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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

2,631 managers (2,697 13F filers) reported a position in CRM shares at 2026-03-31, 738,115,060 shares in all. 194 filers opened a position and 459 filers sold out during the quarter.

Managers
2,631
13F filers
2,697
New
194
Added
1,077
Reduced
1,179
Sold out
459
Shares held by filers
738,115,060

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
CORRECT CAPITAL WEALTH MANAGEMENT19,358$3.61M0.67%+4,96913F-HRTimeline
Iowa State Bank19,332$3.61M0.66%+1,14113F-HRTimeline
Sawyer & Company, Inc19,177$3.58M1.38%-9913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC19,176$3.58M0.02%+5,07513F-HRTimelineGroup
Gibbs Wealth Management19,112$3.57M0.47%+13,63613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp19,082$3.56M0.07%-21,82213F-HRTimelineGroup
Selective Wealth Management, Inc.19,634$3.56M1.05%-1,57513F-HRTimeline
Geneos Wealth Management Inc.18,958$3.54M0.08%+69113F-HRTimeline
WHALEROCK POINT PARTNERS, LLC18,875$3.52M0.68%+32513F-HRTimeline
Curi Capital, LLC18,872$3.52M0.06%-155,30513F-HRTimeline
AlTi Global, Inc.in group AlTi Global, Inc.18,832$3.52M0.08%-20513F-HRTimelineGroup
Marion Wealth Management18,600$3.47M0.77%+4,54013F-HRTimeline
SBI Securities Co., Ltd.18,529$3.46M0.09%-64513F-HRTimeline
COURIER CAPITAL LLC18,517$3.46M0.19%+5,93113F-HR/ATimeline
Roberts Wealth Advisors, LLC18,400$3.43M0.87%+61913F-HRTimeline
Huntleigh Advisors, Inc.18,353$3.43M0.59%new13F-HRTimeline
Avior Wealth Management, LLC18,236$3.4M0.1%+1,99513F-HRTimeline
Ballentine Partners, LLC18,169$3.39M0.05%-2,82413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC18,136$3.39M0.41%+12,04513F-HRTimeline
Vickerman Investment Advisors, Inc.18,032$3.37M0.71%-7013F-HRTimeline
RWA WEALTH PARTNERS, LLC18,021$3.36M0.04%-30,95213F-HRTimeline
ESSEX INVESTMENT MANAGEMENT CO LLC17,854$3.33M0.53%-1,22613F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC17,831$3.33M0.61%+15,08213F-HRTimeline
Tema ETFs LLC17,750$3.31M0.22%+9113F-HRTimeline
True Freedom Investing, LLC17,677$3.3M0.25%new13F-HRTimeline
Arlington Financial Advisors, LLC17,600$3.29M0.47%+1,66413F-HRTimeline
ELEMENT CAPITAL MANAGEMENT LLC17,500$3.27M1.28%new13F-HRTimeline
EVOLVE PRIVATE WEALTH, LLC17,490$3.26M0.17%-1,29613F-HRTimeline
WOODMONT INVESTMENT COUNSEL LLC17,448$3.26M0.2%+2,91813F-HRTimeline
Arrow Financial Corpin group Arrow Financial Corp17,398$3.25M0.33%+1,85213F-HRTimelineGroup
Collar Capital Management, LLC17,388$3.25M2.1%+3,02213F-HRTimeline
Sigma Planning Corp17,374$3.24M0.09%-6,34613F-HRTimeline
Glassy Mountain Advisors, Inc.17,355$3.24M1.01%+1,69913F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC17,308$3.23M0.04%-37,57113F-HRTimeline
Portside Wealth Group, LLC17,299$3.23M0.44%+4,90213F-HRTimeline
RNC CAPITAL MANAGEMENT LLC17,171$3.21M0.14%+6,09713F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…17,149$3.2M0.03%+7,67913F-HRTimelineGroup
Hixon Zuercher, LLC17,054$3.18M0.99%+2,33213F-HRTimeline
Sepio Capital, LP17,028$3.18M0.17%+1,09113F-HRTimeline
INSPIRE TRUST CO, N.A.17,021$3.18M0.49%+813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC16,993$3.17M0.06%+12813F-HRTimeline
Kepler Cheuvreux (Suisse) SA16,992$3.17M0.21%+12,56813F-HRTimeline
Jackson Hole Capital Partners, LLC16,992$3.17M0.53%+1,71013F-HRTimeline
Peloton Wealth Strategists16,978$3.17M1.28%-5,55013F-HRTimeline
Modus Advisors, LLC16,974$3.17M0.87%+1,42113F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.16,943$3.16M0.03%-17,98613F-HRTimelineGroup
Institute for Wealth Management, LLC.16,861$3.15M0.34%+7,21213F-HRTimeline
Quantitative Investment Management, LLC16,754$3.13M0.32%-3,52013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT16,592$3.1M0.05%-22,98613F-HR/ATimeline
Optas, LLC16,582$3.1M0.47%-65213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC16,527$3.09M0.68%+1,92513F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.16,527$3.09M0.2%+1,53213F-HRTimelineGroup
Graphene Investments SAS16,500$3.08M2.07%+3,80013F-HRTimeline
Pine Valley Investments Ltd Liability Co16,460$3.07M0.15%+10,85413F-HRTimeline
Composition Wealth, LLC16,453$3.07M0.04%+1,54213F-HRTimeline
Wedmont Private Capital17,402$3.07M0.1%-1,56013F-HRTimeline
Mubadala Investment Co PJSCin group Mubadala Investment Co PJSC16,425$3.07M0.01%new13F-HRTimelineGroup
AZZAD ASSET MANAGEMENT INC /ADV16,393$3.06M0.31%-6913F-HRTimeline
Meeder Advisory Services, Inc.group of 2 filers holding16,315$3.05M+143Timeline
RITHOLTZ WEALTH MANAGEMENT16,294$3.04M0.05%+1,93913F-HRTimeline
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…16,253$3.03M0.27%13F-HRTimelineGroup
Investment Research & Advisory Group, I…16,208$3.03M1.06%-14313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO16,145$3.01M0.06%+12,59713F-HRTimeline
TCW GROUP INCin group TCW GROUP INC16,121$3.01M0.02%-560,65313F-HRTimelineGroup
Smartleaf Asset Management LLC16,232$3M0.11%-56513F-HRTimeline
Mandatum Life Insurance Co Ltd16,088$3M0.68%new13F-HRTimeline
Smith Salley Wealth Management16,001$2.99M0.15%+1,56613F-HRTimeline
Kentucky Farm Bureau Mutual Insurance Co16,000$2.99M0.91%013F-HRTimeline
Gilliland Jeter Wealth Management LLC15,938$2.98M0.88%+2,06813F-HRTimeline
EQUITABLE TRUST CO15,880$2.96M0.14%-31,14813F-HRTimeline
OSSIAM15,806$2.95M0.05%+1,40613F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM15,759$2.94M0.45%-1,74313F-HRTimelineGroup
DIVERSIFIED TRUST CO15,756$2.94M0.05%-1,13913F-HRTimeline
Mutual Advisors, LLC15,696$2.93M0.06%+4,29013F-HRTimeline
Systematic Alpha Investments, LLC15,624$2.92M0.1%013F-HRTimeline
Aljian Capital Management, LLC15,622$2.92M0.6%-56013F-HRTimeline
AustralianSuper Pty Ltd15,564$2.91M0.02%+7,03713F-HRTimeline
CONDOR CAPITAL MANAGEMENT15,519$2.9M0.24%-18413F-HRTimeline
RV Capital AG15,511$2.9M0.76%+4,53113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…15,480$2.89M0.05%-20,84213F-HRTimelineGroup
Generali Investments CEE, investicni sp…15,455$2.88M0.15%-3,28413F-HRTimeline
Krane Funds Advisors LLC15,484$2.87M0.12%+7,23013F-HRTimeline
LYELL WEALTH MANAGEMENT, LP15,355$2.87M0.21%-36,73913F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC15,431$2.86M0.06%-1,01813F-HRTimeline
MORTON COMMUNITY BANK15,282$2.85M0.62%+37713F-HRTimeline
Wealth Advisors of Tampa Bay, LLC15,256$2.85M0.94%+40013F-HRTimeline
J.W. COLE ADVISORS, INC.15,220$2.84M0.1%-1,45213F-HRTimeline
BFSG, LLC15,217$2.84M0.27%+4,66013F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP15,137$2.83M0.11%-1,77013F-HRTimeline
MEANS INVESTMENT CO., INC.15,091$2.82M0.25%-63913F-HRTimeline
IPG Investment Advisors LLC15,084$2.82M0.48%+2,68713F-HRTimeline
Aquatic Capital Management LLC15,081$2.82M0.08%-10,71213F-HRTimeline
Legacy Private Trust Co.15,022$2.8M0.17%+9,15913F-HRTimeline
CGN Advisors LLC14,925$2.79M0.22%+59613F-HRTimeline
GAMMA Investing LLC14,896$2.78M0.13%-99213F-HRTimeline
BAILARD, INC.14,847$2.77M0.06%-7913F-HRTimeline
Ledyard National Bank14,831$2.77M0.24%+1,36413F-HRTimeline
Private Wealth Partners, LLC14,782$2.76M0.21%-3,60713F-HRTimeline
South Dakota Investment Council14,769$2.76M0.05%+7,14113F-HRTimeline
FLPUTNAM INVESTMENT MANAGEMENT CO14,726$2.75M0.04%-51,92913F-HRTimeline
MEYER HANDELMAN CO14,710$2.75M0.09%-13,50613F-HRTimeline
SHIKIAR ASSET MANAGEMENT INC14,707$2.75M0.79%-15,26013F-HRTimeline
Western Wealth Management, LLC14,663$2.74M0.1%+4,79913F-HR/ATimeline
OneDigital Investment Advisors LLC14,643$2.73M0.03%-2,80313F-HRTimeline
WESTWOOD HOLDINGS GROUP INCin group WESTWOOD HOLDINGS GROUP INC14,618$2.73M0.02%-195,26413F-HRTimelineGroup
SFE Investment Counsel14,593$2.72M0.44%-2,80113F-HRTimeline
RMR Wealth Builders14,581$2.72M0.21%+4,06113F-HRTimeline
Corvex Management LP14,500$2.71M0.11%013F-HRTimeline
Palumbo Wealth Management LLC14,406$2.69M0.66%+1,78913F-HRTimeline
Dorsey & Whitney Trust CO LLC14,314$2.67M0.15%-8,48313F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding14,186$2.65M+3,627Timeline
TRUST CO OF TOLEDO NA /OH/14,157$2.64M0.25%-28413F-HRTimeline
ADVOCATE GROUP LLC14,091$2.63M0.41%+1,31413F-HRTimeline
Capula Management Ltdin group Capula Management Ltd14,055$2.62M0.02%+12,50813F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
CCM INVESTMENT ADVISERS LLC14,038$2.62M0.25%-2,66713F-HRTimeline
Nicollet Investment Management, Inc.14,009$2.62M0.9%-37213F-HRTimeline
HALL LAURIE J TRUSTEE13,961$2.61M0.92%+39513F-HRTimeline
NorthRock Partners, LLC13,929$2.6M0.04%+2,05913F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV13,904$2.6M0.34%+1,63913F-HRTimeline
Compound Planning, Inc.13,855$2.59M0.08%-3,92613F-HRTimeline
180 WEALTH ADVISORS, LLC13,838$2.58M0.29%+2,73013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp13,822$2.58M0.12%-1,79713F-HRTimelineGroup
Sterling Capital Management LLC13,808$2.58M0.05%-1,84913F-HRTimeline
Caldwell Trust Co13,778$2.57M0.23%-79513F-HRTimeline
St. Louis Financial Planners Asset Mana…13,777$2.57M1.46%+2,89513F-HRTimeline
CFC Planning Co LLC13,730$2.56M1.85%+2,51613F-HRTimeline
Coastal Bridge Advisors, LLC13,718$2.56M0.18%+3,38813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.13,707$2.56M0.25%+31513F-HRTimeline
AlphaCore Capital LLC13,705$2.56M0.06%+1,57413F-HRTimeline
Point Windward Advisors Inc.13,665$2.55M1.28%+2,64513F-HRTimeline
Community Bank, N.A.13,632$2.54M0.3%+3,86013F-HRTimeline
Savvy Advisors, Inc.13,571$2.53M0.07%+2,74113F-HRTimeline
MISSION WEALTH MANAGEMENT, LP13,558$2.53M0.05%-1,33713F-HRTimeline
Linscomb Wealth, Inc.13,531$2.53M0.11%-3,82913F-HRTimeline
Sandhill Capital Partners LLC13,517$2.52M0.22%-1,36913F-HRTimeline
Laurel Wealth Advisors LLC13,828$2.51M0.25%-44813F-HRTimeline
Zhang Financial LLC13,449$2.51M0.09%+3,21513F-HRTimeline
IHT Wealth Management, LLC13,439$2.51M0.06%+48613F-HRTimeline
WealthShield Partners, LLC13,403$2.5M0.28%-1,14013F-HRTimeline
NIXON PEABODY TRUST CO13,388$2.5M0.2%-48,86613F-HRTimeline
Gladstone Institutional Advisory LLC13,340$2.49M0.09%-83713F-HRTimeline
HighPoint Advisor Group LLC13,281$2.48M0.1%-30,31613F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC13,230$2.47M0.06%-12013F-HRTimelineGroup
Quantbot Technologies LP13,208$2.47M0.1%new13F-HRTimeline
Resonant Capital Advisors, LLC13,179$2.46M0.13%+1,61113F-HRTimeline
Frank, Rimerman Advisors LLC13,177$2.46M0.16%-7113F-HRTimeline
RFG Advisory, LLC13,177$2.46M0.05%+2,08813F-HRTimeline
GKV Capital Management Co., Inc.13,174$2.46M0.92%+1,15013F-HR/ATimeline
Cohen Investment Advisors LLC13,146$2.45M1.17%-25413F-HRTimeline
LVM CAPITAL MANAGEMENT LTD/MI13,120$2.45M0.23%-35,43113F-HRTimeline
HBW ADVISORY SERVICES LLC13,098$2.44M0.26%+5713F-HRTimeline
Knights of Columbus Asset Advisors LLC13,064$2.44M0.14%+1,40513F-HRTimeline
Financiere des Professionnels - Fonds d…13,000$2.43M0.14%-21,36613F-HRTimeline
EDENTREE ASSET MANAGEMENT Ltd12,987$2.42M0.73%-32,61113F-HRTimeline
Meiji Yasuda Life Insurance Cogroup of 2 filers holding12,972$2.42M+991Timeline
Ameritas Investment Partners, Inc.group of 2 filers holding12,906$2.41M-1,973Timeline
Capital Investment Advisors, LLC12,867$2.4M0.04%+2,23313F-HR/ATimeline
Cornerstone Planning, LLC12,699$2.37M0.54%+2,23513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …12,700$2.37M0.05%-16313F-HRTimelineGroup
Cove Private Wealth, LLC12,647$2.36M0.54%+3,34713F-HRTimeline
FIRST HORIZON CORP12,621$2.36M0.1%-46113F-HRTimeline
Howard Hughes Medical Institute12,612$2.35M0.57%+12,40713F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…12,567$2.35M0.79%-20,11213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Lafayette Investments, Inc.12,536$2.34M0.47%+10,65813F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.12,518$2.34M0.03%-13,51413F-HRTimelineGroup
MCDONALD PARTNERS LLC12,477$2.33M0.55%new13F-HRTimeline
Winch Advisory Services, LLC12,474$2.33M0.53%+10313F-HRTimeline
Lazard Freres Gestion S.A.S.12,445$2.32M0.05%-23,40913F-HRTimeline
CENTAURUS FINANCIAL, INC.12,405$2.32M0.11%-3,57813F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co12,319$2.3M0.11%-4,38513F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH12,163$2.27M0.7%+2,03013F-HRTimeline
TWIN CAPITAL MANAGEMENT INC12,151$2.27M0.29%-30613F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC12,145$2.27M0.83%new13F-HRTimeline
WRIGHT INVESTORS SERVICE INC12,136$2.27M0.71%+5,95013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Norway Savings Bank11,986$2.24M1.06%+18213F-HRTimeline
LifePlan Financial, LLC11,974$2.24M1.65%+2,09013F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI11,952$2.23M0.1%-4,40913F-HRTimeline
Sovran Advisors, LLC12,627$2.23M0.17%+2,61113F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC11,900$2.22M0.31%new13F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC11,900$2.22M0.33%013F-HRTimelineGroup
KELLY LAWRENCE W & ASSOCIATES INC/CA11,893$2.22M0.62%-23813F-HRTimeline
New Hampshire Trust11,877$2.22M0.45%+43913F-HRTimeline
KPP Advisory Services LLC11,795$2.2M0.32%-32213F-HRTimeline
Osmosis Investment Management UK Ltd11,741$2.19M0.06%-32,35213F-HRTimeline
AXS Investments LLC11,718$2.19M0.88%-1,61813F-HRTimeline
GS Investments, Inc.11,693$2.18M1.25%-513F-HRTimeline
GPM Growth Investors, Inc.11,683$2.18M0.92%-26613F-HRTimeline
Catalyst Funds Management Pty Ltd11,683$2.18M0.37%+7,48313F-HRTimeline
Volterra Technologies LP11,593$2.16M1.54%new13F-HRTimeline
Parsonex Advisory Services, Inc.11,569$2.16M2.11%-1,41913F-HRTimeline
Independence Bank of Kentucky11,553$2.16M0.27%-94913F-HRTimeline
ASPIRIANT, LLC11,525$2.15M0.06%-10213F-HRTimeline
Generali Investments, Management Co LLC11,502$2.15M0.5%+4,89413F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC11,500$2.15M0.51%-79713F-HRTimeline
Hunter Perkins Capital Management, LLC11,481$2.14M0.5%new13F-HRTimeline
M Holdings Securities, Inc.11,878$2.13M0.14%new13F-HRTimeline
Atala Financial Inc11,432$2.13M1.43%+60713F-HRTimeline
Legacy Financial Advisors, Inc.11,379$2.12M0.3%-42013F-HRTimeline
Jacobi Capital Management LLC11,356$2.12M0.12%+2,21413F-HRTimeline
Next Capital Management LLC11,350$2.12M0.64%new13F-HRTimeline