Skip to content
Disclosery

CRM SALESFORCE INC

Follow

COM (common), issuer CIK 1108524

Filings received so far for Q3 2026: 286 13F filers report a position in CRM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
AAFMAA Wealth Management & Trust LLC1,306$300K0.1%-19113F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,263$290K0.09%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,248$287K0.03%013F-HRTimeline
Fermata Advisors, LLC1,239$284K0.06%new13F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC1,214$279K0.06%new13F-HRTimeline
Hamilton Capital, LLC1,210$278K0.02%new13F-HRTimeline
JM2 Capital Inc.1,205$277K0.18%-24513F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,190$273K<0.01%new13F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/1,141$262K0.09%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,140$262K0.02%-4513F-HRTimeline
First Heartland Consultants, Inc.1,114$256K0.02%new13F-HRTimeline
Affinity Capital Advisors, LLC1,116$256K0.03%new13F-HRTimeline
New Covenant Trust Company, N.A.1,102$253K0.18%new13F-HRTimeline
Regent Peak Wealth Advisors LLC1,082$248K0.04%-30113F-HRTimeline
Centurion Wealth Management LLC1,082$248K0.06%new13F-HRTimeline
West Wealth Group, LLC1,077$247K0.04%new13F-HRTimeline
Trinity Financial Advisors LLC1,068$246K0.06%new13F-HRTimeline
ADIRONDACK TRUST CO1,063$244K0.08%-14513F-HRTimeline
FORONJY FINANCIAL LLC1,053$242K0.08%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,040$239K0.02%-38013F-HRTimeline
Montecito Bank & Trust1,028$236K0.04%-73013F-HRTimeline
SAPIENT CAPITAL LLC1,019$234K<0.01%-1,19813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,020$234K<0.01%new13F-HRTimeline
CV Advisors LLC1,000$230K0.04%-70013F-HRTimeline
Able Wealth Management LLC996$229K0.05%new13F-HRTimeline
ProCore Advisors, LLC993$228K0.28%new13F-HRTimeline
Tempus Wealth Planning, LLC988$227K0.04%new13F-HRTimeline
Bestgate Wealth Advisors, LLC971$223K0.14%new13F-HRTimeline
Peoples Bank/KS949$218K0.21%new13F-HRTimeline
Alhambra Investment Management LLC946$217K0.09%new13F-HRTimeline
Foster Group, Inc.944$217K0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC944$217K0.07%+13813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC926$213K0.14%+82613F-HRTimeline
GILL CAPITAL PARTNERS, LLC911$209K0.06%+3113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC868$204K0.03%new13F-HRTimeline
GoalVest Advisory LLC816$187K0.03%+313F-HRTimeline
WEST PACES ADVISORS INC.809$186K0.03%+913F-HRTimeline
Hilltop National Bank755$173K0.04%-1,03713F-HRTimeline
NVWM, LLC757$168K0.03%+513F-HRTimeline
Meriwether Wealth & Planning, LLC729$167K0.08%new13F-HRTimeline
Rydar Equities, Inc.616$138K0.07%new13F-HRTimeline
Byrne Asset Management LLC534$126K0.07%-6013F-HRTimeline
Dakota Community Bank & Trust NA406$93.2K0.27%+17913F-HRTimeline
Fortitude Family Office, LLC394$90.5K0.02%+28613F-HRTimeline
Essential Partners LLC393$90.2K0.04%-5613F-HRTimeline
Bullock Wealth Management Group345$81.6K0.03%+18013F-HRTimeline
First PREMIER Bank338$78K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA335$76.9K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton332$76.2K0.01%013F-HRTimeline
Lodestone Wealth Management LLC303$69.6K0.02%013F-HRTimeline
Bank & Trust Co299$68.6K0.04%013F-HRTimeline
ATWOOD & PALMER INC265$60.9K<0.01%013F-HRTimeline
Hickory Point Bank & Trust250$57.4K0.03%-10013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC249$57.2K0.02%-7813F-HRTimeline
CGC Financial Services, LLC223$51.2K0.01%013F-HRTimeline
Marquette Asset Management, LLC218$50K0.01%013F-HRTimeline
Noble Wealth Management PBC211$48.4K0.02%013F-HRTimeline
Ulland Investment Advisors, LLC209$48K0.03%013F-HRTimeline
Coastline Trust Co200$45.9K<0.01%-14313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Polaris Financial Partners176$40K0.02%13F-HRTimeline
STEPH & CO171$39.3K0.01%+1813F-HRTimeline
Bank of New Hampshire160$36.7K0.01%-6513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC157$36K<0.01%-13213F-HRTimeline
Pacifica Partners Inc.140$33.1K0.01%-313F-HRTimeline
True Wealth Design, LLC143$32.8K0.01%-4613F-HRTimeline
UNION SAVINGS BANK143$32.8K0.01%013F-HRTimeline
Dorato Capital Management146$32.8K0.02%013F-HRTimeline
Planning Strategies Inc.129$29.6K0.02%-313F-HRTimeline
Downshift Financial, LLC114$26.2K0.01%-1813F-HRTimeline
TOTH FINANCIAL ADVISORY CORP104$23.9K<0.01%+3813F-HRTimeline
Retirement Wealth Solutions LLC88$20.2K0.01%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.78$17.9K<0.01%-1,22713F-HRTimeline
Paladin Partners, LLC76$17.4K0.01%013F-HRTimeline
Bulwark Capital Corp53$12.2K0.01%013F-HRTimeline
NORTH POINT PORTFOLIO MANAGERS CORP/OH50$11.5K<0.01%new13F-HRTimeline
GODSEY & GIBB, INC39$8.95K<0.01%+513F-HRTimeline
MJT & Associates Financial Advisory Gro…33$7.58K<0.01%-1313F-HRTimeline
Olistico Wealth, LLC27$6.2K<0.01%013F-HRTimeline
Davis Capital Management24$5.51K<0.01%-113F-HRTimeline
Granite FO LLC14$3.21K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…14$3.21K0.01%-18113F-HRTimeline
Farmers & Merchants Trust Co of Chamber…13$3K<0.01%new13F-HRTimeline
Copeland Capital Management, LLC10$2.29K<0.01%-3,63313F-HRTimeline
Beacon Financial Strategies CORP8$1.84K<0.01%013F-HRTimeline
Nvest Wealth Strategies, Inc.4$920<0.01%new13F-HRTimeline
IFS Advisors, LLC3$688<0.01%-113F-HRTimeline