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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
Family Manage LLC23,747$6.48M0.98%+5613F-HRTimeline
Meridian Wealth Management, LLC23,739$6.47M0.28%+52713F-HRTimeline
PRENTISS SMITH & CO INC23,729$6.47M3.85%+7,32113F-HRTimeline
Eastover Investment Advisors LLC23,565$6.43M2.88%+31313F-HRTimeline
Ballentine Partners, LLC23,394$6.38M0.1%+2,78313F-HRTimeline
LOUISBOURG INVESTMENTS INC.29,157$6.37M1.5%+2,80013F-HRTimeline
Clean Yield Group23,291$6.35M1.9%-31413F-HRTimeline
GFI Investment Counsel Ltd.23,273$6.35M0.69%-1013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM23,262$6.34M0.87%-41013F-HRTimelineGroup
SFMG, LLC23,160$6.32M0.47%+19113F-HRTimeline
Farther Finance Advisors, LLC23,134$6.31M0.13%+4,33713F-HRTimeline
VAN STRUM & TOWNE INC.23,100$6.3M1.99%+15013F-HRTimeline
Gladstone Institutional Advisory LLC22,986$6.27M0.26%+3,58313F-HRTimeline
CEERA INVESTMENTS, LLC22,897$6.24M1.91%-32013F-HRTimeline
OAK ASSOCIATES LTD /OH/22,804$6.22M0.41%+5,62213F-HRTimeline
Wells Trecaso Financial Group, LLC22,668$6.18M1.91%+1,02313F-HRTimeline
Siren, L.L.C.in group Siren, L.L.C.22,600$6.16M0.32%+8,00013F-HRTimelineGroup
Composition Wealth, LLC22,547$6.15M0.1%+3,36313F-HRTimeline
Trust Co of Kansas22,443$6.12M2.92%+1,38513F-HRTimeline
Taikang Asset Management (Hong Kong) Co…22,432$6.12M0.79%new13F-HRTimeline
Selective Wealth Management, Inc.22,551$6.11M2.23%-71213F-HRTimeline
BURLING WEALTH PARTNERS, LLC22,343$6.09M1.12%+2,56513F-HRTimeline
Venture Visionary Partners LLC22,340$6.09M0.23%+96413F-HRTimeline
WEBSTER BANK, N. A.22,213$6.06M0.63%-99913F-HRTimeline
PKO Investment Management Joint-Stock Co22,000$6M0.64%+7,00013F-HRTimeline
NFSG Corp21,989$6M0.97%+1,80713F-HRTimeline
YHB Investment Advisors, Inc.21,909$5.97M0.46%+53413F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …21,781$5.94M0.28%-2,76213F-HRTimelineGroup
QUADRANT CAPITAL GROUP LLC21,541$5.87M0.21%+3,80313F-HRTimeline
MONTAG A & ASSOCIATES INC21,506$5.87M0.29%+10,36813F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO21,513$5.87M0.04%+1,38213F-HRTimelineGroup
SIGNATUREFD, LLC21,337$5.82M0.1%+39613F-HRTimeline
RB Capital Management, LLC21,282$5.8M1.31%+25013F-HRTimeline
MUFG SECURITIES AMERICAS INC.21,265$5.8M0.5%+4,32513F-HRTimeline
VestGen Advisors, LLC21,265$5.77M0.23%-3413F-HRTimeline
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC21,050$5.74M0.1%-3,88313F-HRTimelineGroup
FIRST FINANCIAL BANK - TRUST DIVISION21,023$5.73M0.5%-2,58513F-HRTimeline
SeaBridge Investment Advisors LLC21,008$5.73M1.07%+52913F-HRTimeline
Linden Thomas Advisory Services, LLC20,996$5.73M0.63%+13613F-HRTimeline
Meridian Wealth Advisors, LLC20,855$5.69M0.9%+1,00613F-HRTimeline
Atria Wealth Solutions, Inc.20,770$5.67M0.13%-25,07013F-HRTimeline
MEANS INVESTMENT CO., INC.20,705$5.65M0.53%-73213F-HRTimeline
Cordatus Wealth Management LLC20,686$5.64M1.39%new13F-HRTimeline
Iowa State Bank20,686$5.64M1.12%+2813F-HRTimeline
Bey-Douglas LLC20,616$5.62M3.36%+5,19113F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.20,614$5.62M0.24%-10613F-HRTimeline
MERIDIAN MANAGEMENT CO21,651$5.59M1.53%+1,71813F-HRTimeline
Geneos Wealth Management Inc.20,486$5.59M0.14%-19,05913F-HRTimeline
S-Bank Fund Management Ltd20,376$5.56M0.82%-1,58913F-HRTimeline
Moran Wealth Management, LLC20,346$5.55M0.17%-3,05613F-HRTimeline
Continuum Advisory, LLC20,181$5.5M0.66%+16,32713F-HRTimeline
Bridge Creek Capital Management LLC20,162$5.5M1.62%+37413F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC20,137$5.49M0.48%+23613F-HRTimeline
CONNING INC.in group CONNING INC.20,051$5.47M0.19%+1,80513F-HRTimelineGroup
One Madison Group LLC20,000$5.45M0.57%+15,00013F-HRTimeline
PEREGRINE INVESTMENT MANAGEMENT INC20,000$5.45M3.49%new13F-HRTimeline
Dynamic Advisor Solutions LLC19,819$5.4M0.17%-45113F-HRTimeline
111 Capital19,781$5.39M0.93%+5,00713F-HRTimeline
Sendero Wealth Management, LLC19,762$5.39M0.67%new13F-HR/ATimeline
Vestcor Inc19,760$5.39M0.16%+1,28013F-HRTimeline
LEE DANNER & BASS INC19,720$5.38M0.42%new13F-HRTimeline
Bouvel Investment Partners, LLC19,696$5.37M1.82%+17613F-HRTimeline
BAILARD, INC.19,566$5.34M0.12%-17813F-HRTimeline
Private Wealth Partners, LLC19,535$5.33M0.42%-47513F-HRTimeline
IFP Advisors, Inc19,510$5.32M0.15%+8,48313F-HRTimeline
HANCOCK WHITNEY CORP19,500$5.32M0.1%+7,10213F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC19,497$5.32M0.97%-44313F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE19,467$5.31M0.93%-68113F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC19,451$5.3M0.12%-37,59313F-HRTimeline
EASTERN BANK19,333$5.27M0.1%-43,05413F-HRTimeline
Consolidated Investment Group LLC19,325$5.27M0.71%013F-HRTimeline
Compound Planning, Inc.19,262$5.25M0.2%+1,72213F-HRTimeline
RNC CAPITAL MANAGEMENT LLC19,233$5.24M0.25%+3,58413F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC19,206$5.24M0.35%+49313F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC19,142$5.22M0.07%+8,82513F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding19,137$5.22M-737Timeline
Heron Bay Capital Management19,082$5.2M1.02%+1,13513F-HRTimeline
PRAXIS INVESTMENT MANAGEMENT INC19,070$5.2M0.33%-7,17013F-HRTimeline
Invenomic Capital Management LP19,021$5.19M0.29%new13F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding18,958$5.17M+3,516Timeline
PLIMOTH TRUST CO LLC18,865$5.14M1.23%+56813F-HRTimeline
Quadrant Private Wealth Management, LLC18,799$5.13M1.06%+19313F-HRTimeline
SOMERVILLE KURT F18,824$5.13M0.86%+3,63513F-HRTimeline
WHALEROCK POINT PARTNERS, LLC18,810$5.13M1.11%+33813F-HRTimeline
HARTLINE INVESTMENT CORP/18,799$5.13M0.58%-1,62613F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC18,664$5.09M0.17%+5113F-HRTimelineGroup
WCG Wealth Advisors LLC18,550$5.06M0.33%+3,21413F-HRTimeline
Codex Capital Asset Management L.L.C.18,500$5.04M2.02%013F-HRTimeline
M. Kulyk & Associates, LLC18,479$5.04M1.09%+88313F-HRTimeline
Symphony Financial, Ltd. Co.22,057$5.02M0.66%+18,20913F-HR/ATimeline
OSTRUM ASSET MANAGEMENT18,388$5.01M0.23%-4,41313F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC18,375$5.01M0.24%+7,61213F-HRTimeline
Ashton Thomas Private Wealth, LLC18,334$5.01M0.18%+4,30413F-HRTimeline
Callan Family Office, LLC18,351$5M0.16%+12,00013F-HRTimeline
SBI Securities Co., Ltd.18,311$4.99M0.14%+84513F-HRTimeline
VEGA INVESTMENT SOLUTIONS18,297$4.99M1.17%-9,99613F-HRTimeline
OSSIAM18,277$4.98M0.06%-1,00613F-HRTimeline
Guinness Atkinson Asset Management Inc18,224$4.97M2.61%-1,44213F-HRTimeline
Generate Investment Management Ltd18,178$4.96M0.28%-38,84913F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,106$4.94M0.14%+49213F-HRTimeline
LM Advisors LLC18,107$4.94M0.64%+52213F-HRTimeline
TIG Advisors, LLCin group TIG Advisors, LLC18,084$4.93M0.27%new13F-HRTimelineGroup
Promethos Capital, LLC18,076$4.93M1.66%013F-HRTimeline
Caldwell Trust Co18,047$4.92M0.49%-16613F-HRTimeline
Harbour Capital Advisors, LLC18,181$4.89M1.03%+3013F-HRTimeline
JERICHO FINANCIAL, LLP17,904$4.88M3.22%-8313F-HRTimeline
Oak Harvest Investment Services17,898$4.88M0.61%+66013F-HRTimeline
F/m Investments LLC17,893$4.88M0.18%+8813F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.17,862$4.86M0.12%+1,39613F-HRTimelineGroup
Hills Bank & Trust Coin group Hills Bank & Trust Co17,746$4.84M0.3%-11513F-HRTimelineGroup
NorthRock Partners, LLC17,581$4.8M0.13%-3,41913F-HR/ATimeline
CULLINAN ASSOCIATES INC17,600$4.8M0.32%-1,24613F-HRTimeline
Baker Chad R17,525$4.78M0.89%013F-HRTimeline
Proem Advisors LLC17,500$4.77M1.26%new13F-HRTimeline
Dorsey & Whitney Trust CO LLC17,456$4.76M0.25%-60913F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…17,407$4.75M0.56%-1,65413F-HRTimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC17,400$4.74M0.09%-5,70013F-HRTimeline
Otter Creek Advisors, LLC17,325$4.72M3.55%+5,60013F-HRTimeline
Hudson Capital Management LLC17,209$4.69M1.33%+56313F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp17,181$4.69M0.2%-10913F-HRTimelineGroup
BRADY FAMILY WEALTH, LLC17,168$4.68M1.45%-4913F-HRTimeline
FourThought Financial Partners, LLC17,139$4.67M0.46%+33613F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC17,092$4.66M0.1%-7,41313F-HRTimeline
RBA Wealth Management, LLC16,890$4.61M1.72%+16013F-HRTimeline
First Horizon Advisors, Inc.16,856$4.6M0.12%-1,03213F-HRTimeline
Qsemble Capital Management, LP16,817$4.59M0.44%-23,75113F-HRTimeline
Sandhill Capital Partners LLC16,799$4.58M0.33%+6813F-HRTimeline
Pegasus Asset Management, Inc.16,697$4.55M1.56%+29213F-HRTimeline
Optas, LLC16,627$4.53M0.86%-23613F-HRTimeline
Summit Financial, LLC16,532$4.51M0.1%-15,32213F-HRTimeline
Frank, Rimerman Advisors LLC16,554$4.51M0.3%-88613F-HRTimeline
Avior Wealth Management, LLC16,543$4.51M0.16%+1,40213F-HRTimeline
Wedmont Private Capital16,644$4.51M0.19%-16713F-HRTimeline
Garde Capital, Inc.16,535$4.51M0.24%-1,59513F-HRTimeline
Aljian Capital Management, LLC16,511$4.5M0.99%-6013F-HRTimeline
Linscomb Wealth, Inc.16,492$4.5M0.21%+53013F-HRTimeline
Roberts Wealth Advisors, LLC16,475$4.49M1.29%+36913F-HRTimeline
Global Retirement Partners, LLC16,459$4.49M0.11%13F-HRTimeline
Checchi Capital Advisers, LLC16,358$4.46M0.31%-97313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC16,357$4.46M0.31%-5,96413F-HRTimeline
Timber Creek Capital Management LLC18,010$4.46M1.14%+43813F-HRTimeline
Employees Retirement System of Texas16,315$4.45M0.04%new13F-HRTimeline
STRATEGIC PLANNING GROUP, LLC16,273$4.44M0.72%+1,15613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI16,249$4.43M0.27%-7513F-HRTimeline
Centiva Capital, LP16,233$4.43M0.29%+7,43513F-HRTimeline
FRG Family Wealth Advisors LLC16,186$4.41M0.77%-29513F-HRTimeline
Clark Capital Management Group, Inc.16,142$4.4M0.03%+2,57313F-HRTimeline
Laurion Capital Management LP16,129$4.4M0.51%new13F-HRTimeline
GeoWealth Management, LLC16,122$4.4M0.17%+18513F-HRTimeline
CONDOR CAPITAL MANAGEMENT16,036$4.37M0.38%+2713F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co16,000$4.36M0.93%013F-HRTimeline
Nebula Research & Development LLC15,998$4.36M0.37%-2,11013F-HRTimeline
Generali Investments CEE, investicni sp…15,925$4.34M0.36%+81913F-HRTimeline
Fragasso Financial Advisors Inc15,924$4.34M0.29%+3,90913F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding15,914$4.34M-494Timeline
Hennion & Walsh Asset Management, Inc.15,854$4.32M0.17%-2,45613F-HRTimeline
Impax Asset Management Group plcin group Impax Asset Management Group …15,850$4.32M0.02%-9,12513F-HRTimelineGroup
Arrow Financial Corpin group Arrow Financial Corp15,826$4.32M0.45%-40413F-HRTimelineGroup
Aptus Capital Advisors, LLC15,807$4.31M0.04%-33,01413F-HRTimeline
Vickerman Investment Advisors, Inc.15,798$4.31M0.93%+77813F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …15,772$4.3M0.07%+79613F-HRTimelineGroup
Dana Investment Advisors, Inc.15,769$4.3M0.14%-67,15213F-HRTimeline
First Interstate Bank15,692$4.28M0.25%-14513F-HRTimeline
Wealth Advisors of Tampa Bay, LLC15,651$4.27M1.61%+20013F-HRTimeline
Investors Towarzystwo Funduszy Inwestyc…15,638$4.26M1.71%-1,30113F-HRTimeline
D L CARLSON INVESTMENT GROUP INC15,633$4.26M0.78%-36613F-HRTimeline
Systematic Alpha Investments, LLC15,624$4.26M0.15%013F-HRTimeline
TWIN CAPITAL MANAGEMENT INC15,611$4.26M0.45%+15313F-HRTimeline
RFG Advisory, LLC15,602$4.25M0.1%+2,40013F-HRTimeline
Arlington Financial Advisors, LLC15,558$4.24M0.69%+30713F-HRTimeline
Ledyard National Bank15,544$4.24M0.4%new13F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV15,530$4.23M0.45%-2,90313F-HRTimeline
GAMMA Investing LLC15,457$4.21M0.27%+1,29113F-HRTimeline
Paloma Partners Management Coin group Paloma Partners Management Co15,436$4.21M0.95%-29,67113F-HRTimelineGroup
Nicollet Investment Management, Inc.15,338$4.18M1.4%-78013F-HRTimeline
Eisler Capital Management Ltd.15,333$4.18M0.14%-26,15113F-HRTimeline
Investment Research & Advisory Group, I…15,260$4.16M1.55%+18813F-HRTimeline
Jackson Hole Capital Partners, LLC15,247$4.16M0.76%+1,24713F-HRTimeline
Legacy CG, LLC15,243$4.16M1.24%new13F-HRTimeline
Modus Advisors, LLC15,226$4.15M1.23%+43013F-HRTimeline
Cyndeo Wealth Partners, LLC15,208$4.15M0.25%-2,06713F-HRTimeline
Midwest Professional Planners, LTD.15,162$4.13M1.09%+16213F-HRTimeline
IHT Wealth Management, LLC15,118$4.12M0.11%+1,23513F-HRTimeline
Renaissance Investment Group LLC15,094$4.12M0.89%-10,38613F-HRTimeline
CENTAURUS FINANCIAL, INC.15,016$4.09M0.24%+1,10213F-HRTimeline
TRUST CO OF TOLEDO NA /OH/14,997$4.09M0.45%+7013F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC14,898$4.07M0.02%new13F-HRTimelineGroup
Sepio Capital, LP14,860$4.05M0.29%-5013F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding14,767$4.03M-10,453Timeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC14,660$4M0.37%-42913F-HRTimelineGroup
Ascent Group, LLCin group Ascent Group, LLC14,662$4M0.16%-1,37713F-HRTimelineGroup
Progressive Investment Management Corp14,654$4M1.02%-12213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT14,586$3.98M0.25%+24013F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT14,574$3.97M0.09%+44013F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.14,557$3.97M0.56%-49713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC14,501$3.96M0.34%+1,38113F-HRTimeline
Iyo Bank, Ltd.14,511$3.96M1.6%-29,02113F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.14,397$3.93M0.27%+3513F-HRTimelineGroup
Hixon Zuercher, LLC14,369$3.92M1.27%+7813F-HRTimeline
Occidental Asset Management, LLC14,246$3.88M0.54%+2,39513F-HRTimeline