimeline
ATWOOD & PALMER INC380$127K0.01%013F-HRTimeline
EnRich Financial Partners LLC373$125K0.04%013F-HRTimeline
Bruce G. Allen Investments, LLC373$125K0.1%+29213F-HRTimeline
Stonebridge Financial Group, LLC368$123K0.01%13F-HRTimeline
Beaird Harris Wealth Management, LLC367$123K0.01%-29413F-HRTimeline
Acropolis Investment Management, LLC365$122K0.01%new13F-HRTimeline
Kapitalo Investimentos Ltda362$121K0.08%new13F-HRTimeline
American Capital Advisory, LLC360$120K0.07%013F-HRTimeline
Private Wealth Management Group, LLC357$119K0.05%013F-HRTimeline
Cornerstone Planning Group LLC338$117K0.03%+1113F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.351$117K0.59%new13F-HRTimeline
CITY HOLDING CO351$117K0.02%013F-HRTimeline
JCIC Asset Management Inc.347$116K0.05%+713F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC343$115K0.01%+7713F-HRTimeline
Strategic Investment Solutions, Inc. /IL401$112K0.04%+30013F-HRTimeline
Sherman Asset Management, Inc.333$111K0.1%13F-HRTimeline
Estabrook Capital Management331$111K0.02%013F-HRTimeline
Financial Perspectives, Inc327$109K0.04%+10413F-HRTimeline
OGOREK ANTHONY JOSEPH /NY/ /ADV323$108K0.03%+113F-HRTimeline
Bay Harbor Wealth Management, LLC314$105K0.03%+413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC311$104K0.05%013F-HRTimeline
VISION FINANCIAL MARKETS LLC310$104K0.11%13F-HRTimeline
Bank of New Hampshire310$104K0.03%013F-HRTimeline
Ulland Investment Advisors, LLC309$103K0.07%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC300$100K<0.01%+213F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC298$99.6K0.06%013F-HRTimeline
Plante Moran Financial Advisors, LLC296$99K0.01%-2513F-HRTimeline
Prestige Wealth Management Group LLC292$97.7K0.02%013F-HR/ATimeline
DELTA ASSET MANAGEMENT LLC/TN292$97.6K0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC288$96.3K0.02%-713F-HRTimeline
Northwest Capital Management Inc283$94.6K0.04%013F-HRTimeline
Activest Wealth Management275$92K0.03%+613F-HRTimeline
Crews Bank & Trust271$90.6K0.02%13F-HRTimeline
Creekmur Asset Management LLC265$88.6K0.02%-813F-HRTimeline
First PREMIER Bank263$88K0.02%-20013F-HRTimeline
Tower View Wealth Management LLC261$87.3K0.05%013F-HRTimeline
Balefire, LLC264$87.3K0.03%new13F-HRTimeline
Financial Connections Group, Inc.263$87K0.04%-11413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.258$86.3K0.04%-3013F-HRTimeline
Iron Horse Wealth Management, LLC252$84.3K0.03%013F-HRTimeline
Cadent Capital Advisors, LLC245$81.8K0.03%new13F-HRTimeline
Quarry LP244$81.6K0.02%new13F-HRTimeline
AlphaMark Advisors, LLC238$80K0.03%+10213F-HRTimeline
Hartford Financial Management Inc.235$78.6K0.02%013F-HRTimeline
GHP Investment Advisors, Inc.235$78.6K<0.01%-2413F-HRTimeline
MCF Advisors LLC231$77.3K0.01%+9013F-HRTimeline
Pacific Center for Financial Services231$77.1K0.02%+113F-HRTimeline
Pacific Capital Wealth Advisors, Inc.224$74.9K0.01%-1413F-HRTimeline
CGC Financial Services, LLC223$74.6K0.03%013F-HRTimeline
Noble Wealth Management PBC218$72.9K0.05%13F-HRTimeline
FPC INVESTMENT ADVISORY, INC.202$69K0.05%+18713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC206$68.9K0.01%-1213F-HRTimeline
Retirement Wealth Solutions LLC212$67.3K0.06%13F-HRTimeline
Ameliora Wealth Management Ltd.200$66.9K0.03%new13F-HRTimeline
EMERALD ADVISERS, LLCin group EMERALD ADVISERS, LLC200$66.9K<0.01%013F-HRTimelineGroup
SWAN Capital LLC200$66.9K0.03%-12913F-HRTimeline
Breakwater Investment Management200$66.9K0.03%013F-HR/ATimeline
CROWLEY WEALTH MANAGEMENT, INC.200$66.9K0.06%13F-HRTimeline
Tidemark, LLC200$66.9K0.03%+1813F-HRTimeline
Avion Wealth196$65K0.02%+10113F-HRTimeline
Tortoise Investment Management, LLC193$64.5K0.01%+2413F-HR/ATimeline
MIZUHO FINANCIAL GROUP INCgroup of 2 filers holding190$63.8K-8,636Timeline
Cordant, Inc.190$63.5K0.03%new13F-HRTimeline
Bank & Trust Co190$63.5K0.05%-513F-HRTimeline
Core Alternative Capital188$62.9K0.01%+3513F-HRTimeline
Cedar Wealth Management, LLC187$62.5K0.02%-1,52913F-HRTimeline
Whipplewood Advisors, LLC185$61.9K0.04%13F-HRTimeline
KIECKHEFER GROUP LLC180$60.2K0.04%13F-HRTimeline
FSC Wealth Advisors, LLC178$59.5K0.04%new13F-HRTimeline
Rosenberg Matthew Hamilton177$59.2K0.02%+8313F-HRTimeline
Kohmann Bosshard Financial Services, LLC176$58.8K0.01%new13F-HRTimeline
Kings Path Partners LLC176$58.8K0.03%013F-HRTimeline
MARK SHEPTOFF FINANCIAL PLANNING, LLC175$58.5K0.03%-12513F-HRTimeline
Richardson Capital Management LLC170$56.8K0.04%013F-HRTimeline
Cherry Tree Wealth Management, LLC168$56.2K0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.168$56.1K0.04%-213F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC165$55.2K0.02%013F-HRTimeline
Friedenthal Financial165$55.2K0.03%new13F-HRTimeline
MilWealth Group LLC165$55.2K0.02%013F-HRTimeline
Graney & King, LLC161$53.7K0.04%13F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC160$53.5K0.01%-613F-HRTimeline
UNION SAVINGS BANK155$51.8K0.03%013F-HRTimeline
Clark Wealth Partners151$50.6K0.04%13F-HRTimeline
IAG Wealth Partners, LLC150$50.1K0.01%013F-HRTimeline
Slocum, Gordon & Co LLP150$50.1K0.04%013F-HRTimeline
Pacifica Partners Inc.144$47.6K0.02%013F-HRTimeline
Glass Jacobson Investment Advisors llc140$46.8K0.02%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIERRA OCEAN, LLC139$46.5K0.04%13F-HRTimeline
Pflug Koory, LLC138$46.1K0.02%013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC167$46K0.04%013F-HRTimeline
Pineridge Advisors LLC137$45.8K0.02%+6213F-HRTimeline
REAP Financial Group, LLC136$45.5K0.01%-6513F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC136$45.2K0.01%013F-HRTimeline
VSM Wealth Advisory, LLC135$45.1K0.02%13F-HRTimeline
Ashurst Perkins Coie Trust Co135$45.1K0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC128$42.9K0.06%-113F-HRTimeline
Pingora Partners LLC125$41.8K0.03%013F-HRTimeline
Aspect Partners, LLC120$40.1K0.02%+1513F-HRTimeline
Main Street Group, LTD117$39.1K0.01%013F-HRTimeline
Kathleen S. Wright Associates Inc.117$39.1K0.02%013F-HRTimeline
Householder Group Estate & Retirement S…118$39K0.03%-33813F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.116$38.8K0.02%013F-HRTimeline
Stephens Consulting, LLC115$38.4K0.01%013F-HRTimeline
Ruedi Wealth Management, Inc.113$37.8K0.01%013F-HRTimeline
CHESAPEAKE ASSET MANAGEMENT LLC110$36.9K0.03%+313F-HRTimeline
BARRETT & COMPANY, INC.110$36.8K0.02%013F-HRTimeline
Red Tortoise LLC108$36.3K0.02%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC105$35.2K<0.01%new13F-HR/ATimeline
Longview Financial Advisors LLC105$35.1K0.02%13F-HRTimeline
Wood Tarver Financial Group, LLC107$35K0.01%13F-HRTimeline
Granite FO LLC103$34.4K0.02%013F-HRTimeline
Cedar Mountain Advisors, LLC102$34.2K0.01%-913F-HRTimeline
Atlantic Private Wealth, LLC102$34.1K0.03%+213F-HRTimeline
Sugarloaf Wealth Management, LLC100$33.4K0.01%+2413F-HRTimeline
Tacita Capital Inc100$33.4K0.02%013F-HRTimeline
Piscataqua Savings Bank100$33.4K0.03%013F-HRTimeline
Signature Resources Capital Management,…97$32.6K0.03%013F-HRTimeline
Reyes Financial Architecture, Inc.97$32.4K0.03%13F-HRTimeline
Operose Advisors LLC96$32.1K0.01%-16613F-HRTimeline
Castleview Partners, LLC96$31.7K0.02%+4313F-HR/ATimeline
Collier Financial94$31.6K0.03%13F-HRTimeline
Quest 10 Wealth Builders, Inc.94$31.4K0.03%13F-HRTimeline
FSA Wealth Management LLC93$31.2K0.01%-9913F-HRTimeline
Asset Planning,Inc93$31.1K0.02%13F-HRTimeline
Medallion Wealth Advisors, LLC101$31K0.02%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…91$30.5K0.01%new13F-HRTimeline
NCP Inc.91$30.4K0.02%013F-HRTimeline
ZynergyRetirementPlanningLLC110$30.1K0.02%013F-HRTimeline
Compass Financial Services Inc89$29.8K0.02%13F-HRTimeline
Tradewinds Capital Management, LLC89$29.8K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC87$29.1K0.01%+4013F-HRTimelineGroup
Promus Capital, LLC86$28.8K0.02%13F-HR/ATimeline
FLP Wealth Management, LLC85$28.5K0.07%13F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC85$28.4K0.02%013F-HRTimeline
DiNuzzo Private Wealth, Inc.84$28.1K<0.01%013F-HRTimeline
NewSquare Capital LLC82$27.4K<0.01%+2413F-HRTimeline
Disciplina Capital Management LLC81$27.1K<0.01%013F-HRTimeline
Accredited Wealth Management, LLC80$26.8K0.02%13F-HRTimeline
Legacy Investment Solutions, LLC82$26.7K0.02%+1913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…82$26.7K0.02%+1913F-HRTimelineGroup
Wiser Advisor Group LLC77$25.9K0.04%013F-HRTimeline
Knott David M Jr77$25.7K0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.72$24.2K0.01%13F-HRTimeline
Valued Wealth Advisors LLC71$23.8K0.01%-2213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC70$23.4K0.01%013F-HRTimeline
Costello Asset Management, INC69$23.1K0.02%013F-HRTimeline
Caitlin John, LLC67$22.4K0.02%013F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP67$22.4K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC65$21.7K0.04%-14413F-HRTimeline
PROFFITT & GOODSON INC64$21.4K<0.01%-713F-HRTimeline
STEPH & CO63$21.1K0.01%-4813F-HRTimeline
LFA - Lugano Financial Advisors SA62$20.7K0.01%013F-HRTimeline
Bellwether Advisors, LLC61$20.4K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC61$20.4K0.02%013F-HRTimeline
Trust Co60$20.1K<0.01%013F-HRTimeline
AEGON ASSET MANAGEMENT UK Plc59$19.7K<0.01%new13F-HR/ATimelineThe filing omitted confidential holdings, a later amendment may add them.
PFS Partners, LLC58$19.5K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC57$19.1K0.01%13F-HRTimeline
WFA Asset Management Corp56$18.8K0.01%-10213F-HRTimeline
PARK CIRCLE Co54$18.1K0.02%013F-HRTimeline
Midwest Capital Advisors, LLC53$17.7K0.01%13F-HRTimeline
Centricity Wealth Management, LLC53$17.7K0.02%13F-HRTimeline
Vermillion & White Wealth Management Gr…51$17.1K0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…51$17.1K0.01%13F-HRTimeline
Fairfield Financial Advisors, LTD50$16.8K0.01%013F-HRTimeline
Legacy Bridge, LLC50$16.7K0.01%013F-HRTimeline
Providence First Trust Co50$16.7K0.01%new13F-HRTimeline
Menard Financial Group LLC50$16.7K0.01%new13F-HRTimeline
Mechanics Financial Corp50$16.7K0.01%013F-HRTimeline
SJS Investment Consulting Inc.49$16.4K<0.01%-5913F-HRTimeline
XY Capital Ltd48$16K0.02%new13F-HRTimeline
PrairieView Partners, LLC50$16K<0.01%013F-HRTimeline
Evolution Advisers, Inc.50$16K0.01%013F-HRTimeline
Coston, McIsaac & Partners50$16K<0.01%+313F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.47$15.4K0.01%13F-HRTimeline
New England Capital Financial Advisors …45$15.1K0.01%013F-HRTimeline
COHEN & STEERS, INC.in group COHEN & STEERS, INC.44$15K<0.01%013F-HRTimelineGroup
Hurley Capital, LLC39$14.6K0.01%13F-HRTimeline
Morton Brown Family Wealth, LLC42$14K<0.01%013F-HRTimeline
HBC Financial Services, PLLC43$14K0.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.41$13.7K0.01%+4013F-HRTimeline
Decker Retirement Planning Inc.41$13.7K0.01%13F-HRTimeline
WealthTrak Capital Management LLC41$13.7K0.01%13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/40$13.4K0.01%013F-HRTimelineGroup
Morse Asset Management, Inc38$12.7K<0.01%new13F-HRTimeline
S&T Bank/PA36$12K<0.01%new13F-HRTimeline
Wingate Wealth Advisors, Inc.36$12K0.01%13F-HRTimeline
Robinswood Financial LLC35$11.7K<0.01%013F-HRTimeline
Lowe Wealth Advisors, LLC35$11.7K<0.01%+1713F-HRTimeline
HHM Wealth Advisors, LLC35$11.7K<0.01%+1813F-HRTimeline
CAPITAL & PLANNING, LLC35$11.7K0.01%13F-HRTimeline
GODSEY & GIBB, INC34$11.4K<0.01%-8613F-HRTimeline
Atlantic Edge Private Wealth Management…34$11.4K<0.01%new13F-HRTimeline
Cyrus J. Lawrence, LLC35$11K<0.01%new13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC42$10.8K0.01%013F-HRTimeline
Gold Investment Management Ltd.31$10.4K<0.01%013F-HRTimeline
Sugar Maple Asset Management, LLC30$10K0.01%new13F-HRTimeline
Carolina Wealth Advisors, LLC29$9.7K0.01%-2613F-HRTimeline