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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
Stamos Capital Partners, L.P.14,198$3.87M0.69%+6,78413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,129$3.85M0.03%+80713F-HR/ATimelineGroup
Campbell & CO Investment Adviser LLC14,086$3.84M0.24%-8,93813F-HRTimeline
Aster Capital Management (DIFC) Ltd14,080$3.84M0.87%+10,65513F-HRTimeline
Oak Thistle LLC14,033$3.83M0.56%+7,40413F-HRTimeline
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC14,027$3.83M0.86%new13F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP13,946$3.8M0.25%+3,41113F-HRTimelineGroup
Clarity Capital Partners LLC13,917$3.8M1.36%-74213F-HRTimeline
WD RUTHERFORD LLC13,718$3.74M1.72%-30513F-HRTimeline
KCM INVESTMENT ADVISORS LLC13,570$3.7M0.12%+3913F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.13,569$3.7M0.24%+1,75613F-HRTimelineGroup
COZAD ASSET MANAGEMENT INC13,547$3.69M0.32%-78213F-HR/ATimeline
Rockline Wealth Management, LLC13,503$3.68M0.87%+69813F-HRTimeline
Mutual Advisors, LLC13,629$3.67M0.09%+1,67913F-HRTimeline
PUZO MICHAEL J13,446$3.67M1.04%+2,32213F-HRTimeline
WEST MICHIGAN ADVISORS, LLC13,419$3.66M1.03%+11,35813F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC13,269$3.62M0.54%-49213F-HRTimeline
IPG Investment Advisors LLC13,231$3.61M0.71%+2,86913F-HRTimeline
DE BURLO GROUP INC13,219$3.6M0.47%-1,39513F-HRTimeline
Richard Bernstein Advisors LLC13,202$3.6M0.09%013F-HRTimeline
Integrated Advisors Network LLC13,197$3.6M0.16%-1,11413F-HRTimeline
Machina Capital S.A.S.13,183$3.59M0.75%+10,60113F-HRTimeline
Knights of Columbus Asset Advisors LLC13,151$3.59M0.22%-32,54213F-HRTimeline
Generali Investments, Management Co LLC13,115$3.57M0.81%+2,50813F-HRTimeline
PARTNERS CAPITAL INVESTMENT GROUP, LLP13,075$3.57M0.14%-17,15113F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,063$3.56M0.1%-5,21313F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd13,032$3.55M0.15%+3,49913F-HRTimelineGroup
Quintet Private Bank (Europe) S.A.13,032$3.55M0.21%-10,80913F-HRTimeline
Marion Wealth Management12,979$3.54M0.89%+91913F-HRTimeline
AXS Investments LLC12,967$3.54M1.45%-3,82913F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV12,930$3.53M0.24%+6,06213F-HRTimeline
Winch Advisory Services, LLC12,901$3.52M0.86%-16713F-HRTimeline
Savoie Capital LLC12,900$3.52M0.44%013F-HRTimeline
Glassy Mountain Advisors, Inc.12,897$3.52M1.13%+11,67313F-HRTimeline
Fort Point Capital Partners LLC12,861$3.51M0.35%+11,19813F-HRTimeline
B. Riley Wealth Advisors, Inc.12,861$3.51M0.17%-9,71913F-HRTimeline
SPHERA FUNDS MANAGEMENT LTD.group of 2 filers holding12,860$3.51M-20,800Timeline
Joseph Group Capital Management12,831$3.5M1.17%+2,75813F-HR/ATimeline
HARRELL INVESTMENT PARTNERS, LLC12,746$3.48M0.88%+55513F-HRTimeline
RD Finance Ltd12,645$3.45M4.51%013F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding12,627$3.44M-507Timeline
CGN Advisors LLC12,604$3.44M0.31%+1,16913F-HRTimeline
Northeast Financial Consultants Inc12,590$3.43M0.14%-1,39013F-HRTimeline
Evolution Wealth Advisors, LLC12,587$3.43M0.5%+17713F-HRTimeline
TTP Investments, Inc.12,572$3.43M1.12%new13F-HRTimeline
Laurel Wealth Advisors LLC12,557$3.42M0.51%+8813F-HR/ATimeline
NICOLET BANKSHARES INCgroup of 2 filers holding12,981$3.42M-319Timeline
Cache Advisors, LLC12,552$3.42M0.93%+1,66813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC12,551$3.42M0.09%+1,16013F-HRTimelineGroup
MIRAE ASSET SECURITIES (USA) INC.12,533$3.42M0.15%new13F-HRTimeline
Mathes Company, Inc.12,513$3.41M1.27%+21513F-HRTimeline
Hudson Bay Capital Management LPin group Hudson Bay Capital Management…12,504$3.41M0.02%-55,82713F-HR/ATimelineGroup
Trivium Point Advisory, LLC12,471$3.4M0.37%-23013F-HRTimeline
GLOBEFLEX CAPITAL L P12,424$3.39M0.28%+11,82413F-HRTimeline
BigSur Wealth Management LLC12,400$3.39M0.85%+70013F-HRTimeline
CWA Asset Management Group, LLC12,405$3.38M0.14%+6313F-HRTimeline
Finer Wealth Management, Inc.12,398$3.38M1.81%+15913F-HRTimeline
Altrafin AG12,344$3.37M1.14%+2013F-HRTimeline
HBW ADVISORY SERVICES LLC12,329$3.36M0.41%-1,79613F-HRTimeline
Qtron Investments LLC12,309$3.36M0.43%+75013F-HRTimeline
COURIER CAPITAL LLC12,265$3.34M0.2%+10713F-HRTimeline
Cohen Investment Advisors LLC12,187$3.32M1.74%+50913F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.12,182$3.32M1.94%+1,50413F-HRTimeline
Bulltick Wealth Management, LLC12,172$3.32M0.82%-18013F-HRTimeline
Kovack Advisors, Inc.12,159$3.32M0.33%+1,10513F-HRTimeline
Hillman Capital Management, Inc.12,148$3.31M1.81%-2,18513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management12,146$3.31M0.12%-1,50113F-HRTimelineGroup
MIRABELLA FINANCIAL SERVICES LLP12,126$3.31M0.35%+37513F-HRTimeline
Independence Bank of Kentucky12,131$3.31M0.47%+33213F-HRTimeline
CONSCIOUS WEALTH INVESTMENTS, LLC12,343$3.3M2.11%+3813F-HRTimeline
INSPIRE TRUST CO, N.A.12,100$3.3M0.68%+3,10013F-HRTimeline
New Hampshire Trust12,094$3.3M0.69%+11213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd12,094$3.3M0.23%-2,58913F-HRTimelineGroup
Gilliland Jeter Wealth Management LLC12,071$3.29M1.07%-21213F-HRTimeline
ADVOCATE GROUP LLC12,033$3.28M0.59%new13F-HRTimeline
GPM Growth Investors, Inc.12,016$3.28M1.3%+1,47213F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd12,007$3.27M1.17%-1,18813F-HRTimelineGroup
HAP Trading, LLC11,997$3.27M1.42%new13F-HRTimeline
ICON ADVISERS INC/CO11,862$3.23M0.74%-1,03813F-HRTimeline
Davidson Capital Management Inc.11,859$3.23M0.78%+2,52013F-HRTimeline
Broderick Brian C11,842$3.23M0.64%+1,14613F-HRTimeline
Bensler, LLC11,799$3.22M0.36%-813F-HRTimeline
Strategic Global Advisors, LLC11,789$3.21M0.52%+71513F-HRTimeline
Railway Pension Investments Ltd11,700$3.19M0.05%013F-HRTimeline
KPP Advisory Services LLC11,698$3.19M0.53%+1,34013F-HR/ATimeline
TOUNJIAN ADVISORY PARTNERS, LLC11,876$3.19M0.62%-22413F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA11,676$3.18M0.83%-27813F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC11,660$3.18M0.56%-64013F-HRTimeline
Avestar Capital, LLC11,634$3.18M0.23%+1,05413F-HRTimeline
Western Wealth Management, LLC11,643$3.17M0.19%-40713F-HRTimeline
GS Investments, Inc.11,589$3.16M1.4%-10913F-HRTimeline
Clarius Group, LLC11,579$3.16M0.18%+12813F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV11,534$3.15M0.16%+5,96113F-HRTimeline
Elite Wealth Management, Inc.11,477$3.13M1.03%-5,50913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC11,459$3.12M0.27%-67113F-HRTimeline
Ceeto Capital Group, LLC11,425$3.12M1.09%+3,92513F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…11,399$3.11M0.29%-27213F-HRTimelineGroup
Headlands Technologies LLC11,354$3.1M0.37%-18,20913F-HRTimeline
Roundview Capital LLC11,346$3.09M0.21%+58913F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP11,312$3.08M0.04%-2,68913F-HRTimeline
Houlihan Financial Resource Group, Ltd.11,582$3.08M1.28%+25913F-HRTimeline
Howard Capital Management, LLC11,243$3.07M0.05%+2,27213F-HRTimeline
SCS Capital Management LLC11,232$3.07M0.03%+413F-HRTimeline
180 WEALTH ADVISORS, LLC11,233$3.06M0.43%-27913F-HRTimeline
OMC Financial Services LTD11,217$3.06M1.25%-11213F-HRTimeline
Global Wealth Management Investment Adv…11,203$3.05M0.57%+1,08213F-HRTimeline
HighVista Strategies LLC11,185$3.05M1.12%+1,90013F-HRTimeline
Central Pacific Bank - Trust Division11,136$3.04M0.39%-68613F-HRTimeline
VALICENTI ADVISORY SERVICES INC11,134$3.04M0.71%new13F-HRTimeline
Scharf Investments, LLC11,116$3.03M0.09%+88313F-HRTimeline
LANARK FINANCIAL, INC.11,118$3.03M0.25%-1,46213F-HRTimeline
CABOT WEALTH MANAGEMENT INC11,103$3.03M0.36%+12213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC11,094$3.03M0.07%+97313F-HRTimeline
Sachetta, LLC11,068$3.02M1.19%+1513F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …11,036$3.01M0.07%+2,60213F-HRTimelineGroup
Trust Asset Management LLC11,033$3.01M0.22%013F-HRTimeline
Sawyer & Company, Inc19,189$3.01M1.01%+11513F-HR/ATimeline
Agate Pass Investment Management, LLC11,022$3.01M1.23%+2,43713F-HRTimeline
M & L Capital Management Ltd11,000$3M0.68%new13F-HRTimeline
MORTON COMMUNITY BANK10,997$3M0.75%new13F-HRTimeline
M Holdings Securities, Inc.10,975$3M0.51%new13F-HRTimeline
Fulton Bank, N.A.10,926$2.98M0.11%+37013F-HRTimeline
Enterprise Bank & Trust Co10,910$2.98M1.11%+913F-HRTimeline
Archford Capital Strategies, LLC10,867$2.96M0.38%+59613F-HRTimeline
Norway Savings Bank10,862$2.96M1.52%+1,01613F-HRTimeline
WealthShield Partners, LLC10,859$2.96M0.36%+41513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC11,882$2.96M0.27%-25213F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC10,822$2.95M0.02%+1313F-HRTimelineGroup
Great Lakes Retirement, Inc.10,796$2.95M0.35%+43013F-HRTimeline
SHAKER INVESTMENTS LLC/OH10,774$2.94M1.2%-3,34013F-HRTimeline
Brooklyn Investment Group10,673$2.91M0.38%+2,12913F-HR/ATimeline
True North Advisors, LLC10,663$2.91M0.56%-89213F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…10,650$2.9M0.27%+43513F-HRTimelineGroup
Segment Wealth Management, LLC10,573$2.88M0.18%+39413F-HRTimeline
Voleon Capital Management LP10,500$2.86M0.16%-3,57313F-HRTimeline
Capital Investment Advisors, LLC10,478$2.86M0.05%+3,45813F-HR/ATimeline
SeaCrest Wealth Management, LLC10,423$2.84M0.31%-57713F-HRTimeline
VeraBank, N.A.10,406$2.84M0.57%+3,29313F-HRTimeline
MV CAPITAL MANAGEMENT, INC.10,381$2.83M0.29%-36613F-HRTimeline
UNIQUE WEALTH, LLC10,297$2.81M0.45%+37513F-HRTimeline
Vestmark Advisory Solutions, Inc.10,292$2.81M0.04%-13,16013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,289$2.81M0.22%+2,36613F-HRTimeline
Point Windward Advisors Inc.10,232$2.79M1.26%-4,04313F-HRTimeline
United Bank10,198$2.78M1.06%+50013F-HRTimeline
Institute for Wealth Management, LLC.10,190$2.78M0.31%-14213F-HRTimeline
Graphene Investments SAS10,100$2.75M1.8%013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.10,084$2.75M1.41%+12013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC10,059$2.74M0.03%+1,00413F-HRTimeline
Premier Path Wealth Partners, LLC10,045$2.74M0.38%+62913F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC10,026$2.73M1.12%+20013F-HRTimeline
Sculati Wealth Management, LLC10,023$2.73M1.03%-11013F-HRTimeline
CFC Planning Co LLC10,014$2.73M2.64%+58713F-HRTimeline
Hillsdale Investment Management Inc.10,009$2.73M0.1%+4,94013F-HRTimeline
Bay Rivers Group10,001$2.73M1.25%-913F-HRTimeline
Columbus Hill Capital Management, L.P.10,000$2.73M0.39%013F-HRTimeline
SageView Advisory Group, LLC10,050$2.72M0.1%+59113F-HRTimeline
Blue Trust, Inc.9,940$2.71M0.03%-1613F-HRTimeline
Zhang Financial LLC9,938$2.71M0.13%+52113F-HRTimeline
Coastal Bridge Advisors, LLC9,931$2.71M0.22%+1,25813F-HRTimeline
MATHER GROUP, LLC.9,912$2.7M0.03%-32313F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC9,911$2.7M0.67%+3,86613F-HRTimeline
Empirical Financial Services, LLC d.b.a…9,898$2.7M0.06%+1,16013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC9,896$2.7M0.99%-1,81813F-HRTimeline
Processus Wealth & Capital Management, …9,890$2.7M2.13%+56513F-HRTimeline
SUMITOMO LIFE INSURANCE CO9,879$2.69M0.18%-61413F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC9,900$2.69M0.44%013F-HRTimelineGroup
Strategic Advisors LLC9,868$2.69M0.53%-40113F-HRTimeline
New Millennium Group LLC9,824$2.68M1.48%+9,78813F-HRTimeline
Maia Wealth LLC9,779$2.67M0.51%+2,58013F-HRTimeline
Eagle Strategies LLC9,760$2.66M0.41%+28113F-HRTimeline
Nikulski Financial, Inc.9,754$2.66M0.73%-19113F-HRTimeline
Venturi Wealth Management, LLC9,743$2.66M0.13%-51813F-HRTimeline
VALLEY NATIONAL ADVISERS INC9,740$2.65M0.43%+9613F-HRTimeline
Ascent Wealth Partners, LLC9,727$2.65M0.33%+1,95213F-HRTimeline
Missouri Trust & Investment Co9,698$2.64M0.86%+21313F-HRTimeline
Secure Asset Management, LLC9,692$2.64M0.49%+44813F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC26,326$2.64M0.24%-1,95513F-HRTimeline
Principle Wealth Partners LLC9,641$2.63M0.16%+38213F-HRTimeline
Birch Hill Investment Advisors LLC9,632$2.63M0.12%-88513F-HRTimeline
Douglass Winthrop Advisors, LLC9,624$2.62M0.05%-16213F-HRTimeline
Sowell Financial Services LLC9,585$2.61M0.11%+24013F-HRTimeline
Smith Salley Wealth Management9,576$2.61M0.15%+1,11013F-HRTimeline
Wealthspire Advisors, LLC9,532$2.6M0.01%+1,20813F-HRTimeline
Resonant Capital Advisors, LLC9,498$2.59M0.17%+97013F-HRTimeline
RMR Wealth Builders9,510$2.59M0.24%+67713F-HRTimeline
DELTEC ASSET MANAGEMENT LLC9,500$2.59M0.46%+3,00013F-HRTimeline
Aft, Forsyth & Sober, LLC9,500$2.59M0.87%+25013F-HRTimeline
LITTLE HOUSE CAPITAL LLC9,486$2.59M0.65%+44113F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV9,484$2.59M0.35%+2,18813F-HRTimeline
PRIVATE TRUST CO NA9,445$2.58M0.25%+10113F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT9,433$2.57M0.5%+6,04213F-HRTimeline
Cetera Trust Company, N.A9,411$2.57M1.53%-2513F-HRTimeline
Boomfish Wealth Group, LLC9,395$2.56M1.48%+58813F-HRTimeline
Naviter Wealth, LLC9,359$2.56M0.31%+12813F-HRTimeline
CONNABLE OFFICE INC9,351$2.55M0.25%+3113F-HRTimeline
Aperture Investors, LLC9,338$2.55M0.34%013F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding9,332$2.54M+200Timeline
Belpointe Asset Management LLC9,256$2.52M0.11%+1,52113F-HRTimeline
Welch & Forbes LLC9,253$2.52M0.03%-27313F-HRTimeline
Boltwood Capital Management9,251$2.52M0.72%-1413F-HRTimeline