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Disclosery

CRM SALESFORCE INC

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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
Gitterman Wealth Management, LLC79$21.5K0.01%new13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP80$21.5K0.01%13F-HRTimeline
Legacy Investment Solutions, LLC78$21.3K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…78$21.3K0.01%-413F-HRTimelineGroup
Knott David M Jr77$21K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.73$19.8K0.02%+213F-HRTimeline
Valued Wealth Advisors LLC71$19.4K0.01%-213F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC70$19.1K0.01%013F-HRTimeline
DAGCO, INC.68$18.5K0.01%013F-HRTimeline
Riggs Asset Managment Co. Inc.66$18K<0.01%+4513F-HRTimeline
Tortoise Investment Management, LLC65$17.7K<0.01%+3413F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…63$17.2K<0.01%-12,86113F-HRTimelineGroup
Tower View Wealth Management LLC60$16.5K0.01%013F-HRTimeline
ISLAY CAPITAL MANAGEMENT, LLC60$16.4K0.01%-2513F-HRTimeline
Morton Brown Family Wealth, LLC60$16.4K<0.01%013F-HRTimeline
PFS Partners, LLC58$15.9K0.01%013F-HRTimeline
Dogwood Wealth Management LLC57$15.6K0.01%-2,49413F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC57$15.6K0.01%013F-HRTimeline
IMG Wealth Management, Inc.57$15.5K0.01%+5513F-HRTimeline
PARK CIRCLE Co54$14.7K0.01%013F-HRTimeline
Midwest Capital Advisors, LLC53$14.5K0.01%013F-HRTimeline
Centricity Wealth Management, LLC53$14.5K0.01%013F-HRTimeline
Bare Financial Services, Inc53$14.5K<0.01%+4513F-HRTimeline
Pineridge Advisors LLC52$14.2K0.01%-213F-HRTimeline
Mechanics Financial Corp50$13.6K0.01%013F-HRTimeline
Delos Wealth Advisors, LLC50$13.6K0.01%new13F-HRTimeline
REDMONT WEALTH ADVISORS LLC50$13.6K0.02%new13F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/50$13.6K0.01%+1013F-HR/ATimelineGroup
WealthTrak Capital Management LLC49$13.4K0.01%+1313F-HRTimeline
PrairieView Partners, LLC50$13K<0.01%013F-HRTimeline
Briaud Financial Planning Inc50$13K0.01%new13F-HRTimeline
Evolution Advisers, Inc.50$13K0.01%013F-HRTimeline
Coston, McIsaac & Partners49$13K<0.01%+213F-HRTimeline
S&T Bank/PA47$12.8K<0.01%+1613F-HRTimeline
Westend Capital Management, LLC46$12.5K<0.01%+3213F-HRTimeline
MJT & Associates Financial Advisory Gro…46$12.5K0.02%013F-HR/ATimeline
New England Capital Financial Advisors …45$12.4K0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC45$12.3K<0.01%013F-HRTimeline
Innovative Advisory Group, LLC45$12.3K0.01%new13F-HRTimeline
LGT Financial Advisors LLC42$11.5K0.03%-31013F-HRTimeline
ALERUS FINANCIAL NA40$10.9K<0.01%new13F-HRTimeline
Hurley Capital, LLC39$10.6K0.01%013F-HRTimeline
SJS Investment Consulting Inc.38$10.4K<0.01%-1113F-HRTimeline
Trust Co38$10.4K<0.01%-6013F-HRTimeline
Principia Wealth Advisory, LLC38$10.4K0.01%+2213F-HRTimeline
Richardson Capital Management LLC37$10.1K0.01%-13513F-HRTimeline
HHM Wealth Advisors, LLC35$9.54K<0.01%-16713F-HRTimeline
Lowe Wealth Advisors, LLC35$9.54K<0.01%013F-HRTimeline
Safe Harbor Fiduciary, LLC35$9.54K0.01%new13F-HRTimeline
GODSEY & GIBB, INC34$9.27K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…34$9.27K<0.01%013F-HRTimeline
Altshuler Shaham Ltd34$9.27K<0.01%+1913F-HRTimeline
Mid-American Wealth Advisory Group, Inc.34$9.27K<0.01%new13F-HRTimeline
North Capital, Inc.32$8.73K0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP31$8.45K<0.01%-1,30013F-HRTimeline
GFG Capital, LLC31$8.45K<0.01%new13F-HRTimeline
Gold Investment Management Ltd.31$8.43K<0.01%013F-HRTimeline
Bay Harbor Wealth Management, LLC29$7.92K<0.01%-29513F-HRTimeline
Carolina Wealth Advisors, LLC29$7.91K<0.01%013F-HRTimeline
Scarborough Advisors, LLC28$7.63K<0.01%new13F-HRTimeline
Piscataqua Savings Bank25$6.82K0.01%new13F-HRTimeline
Caitong International Asset Management …25$6.82K<0.01%-1,55713F-HRTimeline
MorganRosel Wealth Management, LLC24$6.54K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.22$6K<0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.22$6K<0.01%+1513F-HRTimeline
Darwin Wealth Management, LLC21$5.74K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…19$5.18K<0.01%013F-HRTimeline
PayPay Securities Corp18$4.91K0.24%-113F-HRTimeline
Copia Wealth Management17$4.64K<0.01%013F-HRTimeline
Stephens Consulting, LLC16$4.36K<0.01%+613F-HRTimeline
Lummis Asset Management, LP16$4.36K<0.01%013F-HRTimeline
Costello Asset Management, INC15$4.12K<0.01%-2913F-HRTimeline
TruNorth Capital Management, LLC15$4.09K<0.01%-94513F-HRTimeline
Luminist Capital LLC15$4.08K<0.01%new13F-HRTimeline
Perritt Capital Management Inc14$3.83K<0.01%013F-HR/ATimeline
HighMark Wealth Management LLC28$3.54K<0.01%+913F-HRTimeline
HAGER INVESTMENT MANAGEMENT SERVICES, L…13$3.54K<0.01%013F-HRTimeline
West Oak Capital, LLC1,285$3.5K0.14%+5513F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…12$3.27K<0.01%013F-HRTimelineGroup
WFA of San Diego, LLC12$3.27K<0.01%13F-HRTimeline
Family CFO Inc11$3K<0.01%new13F-HRTimeline
Financially Speaking Inc11$3K<0.01%new13F-HRTimeline
1 NORTH WEALTH SERVICES LLC10$2.73K<0.01%013F-HRTimeline
Morse Asset Management, Inc10$2.73K<0.01%-45913F-HRTimeline
Twin Lakes Capital Management, LLC8$2.2K<0.01%013F-HRTimeline
DUNCKER STREETT & CO INC8$2.18K<0.01%013F-HRTimeline
Richard W. Paul & Associates, LLC8$2.18K<0.01%-1,23313F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC8$2.18K<0.01%-3,74613F-HRTimeline
HFM Investment Advisors, LLC8$2.18K<0.01%+613F-HRTimeline
DecisionPoint Financial, LLC7$1.9K<0.01%+113F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA6$1.64K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…5$1.57K<0.01%013F-HRTimeline
CURIO WEALTH, LLC5$1.37K<0.01%+413F-HRTimeline
IFS Advisors, LLC4$1.09K<0.01%013F-HRTimeline
Inlight Wealth Management, LLC3$818<0.01%013F-HRTimeline
Barnes Dennig Private Wealth Management…3$818<0.01%013F-HRTimeline
LOGAN CAPITAL MANAGEMENT INC2$545<0.01%-29813F-HRTimeline
ROSS\JOHNSON & Associates LLC2$5450.01%013F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.1$275<0.01%013F-HRTimeline
OLD SECOND NATIONAL BANK OF AURORA1$273<0.01%-1113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Fiduciary Wealth Partners, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.