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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
Boomfish Wealth Group, LLC11,329$2.11M1.13%+23013F-HRTimeline
ASAHI LIFE ASSET MANAGEMENT CO., LTD.11,280$2.11M1.36%-29113F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…11,249$2.1M0.06%+2,05613F-HR/ATimelineGroup
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …11,245$2.1M0.37%+74413F-HRTimelineGroup
PFG Investments, LLC11,217$2.09M0.1%+11313F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…11,220$2.09M0.01%-28713F-HRTimelineGroup
Houlihan Financial Resource Group, Ltd.11,208$2.09M0.82%-9013F-HRTimeline
Williams & Novak Wealth Management, LLC11,227$2.09M1.57%new13F-HRTimeline
VALICENTI ADVISORY SERVICES INC11,188$2.09M0.45%-16413F-HRTimeline
CWA Asset Management Group, LLC11,173$2.09M0.07%+1,41913F-HRTimeline
VestGen Advisors, LLC12,165$2.08M0.06%-5,64213F-HRTimeline
Nilsine Partners, LLC11,546$2.08M0.16%+4,35413F-HRTimeline
Cornerstone Wealth Management, LLC11,138$2.08M0.1%+57513F-HRTimeline
United Bank11,105$2.07M0.69%-84513F-HRTimeline
Fragasso Financial Advisors Inc11,199$2.07M0.13%-3,75513F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV11,058$2.06M0.11%+42813F-HRTimeline
Teamwork Financial Advisors, LLC11,019$2.06M0.23%+2,33013F-HRTimeline
ALTA CAPITAL MANAGEMENT LLC/11,011$2.06M0.16%+26813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC10,975$2.05M0.15%+24813F-HRTimeline
Hillman Capital Management, Inc.10,956$2.05M1.42%+55913F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC10,927$2.04M0.24%+5,94713F-HRTimeline
Fairtree Asset Management (Pty) Ltd10,876$2.03M0.93%-2,75113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC10,869$2.03M0.1%-1,56613F-HRTimeline
ICON ADVISERS INC/CO10,862$2.03M0.47%013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …10,807$2.02M0.26%+8,14413F-HRTimeline
Morangie Management LLC10,774$2.01M1.85%+33113F-HRTimeline
Finer Wealth Management, Inc.10,735$2M1.01%-2,63613F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC10,704$2M0.49%+5,21313F-HRTimeline
Demars Financial Group, LLC10,656$1.99M0.65%+6,10813F-HRTimeline
KORNITZER CAPITAL MANAGEMENT INC /KS10,655$1.99M0.04%-2,30513F-HRTimeline
Clarkston Capital Partners, LLC10,640$1.99M0.15%new13F-HRTimeline
Trust Asset Management LLC10,637$1.99M0.14%013F-HRTimeline
Missouri Trust & Investment Co10,629$1.98M0.58%+54013F-HRTimeline
OMC Financial Services LTD10,561$1.97M0.76%-6213F-HRTimeline
Comprehensive Financial Consultants Ins…10,552$1.97M0.59%+1,20413F-HRTimeline
Fulton Bank, N.A.10,501$1.96M0.07%-27213F-HRTimeline
Trek Financial, LLC10,456$1.95M0.1%+2,62913F-HRTimeline
Eagle Strategies LLC10,443$1.95M0.23%-4,58113F-HRTimeline
Roundview Capital LLC10,417$1.94M0.12%-76613F-HRTimeline
Jones Kertz & Associates, Inc.10,373$1.94M1.03%+8013F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…10,311$1.92M0.17%+4013F-HRTimeline
Bangor Savings Bank10,243$1.91M0.15%+3,10513F-HRTimeline
Sculati Wealth Management, LLC10,162$1.9M0.7%+39113F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC10,158$1.9M0.19%-3,26113F-HRTimeline
First County Bank /CT/10,154$1.9M1.01%+5,07313F-HRTimeline
Caliber Wealth Management, LLC / KS10,153$1.9M0.21%+2,04013F-HRTimeline
Cache Advisors, LLC10,101$1.89M0.22%+43313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.10,039$1.87M0.88%-6513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.10,031$1.87M0.23%+41113F-HRTimeline
Kamunting Street Capital Management, L.…10,000$1.87M1.02%-5,00013F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd10,000$1.87M0.14%-12,60013F-HRTimelineGroup
SYON CAPITAL LLC9,945$1.86M0.09%-1,29913F-HRTimeline
Blue Trust, Inc.9,914$1.85M0.02%-21113F-HRTimeline
ROCKLAND TRUST CO9,868$1.84M0.07%-2,39513F-HRTimeline
Venturi Wealth Management, LLC9,833$1.84M0.08%+1,14913F-HRTimeline
Arax Advisory Partners9,791$1.83M0.05%-2,26513F-HRTimeline
Pinnacle Holdings, LLC9,769$1.82M0.59%+1,31713F-HRTimeline
Dakota Wealth Management9,666$1.8M0.04%-27,53013F-HR/ATimeline
Rodgers Brothers Inc.9,651$1.8M0.21%+8,45013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC9,628$1.8M0.01%+66413F-HRTimeline
TLWM9,610$1.79M0.32%+48913F-HRTimeline
Portfolio Design Labs, LLC9,596$1.79M0.32%+57113F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…9,577$1.79M0.17%+1,01913F-HRTimelineGroup
Westside Investment Management, Inc.9,565$1.79M0.27%+4,61813F-HRTimeline
SANDERS MORRIS HARRIS LLC9,557$1.78M0.28%new13F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC9,520$1.78M0.7%-6013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC9,482$1.77M0.04%+3,60413F-HRTimeline
Center for Financial Planning, Inc.9,470$1.77M0.18%+1,70413F-HRTimeline
Compton Wealth Advisory Group, LLC9,487$1.77M0.39%+10113F-HRTimeline
VALLEY NATIONAL ADVISERS INC9,460$1.76M0.23%-37213F-HRTimeline
Rare Wolf Capital LLC9,455$1.76M1.14%+2,50813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding9,450$1.76M-305Timeline
SWP Investment Management LLC9,410$1.76M1.31%new13F-HRTimeline
HF Advisory Group, LLC9,409$1.76M0.6%+2,10813F-HRTimeline
U.S. Capital Wealth Advisors, LLC9,387$1.75M0.04%-2,55213F-HRTimeline
Midwest Professional Planners, LTD.9,340$1.74M0.41%-20613F-HRTimeline
CONNABLE OFFICE INC9,338$1.74M0.17%-8,27413F-HRTimeline
Elevated Financial Group LLC9,324$1.74M0.58%+31513F-HRTimeline
Boltwood Capital Management9,216$1.72M0.44%+6513F-HRTimeline
Nationale-Nederlanden Powszechne Towarz…9,183$1.71M0.15%013F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd9,174$1.71M0.06%+5,75613F-HRTimelineGroup
Hudson Canyon Capital Management9,150$1.71M1.05%+1,29513F-HRTimeline
VELA Investment Management, LLC9,107$1.7M0.44%+2,26413F-HR/ATimeline
Premier Path Wealth Partners, LLC9,044$1.69M0.22%-37913F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC8,991$1.68M0.09%new13F-HRTimeline
Rossmore Private Capital8,978$1.68M0.15%-19513F-HRTimeline
WP Advisors, LLC8,975$1.68M0.43%+45113F-HRTimeline
Sowell Financial Services LLC8,969$1.67M0.06%-25313F-HRTimeline
FIRST AMERICAN BANK8,967$1.67M0.11%-5,45113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP8,947$1.67M0.42%+48013F-HRTimelineGroup
Cetera Trust Company, N.A8,876$1.66M0.94%-57013F-HRTimeline
EVOKE WEALTH, LLC8,873$1.66M0.03%+1,26213F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.8,829$1.65M0.28%+3,04913F-HRTimelineGroup
Silvant Capital Management LLC8,817$1.65M0.06%+55013F-HRTimeline
Triangle Securities Wealth Management8,752$1.63M0.37%+28413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SeaCrest Wealth Management, LLC8,723$1.63M0.17%-57113F-HRTimeline
Nelson Capital Management, LLC8,723$1.63M0.2%+14213F-HRTimeline
Great Lakes Retirement, Inc.8,717$1.63M0.17%+82613F-HRTimeline
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW8,710$1.63M0.25%-33513F-HRTimelineGroup
Douglass Winthrop Advisors, LLC8,680$1.62M0.03%-1,23013F-HRTimeline
SMITHBRIDGE ASSET MANAGEMENT INC/DE8,676$1.62M0.24%-10,22713F-HRTimeline
Vectors Research Management, LLC8,661$1.62M0.47%new13F-HRTimeline
Chicago Partners Investment Group LLC8,487$1.61M0.04%-7213F-HRTimeline
FOCUS Wealth Advisors, LLC8,619$1.61M0.79%-46913F-HRTimeline
ARTHUR M. COHEN & ASSOCIATES, LLC8,602$1.6M0.28%-46513F-HRTimeline
Trivium Point Advisory, LLC8,556$1.6M0.29%-3,79413F-HRTimeline
B. Riley Wealth Advisors, Inc.8,622$1.6M0.1%-4,12813F-HRTimeline
Collaborative Fund Advisors, LLC8,544$1.59M0.99%13F-HRTimeline
SCS Capital Management LLC8,467$1.58M0.02%-2,22513F-HRTimeline
CULLINAN ASSOCIATES INC8,455$1.58M0.13%-3,44513F-HRTimeline
HARBOUR INVESTMENTS, INC.8,418$1.57M0.02%+4,06213F-HRTimeline
Orin Green Financial, LLC8,372$1.56M0.64%013F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC8,348$1.56M1.01%013F-HRTimeline
POWER WEALTH MANAGEMENT LLC8,332$1.56M0.58%-63813F-HRTimeline
DB Fitzpatrick & Co, Inc8,330$1.55M1.33%+2,86413F-HRTimeline
Aaron Wealth Advisors LLC8,317$1.55M0.09%-3,66013F-HRTimeline
HighVista Strategies LLC8,313$1.55M0.43%-30013F-HRTimeline
WD RUTHERFORD LLC8,285$1.55M0.69%-24013F-HRTimeline
JOHN G ULLMAN & ASSOCIATES INC8,283$1.55M0.2%-3,56713F-HRTimeline
Abacus Wealth Partners, LLC8,274$1.54M0.14%+68913F-HRTimeline
VCI Wealth Management LLC8,257$1.54M0.43%new13F-HRTimeline
Columbia Bank8,234$1.54M0.44%-18213F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC8,230$1.54M0.03%013F-HRTimeline
Bay Rivers Group8,205$1.53M0.64%-1,22513F-HRTimeline
Sivia Capital Partners, LLC8,164$1.52M0.3%+4,37113F-HRTimeline
COZAD ASSET MANAGEMENT INC8,120$1.52M0.12%-6,12513F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC8,107$1.51M0.18%+2,11613F-HRTimeline
Chemistry Wealth Management LLC8,092$1.51M0.27%+2,31013F-HRTimeline
Hennion & Walsh Asset Management, Inc.8,090$1.51M0.05%-6,07713F-HRTimeline
HANCOCK WHITNEY CORP8,482$1.51M0.03%-7,00913F-HRTimeline
KLCM Advisors, Inc.8,078$1.51M0.13%new13F-HRTimeline
PeakShares LLC8,070$1.51M1.38%+2,53413F-HRTimeline
Avestar Capital, LLC8,069$1.51M0.1%-2,54113F-HRTimeline
Howard Capital Management, LLC8,056$1.5M0.02%-3,47213F-HRTimeline
Avantax Planning Partners, Inc.7,978$1.49M0.04%+1,73913F-HRTimeline
Buckland Partners Management Co LLC7,932$1.48M0.9%+5,70013F-HRTimeline
Jefferson Bridge Capital, LLC7,919$1.48M1.47%+1,60513F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC7,887$1.47M0.12%+1,22213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC7,883$1.47M0.06%-3,37413F-HRTimeline
CHIRON CAPITAL MANAGEMENT, LLC7,858$1.47M1.5%13F-HRTimeline
AMG National Trust Bank7,857$1.47M0.03%-8,37813F-HRTimeline
SAX WEALTH ADVISORS, LLC5,528$1.46M0.07%-13213F-HRTimeline
Glen Eagle Advisors, LLC7,815$1.46M0.2%-3,28313F-HRTimeline
Robertson Stephens Wealth Management, L…7,803$1.46M0.04%+79113F-HRTimeline
Three Seasons Wealth, LLC7,802$1.46M0.56%+6,72713F-HRTimeline
Naviter Wealth, LLC7,795$1.46M0.18%+26813F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC7,779$1.45M0.09%-1,22613F-HRTimeline
Ahara Advisors LLC7,762$1.45M1.21%+1,24613F-HRTimeline
SageView Advisory Group, LLC7,751$1.45M0.05%-32513F-HRTimeline
Keeler Thomas Management LLC7,721$1.44M0.61%new13F-HRTimeline
BEACON INVESTMENT ADVISORS LLC7,712$1.44M0.54%+2,51113F-HRTimeline
BOYAR ASSET MANAGEMENT INC.7,694$1.44M0.82%new13F-HRTimeline
WIREGRASS INVESTMENT MANAGEMENT LLC7,682$1.43M1.19%+3,12913F-HRTimeline
INTRUST BANK NA7,669$1.43M0.12%+76113F-HRTimeline
Turtle Creek Wealth Advisors, LLC7,657$1.43M0.11%+1,11213F-HRTimeline
Integrated Advisors Network LLC7,645$1.43M0.07%-3,81013F-HRTimeline
Asset One Wealth Management LLC7,618$1.43M0.16%-6,84213F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,617$1.42M0.07%-16013F-HRTimeline
Larson Financial Group LLC7,612$1.42M0.05%+1,26713F-HRTimeline
Procyon Advisors, LLC7,575$1.41M0.07%+16713F-HRTimeline
Fulcrum Asset Management LLP7,631$1.41M0.21%+90013F-HRTimeline
Atlas Brown,Inc.7,513$1.4M0.42%+11813F-HRTimeline
Convergence Financial, LLC7,493$1.4M0.15%-6113F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,490$1.4M0.04%-1,53513F-HRTimeline
Kentucky Trust Co7,482$1.4M0.73%+9713F-HRTimeline
Galaxy Digital Capital Management GP LLCin group Galaxy Group Investments LLC7,475$1.4M1.8%new13F-HRTimelineGroup
DE BURLO GROUP INC7,455$1.39M0.32%-65013F-HRTimeline
GERMAN AMERICAN BANCORP, INC.7,455$1.39M0.12%new13F-HRTimeline
Elmwood Wealth Management, Inc.7,451$1.39M0.38%-13813F-HRTimeline
Odyssean, LLC7,435$1.39M0.51%+4,57813F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…7,425$1.39M0.92%-17513F-HRTimeline
First National Trust Co7,419$1.38M0.05%-10,26513F-HRTimeline
Northwest & Ethical Investments L.P.7,392$1.38M0.03%+5,69213F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC7,316$1.37M0.99%-13413F-HRTimeline
Gen-Wealth Partners Inc7,314$1.37M0.43%+87113F-HRTimeline
BigSur Wealth Management LLC7,300$1.36M0.38%-3,70013F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.7,270$1.36M0.09%+3,46613F-HRTimelineGroup
NEVILLE RODIE & SHAW INC7,265$1.36M0.1%-18,78513F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,202$1.34M0.04%-33713F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC7,177$1.34M0.1%-2,66613F-HRTimeline
DeDora Capital, Inc.7,170$1.34M0.33%-11613F-HRTimeline
CSM Advisors, LLC7,161$1.34M0.03%-28013F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG7,174$1.34M0.02%+70713F-HRTimelineGroup
Continuum Advisory, LLC7,140$1.33M0.13%-18,70313F-HRTimeline
OSTRUM ASSET MANAGEMENT7,120$1.33M0.07%-8,86913F-HRTimeline
Qtron Investments LLC7,120$1.33M0.18%013F-HRTimeline
Grant Private Wealth Management Inc7,115$1.33M0.7%+57713F-HRTimeline
OKABENA INVESTMENT SERVICES INC7,091$1.32M0.26%+48213F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC7,070$1.32M0.48%+213F-HRTimeline
Koshinski Asset Management, Inc.7,043$1.31M0.08%-27513F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC7,034$1.31M0.6%-213F-HRTimeline
Ceeto Capital Group, LLC7,025$1.31M0.4%013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV7,014$1.31M0.1%+30713F-HRTimeline
Invst, LLC7,012$1.31M0.15%-2,77413F-HRTimeline
Cornell Pochily Investment Advisors, In…6,984$1.3M0.38%+2013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC6,972$1.3M0.16%+1,79813F-HRTimeline
Arta Finance Wealth Management LLC6,968$1.3M0.64%+1,65613F-HRTimeline
Welch & Forbes LLC6,965$1.3M0.02%-1,99313F-HRTimeline
Argent Advisors, Inc.6,956$1.3M0.35%+1,11713F-HRTimeline
Parcion Private Wealth LLC6,953$1.3M0.08%+1,21713F-HRTimeline