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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

3,051 managers (3,108 13F filers) reported a position in CRM shares at 2024-12-31, 775,158,250 shares in all. 309 filers opened a position and 87 filers sold out during the quarter.

Managers
3,051
13F filers
3,108
New
309
Added
1,198
Reduced
1,029
Sold out
87
Shares held by filers
775,158,250

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT14,666$4.9M0.32%+62713F-HRTimelineGroup
Aperture Investors, LLC14,615$4.89M0.63%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP14,553$4.87M0.07%-1,37813F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC14,506$4.85M1.73%-5,42813F-HRTimeline
Point Windward Advisors Inc.14,465$4.84M1.81%-27013F-HRTimeline
COZAD ASSET MANAGEMENT INC14,417$4.82M0.45%+14313F-HRTimeline
Modus Advisors, LLC14,406$4.82M1.51%+5913F-HRTimeline
Keeler Thomas Management LLC14,344$4.8M1.71%-25613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management14,333$4.79M0.15%-4,28013F-HRTimelineGroup
Private Advisory Group LLC14,204$4.75M0.53%+71613F-HR/ATimeline
Geneos Wealth Management Inc.14,144$4.73M0.17%-9013F-HRTimeline
MUFG SECURITIES AMERICAS INC.14,112$4.72M0.6%13F-HRTimeline
Hixon Zuercher, LLC14,056$4.7M1.81%-76713F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.13,971$4.67M0.33%-35813F-HRTimelineGroup
WD RUTHERFORD LLC13,964$4.67M2.21%-1713F-HRTimeline
True North Advisors, LLC13,949$4.66M1.1%+12,14613F-HRTimeline
Fortis Capital Management LLC13,948$4.66M0.87%+3,16413F-HRTimeline
Sendero Wealth Management, LLC13,899$4.65M0.69%-8,76813F-HRTimeline
VEGA INVESTMENT SOLUTIONS13,880$4.64M3.82%13F-HRTimeline
Redwood Investments, LLC13,867$4.64M1.24%-13113F-HRTimeline
Jackson Hole Capital Partners, LLC13,807$4.62M0.93%+94713F-HRTimeline
Richard Bernstein Advisors LLC13,758$4.6M0.1%013F-HRTimeline
Canal Capital Management, LLC13,752$4.6M0.74%+18413F-HRTimeline
M&G PLCin group M&G PLC13,634$4.55M0.03%-63913F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT13,616$4.55M0.13%+63913F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,572$4.54M0.38%new13F-HRTimelineGroup
WEST MICHIGAN ADVISORS, LLC13,552$4.53M1.37%+3013F-HRTimeline
Vickerman Investment Advisors, Inc.13,548$4.53M1.23%-2,28413F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC13,525$4.52M0.67%-27513F-HRTimeline
KCM INVESTMENT ADVISORS LLC13,457$4.5M0.16%-40913F-HRTimeline
JACOBS LEVY EQUITY MANAGEMENT, INC13,341$4.46M0.02%-145,70713F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK13,326$4.46M0.14%+1,90613F-HRTimelineGroup
Aptus Capital Advisors, LLC13,292$4.45M0.05%+4,37513F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding13,508$4.43M+357Timeline
Ellsworth Advisors, LLC13,233$4.42M1.16%+12,43713F-HRTimeline
Davidson Capital Management Inc.13,189$4.41M1.16%+15213F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC13,104$4.38M1.22%+13313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…13,058$4.37M0.43%-35613F-HRTimelineGroup
Oak Harvest Investment Services13,048$4.36M0.61%+3,55713F-HRTimeline
COURIER CAPITAL LLC12,995$4.34M0.3%-27513F-HRTimeline
Winch Advisory Services, LLC12,970$4.34M1.13%+16313F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC12,925$4.32M0.25%new13F-HRTimeline
ICON ADVISERS INC/CO12,900$4.31M0.97%013F-HRTimeline
Savoie Capital LLC12,900$4.31M0.51%013F-HRTimeline
Gladstone Institutional Advisory LLC12,730$4.26M0.2%-1,57713F-HRTimeline
Stelac Advisory Services LLC12,690$4.24M1.65%013F-HRTimeline
Laurel Wealth Advisors LLC12,635$4.22M0.66%-413F-HRTimeline
Otter Creek Advisors, LLC12,525$4.19M2.88%new13F-HRTimeline
Qtron Investments LLC12,504$4.18M0.59%-60413F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC12,498$4.18M0.74%013F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.12,492$4.18M0.18%-79713F-HRTimeline
Gilliland Jeter Wealth Management LLC12,463$4.17M1.41%-34113F-HRTimeline
GAMMA Investing LLC12,441$4.16M0.35%+2,11313F-HRTimeline
Independence Bank of Kentucky12,439$4.16M0.64%-31413F-HRTimeline
Trivium Point Advisory, LLC12,388$4.14M0.52%+96713F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding12,381$4.14M-123Timeline
KELLY LAWRENCE W & ASSOCIATES INC/CA12,234$4.09M0.95%+9013F-HRTimeline
Ashburton (Jersey) Ltd12,214$4.08M1.8%new13F-HRTimeline
Rockline Wealth Management, LLC12,212$4.08M1.09%+30313F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC12,205$4.08M1.55%-71213F-HR/ATimeline
RFG Advisory, LLC12,151$4.06M0.11%+1,40513F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC12,136$4.06M0.08%-7813F-HRTimelineGroup
HANCOCK WHITNEY CORP12,067$4.03M0.13%+1,26013F-HRTimeline
Finer Wealth Management, Inc.12,067$4.03M2.31%+1513F-HRTimeline
SILVERCREST ASSET MANAGEMENT GROUP LLC12,025$4.02M0.03%+10,26913F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC28,649$4.01M0.38%-35913F-HRTimeline
Gunderson Capital Management LLC11,992$4.01M1.97%new13F-HRTimeline
New Hampshire Trust11,965$4M0.84%+17913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC11,759$3.99M0.4%+1,43713F-HRTimeline
SeaCrest Wealth Management, LLC11,918$3.98M0.42%+28013F-HRTimeline
PITCAIRN COin group PITCAIRN CO11,905$3.98M0.24%+19713F-HRTimelineGroup
OV Management LLC11,822$3.95M1.84%+66513F-HRTimeline
Central Asset Investments & Management …11,750$3.93M2.41%new13F-HRTimeline
Houlihan Financial Resource Group, Ltd.11,707$3.91M1.67%-22613F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.11,696$3.91M2.38%-91713F-HRTimeline
GS Investments, Inc.11,694$3.91M1.77%-34013F-HRTimeline
CENTAURUS FINANCIAL, INC.11,576$3.87M0.24%-1,38213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,532$3.86M0.1%-1,78413F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC11,513$3.85M0.36%+92713F-HRTimeline
Integrated Advisors Network LLC11,511$3.85M0.18%+6013F-HRTimeline
OMC Financial Services LTD11,390$3.81M1.62%+3113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,332$3.79M0.37%+34413F-HRTimelineGroup
Western Wealth Management, LLC11,314$3.78M0.25%-1,60413F-HR/ATimeline
Trek Financial, LLC11,240$3.76M0.28%+10,49213F-HRTimeline
Cohen Investment Advisors LLC11,222$3.75M2.26%+4213F-HRTimeline
Trust Asset Management LLC11,221$3.75M0.29%013F-HRTimeline
Accuvest Global Advisors11,071$3.73M5.22%new13F-HRTimeline
Occidental Asset Management, LLC11,160$3.73M0.58%+6,63813F-HRTimeline
IHT Wealth Management, LLC11,124$3.72M0.12%-3,41513F-HRTimeline
Kerrisdale Advisers, LLC11,106$3.71M1.25%-4,93513F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd11,100$3.71M0.26%-3,00013F-HRTimelineGroup
Roundview Capital LLC11,094$3.71M0.26%+38013F-HRTimeline
Destiny Wealth Partners, LLC11,053$3.7M0.6%-15113F-HRTimeline
RWA WEALTH PARTNERS, LLC11,026$3.69M0.05%+2,32413F-HRTimeline
Sachetta, LLC11,018$3.68M1.45%+3213F-HRTimeline
Katamaran Capital LLP11,009$3.68M4.93%13F-HRTimeline
RATIONAL ADVISORS, INC.11,000$3.68M0.36%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,966$3.67M0.23%+36913F-HRTimelineGroup
Symmetry Investments LPin group Symmetry Investments LP10,923$3.65M0.22%new13F-HRTimelineGroup
Bulltick Wealth Management, LLC10,874$3.64M0.86%-6,73313F-HRTimeline
Enterprise Bank & Trust Co10,878$3.64M1.2%-45413F-HRTimeline
CABOT WEALTH MANAGEMENT INC10,873$3.64M0.46%-10813F-HRTimeline
Impact Asset Management GmbH10,780$3.6M1.42%new13F-HRTimeline
Entropy Technologies, LP10,717$3.58M0.37%new13F-HRTimeline
Vestmark Advisory Solutions, Inc.10,706$3.58M0.12%+1413F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC10,690$3.58M0.16%-33513F-HRTimeline
SUMITOMO LIFE INSURANCE CO10,654$3.56M0.07%-22613F-HRTimeline
Roberts Wealth Advisors, LLC11,079$3.56M1.08%+7513F-HRTimeline
Douglass Winthrop Advisors, LLC10,546$3.53M0.07%+5313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,543$3.52M0.06%+2,07513F-HR/ATimelineGroup
Fulton Bank, N.A.10,541$3.52M0.14%+1,27213F-HRTimeline
CGN Advisors LLC10,502$3.51M0.34%-2,53813F-HRTimeline
Cable Hill Partners, LLC10,481$3.51M0.35%+11513F-HRTimeline
Weiss Asset Management LPin group Weiss Asset Management LP10,457$3.5M0.08%-67913F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
GPM Growth Investors, Inc.10,444$3.49M1.48%-21813F-HRTimeline
Institute for Wealth Management, LLC.10,391$3.47M0.44%-12313F-HRTimeline
Scharf Investments, LLC10,362$3.46M0.1%+59913F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC10,362$3.46M0.18%+80713F-HRTimeline
180 WEALTH ADVISORS, LLC10,339$3.46M0.54%+22713F-HRTimeline
Birch Hill Investment Advisors LLC10,334$3.46M0.16%-91713F-HRTimeline
WRIGHT INVESTORS SERVICE INC10,329$3.45M1.12%-1,36713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Mutual Advisors, LLC10,750$3.44M0.1%-60613F-HRTimeline
Advisors Capital Management, LLC10,277$3.44M0.05%+29913F-HRTimeline
J.W. COLE ADVISORS, INC.10,266$3.43M0.14%+40013F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,205$3.41M0.36%-6513F-HRTimeline
Caption Management, LLC10,200$3.41M0.14%new13F-HRTimeline
New Age Alpha Advisors, LLC10,199$3.41M0.14%+10,16413F-HR/ATimeline
Executive Wealth Management, LLC10,192$3.41M0.27%-13913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…10,191$3.41M0.36%-16613F-HRTimelineGroup
Bay Rivers Group10,147$3.39M1.64%+2,54813F-HRTimeline
Sculati Wealth Management, LLC10,143$3.39M1.34%-7513F-HR/ATimeline
Avestar Capital, LLC10,134$3.39M0.31%+56713F-HRTimeline
SageView Advisory Group, LLC10,091$3.37M0.15%+2,90513F-HRTimeline
Kovack Advisors, Inc.10,073$3.37M0.33%+86013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP10,014$3.35M0.22%-1,11913F-HRTimelineGroup
BigSur Wealth Management LLC10,000$3.35M0.96%+5013F-HRTimeline
Northstar Advisory Group, LLC10,001$3.34M1.7%+67313F-HRTimeline
Columbus Hill Capital Management, L.P.10,000$3.34M0.64%-25,45913F-HRTimeline
Pictet North America Advisors SA9,949$3.33M0.32%+20113F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,932$3.32M0.05%+63613F-HRTimeline
Venturi Wealth Management, LLC9,919$3.32M0.16%+1,65413F-HRTimeline
Clarius Group, LLC9,911$3.31M0.23%+16313F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC9,876$3.3M1.47%+18613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.9,864$3.3M1.62%+6013F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC10,108$3.28M2.22%+6213F-HRTimeline
ADAPT Investment Managers SA9,656$3.27M1.51%13F-HRTimeline
Nikulski Financial, Inc.9,745$3.26M0.96%+8113F-HRTimeline
IFP Advisors, Inc9,733$3.25M0.11%+1,73913F-HRTimeline
Interval Partners, LP9,684$3.24M0.08%+94213F-HRTimeline
DSG Capital Advisors, LLC9,682$3.24M0.59%13F-HRTimeline
Great Lakes Retirement, Inc.9,675$3.23M0.42%+14913F-HRTimeline
Norway Savings Bank9,615$3.21M1.78%+29713F-HRTimeline
Cetera Trust Company, N.A9,586$3.2M2.08%-513F-HRTimeline
HighVista Strategies LLC9,585$3.2M1.19%-7,00013F-HRTimeline
Altrafin AG9,585$3.2M1.11%013F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW9,536$3.19M0.56%-18513F-HRTimelineGroup
Segment Wealth Management, LLC9,538$3.19M0.22%013F-HRTimeline
Cache Advisors, LLC9,504$3.18M1.32%13F-HR/ATimeline
CONNABLE OFFICE INC9,463$3.16M0.33%-14513F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC9,450$3.16M0.87%+2,80013F-HRTimeline
Boltwood Capital Management9,448$3.16M0.96%-18513F-HRTimeline
Welch & Forbes LLC9,395$3.14M0.04%+31613F-HRTimeline
Missouri Trust & Investment Co9,372$3.13M1.1%+9613F-HRTimeline
VALLEY NATIONAL ADVISERS INC9,331$3.12M0.56%+12713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC9,279$3.1M0.32%-68313F-HRTimeline
Processus Wealth & Capital Management, …9,261$3.1M2.47%-63913F-HRTimeline
Principle Wealth Partners LLC9,209$3.08M0.22%-1513F-HRTimeline
Naviter Wealth, LLC9,189$3.08M0.37%-33913F-HRTimeline
Parametrica Management Ltdin group Parametrica Management Ltd9,172$3.07M4.05%+2,47213F-HRTimelineGroup
Financial Advocates Investment Manageme…9,167$3.06M0.17%+19913F-HRTimeline
Cordgrass Capital Advisors, LLC9,154$3.06M0.89%-17313F-HRTimeline
Aft, Forsyth & Sober, LLC9,150$3.06M0.99%013F-HRTimeline
Blue Trust, Inc.9,091$3.04M0.04%-2,51913F-HR/ATimeline
Global Wealth Management Investment Adv…9,070$3.03M0.63%+1,86113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP9,036$3.02M0.83%+23213F-HRTimelineGroup
HERBST GROUP, LLC9,010$3.01M1.88%-1,10013F-HRTimeline
BURNS J W & CO INC/NY8,995$3.01M0.38%-14513F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC8,991$3.01M0.09%-94413F-HRTimelineGroup
BankPlus Trust Departmentgroup of 2 filers holding8,966$3MnewTimeline
Campbell & CO Investment Adviser LLC8,911$2.98M0.23%new13F-HRTimeline
GKV Capital Management Co., Inc.8,910$2.98M1.21%13F-HRTimeline
Boomfish Wealth Group, LLC8,891$2.97M1.8%-42113F-HRTimeline
Premier Path Wealth Partners, LLC8,856$2.96M0.45%-78313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,810$2.95M0.08%-57913F-HRTimelineGroup
Joseph Group Capital Management8,805$2.94M1.16%-89113F-HRTimeline
Graphene Investments SAS8,800$2.94M2.03%-2,60013F-HRTimeline
Baker Chad R8,790$2.94M0.58%new13F-HRTimeline
Smartleaf Asset Management LLC8,746$2.94M0.3%+1,75313F-HRTimeline
Connor, Clark & Lunn Investment Managem…8,779$2.94M0.01%-109,04513F-HRTimeline
Triangle Securities Wealth Management8,772$2.93M0.75%-17513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Shorepoint Capital Partners LLC8,665$2.9M0.66%+26113F-HRTimeline
LITTLE HOUSE CAPITAL LLC8,634$2.89M0.82%+12913F-HRTimeline
Schechter Investment Advisors, LLC8,615$2.88M0.22%-26713F-HRTimeline
CFC Planning Co LLC8,612$2.88M3.08%13F-HRTimeline
Bell Bank8,597$2.87M0.21%-6413F-HRTimeline
Maxwell Wealth Strategies Inc.8,590$2.87M1.17%+2013F-HRTimeline
PRIVATE TRUST CO NA8,588$2.87M0.29%-10813F-HRTimeline
WealthShield Partners, LLC8,562$2.87M0.41%-64213F-HRTimeline
LECAP ASSET MANAGEMENT LTD8,556$2.86M0.78%new13F-HRTimeline
SOMERVILLE KURT F8,551$2.86M0.48%new13F-HRTimeline