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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

2,891 managers (2,962 13F filers) reported a position in CRM shares at 2025-12-31, 809,885,161 shares in all. 189 filers opened a position and 208 filers sold out during the quarter.

Managers
2,891
13F filers
2,962
New
189
Added
1,085
Reduced
1,235
Sold out
208
Shares held by filers
809,885,161

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cumberland Partners Ltdin group Cumberland Partners Ltd22,600$5.99M0.37%-59,61213F-HRTimelineGroup
Peloton Wealth Strategists22,528$5.97M2.31%-1,34213F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC22,376$5.93M0.2%-97913F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.22,342$5.92M0.74%+13,45913F-HRTimeline
Acumen Wealth Advisors, LLC22,247$5.9M1.7%13F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding22,151$5.87M-1,322Timeline
Revisor Wealth Management LLC25,609$5.86M1.57%+46613F-HRTimeline
FourThought Financial Partners, LLC21,625$5.73M0.48%+2,63813F-HRTimeline
SIGNATUREFD, LLC21,468$5.69M0.09%-41413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding21,462$5.69M+211Timeline
Linden Thomas Advisory Services, LLC21,371$5.66M0.57%-7013F-HRTimeline
F/m Investments LLC21,367$5.66M0.22%+3,87113F-HRTimeline
Cinctive Capital Management LP21,317$5.65M0.33%new13F-HRTimeline
McMillan Office, Inc.21,196$5.62M0.68%13F-HRTimeline
Cordatus Wealth Management LLC21,189$5.61M1.3%+23813F-HRTimeline
Venture Visionary Partners LLC21,030$5.58M0.18%-1,48113F-HRTimeline
Ballentine Partners, LLC20,993$5.56M0.08%-1,91513F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.20,975$5.56M0.43%-3213F-HRTimeline
M. Kulyk & Associates, LLC20,944$5.55M1.06%+94413F-HRTimeline
RB Capital Management, LLC20,818$5.51M1.12%-48513F-HRTimeline
Oak Harvest Investment Services20,586$5.45M0.59%+3,95913F-HRTimeline
CEERA INVESTMENTS, LLC20,515$5.43M2.1%-1,29213F-HRTimeline
GeoWealth Management, LLC20,475$5.42M0.2%-1,03013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…20,364$5.39M0.22%-2,19613F-HR/ATimeline
Meridian Wealth Advisors, LLC20,321$5.38M0.75%-82713F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC20,274$5.38M0.4%+2,01313F-HRTimeline
Quantitative Investment Management, LLC20,274$5.37M0.52%+9,32313F-HRTimeline
YHB Investment Advisors, Inc.20,221$5.36M0.37%-1,49113F-HRTimeline
CAXTON ASSOCIATES LLP20,153$5.34M0.11%+18,29513F-HRTimeline
PARUS FINANCE (UK) Ltd20,123$5.33M1.4%-21013F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION20,011$5.3M0.44%-55813F-HRTimeline
CONNING INC.in group CONNING INC.19,977$5.29M0.18%+8413F-HRTimelineGroup
Bouvel Investment Partners, LLC19,905$5.27M1.52%+32713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC19,872$5.26M0.15%+67313F-HR/ATimelineGroup
Marathon Wealth Advisors LLC19,760$5.23M2.08%13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC19,747$5.23M0.12%-5813F-HRTimeline
Stamos Capital Partners, L.P.19,734$5.23M0.84%+1,52713F-HRTimeline
PETREDIS INVESTMENT ADVISORS LLC19,733$5.23M0.41%-25713F-HRTimeline
Hudson Capital Management LLC19,725$5.23M1.31%+1,13213F-HRTimeline
Global X Japan Co., Ltd.19,710$5.22M0.4%+14,43013F-HRTimeline
FORA Capital, LLC23,702$5.18M0.63%-8,02613F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC19,540$5.18M0.03%-1,91513F-HRTimelineGroup
Boston Trust Walden Corpgroup of 2 filers holding19,403$5.14M-21,208Timeline
Consolidated Investment Group LLC19,325$5.12M0.61%013F-HRTimeline
Sawyer & Company, Inc19,276$5.11M1.81%-12113F-HRTimeline
SBI Securities Co., Ltd.19,174$5.08M0.13%+1,69013F-HRTimeline
Timber Creek Capital Management LLC19,097$5.06M1.18%+1,15913F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC19,080$5.05M0.77%-34213F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.19,037$5.05M0.11%+24313F-HRTimelineGroup
Wedmont Private Capital18,962$5.05M0.18%+3,56513F-HRTimeline
Quinn Opportunity Partners LLC19,000$5.03M0.22%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…18,946$5.02M0.23%-18813F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE18,903$5.01M0.43%-12813F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC18,786$4.98M0.3%13F-HRTimeline
Generali Investments CEE, investicni sp…18,739$4.96M0.35%+3,20713F-HRTimeline
Selective Wealth Management, Inc.21,209$4.95M1.55%-79813F-HRTimeline
Vestcor Inc18,696$4.95M0.14%013F-HRTimeline
JERICHO FINANCIAL, LLP18,655$4.94M2.98%+1413F-HRTimeline
Asio Capital, LLC18,618$4.93M0.7%+37413F-HRTimeline
WHALEROCK POINT PARTNERS, LLC18,550$4.91M0.93%-51013F-HRTimeline
Private Wealth Partners, LLC18,389$4.87M0.35%-1,29013F-HRTimeline
Geneos Wealth Management Inc.18,267$4.84M0.12%+91913F-HRTimeline
Summit Financial, LLC18,170$4.82M0.07%-7,38113F-HRTimeline
Iowa State Bank18,191$4.82M0.9%-1,25513F-HRTimeline
Vickerman Investment Advisors, Inc.18,102$4.8M0.96%-10913F-HRTimeline
VestGen Advisors, LLC17,807$4.72M0.2%+55613F-HRTimeline
Roberts Wealth Advisors, LLC17,781$4.71M1.23%+1,01113F-HRTimeline
Compound Planning, Inc.17,781$4.71M0.14%+13513F-HRTimeline
Garde Capital, Inc.17,691$4.69M0.28%+1,47513F-HRTimeline
First National Trust Co17,684$4.68M0.16%-6,93613F-HRTimeline
RBA Wealth Management, LLC17,673$4.68M1.59%+21413F-HRTimeline
Tema ETFs LLC17,659$4.68M0.36%-5213F-HRTimeline
CONNABLE OFFICE INC17,612$4.67M0.43%+8,24313F-HRTimeline
Pegasus Asset Management, Inc.17,510$4.64M1.43%+49913F-HR/ATimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM17,502$4.64M0.4%-41213F-HRTimelineGroup
Investors Towarzystwo Funduszy Inwestyc…17,490$4.63M1.75%+2,44013F-HRTimeline
Integrated Wealth Concepts LLC17,479$4.63M0.06%-5,88013F-HRTimeline
Prana Capital Management, LP17,450$4.62M0.17%+12,95613F-HRTimeline
OneDigital Investment Advisors LLC17,446$4.62M0.05%+4,42513F-HRTimeline
Kovack Advisors, Inc.17,420$4.61M0.22%+5,05613F-HR/ATimeline
ZEVENBERGEN CAPITAL INVESTMENTS LLC17,400$4.61M0.1%013F-HRTimeline
SFE Investment Counsel17,394$4.61M0.72%+7,87113F-HRTimeline
Linscomb Wealth, Inc.17,360$4.6M0.19%+17213F-HRTimeline
Dynamic Advisor Solutions LLC17,355$4.6M0.15%-2,12613F-HRTimeline
Optas, LLC17,234$4.57M0.71%+1,08613F-HRTimeline
INSPIRE TRUST CO, N.A.17,013$4.51M0.74%+1,91313F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP16,907$4.48M0.17%+3,83213F-HRTimeline
DIVERSIFIED TRUST CO16,895$4.48M0.08%-2,64513F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,865$4.47M0.08%+1,03013F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…16,864$4.47M0.92%13F-HRTimeline
Smartleaf Asset Management LLC16,797$4.47M0.17%+7,25213F-HRTimeline
CCM INVESTMENT ADVISERS LLC16,705$4.43M0.42%-3,61913F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co16,704$4.43M0.26%-56613F-HRTimelineGroup
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC16,653$4.41M0.05%+9,68013F-HRTimelineGroup
Secure Asset Management, LLC16,648$4.41M0.69%+5913F-HRTimeline
Torrey Growth & Income Advisors16,540$4.38M1.52%-4,01913F-HRTimeline
Joseph Group Capital Management16,535$4.38M1.15%+68313F-HRTimeline
AZZAD ASSET MANAGEMENT INC /ADV16,462$4.36M0.43%+42013F-HRTimeline
Investment Research & Advisory Group, I…16,351$4.34M1.44%+14013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI16,361$4.33M0.24%-33913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC16,449$4.32M0.09%-1,66513F-HRTimeline
Avior Wealth Management, LLC16,241$4.3M0.13%+46513F-HRTimeline
AMG National Trust Bank16,235$4.3M0.1%+8,26813F-HRTimeline
Aljian Capital Management, LLC16,182$4.29M0.85%-64813F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding16,172$4.28M-1,685Timeline
Kentucky Farm Bureau Mutual Insurance Co16,000$4.24M1.14%013F-HRTimeline
OSTRUM ASSET MANAGEMENT15,989$4.24M0.2%-3,02813F-HRTimeline
CENTAURUS FINANCIAL, INC.15,983$4.23M0.19%-2,17113F-HRTimeline
Twin Tree Management, LP15,943$4.22M0.43%-7,04013F-HRTimeline
Sepio Capital, LP15,937$4.22M0.23%+82613F-HRTimeline
Arlington Financial Advisors, LLC15,936$4.22M0.6%-18213F-HRTimeline
GAMMA Investing LLC15,888$4.21M0.21%+1,70313F-HRTimeline
MEANS INVESTMENT CO., INC.15,730$4.17M0.35%-1,98213F-HRTimeline
Hillsdale Investment Management Inc.15,704$4.16M0.11%-6,83513F-HRTimeline
CONDOR CAPITAL MANAGEMENT15,703$4.16M0.34%-28313F-HRTimeline
Greater Midwest Financial Group, LLC15,693$4.16M2.32%-1,12513F-HRTimeline
Sterling Capital Management LLC15,657$4.15M0.07%-1,22313F-HRTimeline
Glassy Mountain Advisors, Inc.15,656$4.15M1.25%+2,76413F-HRTimeline
Systematic Alpha Investments, LLC15,624$4.14M0.13%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp15,619$4.14M0.19%-87313F-HRTimelineGroup
PEAPACK GLADSTONE FINANCIAL CORP15,592$4.13M0.05%+1,97513F-HRTimeline
Modus Advisors, LLC15,553$4.12M1.09%+1,27113F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp15,546$4.12M0.41%-15513F-HRTimelineGroup
HANCOCK WHITNEY CORP15,491$4.1M0.07%-1,72613F-HRTimeline
D L CARLSON INVESTMENT GROUP INC15,386$4.08M0.69%-15413F-HRTimeline
QUADRANT CAPITAL GROUP LLC15,305$4.05M0.12%-7,63113F-HRTimeline
Jackson Hole Capital Partners, LLC15,282$4.05M0.69%-1,11413F-HRTimeline
First Interstate Bank15,266$4.04M0.22%-3513F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP15,185$4.02M1.42%new13F-HRTimeline
Eagle Strategies LLC15,024$3.98M0.51%-30413F-HRTimeline
Kamunting Street Capital Management, L.…15,000$3.97M2.71%+10,00013F-HRTimeline
Fragasso Financial Advisors Inc14,954$3.96M0.24%-38113F-HRTimeline
BAILARD, INC.14,926$3.95M0.09%-6,46013F-HRTimeline
Bey-Douglas LLC14,915$3.95M3.17%-32413F-HRTimeline
Composition Wealth, LLC14,911$3.95M0.06%+2,92413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP14,895$3.95M0.08%-2,53513F-HRTimeline
Sandhill Capital Partners LLC14,886$3.94M0.28%-1,82613F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding14,879$3.94M+4,169Timeline
Wealth Advisors of Tampa Bay, LLC14,856$3.94M1.36%-92513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.14,995$3.91M0.26%+42613F-HRTimelineGroup
Hixon Zuercher, LLC14,722$3.9M1.18%+39613F-HRTimeline
WEST MICHIGAN ADVISORS, LLC14,602$3.87M0.89%+29113F-HRTimeline
Caldwell Trust Co14,573$3.86M0.34%-2,43013F-HRTimeline
Brooklyn Investment Group14,496$3.86M0.18%+4,13113F-HRTimeline
WealthShield Partners, LLC14,543$3.85M0.42%+15913F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC14,530$3.85M0.24%+3513F-HRTimeline
Corvex Management LP14,500$3.84M0.13%013F-HRTimeline
TRUST CO OF TOLEDO NA /OH/14,441$3.83M0.38%-60113F-HRTimeline
Smith Salley Wealth Management14,435$3.82M0.19%+89413F-HRTimeline
FIRST AMERICAN BANK14,418$3.82M0.23%+1,10913F-HRTimeline
OSSIAM14,400$3.81M0.08%-80,48113F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT14,389$3.81M0.72%+84213F-HRTimeline
Nicollet Investment Management, Inc.14,381$3.81M1.21%-47813F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC20,034$3.81M2.28%+6,42013F-HRTimeline
Collar Capital Management, LLC14,366$3.81M2.54%+20513F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT14,355$3.8M0.07%+19113F-HRTimeline
CGN Advisors LLC14,329$3.8M0.3%+1,41813F-HRTimeline
Laurel Wealth Advisors LLC14,276$3.78M0.5%-44313F-HRTimeline
BRADY FAMILY WEALTH, LLC14,266$3.78M1.17%-25813F-HRTimeline
COZAD ASSET MANAGEMENT INC14,245$3.77M0.29%+17613F-HRTimeline
Gladstone Institutional Advisory LLC14,177$3.76M0.14%-3,11213F-HRTimeline
Hennion & Walsh Asset Management, Inc.14,167$3.75M0.13%-2,21913F-HRTimeline
Checchi Capital Advisers, LLC14,156$3.75M0.26%-98713F-HRTimeline
GROUP ONE TRADING LLC14,120$3.74M0.11%+8,97813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,101$3.74M0.02%-93413F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC13,870$3.67M1.11%-11813F-HRTimeline
Verde Capital Management13,848$3.67M0.78%+1,00113F-HRTimeline
Strategic Wealth Partners, Ltd.13,659$3.62M0.25%-28,47513F-HRTimeline
Fairtree Asset Management (Pty) Ltd13,627$3.61M1.66%+8,39513F-HRTimeline
HALL LAURIE J TRUSTEE13,566$3.59M1.19%+1,69513F-HRTimeline
Ledyard National Bank13,467$3.57M0.31%-1,20213F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC13,419$3.55M0.36%+3413F-HRTimeline
Cohen Investment Advisors LLC13,400$3.55M1.63%+46013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.13,392$3.55M0.34%+20613F-HRTimeline
Altrafin AG13,381$3.54M1.12%013F-HRTimeline
Finer Wealth Management, Inc.13,371$3.54M1.71%+65513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,350$3.54M0.09%+1,16813F-HRTimelineGroup
AXS Investments LLC13,336$3.53M1.22%-17413F-HR/ATimeline
Frank, Rimerman Advisors LLC13,248$3.51M0.22%+1,25113F-HRTimeline
GTS SECURITIES LLC13,216$3.5M0.12%+10,88513F-HRTimeline
EPG Wealth Management LLC13,188$3.49M0.94%+39813F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT13,159$3.49M0.2%-58813F-HRTimelineGroup
FIRST HORIZON CORP13,082$3.47M0.15%+28513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…13,078$3.46M0.31%+1,10313F-HRTimelineGroup
HBW ADVISORY SERVICES LLC13,041$3.45M0.38%-2613F-HRTimeline
Parsonex Advisory Services, Inc.12,988$3.44M2.19%+1,01413F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS12,960$3.43M0.07%-30813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,863$3.41M0.07%+66413F-HRTimelineGroup
IHT Wealth Management, LLC12,953$3.4M0.08%-36313F-HRTimeline
Mission Creek Capital Partners, Inc.12,809$3.39M0.69%-14213F-HRTimeline
ADVOCATE GROUP LLC12,777$3.38M0.55%+19313F-HRTimeline
B. Riley Wealth Advisors, Inc.12,750$3.38M0.16%-24613F-HRTimeline
Graphene Investments SAS12,700$3.36M2.11%+40013F-HRTimeline
RD Finance Ltd12,645$3.35M3.39%013F-HRTimeline
Palumbo Wealth Management LLC12,617$3.34M0.82%+6,81213F-HRTimeline
Positano Wealth Management Ltd12,600$3.34M2.61%13F-HRTimeline
COURIER CAPITAL LLC12,586$3.33M0.19%+62813F-HRTimeline
Mathes Company, Inc.12,518$3.32M1.18%-4013F-HRTimeline
Independence Bank of Kentucky12,502$3.31M0.41%+13813F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding12,649$3.31M-170Timeline