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
RMR Wealth Builders8,833$2.37M0.25%+62313F-HRTimeline
HERBST GROUP, LLC8,810$2.36M1.67%-20013F-HRTimeline
Boomfish Wealth Group, LLC8,807$2.36M1.53%-8413F-HRTimeline
Centiva Capital, LP8,798$2.36M0.14%+8,12313F-HRTimeline
Carmignac Gestion8,792$2.36M0.04%+4,10713F-HRTimeline
Clear Harbor Asset Management, LLC8,788$2.36M0.19%+1,00813F-HRTimeline
First County Bank /CT/8,745$2.35M1.3%+3,87813F-HRTimeline
Empirical Financial Services, LLC d.b.a…8,738$2.34M0.06%+2,67213F-HRTimeline
Triangle Securities Wealth Management8,719$2.34M0.6%-5313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Chicago Partners Investment Group LLC8,382$2.33M0.08%+46613F-HRTimeline
Sender Co & Partners, Inc.8,688$2.33M1.73%new13F-HRTimeline
Coastal Bridge Advisors, LLC8,673$2.33M0.21%+7,88913F-HR/ATimeline
Kampmann Melissa S.8,609$2.31M1.83%+15013F-HRTimeline
Agate Pass Investment Management, LLC8,585$2.3M0.99%+1,36413F-HRTimeline
Brooklyn Investment Group8,544$2.29M0.5%+95013F-HRTimeline
Resonant Capital Advisors, LLC8,528$2.29M0.16%+56913F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,510$2.28M0.13%+1,08213F-HRTimelineGroup
Nelson Capital Management, LLC8,494$2.28M0.39%+31213F-HRTimeline
BURNS J W & CO INC/NY8,493$2.28M0.3%-50213F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC8,470$2.27M0.06%+3,97013F-HRTimeline
Smith Salley Wealth Management8,466$2.27M0.15%+3,02413F-HRTimeline
Stonegate Investment Group, LLC8,444$2.27M0.06%+6713F-HRTimeline
Verde Capital Management8,437$2.26M0.64%+28613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,434$2.26M0.06%-37613F-HRTimelineGroup
Shepherd Financial Partners LLC8,392$2.25M0.26%+6213F-HRTimeline
DOVER ADVISORS, LLC8,390$2.25M0.98%+1,65113F-HRTimeline
RWA WEALTH PARTNERS, LLC8,375$2.25M0.03%-2,65113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,328$2.24M0.12%+51813F-HR/ATimelineGroup
Wealthspire Advisors, LLC8,324$2.23M0.01%+42613F-HRTimeline
Financial Gravity Asset Management, Inc.in group Financial Gravity Companies, …8,310$2.23M0.49%13F-HRTimelineGroup
LifePlan Financial, LLC8,294$2.23M1.94%+913F-HRTimeline
Compton Wealth Advisory Group, LLC8,289$2.22M0.62%+12213F-HRTimeline
Graypoint LLC8,265$2.22M0.14%-10513F-HRTimeline
POLEN CAPITAL MANAGEMENT LLC8,257$2.22M0.01%-11,32513F-HRTimeline
AlphaQuest LLC8,253$2.21M0.24%+5,82113F-HRTimeline
TWINBEECH CAPITAL LP8,190$2.2M0.04%-8,83013F-HRTimeline
POWER WEALTH MANAGEMENT LLC8,142$2.19M0.88%+18113F-HRTimeline
DeDora Capital, Inc.8,125$2.18M0.63%+4613F-HRTimeline
Congress Park Capital LLC8,123$2.18M0.83%-31413F-HRTimeline
AXQ CAPITAL, LP8,101$2.17M0.87%+5,99013F-HRTimeline
Elmwood Wealth Management, Inc.8,077$2.17M0.89%-8513F-HRTimeline
Comprehensive Financial Consultants Ins…8,055$2.16M0.77%+14613F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…8,052$2.16M1.65%013F-HRTimeline
Mission Creek Capital Partners, Inc.8,050$2.16M0.52%-27013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding8,009$2.15M+76Timeline
Connective Capital Management, LLC7,989$2.14M1.97%new13F-HRTimeline
PETERSON WEALTH MANAGEMENT7,987$2.14M1.44%+26213F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC7,980$2.14M0.08%-18513F-HRTimeline
CMT Capital Markets Trading GmbHin group CMT Capital Markets Trading G…7,975$2.14M0.88%new13F-HRTimelineGroup
Rice Partnership, LLC7,942$2.13M0.44%new13F-HRTimeline
Bell Bank7,940$2.13M0.12%-65713F-HRTimeline
Penobscot Investment Management Company…7,930$2.13M0.2%+313F-HRTimeline
South Dakota Investment Council7,928$2.13M0.04%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,923$2.13M0.19%+10813F-HR/ATimeline
FOCUS Wealth Advisors, LLC7,890$2.12M1.17%-19713F-HRTimeline
Heritage Trust Co7,876$2.11M0.26%+1,26913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,874$2.11M0.29%-12613F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC7,843$2.1M1.71%+1,52313F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…7,830$2.1M0.24%+6513F-HRTimeline
Pinnacle Holdings, LLC7,812$2.1M0.8%-41713F-HRTimeline
Field & Main Bank7,812$2.1M0.74%+213F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding7,773$2.09M+3,480Timeline
Ascent Wealth Partners, LLC7,775$2.09M0.28%+15713F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.7,765$2.08M0.32%+2413F-HRTimeline
PFC CAPITAL GROUP, INC.7,764$2.08M1.05%-10613F-HRTimeline
SWP Investment Management LLC7,756$2.08M2.6%13F-HRTimeline
Belpointe Asset Management LLC7,735$2.08M0.11%+3,69413F-HRTimeline
INTEGRITY ALLIANCE, LLC.7,737$2.08M0.08%+6,57813F-HRTimeline
Harfst & Associates, Inc.7,716$2.07M0.48%+12713F-HRTimeline
Navalign, LLC7,712$2.07M0.59%-9313F-HRTimeline
Bangor Savings Bank7,707$2.07M0.2%-15513F-HRTimeline
Columbia Bank7,697$2.07M0.71%+29413F-HRTimeline
INTRUST BANK NA7,663$2.06M0.2%+48913F-HRTimeline
FCG Investment Co7,654$2.05M1.29%new13F-HRTimeline
Unique Wealth Strategies, LLC7,653$2.05M0.93%-8513F-HRTimeline
EPG Wealth Management LLC7,648$2.05M0.57%+39513F-HRTimeline
TSFG, LLC7,642$2.05M0.42%+1613F-HRTimeline
Beaumont Asset Management, L.L.C.7,642$2.05M1.24%+1613F-HRTimeline
Kidder Stephen W7,642$2.05M0.64%+3,71413F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,636$2.05M0.12%+23313F-HRTimeline
ARVEST INVESTMENTS, INC.7,630$2.05M0.32%+6,64313F-HRTimeline
Goelzer Investment Management, Inc.7,562$2.03M0.12%new13F-HR/ATimeline
PURSUE WEALTH PARTNERS LLC7,547$2.03M1.23%+2,47713F-HRTimeline
Wealth Management Partners, LLC7,547$2.03M0.94%-4513F-HRTimeline
Ceeto Capital Group, LLC7,500$2.01M0.76%013F-HRTimeline
Schechter Investment Advisors, LLC7,453$2M0.16%-1,16213F-HRTimeline
Coastline Trust Co7,425$1.99M0.25%+1,09013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CARDIFF PARK ADVISORS, LLC7,423$1.99M0.19%+28913F-HRTimeline
Stamos Capital Partners, L.P.7,414$1.99M0.52%+2,92413F-HRTimeline
Kerrisdale Advisers, LLC7,384$1.98M0.83%-3,72213F-HRTimeline
Center for Financial Planning, Inc.7,362$1.98M0.25%+1213F-HRTimeline
BURNEY CO/7,335$1.97M0.07%-1,06513F-HRTimeline
Hudson Canyon Capital Management7,325$1.97M1.38%013F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC7,324$1.97M1.66%-7,18213F-HRTimeline
Kentucky Trust Co7,315$1.96M1.17%-9513F-HRTimeline
Orin Green Financial, LLC8,300$1.96M0.92%new13F-HRTimeline
Performance Wealth Partners, LLC7,298$1.96M0.07%-5513F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV7,296$1.96M0.28%+1,68913F-HRTimeline
Atala Financial Inc7,292$1.96M1.43%+1,46713F-HRTimeline
Nilsine Partners, LLC7,267$1.95M0.21%-19613F-HRTimeline
AAFMAA Wealth Management & Trust LLC7,260$1.95M0.88%+59713F-HRTimeline
Leelyn Smith, LLC7,246$1.94M0.35%+15113F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC7,246$1.94M0.57%013F-HRTimeline
Thrive Wealth Management, LLC7,245$1.94M0.37%-53713F-HRTimeline
Cooper Financial Group7,241$1.94M0.26%+66813F-HRTimeline
Dakota Wealth Management7,240$1.94M0.05%-48,50513F-HRTimeline
AlphaStar Capital Management, LLC7,226$1.94M0.2%+6,40213F-HRTimeline
Caption Management, LLC7,200$1.93M0.09%-3,00013F-HRTimeline
Robertson Stephens Wealth Management, L…7,193$1.93M0.07%-20513F-HRTimeline
United Asset Strategies, Inc.7,188$1.93M0.18%-16313F-HRTimeline
Koshinski Asset Management, Inc.7,182$1.93M0.16%+9213F-HRTimeline
INGALLS & SNYDER LLC7,169$1.92M0.06%-18613F-HRTimeline
AMG National Trust Bank7,164$1.92M0.05%-1,12113F-HRTimeline
Concentric Capital Strategies, LP7,144$1.92M0.19%-17,32813F-HRTimeline
GLYNN CAPITAL MANAGEMENT LLC7,143$1.92M0.5%013F-HRTimeline
Weaver Capital Management LLC7,127$1.91M0.51%-34913F-HRTimeline
Ellevest, Inc.7,120$1.91M0.13%-86213F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC7,119$1.91M0.9%+17013F-HRTimeline
Atlas Brown,Inc.7,115$1.91M0.67%+1813F-HRTimeline
Pine Valley Investments Ltd Liability Co7,114$1.91M0.12%+3213F-HRTimeline
VeraBank, N.A.7,113$1.91M0.53%-8413F-HRTimeline
Signature Wealth Management Group7,103$1.91M0.74%+26613F-HRTimeline
Nautilus Advisors LLC7,060$1.89M1.57%-7213F-HRTimeline
Capital Investment Advisors, LLC7,020$1.88M0.04%+27513F-HRTimeline
Caliber Wealth Management, LLC / KS7,011$1.88M0.26%13F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC7,009$1.88M0.02%013F-HRTimelineGroup
Supplemental Annuity Collective Trust o…7,000$1.88M0.59%-1,00013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,985$1.87M0.04%+78213F-HRTimelineGroup
Cove Private Wealth, LLC6,982$1.87M0.99%+27013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC6,981$1.87M0.71%+40113F-HRTimeline
Wolf Group Capital Advisors6,977$1.87M0.63%-54613F-HRTimeline
CERTUITY, LLC6,957$1.87M0.2%+5913F-HRTimeline
Strengthening Families & Communities, L…6,982$1.87M1.14%+20113F-HRTimeline
Beacon Bank & Trust6,957$1.87M0.45%-27813F-HRTimeline
SATURNA CAPITAL CORP6,941$1.86M0.03%+6313F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…6,927$1.86M0.47%+2,08113F-HRTimeline
Core Wealth Advisors, Inc.6,916$1.86M0.59%-1,38313F-HRTimeline
Werba Rubin Papier Wealth Management6,915$1.86M0.4%-64413F-HRTimeline
BRANDYWINE MANAGERS, LLCin group BRANDYWINE MANAGERS, LLC6,913$1.86M2.23%013F-HRTimelineGroup
Souders Financial Advisors6,913$1.86M0.26%+2,73213F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV6,868$1.84M0.14%+5813F-HRTimeline
Northstar Group, Inc.6,852$1.84M0.3%+7813F-HRTimeline
TLWM6,838$1.84M0.37%+14913F-HRTimeline
Grandview Asset Management LLC6,832$1.83M0.7%+15013F-HRTimeline
Maia Wealth LLC7,199$1.83M0.42%+48713F-HRTimeline
CHICAGO TRUST Co NA6,824$1.83M0.32%+1713F-HRTimeline
Aaron Wealth Advisors LLC6,810$1.83M0.21%+44213F-HRTimeline
Rossmore Private Capital6,809$1.83M0.22%+48913F-HRTimeline
Semmax Financial Advisors Inc.6,598$1.82M0.49%+29713F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH6,771$1.82M0.58%-1013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,726$1.8M0.1%-13,99213F-HRTimelineGroup
Main Street Research LLC6,718$1.8M0.12%-56213F-HRTimeline
Platform Technology Partners6,686$1.79M0.52%+86713F-HRTimeline
AA Financial Advisors, LLC6,675$1.79M0.44%+33513F-HRTimeline
Keel Point, LLC6,656$1.79M0.14%+71613F-HRTimeline
SYON CAPITAL LLC6,647$1.78M0.15%+1,67913F-HRTimeline
REGATTA CAPITAL GROUP, LLC6,646$1.78M0.35%+12913F-HRTimeline
DOHENY ASSET MANAGEMENT /CA6,643$1.78M1.4%-35013F-HRTimeline
1776 Wealth LLC6,640$1.78M0.82%-2613F-HRTimeline
Oak Thistle LLC6,629$1.78M0.36%new13F-HRTimeline
Raab & Moskowitz Asset Management LLC6,622$1.78M0.45%+75313F-HRTimeline
Princeton Global Asset Management LLC6,604$1.77M0.35%+25513F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC6,591$1.77M0.22%+213F-HRTimeline
Belmont Capital, LLC6,570$1.76M0.32%+1,57013F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…6,545$1.76M0.82%new13F-HRTimelineGroup
Charter Oak Capital Management, LLC6,542$1.76M0.16%-30913F-HRTimeline
WP Advisors, LLC6,538$1.75M0.58%-3113F-HRTimeline
CENTRAL BANK & TRUST CO6,535$1.75M0.29%+20713F-HRTimeline
BOWEN HANES & CO INC6,525$1.75M0.05%-107,85513F-HRTimeline
OPTIMIZE FINANCIAL INC.6,523$1.75M1.27%-46513F-HR/ATimeline
Future Fund LLC6,511$1.75M2.25%+3,29513F-HRTimeline
Glen Eagle Advisors, LLC6,505$1.75M0.29%+1,34613F-HRTimeline
Lineweaver Wealth Advisors, LLC6,494$1.75M0.3%-1,11713F-HRTimeline
DELTEC ASSET MANAGEMENT LLC6,500$1.74M0.37%013F-HRTimeline
Mainstream Capital Management LLC6,498$1.74M1.38%+8913F-HRTimeline
Legacy Financial Advisors, Inc.6,461$1.73M0.29%-9413F-HRTimeline
GTS SECURITIES LLC6,456$1.73M0.07%-99413F-HRTimeline
Park Place Capital Corp6,435$1.73M0.47%-14313F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …6,435$1.73M0.25%+58813F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC6,419$1.72M0.8%-18613F-HRTimeline
Kaizen Financial Strategies6,396$1.72M0.99%+7113F-HRTimeline
St. Johns Investment Management Company…6,394$1.72M0.85%+9013F-HRTimeline
Canopy Partners, LLC6,371$1.71M0.67%-1013F-HRTimeline
Harold Davidson & Associates Inc.6,366$1.71M0.93%-6113F-HRTimeline
Callan Family Office, LLC6,351$1.7M0.13%-13913F-HRTimeline
Wealth Preservation Advisors, LLC6,345$1.7M1.22%13F-HRTimeline
Generation Capital Management LLC6,343$1.7M1.53%+1,10513F-HRTimeline
Bard Financial Services, Inc.6,325$1.7M0.21%-61013F-HRTimeline
Sound View Wealth Advisors Group, LLC6,325$1.7M0.14%-1,01913F-HRTimeline
AlphaCore Capital LLC6,252$1.68M0.14%+2,31413F-HRTimeline
Jacobi Capital Management LLC6,241$1.67M0.12%+15913F-HRTimeline
Cornell Pochily Investment Advisors, In…6,214$1.67M0.59%+16513F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC6,211$1.67M0.31%-8213F-HRTimeline
MIdWestOne Financial Group, Inc.6,193$1.66M0.24%-65613F-HRTimeline
PFG Investments, LLC6,192$1.66M0.11%+16313F-HRTimeline
Quadcap Wealth Management, LLC6,169$1.66M0.24%-6213F-HRTimeline
Lindbrook Capital, LLC6,155$1.65M0.15%+35013F-HRTimeline
Convergence Financial, LLC6,148$1.65M0.32%+36113F-HRTimeline
ICICI Prudential Asset Management Co Ltd6,145$1.65M0.21%-28,00013F-HRTimeline
LMG Wealth Partners, LLC6,116$1.64M0.37%+25513F-HRTimeline