Skip to content
Disclosery

CRM SALESFORCE INC

Follow

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
TWIN CAPITAL MANAGEMENT INC12,457$3.3M0.41%-1,20213F-HRTimeline
Rockline Wealth Management, LLC12,454$3.3M0.67%+9813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC12,435$3.29M0.16%+2,25313F-HRTimeline
IPG Investment Advisors LLC12,397$3.29M0.58%+41613F-HRTimeline
Portside Wealth Group, LLC12,397$3.28M0.44%+5,85513F-HRTimeline
Winch Advisory Services, LLC12,371$3.28M0.72%-52113F-HRTimeline
Trivium Point Advisory, LLC12,350$3.27M0.33%-22413F-HRTimeline
HARRELL INVESTMENT PARTNERS, LLC12,297$3.26M0.77%-2713F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV12,265$3.25M0.42%+18413F-HRTimeline
ROCKLAND TRUST CO12,263$3.25M0.13%-80313F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.12,437$3.23M0.42%-2,93813F-HRTimeline
AlphaCore Capital LLC12,131$3.22M0.07%+3,54613F-HRTimeline
KELLY LAWRENCE W & ASSOCIATES INC/CA12,131$3.21M0.78%+22513F-HRTimeline
KPP Advisory Services LLC12,117$3.21M0.47%-13613F-HRTimeline
Marion Wealth Management14,060$3.21M0.71%+94413F-HRTimeline
MATHER GROUP, LLC.12,091$3.2M0.03%+1,45313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC12,069$3.2M0.15%+6,19013F-HRTimeline
Arax Advisory Partners12,056$3.19M0.09%-3,82613F-HRTimeline
GKV Capital Management Co., Inc.12,024$3.19M1.19%+6,77413F-HRTimeline
Symphony Financial, Ltd. Co.11,970$3.18M0.43%-5,30613F-HRTimeline
Sphera Management Technology Funds Ltdin group SPHERA FUNDS MANAGEMENT LTD.12,000$3.18M1.66%+5,94013F-HRTimelineGroup
Meiji Yasuda Life Insurance Cogroup of 2 filers holding11,981$3.17M+415Timeline
Aaron Wealth Advisors LLC11,977$3.17M0.18%+3,93013F-HRTimeline
United Bank11,950$3.17M1.07%+33013F-HRTimeline
GPM Growth Investors, Inc.11,949$3.17M1.23%-18513F-HRTimeline
MORTON COMMUNITY BANK14,905$3.16M0.68%+1,23013F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,939$3.16M0.08%+74413F-HRTimeline
CULLINAN ASSOCIATES INC11,900$3.15M0.21%-2,60013F-HRTimeline
NorthRock Partners, LLC11,870$3.14M0.05%-9,87013F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC11,850$3.14M0.42%-32513F-HRTimeline
Norway Savings Bank11,804$3.13M1.45%+42513F-HRTimeline
Legacy Financial Advisors, Inc.11,799$3.13M0.43%+1,83313F-HRTimeline
GS Investments, Inc.11,698$3.1M1.68%+10913F-HRTimeline
Knights of Columbus Asset Advisors LLC11,659$3.09M0.18%-18713F-HRTimeline
ASPIRIANT, LLC11,627$3.08M0.09%+7,47713F-HRTimeline
Resonant Capital Advisors, LLC11,568$3.07M0.17%+1,03013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.11,571$3.07M1.71%+55913F-HRTimeline
Howard Capital Management, LLC11,528$3.05M0.04%-1413F-HRTimeline
Asset One Wealth Management LLC14,460$3.05M0.42%13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…11,507$3.05M0.03%+62513F-HRTimelineGroup
Integrated Advisors Network LLC11,455$3.03M0.13%+96313F-HRTimeline
New Hampshire Trust11,438$3.03M0.59%-97613F-HRTimeline
Mutual Advisors, LLC11,406$3.02M0.06%-1,06713F-HRTimeline
Advisors Preferred, LLCin group Advisors Preferred, LLC11,900$3.02M0.49%013F-HRTimelineGroup
WOLVERINE ASSET MANAGEMENT LLCin group WOLVERINE ASSET MANAGEMENT LLC11,384$3.02M0.04%-16,85813F-HRTimelineGroup
Qsemble Capital Management, LP11,364$3.01M0.25%-9,38213F-HRTimeline
VALICENTI ADVISORY SERVICES INC11,352$3.01M0.63%-20013F-HRTimeline
K.J. Harrison & Partners Inc11,306$3M0.4%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC11,257$2.98M0.14%-5,39513F-HRTimeline
SYON CAPITAL LLC11,244$2.98M0.15%+2,80413F-HRTimeline
CFC Planning Co LLC11,214$2.97M2.29%+68713F-HRTimeline
Roundview Capital LLC11,183$2.96M0.18%+6713F-HRTimeline
Life Cycle Investment Partners Ltd11,111$2.94M0.02%13F-HRTimeline
180 WEALTH ADVISORS, LLC11,108$2.94M0.34%-6113F-HRTimeline
PFG Investments, LLC11,104$2.94M0.14%-1,43613F-HRTimeline
Boomfish Wealth Group, LLC11,099$2.94M1.57%-3513F-HRTimeline
Glen Eagle Advisors, LLC11,098$2.94M0.4%+67313F-HRTimeline
RFG Advisory, LLC11,089$2.94M0.06%-11713F-HRTimeline
RNC CAPITAL MANAGEMENT LLC11,074$2.93M0.13%-8,01713F-HRTimeline
Point Windward Advisors Inc.11,020$2.92M1.4%-97713F-HRTimeline
BigSur Wealth Management LLC11,000$2.92M0.71%013F-HRTimeline
Parallax Volatility Advisers, L.P.10,987$2.91M0.09%-15,17613F-HRTimeline
RV Capital AG10,980$2.91M0.68%013F-HRTimeline
J.W. COLE ADVISORS, INC.16,672$2.9M0.07%-5,84713F-HRTimeline
Maia Wealth LLC15,606$2.89M0.49%+2,22613F-HRTimeline
St. Louis Financial Planners Asset Mana…10,882$2.88M1.77%new13F-HRTimeline
ICON ADVISERS INC/CO10,862$2.88M0.62%-1,00013F-HRTimeline
Savvy Advisors, Inc.10,830$2.87M0.09%+2,99413F-HRTimeline
Atala Financial Inc10,825$2.87M1.83%+68813F-HRTimeline
Fulton Bank, N.A.10,773$2.85M0.1%013F-HRTimeline
Harbour Capital Advisors, LLC11,228$2.85M0.58%-12513F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/10,743$2.85M0.19%-2,75013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,727$2.84M0.2%-1,10013F-HRTimeline
SCS Capital Management LLC10,692$2.84M0.03%+13613F-HRTimeline
Trust Asset Management LLC10,637$2.82M0.19%-39613F-HRTimeline
Capital Investment Advisors, LLC10,634$2.82M0.04%+9613F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV10,630$2.82M0.15%+64413F-HRTimeline
OMC Financial Services LTD10,623$2.81M1.05%-59213F-HRTimeline
Avestar Capital, LLC10,610$2.81M0.19%-52913F-HRTimeline
Cornerstone Wealth Management, LLC10,563$2.8M0.15%+6,11513F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding10,559$2.8M+1,053Timeline
BFSG, LLC10,557$2.8M0.27%+51113F-HRTimeline
RMR Wealth Builders10,520$2.79M0.22%+2,43113F-HRTimeline
Strategic Advisors LLC10,510$2.78M0.44%+28913F-HRTimeline
Cornerstone Planning, LLC10,464$2.78M0.65%13F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …10,501$2.78M0.54%+1,19313F-HRTimelineGroup
Morangie Management LLC10,443$2.77M2.21%+3,82213F-HRTimeline
Hillman Capital Management, Inc.10,397$2.75M1.73%-1,97413F-HRTimeline
Houlihan Financial Resource Group, Ltd.11,298$2.75M1.04%+6,07113F-HRTimeline
Coastal Bridge Advisors, LLC10,330$2.74M0.2%+45713F-HRTimeline
Jones Kertz & Associates, Inc.10,293$2.73M1.4%13F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…10,271$2.72M0.28%-19513F-HRTimeline
Zhang Financial LLC10,234$2.71M0.1%-1,75513F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding10,185$2.7M+3,405Timeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH10,133$2.68M0.77%+84913F-HRTimeline
Blue Trust, Inc.10,125$2.68M0.03%+31813F-HRTimeline
AFT, FORSYTH & COMPANY, INC.10,104$2.68M1.16%-13013F-HRTimeline
Missouri Trust & Investment Co10,089$2.67M0.78%-2113F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.10,042$2.66M1.26%new13F-HRTimeline
Segment Wealth Management, LLC9,994$2.65M0.15%-34013F-HRTimeline
VeraBank, N.A.9,978$2.64M0.48%-10013F-HRTimeline
LORD, ABBETT & CO. LLC9,968$2.64M0.01%-1,99413F-HRTimeline
Carmel Capital Partners, LLC9,919$2.63M0.92%+6,84113F-HRTimeline
Douglass Winthrop Advisors, LLC9,910$2.63M0.05%+19113F-HRTimeline
LifePlan Financial, LLC9,884$2.62M2.01%+71813F-HRTimeline
Western Wealth Management, LLC9,864$2.61M0.12%+11213F-HRTimeline
Convergence Investment Partners, LLC9,846$2.61M0.52%+8,62513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC9,843$2.61M0.19%-2,66013F-HRTimeline
VALLEY NATIONAL ADVISERS INC9,832$2.6M0.36%-93913F-HRTimeline
Invst, LLC9,786$2.59M0.28%+3,71513F-HRTimeline
Community Bank, N.A.9,772$2.59M0.31%+44313F-HRTimeline
Sculati Wealth Management, LLC9,771$2.59M0.91%-25013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding9,755$2.58M-242Timeline
CWA Asset Management Group, LLC9,754$2.58M0.09%-87613F-HRTimeline
Cache Advisors, LLC9,668$2.56M0.31%-2,88413F-HRTimeline
Institute for Wealth Management, LLC.9,649$2.56M0.27%-19013F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.9,620$2.55M0.31%+73113F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC9,580$2.54M0.99%-17513F-HRTimeline
Midwest Professional Planners, LTD.9,546$2.53M0.6%-4,12013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…9,470$2.51M0.02%-69,56513F-HRTimelineGroup
Cetera Trust Company, N.A9,446$2.5M1.34%+1013F-HRTimeline
Principle Wealth Partners LLC9,441$2.5M0.14%-19413F-HRTimeline
Bay Rivers Group9,430$2.5M1.01%-34313F-HRTimeline
Premier Path Wealth Partners, LLC9,423$2.5M0.32%-53313F-HRTimeline
Poehling Capital Management, INC.9,412$2.49M0.51%+7,58613F-HRTimeline
Dana Investment Advisors, Inc.9,392$2.49M0.07%+82713F-HRTimeline
Compton Wealth Advisory Group, LLC9,386$2.49M0.54%-30613F-HRTimeline
Congress Park Capital LLC9,384$2.49M0.74%-1,17413F-HRTimeline
Comprehensive Financial Consultants Ins…9,348$2.48M0.75%+65313F-HRTimeline
Texas Yale Capital Corp.9,339$2.47M0.07%+2013F-HRTimeline
SeaCrest Wealth Management, LLC9,294$2.47M0.25%-25813F-HRTimeline
CHEMUNG CANAL TRUST CO9,332$2.47M0.49%+7,81213F-HRTimeline
Cove Private Wealth, LLC9,300$2.46M0.73%+88413F-HRTimeline
Ascent Wealth Partners, LLC9,273$2.46M0.28%-1813F-HRTimeline
EASTERN BANK9,229$2.44M0.04%+8413F-HRTimeline
Sowell Financial Services LLC9,222$2.44M0.09%+1,03713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…9,193$2.44M0.09%-19413F-HRTimelineGroup
Rossmore Private Capital9,173$2.43M0.22%+2,65913F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…9,183$2.43M0.22%013F-HRTimeline
Boltwood Capital Management9,151$2.42M0.63%-8513F-HRTimeline
Jacobi Capital Management LLC9,142$2.42M0.14%+15813F-HRTimeline
TLWM9,121$2.42M0.44%-8413F-HRTimeline
FRG Family Wealth Advisors LLC9,117$2.42M0.37%-3,78913F-HRTimeline
FOCUS Wealth Advisors, LLC9,088$2.41M1.12%+13013F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC9,067$2.4M0.39%-1,65313F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW9,045$2.4M0.35%-7313F-HRTimelineGroup
Portfolio Design Labs, LLC9,025$2.39M0.39%+30513F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…9,025$2.39M0.05%-9,18013F-HRTimelineGroup
AXXCESS WEALTH MANAGEMENT, LLC9,025$2.39M0.04%-1,27813F-HR/ATimeline
Weaver Capital Management LLC9,023$2.39M0.51%+63813F-HRTimeline
Elevated Financial Group LLC9,009$2.39M0.83%13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC9,005$2.38M0.14%-1,55013F-HRTimeline
POWER WEALTH MANAGEMENT LLC8,970$2.38M0.84%+42613F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC8,964$2.37M0.02%-90513F-HRTimeline
Welch & Forbes LLC8,958$2.37M0.03%-1413F-HRTimeline
Clarius Group, LLC8,892$2.36M0.13%-82413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd8,855$2.35M0.11%-3,37213F-HRTimelineGroup
Sovran Advisors, LLC10,016$2.34M0.2%+2,91313F-HRTimeline
Wellington Shields Capital Management, …group of 2 filers holding8,721$2.31M-300Timeline
Teamwork Financial Advisors, LLC8,689$2.3M0.25%+1,31113F-HRTimeline
Venturi Wealth Management, LLC8,684$2.3M0.1%+50113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.8,618$2.28M0.14%-4,05813F-HRTimelineGroup
HighVista Strategies LLC8,613$2.28M0.59%-4,27213F-HRTimeline
Nelson Capital Management, LLC8,581$2.27M0.27%-13413F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…8,558$2.27M0.22%-2,59013F-HRTimelineGroup
AustralianSuper Pty Ltd8,527$2.26M0.01%+4,77513F-HRTimeline
WD RUTHERFORD LLC8,525$2.26M0.94%-4,92313F-HRTimeline
WP Advisors, LLC8,524$2.26M0.56%+59513F-HRTimeline
HERBST GROUP, LLC8,506$2.25M1.33%-11513F-HRTimeline
Agate Pass Investment Management, LLC8,490$2.25M0.84%+28213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP8,487$2.25M0.03%-1,05413F-HRTimelineGroup
Clear Harbor Asset Management, LLC8,481$2.25M0.15%-34913F-HRTimeline
Future Fund LLC8,471$2.24M0.71%-25213F-HRTimeline
Triangle Securities Wealth Management8,468$2.24M0.47%-3313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP8,467$2.24M0.56%-38313F-HRTimelineGroup
Pinnacle Holdings, LLC8,452$2.24M0.76%-11513F-HRTimeline
Columbia Bank8,416$2.23M0.62%-713F-HRTimeline
Birch Hill Investment Advisors LLC8,392$2.22M0.09%-84013F-HRTimeline
Hemenway Trust Co LLC8,373$2.22M0.17%-42,65713F-HRTimeline
Orin Green Financial, LLC8,372$2.22M0.89%-8913F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC8,348$2.21M1.65%013F-HRTimeline
Blackhawk Capital Partners, LLC8,314$2.2M0.83%-2913F-HRTimeline
NORDEN GROUP LLC8,284$2.19M0.21%-24,54613F-HRTimeline
Silvant Capital Management LLC8,267$2.19M0.07%-88,12113F-HRTimeline
Krane Funds Advisors LLC8,254$2.19M0.07%+5713F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,246$2.18M0.04%-2,62413F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC8,230$2.18M0.05%-6013F-HRTimeline
iA Global Asset Management Inc.8,181$2.17M0.03%+37513F-HRTimeline
Davidson Capital Management Inc.8,158$2.16M0.47%-3,81413F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC8,125$2.15M1.3%13F-HRTimeline
Caliber Wealth Management, LLC / KS8,113$2.15M0.23%+14313F-HRTimeline
DE BURLO GROUP INC8,105$2.15M0.26%-1,10913F-HRTimeline
SageView Advisory Group, LLC8,076$2.14M0.07%+10913F-HRTimeline
Scharf Investments, LLC8,040$2.13M0.06%-2,79213F-HRTimeline
Pictet North America Advisors SA7,986$2.12M0.2%-83013F-HRTimeline
Cambria Investment Management, L.P.7,982$2.11M0.12%-1,86013F-HRTimeline
Belpointe Asset Management LLC7,974$2.11M0.08%-1,25713F-HRTimeline
Processus Wealth & Capital Management, …7,956$2.11M1.39%-90913F-HRTimeline
Heritage Trust Co7,910$2.1M0.21%-18113F-HRTimeline
Great Lakes Retirement, Inc.7,891$2.09M0.22%+71113F-HRTimeline