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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
Strategic Blueprint, LLC23,828$6.39M0.35%+3,43713F-HRTimeline
MGO ONE SEVEN LLC23,696$6.36M0.25%+77913F-HRTimeline
Family Manage LLC23,691$6.36M1.05%+2,09113F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM23,672$6.35M0.92%-46313F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION23,608$6.34M0.61%new13F-HRTimeline
Clean Yield Group23,605$6.33M2.06%+40413F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding23,572$6.33M+686Timeline
Peloton Wealth Strategists23,465$6.3M2.63%-1,44013F-HRTimeline
Vestmark Advisory Solutions, Inc.23,452$6.29M0.16%+12,74613F-HRTimeline
Moran Wealth Management, LLC23,402$6.28M0.21%+13913F-HRTimeline
GFI Investment Counsel Ltd.23,283$6.25M0.73%-2213F-HRTimeline
Siemens Fonds Invest GmbH23,274$6.25M0.43%+26213F-HRTimeline
Eastover Investment Advisors LLC23,252$6.24M3.02%-26013F-HRTimeline
CEERA INVESTMENTS, LLC23,217$6.23M2.15%+1913F-HRTimeline
Meridian Wealth Management, LLC23,212$6.23M0.3%-1,92213F-HRTimeline
WEBSTER BANK, N. A.23,212$6.23M0.68%+7313F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC23,173$6.22M0.13%+37913F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC23,100$6.2M0.15%013F-HRTimeline
Campbell & CO Investment Adviser LLC23,024$6.18M0.47%+14,11313F-HRTimeline
SFMG, LLC22,969$6.16M0.49%+413F-HRTimeline
VAN STRUM & TOWNE INC.22,950$6.16M2.07%-15913F-HRTimeline
Integrated Wealth Concepts LLC22,935$6.15M0.07%+1,77613F-HRTimeline
Sigma Planning Corp22,873$6.14M0.2%-2,74713F-HRTimeline
OSTRUM ASSET MANAGEMENT22,801$6.12M0.32%+4,93413F-HRTimeline
UNITED SERVICES AUTOMOBILE ASSOCIATIONin group UNITED SERVICES AUTOMOBILE AS…22,585$6.1M0.19%013F-HRTimelineGroup
B. Riley Wealth Advisors, Inc.22,580$6.06M0.18%-1,85713F-HRTimeline
ARDSLEY ADVISORY PARTNERS LP22,500$6.04M1.4%-69,50013F-HRTimeline
Atom Investors LP22,461$6.03M0.74%+20,96113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC22,321$5.99M0.37%-2313F-HRTimeline
Red Door Wealth Management, LLC22,306$5.99M0.89%+1,62613F-HRTimeline
FORA Capital, LLC22,291$5.98M0.61%new13F-HRTimeline
Selective Wealth Management, Inc.23,263$5.93M2.58%-68113F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC22,046$5.92M0.28%-63013F-HRTimelineGroup
S-Bank Fund Management Ltd21,965$5.89M1.11%13F-HRTimeline
SteelPeak Wealth, LLC21,662$5.81M0.25%+4,68613F-HRTimeline
Wells Trecaso Financial Group, LLC21,645$5.81M1.94%new13F-HRTimeline
ROANOKE ASSET MANAGEMENT CORP/ NY21,565$5.79M1.98%013F-HRTimeline
Greater Midwest Financial Group, LLC21,458$5.76M4.01%+92013F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS21,438$5.75M0.12%-1,20013F-HRTimeline
MEANS INVESTMENT CO., INC.21,437$5.75M0.61%-20,31813F-HRTimeline
Venture Visionary Partners LLC21,376$5.74M0.24%-4,02813F-HRTimeline
YHB Investment Advisors, Inc.21,375$5.74M0.48%+1,21713F-HRTimeline
DIVERSIFIED TRUST CO21,356$5.73M0.14%+5,45713F-HRTimeline
VestGen Advisors, LLC21,299$5.72M0.26%13F-HRTimeline
DNCA FINANCE21,100$5.66M0.47%-13,00013F-HRTimeline
Trust Co of Kansas21,058$5.65M3.01%-28713F-HRTimeline
RB Capital Management, LLC21,032$5.64M1.37%-17813F-HRTimeline
GWN SECURITIES INC.19,485$5.64M0.32%+18,38513F-HRTimeline
NorthRock Partners, LLC21,000$5.64M0.19%+34713F-HRTimeline
SIGNATUREFD, LLC20,941$5.62M0.11%+1,12013F-HRTimeline
Linden Thomas Advisory Services, LLC20,860$5.6M0.72%+81413F-HRTimeline
Mondrian Investment Partners LTD20,722$5.56M0.1%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.20,720$5.56M0.25%+8,22813F-HRTimeline
Iowa State Bank20,658$5.54M1.18%-41113F-HRTimeline
LOUISBOURG INVESTMENTS INC.26,357$5.54M1.51%+3,17013F-HRTimeline
Ballentine Partners, LLC20,611$5.53M0.1%+85113F-HRTimeline
SeaBridge Investment Advisors LLC20,479$5.5M1.19%+39913F-HRTimeline
HARTLINE INVESTMENT CORP/20,425$5.48M0.73%-12,64613F-HRTimeline
Trivest Advisors Ltd20,292$5.45M0.46%-287,20813F-HRTimeline
Dynamic Advisor Solutions LLC20,270$5.44M0.18%new13F-HRTimeline
China Universal Asset Management Co., L…20,269$5.44M0.51%-3,21413F-HRTimeline
NFSG Corp20,182$5.42M1.31%+4,56113F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE20,148$5.41M1%13F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO20,131$5.4M0.04%+1,00313F-HRTimelineGroup
Private Wealth Partners, LLC20,010$5.37M0.44%+4,06913F-HRTimeline
LMR Partners LLPin group LMR Partners LLP20,003$5.37M0.11%-34,14313F-HRTimelineGroup
ESSEX INVESTMENT MANAGEMENT CO LLC19,940$5.35M1.12%-2,06013F-HRTimeline
MERIDIAN MANAGEMENT CO19,933$5.35M1.66%-1,08913F-HR/ATimeline
Bouvel Investment Partners, LLC19,520$5.34M2.01%-21313F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC19,901$5.34M0.56%+23413F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding19,874$5.33M+756Timeline
Genus Capital Management Inc.19,872$5.33M0.77%new13F-HRTimeline
Meridian Wealth Advisors, LLC19,849$5.33M0.9%+21113F-HRTimeline
Bridge Creek Capital Management LLC19,788$5.31M1.67%-30613F-HRTimeline
BURLING WEALTH PARTNERS, LLC19,778$5.31M1.12%+1,28613F-HRTimeline
BAILARD, INC.19,744$5.3M0.14%-38013F-HRTimeline
Lingohr Asset Management GmbH19,717$5.28M1.32%+17,37513F-HRTimeline
Guinness Atkinson Asset Management Inc19,666$5.28M2.94%-95313F-HRTimeline
Gladstone Institutional Advisory LLC19,403$5.21M0.24%+6,67313F-HRTimeline
Consolidated Investment Group LLC19,325$5.19M0.79%-77513F-HRTimeline
OSSIAM19,283$5.17M0.07%+1,69113F-HRTimeline
Composition Wealth, LLC19,184$5.15M0.1%-15813F-HRTimeline
Sawyer & Company, Inc19,074$5.12M2.07%-15113F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…19,061$5.12M1.06%-51,33413F-HRTimeline
Farther Finance Advisors, LLC18,797$5.08M0.13%+52213F-HRTimeline
CULLINAN ASSOCIATES INC18,846$5.06M0.36%+26013F-HRTimeline
Sone Capital Management, LLC18,801$5.05M0.52%+17,85013F-HRTimeline
DAVENPORT & Co LLC18,799$5.05M0.03%+12,12013F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC18,713$5.02M0.36%+35113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,613$5M0.19%+98613F-HRTimelineGroup
Quadrant Private Wealth Management, LLC18,606$4.99M1.24%+88213F-HRTimeline
L & S Advisors Inc18,522$4.97M0.61%-6,41313F-HRTimeline
Vestcor Inc18,480$4.96M0.17%+78613F-HRTimeline
WHALEROCK POINT PARTNERS, LLC18,472$4.96M1.18%+1,49013F-HRTimeline
Codex Capital Asset Management L.L.C.18,500$4.96M2.34%013F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV18,433$4.95M0.58%+52913F-HR/ATimeline
Hennion & Walsh Asset Management, Inc.18,310$4.91M0.22%+1,83313F-HRTimeline
PLIMOTH TRUST CO LLC18,297$4.91M1.28%-4,45613F-HRTimeline
U.S. Capital Wealth Advisors, LLC18,276$4.9M0.15%+1,14613F-HRTimeline
CONNING INC.in group CONNING INC.18,246$4.9M0.17%+98513F-HRTimelineGroup
Caldwell Trust Co18,213$4.89M0.52%+30313F-HRTimeline
Garde Capital, Inc.18,130$4.87M0.28%+1,15513F-HRTimeline
Nebula Research & Development LLC18,108$4.86M0.45%+13,60913F-HRTimeline
Promethos Capital, LLC18,076$4.85M1.78%+8613F-HRTimeline
Dorsey & Whitney Trust CO LLC18,065$4.85M0.28%-18513F-HRTimeline
iA Global Asset Management Inc.17,994$4.83M0.08%-42,91313F-HRTimeline
JERICHO FINANCIAL, LLP17,987$4.83M3.51%-90013F-HRTimeline
Heron Bay Capital Management17,947$4.82M1.01%new13F-HRTimeline
Americana Partners, LLC17,941$4.81M0.19%+14,30313F-HRTimeline
First Horizon Advisors, Inc.17,888$4.8M0.14%-1,56313F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co17,861$4.79M0.34%+13513F-HRTimelineGroup
F/m Investments LLC17,805$4.78M0.19%-6,08113F-HRTimeline
QUADRANT CAPITAL GROUP LLC17,738$4.76M0.18%+9,95313F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC17,681$4.74M0.57%+13,17613F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC17,614$4.73M0.16%-21213F-HRTimeline
M. Kulyk & Associates, LLC17,596$4.72M1.08%-10913F-HRTimeline
LM Advisors LLC17,585$4.72M0.85%+20713F-HRTimeline
Timber Creek Capital Management LLC17,572$4.72M1.26%+7213F-HRTimeline
Compound Planning, Inc.17,540$4.71M0.21%+2,65613F-HRTimeline
Baker Chad R17,525$4.7M0.96%+8,73513F-HRTimeline
SBI Securities Co., Ltd.17,466$4.69M0.16%+1,20513F-HRTimeline
Frank, Rimerman Advisors LLC17,440$4.68M0.37%-63713F-HRTimeline
Checchi Capital Advisers, LLC17,331$4.65M0.33%+52213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17,290$4.64M0.21%+55213F-HRTimelineGroup
Cyndeo Wealth Partners, LLC17,275$4.64M0.3%-3,13013F-HRTimeline
Harbour Capital Advisors, LLC18,151$4.63M1.15%+71813F-HRTimeline
Oak Harvest Investment Services17,238$4.63M0.65%+4,19013F-HRTimeline
BRADY FAMILY WEALTH, LLC17,217$4.62M1.48%-35913F-HRTimeline
OAK ASSOCIATES LTD /OH/17,182$4.61M0.35%+113F-HRTimeline
SVB WEALTH LLC17,072$4.58M0.19%+80313F-HRTimeline
Cavalier Investments, LLC16,991$4.56M1.55%-2813F-HRTimeline
Elite Wealth Management, Inc.16,986$4.56M1.31%-1,05313F-HRTimeline
MUFG SECURITIES AMERICAS INC.16,940$4.55M0.53%+2,82813F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…16,939$4.55M2.15%-3,69113F-HRTimeline
Optas, LLC16,863$4.53M0.79%-5,64913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding16,408$4.52M-495Timeline
FourThought Financial Partners, LLC16,803$4.51M0.47%-23313F-HRTimeline
AXS Investments LLC16,796$4.51M1.25%-41213F-HRTimeline
Sandhill Capital Partners LLC16,731$4.49M0.37%new13F-HRTimeline
RBA Wealth Management, LLC16,730$4.49M1.78%+27313F-HRTimeline
Hudson Capital Management LLC16,646$4.47M1.36%+39113F-HRTimeline
Aljian Capital Management, LLC16,571$4.45M1.06%+7213F-HRTimeline
FRG Family Wealth Advisors LLC16,481$4.42M0.85%-52613F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.16,466$4.42M0.12%-2,00613F-HRTimelineGroup
PRENTISS SMITH & CO INC16,408$4.4M2.85%-5413F-HRTimeline
Pegasus Asset Management, Inc.16,405$4.4M1.76%+24113F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI16,324$4.38M0.24%-34913F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp16,230$4.36M0.49%-9,99313F-HRTimelineGroup
Nicollet Investment Management, Inc.16,118$4.33M1.52%+94513F-HRTimeline
Roberts Wealth Advisors, LLC16,106$4.32M1.33%+5,02713F-HRTimeline
Savoie Capital LLC12,900$4.31M0.51%013F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC16,039$4.3M0.18%-14813F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT16,009$4.3M0.4%-31813F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co16,000$4.29M1.01%013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC15,999$4.29M0.83%-34413F-HRTimeline
Wedmont Private Capital16,811$4.29M0.22%+15513F-HRTimeline
Linscomb Wealth, Inc.15,962$4.28M0.21%+9013F-HRTimeline
GeoWealth Management, LLC15,937$4.28M0.17%-1,24213F-HRTimeline
First Interstate Bank15,837$4.25M0.25%-51513F-HRTimeline
RNC CAPITAL MANAGEMENT LLC15,649$4.2M0.21%+14,97613F-HRTimeline
Systematic Alpha Investments, LLC15,624$4.19M0.16%013F-HRTimeline
Fortis Capital Management LLC15,533$4.17M0.81%+1,58513F-HRTimeline
TWIN CAPITAL MANAGEMENT INC15,458$4.15M0.48%-7,44413F-HRTimeline
Wealth Advisors of Tampa Bay, LLC15,451$4.15M1.69%+45013F-HRTimeline
Bey-Douglas LLC15,425$4.14M3.78%-9713F-HRTimeline
WCG Wealth Advisors LLC15,336$4.12M0.31%-61213F-HR/ATimeline
Arlington Financial Advisors, LLC15,251$4.09M0.72%+5313F-HRTimeline
SOMERVILLE KURT F15,189$4.08M0.71%+6,63813F-HRTimeline
Avior Wealth Management, LLC15,141$4.06M0.15%-2,55613F-HRTimeline
STRATEGIC PLANNING GROUP, LLC15,117$4.06M0.79%-90213F-HRTimeline
Generali Investments CEE, investicni sp…15,106$4.05M0.38%-31813F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC15,089$4.05M0.39%+15913F-HRTimelineGroup
Investment Research & Advisory Group, I…15,072$4.04M1.69%+3313F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.15,054$4.04M0.61%-1,96413F-HRTimeline
Vickerman Investment Advisors, Inc.15,020$4.03M0.91%+1,47213F-HRTimeline
Midwest Professional Planners, LTD.15,000$4.03M1.25%-70213F-HRTimeline
PKO Investment Management Joint-Stock Co15,000$4.03M0.46%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …14,976$4.02M0.07%-2,37813F-HRTimelineGroup
TRUST CO OF TOLEDO NA /OH/14,927$4.01M0.53%-1513F-HRTimeline
Sepio Capital, LP14,910$4M0.32%-38613F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding15,442$4M+697Timeline
Modus Advisors, LLC14,796$3.97M1.3%+39013F-HRTimeline
WRIGHT INVESTORS SERVICE INC14,790$3.97M1.31%+4,46113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Progressive Investment Management Corp14,776$3.97M1.11%-25013F-HRTimeline
111 Capital14,774$3.96M0.77%+9,36513F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd14,683$3.94M0.34%-4,30013F-HRTimelineGroup
Clarity Capital Partners LLC14,659$3.93M1.59%-47713F-HRTimeline
DE BURLO GROUP INC14,614$3.92M0.58%-95013F-HRTimeline
Aigen Investment Management, LP14,610$3.92M0.63%+9,18513F-HRTimeline
Siren, L.L.C.in group Siren, L.L.C.14,600$3.92M0.22%new13F-HR/ATimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.14,362$3.85M0.28%+39113F-HRTimelineGroup
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT14,346$3.85M0.26%-32013F-HRTimelineGroup
Hillman Capital Management, Inc.14,333$3.85M1.89%-6,82413F-HRTimeline
COZAD ASSET MANAGEMENT INC14,329$3.85M0.38%-8813F-HRTimeline
Integrated Advisors Network LLC14,311$3.84M0.19%+2,80013F-HRTimeline
Redwood Investments, LLC14,295$3.84M1.44%+42813F-HRTimeline
Hixon Zuercher, LLC14,291$3.84M1.35%+23513F-HRTimeline
Point Windward Advisors Inc.14,275$3.83M1.52%-19013F-HRTimeline
GAMMA Investing LLC14,166$3.8M0.29%+1,72513F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT14,134$3.79M0.11%+51813F-HRTimeline