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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

2,432 managers (2,493 13F filers) reported a position in CRM shares at 2026-06-30, 700,286,526 shares in all. 152 filers opened a position and 345 filers sold out during the quarter.

Managers
2,432
13F filers
2,493
New
152
Added
826
Reduced
1,295
Sold out
345
Shares held by filers
700,286,526

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Roberts Wealth Advisors, LLC18,452$2.89M0.66%+5213F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC18,335$2.88M0.18%+84513F-HRTimeline
COURIER CAPITAL LLC18,373$2.88M0.14%-14413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC18,239$2.86M0.27%-12,23113F-HRTimeline
NewEdge Wealth, LLC18,161$2.85M0.03%-203,93713F-HRTimeline
NorthCoast Asset Management LLC18,140$2.84M0.06%-158,82013F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp18,092$2.83M0.25%+69413F-HRTimelineGroup
Vickerman Investment Advisors, Inc.18,088$2.83M0.55%+5613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC18,079$2.83M0.15%+63113F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC18,077$2.83M0.08%-1,54113F-HRTimelineGroup
Anchor Investment Management, LLC17,983$2.82M0.21%+11,66313F-HRTimeline
Global Retirement Partners, LLC17,943$2.81M0.04%13F-HRTimeline
Odyssean, LLC17,920$2.81M0.46%+10,48513F-HRTimeline
Callahan Advisors, LLC17,769$2.78M0.21%-5,24413F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…17,694$2.77M0.1%-2,12513F-HRTimeline
NorthRock Partners, LLC17,677$2.77M0.04%+3,74813F-HRTimeline
MISSION WEALTH MANAGEMENT, LP17,471$2.74M0.03%+3,91313F-HRTimeline
Cove Private Wealth, LLC17,455$2.73M0.53%+4,80813F-HRTimeline
RWA WEALTH PARTNERS, LLC17,415$2.73M0.03%-60613F-HRTimeline
Advisors Capital Management, LLC17,375$2.72M0.03%-87,16913F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,364$2.72M0.05%+4,66413F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION17,315$2.71M0.19%-3,22613F-HRTimeline
LM Advisors LLC17,101$2.69M0.31%+13,73513F-HRTimeline
South Dakota Investment Council17,053$2.67M0.05%+2,28413F-HRTimeline
Hixon Zuercher, LLC16,995$2.66M0.78%-5913F-HRTimeline
ADVOCATE GROUP LLC16,933$2.65M0.4%+2,84213F-HRTimeline
Simmons Bankin group Simmons Bank16,543$2.59M0.15%-4,41513F-HRTimelineGroup
Community Bank, N.A.16,468$2.58M0.28%+2,83613F-HRTimeline
Smith Salley Wealth Management16,453$2.58M0.11%+45213F-HRTimeline
AustralianSuper Pty Ltd16,400$2.57M0.01%+83613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC16,367$2.57M0.49%-16013F-HR/ATimeline
Smartleaf Asset Management LLC16,232$2.56M0.08%013F-HRTimeline
Institute for Wealth Management, LLC.16,328$2.56M0.23%-53313F-HRTimeline
Comprehensive Financial Consultants Ins…16,322$2.56M0.68%+5,77013F-HRTimeline
BFSG, LLC16,249$2.55M0.23%+1,03213F-HRTimeline
Investment Research & Advisory Group, I…16,192$2.54M0.78%-1613F-HRTimeline
BAILARD, INC.16,071$2.52M0.05%+1,22413F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co16,000$2.51M0.7%013F-HRTimeline
Neo Ivy Capital Management15,991$2.51M0.58%new13F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.15,969$2.5M0.02%-97413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC15,983$2.5M0.02%-34,44513F-HRTimeline
Generali Investments CEE, investicni sp…15,937$2.5M0.12%+48213F-HRTimeline
MORTON COMMUNITY BANK15,917$2.49M0.51%+63513F-HRTimeline
Optas, LLC15,873$2.49M0.35%-70913F-HRTimeline
Ballentine Partners, LLC15,810$2.48M0.03%-2,35913F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC15,684$2.46M0.15%-3,73113F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC15,728$2.46M0.13%-6,47013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.15,716$2.46M0.16%-81113F-HRTimelineGroup
180 WEALTH ADVISORS, LLC15,692$2.46M0.25%+1,85413F-HRTimeline
INVESTMENT HOUSE LLC15,662$2.45M0.11%+14,46213F-HR/ATimeline
Systematic Alpha Investments, LLC15,624$2.45M0.07%013F-HRTimeline
RV Capital AG15,511$2.43M0.63%013F-HRTimeline
Sepio Capital, LP15,432$2.42M0.12%-1,59613F-HRTimeline
Point Windward Advisors Inc.15,366$2.41M1.06%+1,70113F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding15,318$2.4M-997Timeline
Wealth Advisors of Tampa Bay, LLC15,315$2.4M0.73%+5913F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV15,269$2.39M0.21%-1,12413F-HRTimeline
Gilliland Jeter Wealth Management LLC15,260$2.39M0.63%-67813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT15,182$2.38M0.04%-1,11213F-HR/ATimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,150$2.37M0.04%-33013F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.15,143$2.37M0.02%+2,62513F-HRTimelineGroup
Lafayette Investments, Inc.15,090$2.36M0.44%+2,55413F-HRTimeline
Truffle Hound Capital, LLC15,000$2.35M1.48%new13F-HRTimeline
TWIN CAPITAL MANAGEMENT INC14,983$2.35M0.26%+2,83213F-HRTimeline
GAMMA Investing LLC14,953$2.34M0.09%+5713F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…14,900$2.33M0.2%13F-HRTimelineGroup
GATEWAY INVESTMENT ADVISERS LLC14,867$2.33M0.02%-2,44113F-HRTimeline
Robertson Stephens Wealth Management, L…14,817$2.33M0.06%+7,01413F-HRTimeline
J.W. COLE ADVISORS, INC.14,746$2.31M0.04%-47413F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM14,741$2.31M0.15%-1,01813F-HRTimelineGroup
Havemeyer Place LP14,671$2.3M0.23%new13F-HRTimeline
ADELL HARRIMAN & CARPENTER INC14,628$2.29M0.12%-9,78613F-HRTimeline
Missouri Trust & Investment Co12,397$2.28M0.62%+1,76813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC14,459$2.27M0.03%-2,53413F-HRTimeline
Fluent Financial, LLC14,458$2.26M0.81%new13F-HRTimeline
CGN Advisors LLC14,431$2.26M0.17%-49413F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC13,259$2.25M0.04%-2,17213F-HRTimeline
TCW GROUP INCin group TCW GROUP INC14,345$2.25M0.02%-1,77613F-HRTimelineGroup
RESOURCES MANAGEMENT CORP /CT/ /ADV14,322$2.24M0.28%+41813F-HRTimeline
Quantbot Technologies LP14,184$2.22M0.09%+97613F-HRTimeline
Laurel Wealth Advisors LLC14,163$2.22M0.21%+33513F-HRTimeline
Linscomb Wealth, Inc.14,132$2.21M0.1%+60113F-HRTimeline
Convergence Financial, LLC14,117$2.21M0.18%+6,62413F-HRTimeline
Private Wealth Partners, LLC14,086$2.21M0.16%-69613F-HRTimeline
GTS SECURITIES LLC14,081$2.21M0.05%+10,36713F-HRTimeline
Aljian Capital Management, LLC14,057$2.2M0.41%-1,56513F-HRTimeline
Blackstone Inc.in group Blackstone Inc.13,975$2.19M0.01%new13F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Modern Wealth Management, LLC13,953$2.19M0.03%+8,62213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/13,935$2.18M0.18%-22213F-HRTimeline
HBW ADVISORY SERVICES LLC13,799$2.16M0.2%+70113F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…13,788$2.16M0.02%-164,80013F-HRTimelineGroup
Glen Eagle Advisors, LLC13,719$2.15M0.27%+5,90413F-HRTimeline
Palumbo Wealth Management LLC13,718$2.15M0.45%-68813F-HRTimeline
Nicollet Investment Management, Inc.13,703$2.15M0.66%-30613F-HRTimeline
WealthShield Partners, LLC13,630$2.14M0.33%+22713F-HRTimeline
Hillman Capital Management, Inc.13,658$2.14M1.55%+2,70213F-HRTimeline
North Star Investment Management Corp.13,651$2.14M0.12%+8,50213F-HRTimeline
Cohen Investment Advisors LLC13,612$2.13M0.96%+46613F-HRTimeline
Composition Wealth, LLC13,563$2.12M0.02%-2,89013F-HRTimeline
Coastal Bridge Advisors, LLC13,476$2.11M0.13%-24213F-HRTimeline
PFG Investments, LLC13,459$2.11M0.08%+2,24213F-HRTimeline
Canvas Wealth Advisors, LLC13,416$2.1M0.29%new13F-HRTimeline
Zhang Financial LLC13,425$2.1M0.06%-2413F-HRTimeline
SFE Investment Counsel13,353$2.09M0.29%-1,24013F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.13,306$2.09M0.04%-5,52613F-HRTimelineGroup
Concord Wealth Partnersgroup of 2 filers holding13,325$2.09M-13,308Timeline
Rare Wolf Capital LLC13,314$2.09M1.34%+3,85913F-HRTimeline
Cornerstone Planning, LLC13,254$2.08M0.48%+55513F-HRTimeline
LECAP ASSET MANAGEMENT LTD13,241$2.07M0.89%new13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments13,227$2.07M0.11%+6,84913F-HRTimelineGroup
AMG National Trust Bank13,187$2.07M0.04%+5,33013F-HRTimeline
Pegasus Asset Management, Inc.13,179$2.06M0.59%-11,77713F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …13,170$2.06M0.33%13F-HRTimelineGroup
Chemistry Wealth Management LLC13,155$2.06M0.33%+5,06313F-HRTimeline
Legacy Financial Advisors, Inc.13,125$2.06M0.25%+1,74613F-HRTimeline
IPG Investment Advisors LLC13,059$2.05M0.29%-2,02513F-HRTimeline
CFC Planning Co LLC13,078$2.05M1.21%-65213F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC13,029$2.04M0.47%+2,32513F-HRTimeline
Financiere des Professionnels - Fonds d…13,000$2.04M0.11%013F-HRTimeline
EDENTREE ASSET MANAGEMENT Ltd12,987$2.03M0.62%013F-HRTimeline
Winch Advisory Services, LLC12,969$2.03M0.42%+49513F-HRTimeline
Sovran Advisors, LLC11,181$2.03M0.15%-1,44613F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP12,931$2.03M0.07%-2,20613F-HRTimeline
Demars Financial Group, LLC12,920$2.02M0.56%+2,26413F-HRTimeline
Teamwork Financial Advisors, LLC12,912$2.02M0.19%+1,89313F-HRTimeline
Magnetar Financial LLCin group Magnetar Financial LLC12,789$2M0.02%new13F-HRTimelineGroup
Trek Financial, LLC12,678$1.99M0.1%+2,22213F-HRTimeline
Wedmont Private Capital12,110$1.98M0.05%-5,29213F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC11,900$1.98M0.31%013F-HRTimelineGroup
Howard Hughes Medical Institute12,612$1.98M0.44%013F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC11,595$1.97M1.01%-10,87713F-HRTimeline
MIRAE ASSET SECURITIES (USA) INC.12,535$1.96M0.09%-37,57413F-HRTimeline
Pictet North America Advisors SA12,510$1.96M0.17%+6,11013F-HRTimeline
Ledyard National Bank12,487$1.96M0.16%-2,34413F-HRTimeline
Curi Capital, LLC12,446$1.96M0.03%-6,42613F-HRTimeline
Capital Investment Advisors, LLC12,391$1.94M0.03%-47613F-HRTimeline
SummitTX Capital, L.P.12,270$1.92M0.05%new13F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…12,221$1.91M0.05%+7,35413F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…12,203$1.91M0.01%+98313F-HRTimelineGroup
Frec Markets, Inc.in group Frec Markets, Inc.12,198$1.91M0.17%+3,36913F-HRTimelineGroup
KPP Advisory Services LLC12,124$1.9M0.24%+32913F-HRTimeline
M Holdings Securities, Inc.11,900$1.9M0.26%+2213F-HRTimeline
ASPIRIANT, LLC12,085$1.89M0.05%+56013F-HRTimeline
Compound Planning, Inc.12,013$1.88M0.05%-1,84213F-HRTimeline
Caliber Wealth Management, LLC / KS12,008$1.88M0.18%+1,85513F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC12,000$1.88M0.66%-15,00013F-HRTimelineGroup
REYL & Cie S.A.9,927$1.86M2.14%13F-HRTimeline
Hunter Perkins Capital Management, LLC11,822$1.86M0.42%+34113F-HRTimeline
M. Kulyk & Associates, LLC11,838$1.85M0.3%-10,17013F-HRTimeline
DILLON & ASSOCIATES INC11,779$1.85M0.23%-21,31213F-HRTimeline
Texas Yale Capital Corp.11,739$1.84M0.04%+6,78013F-HRTimeline
New Hampshire Trust11,715$1.84M0.35%-16213F-HRTimeline
Atala Financial Inc11,652$1.83M1.11%+22013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC11,649$1.82M0.21%+72213F-HRTimeline
Gladstone Institutional Advisory LLC11,635$1.82M0.06%-1,70513F-HRTimeline
Rezny Wealth Management, Inc.11,627$1.82M0.31%new13F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA11,593$1.82M0.39%-30013F-HRTimeline
Nilsine Partners, LLC11,592$1.82M0.13%+4613F-HRTimeline
VestGen Advisors, LLC11,570$1.81M0.05%-59513F-HRTimeline
AXS Investments LLC11,544$1.81M0.51%-17413F-HRTimeline
Peloton Wealth Strategists11,540$1.81M0.67%-5,43813F-HRTimeline
Parsonex Advisory Services, Inc.11,516$1.8M1.57%-5313F-HRTimeline
Fragasso Financial Advisors Inc11,501$1.8M0.1%+30213F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp11,474$1.8M0.03%-7,60813F-HRTimelineGroup
ALTA CAPITAL MANAGEMENT LLC/11,436$1.79M0.13%+42513F-HRTimeline
GHP Investment Advisors, Inc.11,429$1.79M0.07%+11,27313F-HRTimeline
LBP AM SA11,381$1.78M0.02%-56,94713F-HRTimeline
DOVER ADVISORS, LLC6,716$1.78M0.73%-19413F-HRTimeline
Next Capital Management LLC11,350$1.78M0.48%013F-HRTimeline
Mutual Advisors, LLC11,346$1.78M0.03%-4,35013F-HRTimeline
Norway Savings Bank11,330$1.77M0.74%-65613F-HRTimeline
HighPoint Advisor Group LLC11,302$1.77M0.06%-1,97913F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC11,300$1.77M0.45%-3,40713F-HRTimeline
Williams & Novak Wealth Management, LLC11,292$1.77M1.18%+6513F-HRTimeline
United Bank11,271$1.77M0.54%+16613F-HRTimeline
JT Stratford LLC11,243$1.76M0.19%+5,69013F-HRTimeline
FIRST HORIZON CORP11,219$1.76M0.07%-1,40213F-HRTimeline
Eagle Strategies LLC11,165$1.75M0.17%+72213F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP11,156$1.75M0.4%+2,20913F-HRTimelineGroup
VALICENTI ADVISORY SERVICES INC11,040$1.73M0.33%-14813F-HRTimeline
DIVERSIFIED TRUST CO11,018$1.73M0.03%-4,73813F-HRTimeline
Howard Capital Management, LLC11,010$1.72M0.02%+2,95413F-HRTimeline
RB Capital Management, LLC10,939$1.71M0.34%-9,21013F-HRTimeline
Sculati Wealth Management, LLC10,011$1.71M0.57%-15113F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC10,910$1.71M0.37%-59013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI10,872$1.7M0.08%-1,08013F-HRTimeline
ICON ADVISERS INC/CO10,862$1.7M0.32%013F-HRTimeline
Venturi Wealth Management, LLC10,842$1.7M0.07%+1,00913F-HRTimeline
Boomfish Wealth Group, LLC10,795$1.69M0.77%-53413F-HRTimeline
Moors & Cabot, Inc.10,793$1.69M0.07%-27,95913F-HRTimeline
Caldwell Trust Co10,716$1.68M0.14%-3,06213F-HRTimeline
DAVENPORT & Co LLC10,712$1.68M0.01%-13,50813F-HRTimeline
CWA Asset Management Group, LLC10,669$1.67M0.05%-50413F-HRTimeline
Houlihan Financial Resource Group, Ltd.10,668$1.67M0.6%-54013F-HRTimeline
HF Advisory Group, LLC10,647$1.67M0.52%+1,23813F-HRTimeline
Jacobi Capital Management LLC10,635$1.67M0.08%-72113F-HRTimeline
Portfolio Design Labs, LLC10,585$1.66M0.27%+98913F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT10,530$1.65M0.02%-6,06213F-HRTimeline
QUADRANT CAPITAL GROUP LLC10,500$1.64M0.05%-24,89213F-HRTimeline
IHT Wealth Management, LLC10,495$1.64M0.03%-2,94413F-HRTimeline