Skip to content
Disclosery

CRM SALESFORCE INC

Follow

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
HBW ADVISORY SERVICES LLC14,125$3.79M0.54%-64513F-HRTimeline
SHAKER INVESTMENTS LLC/OH14,114$3.79M1.82%+6,90913F-HRTimeline
Voleon Capital Management LP14,073$3.78M0.3%+10,73613F-HRTimeline
Ashton Thomas Private Wealth, LLC14,030$3.77M0.14%-1,35613F-HRTimeline
Jackson Hole Capital Partners, LLC14,000$3.76M0.75%+19313F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP14,001$3.76M0.06%-55213F-HRTimeline
Northeast Financial Consultants Inc13,980$3.75M0.17%-2,22313F-HRTimeline
CENTAURUS FINANCIAL, INC.13,914$3.73M0.23%+2,33813F-HRTimeline
IHT Wealth Management, LLC13,883$3.73M0.12%+2,75913F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC13,761$3.69M0.57%+23613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management13,647$3.66M0.12%-68613F-HRTimelineGroup
Clark Capital Management Group, Inc.13,569$3.64M0.03%-13,44913F-HRTimeline
KCM INVESTMENT ADVISORS LLC13,531$3.63M0.13%+7413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,322$3.58M0.03%-2,00513F-HR/ATimelineGroup
WD RUTHERFORD LLC14,023$3.57M1.9%+5913F-HRTimeline
Canal Capital Management, LLC13,300$3.57M0.6%-45213F-HRTimeline
RFG Advisory, LLC13,202$3.54M0.1%+1,05113F-HRTimeline
Richard Bernstein Advisors LLC13,202$3.54M0.09%-55613F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd13,195$3.54M2.85%+5,69513F-HRTimelineGroup
Wellington Shields Capital Management, …group of 2 filers holding13,134$3.52M+753Timeline
NAPLES GLOBAL ADVISORS, LLC13,120$3.52M0.33%+1,60713F-HRTimeline
Winch Advisory Services, LLC13,068$3.51M0.93%+9813F-HRTimeline
Munro Partners13,040$3.5M0.17%new13F-HRTimeline
NICOLET BANKSHARES INCgroup of 2 filers holding13,300$3.49M-208Timeline
Ally Financial Inc.in group Ally Financial Inc.13,000$3.49M0.39%new13F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…12,924$3.47M0.35%-13413F-HRTimelineGroup
ICON ADVISERS INC/CO12,900$3.46M0.81%013F-HRTimeline
Rockline Wealth Management, LLC12,805$3.44M0.96%+59313F-HRTimeline
Stelac Advisory Services LLC12,761$3.42M1.41%+7113F-HRTimeline
Trivium Point Advisory, LLC12,701$3.41M0.42%+31313F-HRTimeline
RD Finance Ltd12,645$3.39M2.72%13F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC12,305$3.39M2.35%+2,19713F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd12,600$3.38M0.26%+1,50013F-HRTimelineGroup
LANARK FINANCIAL, INC.12,580$3.38M0.29%+12,56913F-HRTimeline
SIMPLEX TRADING, LLC12,498$3.35M0.12%-15,70513F-HRTimeline
Laurel Wealth Advisors LLC12,469$3.35M0.52%-16613F-HRTimeline
Evolution Wealth Advisors, LLC12,410$3.33M0.56%new13F-HRTimeline
HANCOCK WHITNEY CORP12,398$3.33M0.11%+33113F-HRTimeline
Bulltick Wealth Management, LLC12,352$3.31M0.88%+1,47813F-HRTimeline
CWA Asset Management Group, LLC12,342$3.31M0.16%-3,36613F-HRTimeline
Advisor Resource Council14,343$3.31M0.27%new13F-HRTimeline
Altrafin AG12,324$3.31M1.29%+2,73913F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC12,300$3.3M0.63%-19813F-HRTimeline
Mathes Company, Inc.12,298$3.3M1.34%+9,82313F-HRTimeline
Gilliland Jeter Wealth Management LLC12,283$3.3M1.17%-18013F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC12,207$3.3M2.51%+12,04013F-HRTimeline
Finer Wealth Management, Inc.12,239$3.28M1.97%+17213F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC12,191$3.27M0.97%-91313F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.12,169$3.27M0.13%+6,72113F-HRTimelineGroup
COURIER CAPITAL LLC12,158$3.26M0.21%-83713F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC12,130$3.26M0.34%+2,85113F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC12,134$3.25M0.35%+37513F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC12,100$3.25M0.61%13F-HRTimeline
Marion Wealth Management12,060$3.24M0.86%+10,99013F-HRTimeline
Western Wealth Management, LLC12,050$3.23M0.21%+73613F-HRTimeline
J.W. COLE ADVISORS, INC.12,018$3.23M0.1%+1,75213F-HRTimeline
Fragasso Financial Advisors Inc12,015$3.22M0.24%-8,84613F-HRTimeline
New Hampshire Trust11,982$3.22M0.74%+1713F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA11,954$3.21M0.78%-28013F-HRTimeline
Mutual Advisors, LLC11,950$3.2M0.09%+1,20013F-HRTimeline
Occidental Asset Management, LLC11,851$3.18M0.48%+69113F-HRTimeline
MIRABELLA FINANCIAL SERVICES LLP11,751$3.17M0.13%+10,80113F-HR/ATimeline
Central Pacific Bank - Trust Division11,822$3.17M0.44%-3,83713F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.11,813$3.17M0.2%+84713F-HRTimelineGroup
Bensler, LLC11,807$3.17M0.4%new13F-HRTimeline
Independence Bank of Kentucky11,799$3.17M0.5%-64013F-HRTimeline
Otter Creek Advisors, LLC11,725$3.15M2.19%-80013F-HRTimeline
West Coast Financial LLC11,719$3.14M0.36%new13F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC11,714$3.14M1.25%-49113F-HRTimeline
Railway Pension Investments Ltd11,700$3.14M0.04%new13F-HRTimeline
BigSur Wealth Management LLC11,700$3.14M0.85%+1,70013F-HRTimeline
GS Investments, Inc.11,698$3.14M1.48%+413F-HRTimeline
Cohen Investment Advisors LLC11,678$3.13M1.82%+45613F-HR/ATimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,671$3.13M0.31%+33913F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC28,281$3.13M0.3%-36813F-HRTimeline
Destiny Wealth Partners, LLC11,621$3.12M0.49%+56813F-HRTimeline
Qtron Investments LLC11,559$3.1M0.46%-94513F-HRTimeline
True North Advisors, LLC11,555$3.1M0.55%-2,39413F-HRTimeline
180 WEALTH ADVISORS, LLC11,512$3.09M0.49%+1,17313F-HRTimeline
Clarius Group, LLC11,451$3.07M0.19%+1,54013F-HRTimeline
CGN Advisors LLC11,435$3.07M0.3%+93313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,391$3.06M0.09%+2,40013F-HRTimelineGroup
IronBridge Private Wealth, LLC11,386$3.06M1.2%new13F-HRTimeline
OMC Financial Services LTD11,329$3.04M1.36%-6113F-HRTimeline
Houlihan Financial Resource Group, Ltd.11,323$3.04M1.36%-38413F-HRTimeline
SCS Capital Management LLC11,228$3.01M0.04%new13F-HR/ATimeline
Arete Wealth Advisors, LLC11,302$3.01M0.23%+6,00513F-HRTimeline
PITCAIRN COin group PITCAIRN CO11,193$3M0.18%-71213F-HRTimelineGroup
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.11,186$3M0.05%-27,25513F-HRTimelineGroup
MONTAG A & ASSOCIATES INC11,138$2.99M0.15%+8,89013F-HRTimeline
PUZO MICHAEL J11,124$2.99M0.86%+5,54813F-HRTimeline
Strategic Global Advisors, LLC11,074$2.97M0.59%new13F-HRTimeline
Kovack Advisors, Inc.11,054$2.97M0.31%+98113F-HRTimeline
Sachetta, LLC11,053$2.97M1.22%+3513F-HRTimeline
Trust Asset Management LLC11,033$2.96M0.24%-18813F-HRTimeline
IFP Advisors, Inc11,027$2.96M0.09%+1,29413F-HRTimeline
Freemont Management S.A.11,000$2.95M1.16%new13F-HRTimeline
SeaCrest Wealth Management, LLC11,000$2.95M0.33%-91813F-HRTimeline
CABOT WEALTH MANAGEMENT INC10,981$2.95M0.38%+10813F-HRTimeline
Enterprise Bank & Trust Co10,901$2.93M1.13%+2313F-HRTimeline
Cache Advisors, LLC10,884$2.92M1.12%+1,38013F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC10,809$2.9M0.02%+2,80513F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC10,763$2.89M0.15%+40113F-HRTimeline
Roundview Capital LLC10,757$2.89M0.21%-33713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,747$2.88M0.31%+54213F-HRTimeline
Bristlecone Advisors, LLC10,742$2.88M0.24%+3,56613F-HRTimeline
Broderick Brian C10,696$2.87M0.58%+3,93213F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.10,678$2.87M1.85%-1,01813F-HRTimeline
Impact Asset Management GmbH10,610$2.85M1.12%-17013F-HRTimeline
Generali Investments, Management Co LLC10,607$2.85M0.81%-12,95913F-HRTimeline
Avestar Capital, LLC10,580$2.84M0.27%+44613F-HRTimeline
Fulton Bank, N.A.10,556$2.83M0.11%+1513F-HRTimeline
GPM Growth Investors, Inc.10,544$2.83M1.24%+10013F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP10,535$2.83M0.21%+52113F-HRTimelineGroup
Birch Hill Investment Advisors LLC10,517$2.82M0.13%+18313F-HRTimeline
SUMITOMO LIFE INSURANCE CO10,493$2.82M0.1%-16113F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP10,477$2.81M0.05%-6613F-HRTimelineGroup
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.in group DYMON ASIA CAPITAL (SINGAPORE…10,454$2.81M2.23%new13F-HRTimelineGroup
WealthShield Partners, LLC10,444$2.8M0.36%+1,88213F-HRTimeline
Cable Hill Partners, LLC10,400$2.79M0.27%-8113F-HRTimeline
Great Lakes Retirement, Inc.10,366$2.78M0.36%+69113F-HRTimeline
IPG Investment Advisors LLC10,362$2.78M0.63%-5,66113F-HRTimeline
KPP Advisory Services LLC10,358$2.78M0.53%+2,98313F-HRTimeline
Morningstar Investment Services LLCin group Morningstar Investment Manage…10,348$2.78M0.51%-15,40313F-HRTimelineGroup
Institute for Wealth Management, LLC.10,332$2.77M0.36%-5913F-HRTimeline
OV Management LLC10,324$2.77M1.3%-1,49813F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC10,317$2.77M0.05%+6,29013F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC10,292$2.76M0.17%-2,63313F-HRTimeline
Pictet North America Advisors SA10,287$2.76M0.28%+33813F-HRTimeline
Archford Capital Strategies, LLC10,271$2.76M0.4%+2,24713F-HRTimeline
Strategic Advisors LLC10,269$2.76M0.53%-15,26113F-HRTimeline
Venturi Wealth Management, LLC10,261$2.75M0.14%+34213F-HRTimeline
MATHER GROUP, LLC.10,235$2.75M0.03%+6,80913F-HRTimeline
Scharf Investments, LLC10,233$2.75M0.08%-12913F-HRTimeline
Point72 Hong Kong Ltd10,224$2.74M0.2%-4,99713F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…10,215$2.74M0.29%+2413F-HRTimelineGroup
M&G PLCin group M&G PLC10,223$2.74M0.01%-3,41113F-HRTimelineGroup
Segment Wealth Management, LLC10,179$2.73M0.18%+64113F-HRTimeline
Sculati Wealth Management, LLC10,133$2.72M1.1%-1013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC10,121$2.72M0.07%-1,41113F-HRTimeline
Global Wealth Management Investment Adv…10,121$2.72M0.54%+1,05113F-HRTimeline
Graphene Investments SAS10,100$2.71M1.98%+1,30013F-HRTimeline
Joseph Group Capital Management10,073$2.7M1.03%+1,26813F-HRTimeline
Perpetual Ltdin group Perpetual Ltd10,022$2.69M0.03%+2,09713F-HRTimelineGroup
Bay Rivers Group10,010$2.69M1.41%-13713F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…10,015$2.69M0.05%-4,83413F-HRTimelineGroup
Northstar Advisory Group, LLC10,006$2.69M1.75%+513F-HRTimeline
Columbus Hill Capital Management, L.P.10,000$2.68M0.57%013F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC9,900$2.67M0.36%new13F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.9,964$2.67M1.44%+10013F-HRTimeline
Blue Trust, Inc.9,956$2.67M0.03%+86513F-HRTimeline
Nikulski Financial, Inc.9,945$2.67M0.81%+20013F-HRTimeline
UNIQUE WEALTH, LLC9,922$2.66M0.5%+2,08313F-HRTimeline
Norway Savings Bank9,846$2.64M1.5%+23113F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC9,826$2.64M1.2%-5013F-HRTimeline
Douglass Winthrop Advisors, LLC9,786$2.63M0.05%-76013F-HRTimeline
ELEMENT CAPITAL MANAGEMENT LLC9,712$2.61M0.65%new13F-HRTimeline
United Bank9,698$2.6M1.08%+1,43013F-HRTimeline
VALLEY NATIONAL ADVISERS INC9,644$2.59M0.47%+31313F-HRTimeline
Shorepoint Capital Partners LLC9,622$2.58M0.58%+95713F-HRTimeline
Financial Advocates Investment Manageme…9,579$2.57M0.18%+41213F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd9,533$2.56M0.13%-4,03913F-HRTimelineGroup
Welch & Forbes LLC9,526$2.56M0.03%+13113F-HRTimeline
Missouri Trust & Investment Co9,485$2.55M0.89%+11313F-HRTimeline
Eagle Strategies LLC9,479$2.54M0.44%+7,39013F-HRTimeline
SageView Advisory Group, LLC9,459$2.54M0.11%-63213F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC9,450$2.54M0.67%013F-HRTimeline
Cetera Trust Company, N.A9,436$2.53M1.61%-15013F-HRTimeline
CFC Planning Co LLC9,427$2.53M2.76%+81513F-HR/ATimeline
Zhang Financial LLC9,417$2.53M0.13%+2,39013F-HRTimeline
Premier Path Wealth Partners, LLC9,416$2.53M0.39%+56013F-HRTimeline
Maytus Capital Management, LLC9,371$2.51M0.77%-19,62913F-HRTimeline
Sowell Financial Services LLC9,345$2.51M0.11%new13F-HRTimeline
PRIVATE TRUST CO NA9,344$2.51M0.26%+75613F-HRTimeline
Davidson Capital Management Inc.9,339$2.51M0.68%-3,85013F-HRTimeline
Aperture Investors, LLC9,338$2.51M0.38%-5,27713F-HRTimeline
Keeler Thomas Management LLC9,331$2.5M1.23%-5,01313F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW9,330$2.5M0.47%-20613F-HRTimelineGroup
Processus Wealth & Capital Management, …9,325$2.5M2.13%+6413F-HRTimeline
CONNABLE OFFICE INC9,320$2.5M0.27%-14313F-HRTimeline
Naviter Wealth, LLC9,231$2.49M0.3%+4213F-HRTimeline
HighVista Strategies LLC9,285$2.49M0.96%-30013F-HRTimeline
Boltwood Capital Management9,265$2.49M0.76%-18313F-HRTimeline
Principle Wealth Partners LLC9,259$2.48M0.18%+5013F-HRTimeline
Aft, Forsyth & Sober, LLC9,250$2.48M0.87%+10013F-HRTimeline
Secure Asset Management, LLC9,244$2.48M0.5%+1,89313F-HRTimeline
Good Life Advisors, LLC9,190$2.47M0.17%+7,40113F-HRTimeline
Smartleaf Asset Management LLC9,098$2.46M0.24%+35213F-HRTimeline
Invst, LLC9,150$2.46M0.34%-8,26813F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding9,132$2.45M+166Timeline
DSG Capital Advisors, LLC9,089$2.44M0.49%-59313F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,055$2.43M0.03%-87713F-HRTimeline
LITTLE HOUSE CAPITAL LLC9,045$2.43M0.67%+41113F-HRTimeline
INSPIRE TRUST CO, N.A.9,000$2.42M0.57%+3,50013F-HRTimeline
L.M. KOHN & COMPANY8,989$2.41M0.63%+62613F-HRTimeline
Howard Capital Management, LLC8,971$2.41M0.06%+2,68113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP8,913$2.39M0.67%-12313F-HRTimelineGroup
Cordgrass Capital Advisors, LLC8,901$2.39M0.68%-25313F-HRTimeline
OCONNOR, A Distinct Business Unit of UB…8,896$2.39M0.06%-25,00013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WEALTH ALLIANCE, LLC8,849$2.37M0.29%+1,03513F-HRTimeline