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Disclosery

CRM SALESFORCE INC

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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.

HolderSharesValue% of portfolioChangeSource
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…73$20K<0.01%+4713F-HRTimelineGroup
Valued Wealth Advisors LLC73$19.6K0.01%+213F-HRTimeline
Quest 10 Wealth Builders, Inc.71$18.9K0.02%-2313F-HRTimeline
Synergy Investment Management, LLC70$18.8K0.01%+5013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC70$18.8K0.01%013F-HRTimeline
DAGCO, INC.68$18.2K0.01%new13F-HRTimeline
Bellwether Advisors, LLC61$16.4K<0.01%013F-HRTimeline
Tower View Wealth Management LLC60$16.2K0.01%-20113F-HRTimeline
Morton Brown Family Wealth, LLC60$16.1K0.01%+1813F-HRTimeline
Cloud Capital Management, LLC60$16K0.01%13F-HRTimeline
PFS Partners, LLC58$15.7K0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC57$15.3K0.01%013F-HRTimeline
True Wealth Design, LLC56$14.9K0.01%+2913F-HRTimeline
Pineridge Advisors LLC54$14.5K0.01%-8313F-HRTimeline
PARK CIRCLE Co54$14.5K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC53$14.2K0.01%013F-HRTimeline
Centricity Wealth Management, LLC53$14.2K0.01%013F-HRTimeline
Legacy Bridge, LLC50$13.4K0.01%013F-HRTimeline
Mechanics Financial Corp50$13.4K0.01%013F-HRTimeline
SJS Investment Consulting Inc.49$13.2K<0.01%013F-HRTimeline
PrairieView Partners, LLC50$13K<0.01%013F-HRTimeline
Evolution Advisers, Inc.50$13K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…46$12.3K0.01%13F-HRTimeline
New England Capital Financial Advisors …45$12.1K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC45$12.1K<0.01%+3213F-HRTimeline
Coston, McIsaac & Partners47$12K<0.01%-313F-HRTimeline
Costello Asset Management, INC44$11.8K<0.01%-2513F-HRTimeline
Parvin Asset Management, LLC44$11.8K0.01%new13F-HRTimeline
LSV ASSET MANAGEMENT40$11K<0.01%+2013F-HRTimeline
Flaharty Asset Management, LLC40$10.7K<0.01%new13F-HRTimeline
Mizuho Securities Co. Ltd.in group MIZUHO FINANCIAL GROUP INC40$10.7K0.13%-15013F-HRTimelineGroup
Centennial Bank/AR/in group Centennial Bank/AR/40$10.7K0.01%013F-HRTimelineGroup
Hurley Capital, LLC39$10.5K0.01%013F-HRTimeline
Decker Retirement Planning Inc.39$10.5K0.01%-213F-HRTimeline
New Millennium Group LLC36$9.66K0.01%-3,36813F-HRTimeline
WealthTrak Capital Management LLC36$9.66K0.01%-513F-HRTimeline
Lowe Wealth Advisors, LLC35$9.39K<0.01%013F-HRTimeline
GODSEY & GIBB, INC34$9.12K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…34$9.12K<0.01%013F-HRTimeline
North Capital, Inc.32$8.59K0.01%13F-HRTimeline
S&T Bank/PA31$8.32K<0.01%-513F-HRTimeline
Tortoise Investment Management, LLC31$8.32K<0.01%-16213F-HR/ATimeline
Gold Investment Management Ltd.31$8.32K<0.01%013F-HRTimeline
GRAYBILL WEALTH MANAGEMENT, LTD.30$8.05K<0.01%13F-HRTimeline
WINNACLE WEALTH LLC30$7.88K0.01%+1013F-HRTimeline
Carolina Wealth Advisors, LLC29$7.78K<0.01%013F-HRTimeline
a16z Perennial Management, L.P.in group a16z Capital Management, L.L.…28$7.51K<0.01%013F-HRTimelineGroup
Darwin Wealth Management, LLC21$7.02K<0.01%013F-HRTimeline
TD Capital Management LLC26$7K<0.01%013F-HRTimeline
Bollard Group LLC25$7K<0.01%013F-HRTimeline
Painted Porch Advisors LLC25$6.71K<0.01%+1013F-HRTimeline
Christopher J. Hasenberg, Inc24$6.49K<0.01%013F-HRTimeline
MorganRosel Wealth Management, LLC24$6.44K<0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.22$5.9K<0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.21$5.64K<0.01%013F-HRTimeline
PayPay Securities Corp19$5.2K0.3%-113F-HRTimeline
HighMark Wealth Management LLC19$5.1K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…19$5.1K<0.01%-3213F-HRTimeline
Roble, Belko & Company, Inc18$5K<0.01%new13F-HRTimeline
COUNTRY TRUST BANK17$4.56K<0.01%013F-HR/ATimeline
Copia Wealth Management17$4.56K<0.01%new13F-HRTimeline
Lummis Asset Management, LP16$4.29K<0.01%+213F-HRTimeline
Principia Wealth Advisory, LLC16$4.24K<0.01%-913F-HRTimeline
Altshuler Shaham Ltd15$4.03K<0.01%new13F-HRTimeline
Perritt Capital Management Inc14$3.77K<0.01%+913F-HRTimeline
Westend Capital Management, LLC14$3.76K<0.01%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC13$3.49K<0.01%013F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…13$3.49K<0.01%-3813F-HRTimeline
West Oak Capital, LLC1,230$3.3K0.13%-26513F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA12$3.22K<0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…12$3.22K<0.01%013F-HRTimelineGroup
1 NORTH WEALTH SERVICES LLC10$2.68K<0.01%new13F-HRTimeline
Stephens Consulting, LLC10$2.68K<0.01%-10513F-HRTimeline
JDM Financial Group LLC9$2.42K<0.01%013F-HRTimeline
Twin Lakes Capital Management, LLC8$2.16K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC8$2.15K<0.01%013F-HRTimeline
Bare Financial Services, Inc8$2.15K<0.01%new13F-HRTimeline
Accordant Advisory Group Inc8$2.15K<0.01%new13F-HR/ATimeline
Demars Financial Group, LLC575,270$2.14K0.33%-80,56813F-HRTimeline
Parkworth Wealth Management, Inc.7$1.88K<0.01%-113F-HRTimeline
CURIO WEALTH, LLC1$1.68K0.01%new13F-HRTimeline
DecisionPoint Financial, LLC6$1.61K<0.01%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA6$1.61K<0.01%-213F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…5$1.54K<0.01%-8613F-HRTimeline
Bear Mountain Capital, Inc.5$1.34K<0.01%+413F-HRTimeline
Spectrum Wealth Counsel, LLC4$1.07K<0.01%013F-HRTimeline
IFS Advisors, LLC4$1.07K<0.01%+113F-HRTimeline
Inlight Wealth Management, LLC3$805<0.01%new13F-HRTimeline
Barnes Dennig Private Wealth Management…3$805<0.01%13F-HRTimeline
PFG Private Wealth Management, LLC3$675<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.2$537<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC2$5370.01%new13F-HRTimeline
HFM Investment Advisors, LLC2$537<0.01%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1$270<0.01%-4013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6,93313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.