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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
Applied Finance Capital Management, LLC8,508$2.84M0.12%-73013F-HRTimeline
Kampmann Melissa S.8,459$2.83M2.22%-99013F-HRTimeline
Congress Park Capital LLC8,437$2.82M1.02%-29013F-HRTimeline
Worth Asset Management, LLC8,410$2.81M1.5%new13F-HRTimeline
BURNEY CO/8,400$2.81M0.1%-10713F-HRTimeline
Stonegate Investment Group, LLC8,377$2.8M0.07%+47013F-HRTimeline
Graypoint LLC8,370$2.8M0.17%+33613F-HRTimeline
L.M. KOHN & COMPANY8,363$2.8M0.72%+1513F-HRTimeline
Shepherd Financial Partners LLC8,330$2.78M0.33%+28013F-HRTimeline
Mission Creek Capital Partners, Inc.8,320$2.78M0.61%-57613F-HRTimeline
AMG National Trust Bank8,285$2.78M0.08%-4013F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …8,302$2.78M0.36%+1,63813F-HRTimelineGroup
Core Wealth Advisors, Inc.8,299$2.77M0.91%-14513F-HRTimeline
LifePlan Financial, LLC8,285$2.77M2.45%-17813F-HRTimeline
United Bank8,268$2.76M1.17%+96513F-HRTimeline
NORDEN GROUP LLC8,231$2.75M0.31%+43113F-HRTimeline
Pinnacle Holdings, LLC8,229$2.75M1.04%-22213F-HRTimeline
RMR Wealth Builders8,210$2.74M0.28%+44013F-HR/ATimeline
Nelson Capital Management, LLC8,182$2.74M0.45%+14313F-HRTimeline
Compton Wealth Advisory Group, LLC8,167$2.73M0.7%+47513F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC8,165$2.73M0.11%-7013F-HRTimeline
Elmwood Wealth Management, Inc.8,162$2.73M1.1%+1,53913F-HRTimeline
Verde Capital Management8,151$2.73M0.77%-1,92713F-HRTimeline
TrinityPoint Wealth, LLC8,092$2.71M0.38%+15813F-HRTimeline
FOCUS Wealth Advisors, LLC8,087$2.7M1.43%-12113F-HRTimeline
DeDora Capital, Inc.8,079$2.7M0.74%+1213F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…8,052$2.69M2.05%-5013F-HRTimeline
Hel Ved Capital Management Ltd8,050$2.69M0.82%+1,65513F-HRTimeline
Archford Capital Strategies, LLC8,024$2.68M0.41%+23413F-HRTimeline
OKABENA INVESTMENT SERVICES INC8,013$2.68M0.74%+99413F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC8,004$2.68M0.02%-1,11913F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC8,000$2.67M0.34%-6113F-HRTimeline
Supplemental Annuity Collective Trust o…8,000$2.67M0.79%013F-HRTimeline
Edge Capital Group, LLC8,000$2.67M0.14%-54213F-HRTimeline
Ellevest, Inc.7,982$2.67M0.15%-1,37113F-HRTimeline
Resonant Capital Advisors, LLC7,959$2.66M0.19%+75813F-HRTimeline
POWER WEALTH MANAGEMENT LLC7,961$2.66M1.11%-6513F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding7,933$2.65M+114Timeline
South Dakota Investment Council7,928$2.65M0.05%013F-HRTimeline
Penobscot Investment Management Company…7,927$2.65M0.24%+213F-HRTimeline
Perpetual Ltdin group Perpetual Ltd7,925$2.65M0.03%+99013F-HRTimelineGroup
K.J. Harrison & Partners Inc8,000$2.65M0.41%+3,00013F-HRTimeline
Comprehensive Financial Consultants Ins…7,909$2.64M0.96%+4113F-HRTimeline
Wealthspire Advisors, LLC7,898$2.64M0.03%+33213F-HRTimeline
PFC CAPITAL GROUP, INC.7,870$2.63M1.27%+5013F-HRTimeline
Bangor Savings Bank7,862$2.63M0.25%-3513F-HRTimeline
UNIQUE WEALTH, LLC7,839$2.62M0.55%+86713F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,810$2.61M0.14%+1,23413F-HR/ATimelineGroup
KINGSWOOD WEALTH ADVISORS, LLC7,815$2.61M0.2%-6,23013F-HRTimeline
WEALTH ALLIANCE, LLC7,814$2.61M0.31%+19813F-HRTimeline
Field & Main Bank7,810$2.61M0.92%+3513F-HRTimeline
Navalign, LLC7,805$2.61M0.77%-21213F-HRTimeline
QUADRANT CAPITAL GROUP LLC7,785$2.6M0.18%+16713F-HRTimeline
Thrive Wealth Management, LLC7,782$2.6M0.47%-813F-HRTimeline
Clear Harbor Asset Management, LLC7,780$2.6M0.21%+44913F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…7,765$2.6M0.27%+3,16413F-HRTimeline
Nan Shan Life Insurance Co., Ltd.7,764$2.6M0.06%-143,65513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.7,741$2.59M0.38%+83713F-HRTimeline
Chicago Partners Investment Group LLC7,916$2.59M0.09%+1,03413F-HRTimeline
Unique Wealth Strategies, LLC7,738$2.59M1.14%-27813F-HRTimeline
PETERSON WEALTH MANAGEMENT7,725$2.58M1.54%+36213F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …7,668$2.56M0.59%+12513F-HRTimelineGroup
Beaumont Asset Management, L.L.C.7,626$2.55M1.48%-18113F-HRTimeline
TSFG, LLC7,626$2.55M0.52%-20013F-HRTimeline
Lineweaver Wealth Advisors, LLC7,611$2.55M0.47%+59713F-HRTimeline
Ascent Wealth Partners, LLC7,618$2.55M0.34%-9613F-HRTimeline
Brooklyn Investment Group7,594$2.54M0.76%+42713F-HRTimeline
Wealth Management Partners, LLC7,592$2.54M1.1%-16513F-HRTimeline
Harfst & Associates, Inc.7,589$2.54M0.53%+49613F-HRTimeline
Werba Rubin Papier Wealth Management7,559$2.53M0.6%-1,92213F-HRTimeline
Ceeto Capital Group, LLC7,500$2.51M0.92%013F-HRTimeline
Shay Capital LLC7,500$2.51M0.61%+6,12013F-HRTimeline
Silphium Asset Management Ltdin group Silphium Asset Management Ltd7,500$2.51M0.91%new13F-HRTimelineGroup
Weaver Capital Management LLC7,476$2.5M0.7%+93313F-HRTimeline
Nilsine Partners, LLC7,463$2.5M0.27%+32313F-HRTimeline
GTS SECURITIES LLC7,450$2.49M0.12%+1,15013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…7,428$2.48M0.14%+1,07213F-HRTimelineGroup
Kentucky Trust Co7,410$2.48M1.46%13F-HRTimeline
Robertson Stephens Wealth Management, L…7,398$2.48M0.09%+21113F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P7,405$2.48M0.63%+2,83013F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,403$2.47M0.13%+1,03013F-HR/ATimeline
Portfolio Design Labs, LLC7,387$2.47M0.51%+1,06913F-HRTimeline
KPP Advisory Services LLC7,375$2.47M0.58%+3613F-HRTimeline
Cornerstone Planning, LLC7,367$2.46M0.94%13F-HRTimeline
INGALLS & SNYDER LLC7,355$2.46M0.1%-17913F-HRTimeline
Performance Wealth Partners, LLC7,353$2.46M0.08%+813F-HRTimeline
United Asset Strategies, Inc.7,351$2.46M0.23%+5013F-HRTimeline
Secure Asset Management, LLC7,351$2.46M0.37%+38013F-HRTimeline
Center for Financial Planning, Inc.7,350$2.46M0.33%013F-HRTimeline
Sound View Wealth Advisors Group, LLC7,344$2.46M0.2%-5,14213F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP7,333$2.45M0.98%-13,32513F-HRTimeline
Hudson Canyon Capital Management7,325$2.45M1.6%new13F-HRTimeline
Natixis Investment Managers Internation…7,299$2.44M0.19%+2,14513F-HRTimeline
Main Street Research LLC7,280$2.44M0.15%+53713F-HRTimeline
Waldron Private Wealth LLC7,257$2.43M0.1%-51513F-HRTimeline
EPG Wealth Management LLC7,253$2.43M0.64%-44313F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC7,246$2.42M0.64%+3,40613F-HRTimeline
Beacon Bank & Trust7,235$2.42M0.56%-16213F-HRTimeline
Agate Pass Investment Management, LLC7,221$2.41M1.09%+2,21713F-HRTimeline
SHAKER INVESTMENTS LLC/OH7,205$2.41M1.01%+3,15313F-HRTimeline
VeraBank, N.A.7,197$2.41M0.68%-613F-HRTimeline
Bristlecone Advisors, LLC7,176$2.4M0.19%-15613F-HRTimeline
INTRUST BANK NA7,174$2.4M0.24%+8513F-HRTimeline
Columbia Bank7,403$2.4M0.83%-30513F-HRTimeline
Passumpsic Savings Bank7,163$2.39M1.49%-16913F-HRTimeline
GLYNN CAPITAL MANAGEMENT LLC7,143$2.39M0.56%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,134$2.39M0.23%013F-HRTimeline
Nautilus Advisors LLC7,132$2.38M1.9%13F-HRTimeline
Atlas Brown,Inc.7,097$2.37M0.81%-7813F-HRTimeline
Leelyn Smith, LLC7,095$2.37M0.42%+17213F-HRTimeline
Koshinski Asset Management, Inc.7,090$2.37M0.21%+22213F-HRTimeline
Pine Valley Investments Ltd Liability Co7,082$2.37M0.16%+3513F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd7,040$2.35M0.16%new13F-HRTimelineGroup
Nicholas Investment Partners, LP7,031$2.35M0.21%+6,28813F-HRTimeline
Zhang Financial LLC7,027$2.35M0.13%+16013F-HRTimeline
Quantessence Capital LLC7,024$2.35M0.96%13F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC7,009$2.34M0.03%-114,76313F-HRTimelineGroup
DOHENY ASSET MANAGEMENT /CA6,993$2.34M1.74%-513F-HRTimeline
OPTIMIZE FINANCIAL INC.6,988$2.34M1.75%13F-HRTimeline
Maia Wealth LLC6,712$2.33M0.5%+1,26513F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC6,949$2.33M1.09%+40713F-HRTimeline
Bard Financial Services, Inc.6,935$2.32M0.28%013F-HRTimeline
BRANDYWINE MANAGERS, LLCin group BRANDYWINE MANAGERS, LLC6,913$2.31M2.44%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…6,933$2.31M0.13%+30113F-HRTimeline
CERTUITY, LLC6,898$2.31M0.25%-17213F-HRTimeline
BARINGS LLCin group BARINGS LLC6,886$2.3M0.05%-49013F-HRTimelineGroup
SATURNA CAPITAL CORP6,878$2.3M0.03%+13113F-HRTimeline
Charter Oak Capital Management, LLC6,851$2.29M0.21%-1,31713F-HRTimeline
MIdWestOne Financial Group, Inc.6,849$2.29M0.32%-39813F-HRTimeline
UDINE WEALTH MANAGEMENT, INC.6,838$2.29M1.47%+6113F-HRTimeline
Signature Wealth Management Group6,837$2.29M0.92%+7713F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,810$2.28M0.17%+10613F-HRTimeline
CHICAGO TRUST Co NA6,807$2.28M0.4%-23313F-HRTimeline
Eisler Capital Management Ltd.6,876$2.27M0.08%13F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH6,781$2.27M0.63%-20413F-HRTimeline
Strengthening Families & Communities, L…6,781$2.27M1.29%+8613F-HRTimeline
Northstar Group, Inc.6,774$2.26M0.38%-213F-HRTimeline
Banco BTG Pactual S.A.6,847$2.26M0.53%+5,58513F-HRTimeline
Broderick Brian C6,764$2.26M0.44%new13F-HRTimeline
First Pacific Financial6,749$2.26M0.53%+7713F-HRTimeline
Capital Investment Advisors, LLC6,745$2.26M0.05%+10613F-HRTimeline
DOVER ADVISORS, LLC6,739$2.25M1.29%+29013F-HRTimeline
Cove Private Wealth, LLC6,712$2.24M1.35%+2,48713F-HRTimeline
TLWM6,689$2.24M0.44%+27213F-HRTimeline
Grandview Asset Management LLC6,682$2.23M0.82%+49813F-HRTimeline
DAVENPORT & Co LLC6,679$2.23M0.01%+25713F-HRTimeline
1776 Wealth LLC6,666$2.23M1.02%013F-HRTimeline
AAFMAA Wealth Management & Trust LLC6,663$2.23M0.98%-1,45613F-HRTimeline
ASHTON THOMAS SECURITIES, LLC6,664$2.23M0.61%+45413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCgroup of 2 filers holding6,628$2.22M+126Timeline
Heritage Trust Co6,607$2.21M0.26%13F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC6,605$2.21M0.91%-7113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,589$2.2M0.28%+5,20513F-HRTimeline
ASPIRIANT, LLC6,585$2.2M0.08%+26113F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC6,580$2.2M1%+15013F-HRTimeline
Park Place Capital Corp6,578$2.2M0.62%-87213F-HRTimeline
Cooper Financial Group6,573$2.2M0.26%+26213F-HRTimeline
WP Advisors, LLC6,569$2.2M0.73%-8713F-HRTimeline
Legacy Financial Advisors, Inc.6,555$2.19M0.36%+18813F-HRTimeline
REGATTA CAPITAL GROUP, LLC6,517$2.18M0.42%+6413F-HRTimeline
DELTEC ASSET MANAGEMENT LLC6,500$2.17M0.43%013F-HRTimeline
Callan Family Office, LLC6,490$2.17M0.14%new13F-HRTimeline
Harold Davidson & Associates Inc.6,427$2.15M1.03%13F-HRTimeline
Mainstream Capital Management LLC6,409$2.14M1.5%+3313F-HRTimeline
TRUST POINT INC.6,382$2.13M0.15%-33613F-HRTimeline
Canopy Partners, LLC6,381$2.13M0.81%+9813F-HRTimeline
Aaron Wealth Advisors LLC6,368$2.13M0.25%+41013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC6,352$2.12M0.56%new13F-HRTimeline
Princeton Global Asset Management LLC6,349$2.12M0.4%+6,09313F-HRTimeline
AA Financial Advisors, LLC6,340$2.12M0.57%+7513F-HRTimeline
Coastline Trust Co6,335$2.12M0.25%-7113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CENTRAL BANK & TRUST CO6,328$2.12M0.32%-2613F-HRTimeline
Kaizen Financial Strategies6,325$2.11M1.2%-90713F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC6,320$2.11M1.56%-13913F-HRTimeline
Rossmore Private Capital6,320$2.11M0.26%013F-HRTimeline
MFG WEALTH MANAGEMENT, INC.6,307$2.11M1.93%13F-HRTimeline
St. Johns Investment Management Company…6,304$2.11M0.98%-24813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,293$2.1M0.36%-64313F-HRTimeline
Howard Capital Management, LLC6,290$2.1M0.03%+54813F-HRTimeline
HF Advisory Group, LLC6,282$2.1M0.97%+87213F-HRTimeline
Brendel Financial Advisors LLC6,234$2.08M1.26%new13F-HRTimeline
Quadcap Wealth Management, LLC6,231$2.08M0.31%+18713F-HRTimeline
Gladius Capital Management LP6,224$2.08M1.2%+2,14413F-HRTimeline
Semmax Financial Advisors Inc.6,301$2.08M0.55%-62413F-HRTimeline
Asset Dedication, LLC6,205$2.07M0.16%-3,54013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,203$2.07M0.05%+1,07913F-HRTimelineGroup
Lewis Asset Management, LLC6,200$2.07M1.58%-44313F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,200$2.07M0.15%-7,10313F-HRTimeline
Stablepoint Partners, LLC6,179$2.07M0.38%-1013F-HRTimeline
Fiduciary Group, LLC6,137$2.05M0.21%-65713F-HRTimeline
IMA Advisory Services, Inc.6,124$2.05M0.25%-5013F-HRTimeline
Vest Financial, LLC6,084$2.03M0.04%+88313F-HRTimeline
Jacobi Capital Management LLC6,082$2.03M0.15%-9913F-HRTimeline
Empirical Financial Services, LLC d.b.a…6,066$2.03M0.06%+55613F-HRTimeline
SANDERS MORRIS HARRIS LLC6,061$2.03M0.3%013F-HRTimeline
Cornell Pochily Investment Advisors, In…6,049$2.02M0.71%-5113F-HRTimeline
PFG Investments, LLC6,029$2.02M0.13%-58913F-HRTimeline
Donoghue Forlines LLC6,021$2.01M0.67%+1,56713F-HRTimeline
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.in group LANDSCAPE CAPITAL MANAGEMENT,…6,019$2.01M0.21%new13F-HRTimelineGroup
Valliance Asset Management Ltd6,000$2.01M3.6%new13F-HRTimeline