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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
CIGNA INVESTMENTS INC /NEWin group CIGNA INVESTMENTS INC /NEW9,206$2.51M0.43%-12413F-HRTimelineGroup
PITCAIRN COin group PITCAIRN CO9,202$2.51M0.16%-1,99113F-HR/ATimelineGroup
DRW Securities, LLC9,189$2.5M0.18%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP9,160$2.5M0.04%-1,31713F-HRTimelineGroup
HERBST GROUP, LLC9,125$2.49M1.49%+31513F-HRTimeline
Verde Capital Management9,051$2.47M0.61%+61413F-HRTimeline
Clear Harbor Asset Management, LLC9,048$2.47M0.19%+26013F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …9,015$2.46M0.48%13F-HRTimelineGroup
Rice Partnership, LLC9,006$2.46M0.43%+1,06413F-HRTimeline
Triangle Securities Wealth Management8,998$2.45M0.6%+27913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SVB WEALTH LLC8,965$2.44M0.13%-8,10713F-HRTimeline
Congress Park Capital LLC8,957$2.44M0.8%+83413F-HRTimeline
Procyon Advisors, LLC8,916$2.43M0.23%-25,81113F-HRTimeline
Cordgrass Capital Advisors, LLC8,907$2.43M0.66%+613F-HRTimeline
Applied Finance Capital Management, LLC8,902$2.43M0.17%new13F-HRTimeline
Kidder Stephen W8,876$2.42M0.73%+1,23413F-HRTimeline
Pictet North America Advisors SA8,826$2.41M0.24%-1,46113F-HRTimeline
CITIZENS & NORTHERN CORPin group CITIZENS & NORTHERN CORP8,821$2.41M0.64%-9213F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…8,778$2.39M0.11%+26813F-HRTimelineGroup
LifePlan Financial, LLC8,760$2.39M1.98%+46613F-HRTimeline
Compton Wealth Advisory Group, LLC8,720$2.38M0.6%+43113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.8,693$2.37M0.12%+36513F-HRTimelineGroup
Nelson Capital Management, LLC8,689$2.37M0.31%+19513F-HRTimeline
Raab & Moskowitz Asset Management LLC8,668$2.36M0.56%+2,04613F-HRTimeline
WEALTH ALLIANCE, LLC8,656$2.36M0.26%-19313F-HRTimeline
Mirador Capital Partners LP8,637$2.36M0.38%+4,64713F-HRTimeline
Parsonex Advisory Services, Inc.8,624$2.35M1.96%13F-HRTimeline
Comprehensive Financial Consultants Ins…8,621$2.35M0.77%+56613F-HRTimeline
Pinnacle Holdings, LLC8,615$2.35M0.85%+80313F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…8,594$2.34M0.26%+76413F-HRTimeline
Good Life Advisors, LLC8,552$2.33M0.15%-63813F-HRTimeline
DeDora Capital, Inc.8,532$2.33M0.61%+40713F-HRTimeline
L.M. KOHN & COMPANY8,531$2.33M0.63%-45813F-HRTimeline
Stonegate Investment Group, LLC8,479$2.31M0.06%+3513F-HRTimeline
Orin Green Financial, LLC8,461$2.31M0.98%+16113F-HRTimeline
HALL LAURIE J TRUSTEE8,445$2.3M0.76%new13F-HRTimeline
Wealth Alliance Advisory Group, LLC8,415$2.29M0.44%+3,16113F-HRTimeline
Graypoint LLC8,414$2.29M0.13%+14913F-HRTimeline
Kampmann Melissa S.8,414$2.29M1.72%-19513F-HRTimeline
Cove Private Wealth, LLC8,391$2.29M0.81%+1,40913F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC8,348$2.28M1.7%+50513F-HRTimeline
Columbia Bank8,312$2.27M0.69%+61513F-HRTimeline
Arete Wealth Advisors, LLC8,400$2.27M0.16%-2,90213F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC8,340$2.27M1.71%+1,01613F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC8,290$2.26M0.05%-18013F-HRTimeline
Legacy Financial Advisors, Inc.8,263$2.25M0.35%+1,80213F-HRTimeline
CTC Alternative Strategies, Ltd.8,220$2.24M1.96%new13F-HRTimeline
Heritage Trust Co8,032$2.19M0.25%+15613F-HRTimeline
PFG Investments, LLC8,029$2.19M0.13%+1,83713F-HRTimeline
Elmwood Wealth Management, Inc.8,001$2.18M0.86%-7613F-HRTimeline
POWER WEALTH MANAGEMENT LLC7,992$2.18M0.84%-15013F-HRTimeline
Future Fund LLC7,988$2.18M0.97%+1,47713F-HRTimeline
Shepherd Financial Partners LLC7,982$2.18M0.23%-41013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,963$2.17M0.05%+97813F-HRTimelineGroup
FOCUS Wealth Advisors, LLC7,959$2.17M1.13%+6913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding7,947$2.17M-62Timeline
South Dakota Investment Council7,928$2.16M0.04%013F-HRTimeline
Chicago Partners Investment Group LLC8,089$2.16M0.06%-29313F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC7,910$2.16M0.73%+92913F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,902$2.15M0.27%+2813F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC7,900$2.15M0.09%-8013F-HRTimeline
DOVER ADVISORS, LLC7,899$2.15M0.95%-49113F-HRTimeline
Leelyn Smith, LLC7,868$2.15M0.35%+62213F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…7,862$2.14M1.6%-19013F-HRTimeline
Atala Financial Inc7,845$2.14M1.48%+55313F-HRTimeline
SWP Investment Management LLC7,825$2.13M2.52%+6913F-HRTimeline
Cooper Financial Group7,804$2.13M0.25%+56313F-HRTimeline
Glen Eagle Advisors, LLC7,794$2.13M0.33%+1,28913F-HRTimeline
EPG Wealth Management LLC7,770$2.12M0.64%+12213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC7,760$2.12M0.11%-2,53213F-HRTimeline
Harfst & Associates, Inc.7,746$2.11M0.44%+3013F-HRTimeline
Point72 Asia (Singapore) Pte. Ltd.7,735$2.11M0.37%new13F-HRTimeline
Beaumont Asset Management, L.L.C.7,727$2.11M1.13%+8513F-HRTimeline
Field & Main Bank7,717$2.1M0.68%-9513F-HRTimeline
Weaver Capital Management LLC7,705$2.1M0.52%+57813F-HRTimeline
Arista Wealth Management, LLC7,696$2.1M0.29%new13F-HRTimeline
Smartleaf Asset Management LLC7,668$2.1M0.18%-1,43013F-HRTimeline
First County Bank /CT/7,682$2.09M1.13%-1,06313F-HRTimeline
Koshinski Asset Management, Inc.7,676$2.09M0.16%+49413F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding7,633$2.08M-140Timeline
Mission Creek Capital Partners, Inc.7,627$2.08M0.46%-42313F-HRTimeline
AlphaQuest LLC7,604$2.07M0.2%-64913F-HRTimeline
Wealth Management Partners, LLC7,682$2.07M0.73%+13513F-HRTimeline
JAMISON PRIVATE WEALTH MANAGEMENT, INC.7,583$2.07M0.3%-18213F-HRTimeline
IronOak Wealth LLC.7,543$2.06M2%13F-HRTimeline
PURSUE WEALTH PARTNERS LLC7,551$2.06M1.17%+413F-HRTimeline
GROUP ONE TRADING LLC7,527$2.05M0.07%-23,41813F-HRTimeline
INTRUST BANK NA7,519$2.05M0.18%-14413F-HRTimeline
WP Advisors, LLC7,495$2.04M0.56%+95713F-HRTimeline
Performance Wealth Partners, LLC7,469$2.04M0.07%+17113F-HRTimeline
AMG National Trust Bank7,437$2.03M0.05%+27313F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,424$2.02M0.17%+113F-HRTimeline
Navalign, LLC7,397$2.02M0.56%-31513F-HRTimeline
Penobscot Investment Management Company…7,392$2.02M0.17%-53813F-HRTimeline
China Universal Asset Management Co., L…7,380$2.02M0.19%-12,88913F-HRTimeline
Center for Financial Planning, Inc.7,362$2.01M0.23%013F-HRTimeline
Goelzer Investment Management, Inc.7,361$2.01M0.11%-20113F-HRTimeline
JT Stratford LLC7,346$2M0.3%+5,13113F-HRTimeline
Kentucky Trust Co7,335$2M1.15%+2013F-HRTimeline
Savvy Advisors, Inc.7,326$2M0.13%+1,49813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…7,317$2M0.42%+39013F-HRTimeline
AlphaCore Capital LLC7,287$1.99M0.08%+1,03513F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC7,295$1.99M0.42%+3,15513F-HRTimeline
Leo Wealth, LLC7,260$1.98M0.15%+6,43613F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,246$1.98M0.11%-39013F-HRTimeline
TSFG, LLC7,248$1.98M0.36%-39413F-HRTimeline
Thrive Wealth Management, LLC7,235$1.97M0.32%-1013F-HRTimeline
CHICAGO TRUST Co NA7,230$1.97M0.28%+40613F-HRTimeline
Bangor Savings Bank7,220$1.97M0.18%-48713F-HRTimeline
ARVEST INVESTMENTS, INC.7,208$1.97M0.3%-42213F-HRTimeline
Robertson Stephens Wealth Management, L…7,169$1.96M0.07%-2413F-HRTimeline
Hudson Canyon Capital Management7,169$1.95M1.22%-15613F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH7,166$1.95M0.61%+39513F-HRTimeline
Atlas Brown,Inc.7,162$1.95M0.63%+4713F-HRTimeline
Aigen Investment Management, LP7,155$1.95M0.27%-7,45513F-HRTimeline
GLYNN CAPITAL MANAGEMENT LLC7,143$1.95M0.44%013F-HRTimeline
STEVENS CAPITAL MANAGEMENT LP7,128$1.94M0.53%+5,26513F-HRTimeline
Signature Wealth Management Group7,127$1.94M0.77%+2413F-HRTimeline
Fulcrum Asset Management LLP7,124$1.94M0.55%new13F-HR/ATimeline
Platform Technology Partners7,120$1.94M0.51%+43413F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.7,110$1.94M0.07%-5,05913F-HRTimelineGroup
PFC CAPITAL GROUP, INC.7,110$1.94M0.9%-65413F-HRTimeline
Jacobi Capital Management LLC7,102$1.94M0.13%+86113F-HRTimeline
Delaney Dennis R7,102$1.94M0.99%+1,40813F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …7,092$1.93M0.27%+65713F-HRTimeline
Millington Financial Advisors, LLC7,231$1.93M0.98%+95613F-HRTimeline
Keudell/Morrison Wealth Management7,054$1.92M0.43%+1,40613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC7,009$1.91M0.02%013F-HRTimelineGroup
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…7,008$1.91M0.3%+5,80013F-HRTimeline
Supplemental Annuity Collective Trust o…7,000$1.91M0.54%013F-HRTimeline
SYON CAPITAL LLC6,999$1.91M0.13%+35213F-HRTimeline
First Pacific Financial6,951$1.9M0.28%+99913F-HRTimeline
St. Johns Investment Management Company…6,923$1.89M0.87%+52913F-HRTimeline
Aventura Private Wealth, LLC6,916$1.89M0.82%+1,54013F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC6,904$1.89M0.92%-21513F-HRTimeline
BRANDYWINE MANAGERS, LLCin group BRANDYWINE MANAGERS, LLC6,913$1.89M1.87%013F-HRTimelineGroup
TLWM6,896$1.88M0.36%+5813F-HRTimeline
CANTOR FITZGERALD, L. P.group of 2 filers holding6,879$1.88M+5,479Timeline
Nautilus Advisors LLC6,872$1.87M1.37%-18813F-HRTimeline
Beacon Bank & Trust6,836$1.86M0.43%-12113F-HRTimeline
Northstar Group, Inc.6,802$1.85M0.29%-5013F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co6,799$1.85M0.12%+2,88313F-HRTimeline
Grandview Asset Management LLC6,789$1.85M0.59%-4313F-HRTimeline
Cornell Pochily Investment Advisors, In…6,778$1.85M0.6%+56413F-HRTimeline
Pine Valley Investments Ltd Liability Co6,770$1.85M0.11%-34413F-HRTimeline
BURNS J W & CO INC/NY6,774$1.85M0.22%-1,71913F-HRTimeline
SATURNA CAPITAL CORP6,761$1.84M0.02%-18013F-HRTimeline
EVOKE WEALTH, LLC6,738$1.84M0.04%+1,11613F-HRTimeline
CERTUITY, LLC6,738$1.84M0.17%-21913F-HRTimeline
REGATTA CAPITAL GROUP, LLC6,741$1.84M0.32%+9513F-HRTimeline
Coastline Trust Co6,740$1.84M0.21%-68513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
West Branch Capital LLC6,732$1.84M0.54%+86113F-HRTimeline
Keel Point, LLC6,719$1.83M0.12%+6313F-HRTimeline
Caliber Wealth Management, LLC / KS6,698$1.83M0.2%-31313F-HRTimeline
Mirabaud & Cie SA6,695$1.83M0.58%+5,75013F-HRTimeline
Aaron Wealth Advisors LLC6,673$1.82M0.19%-13713F-HRTimeline
1776 Wealth LLC6,656$1.82M0.75%+1613F-HRTimeline
Financial Advocates Investment Manageme…6,593$1.8M0.15%-2,98613F-HRTimeline
Morangie Management LLC6,575$1.8M1.56%+1,86913F-HRTimeline
Princeton Global Asset Management LLC6,571$1.79M0.33%-3313F-HRTimeline
WOLVERINE TRADING, LLC6,550$1.79M0.05%-18,99513F-HRTimeline
Notis-McConarty Edward6,562$1.79M0.87%+2,71813F-HRTimeline
Semmax Financial Advisors Inc.7,436$1.79M0.46%+83813F-HRTimeline
Invst, LLC6,558$1.79M0.22%-2,59213F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC6,550$1.79M0.44%-2,90013F-HRTimeline
Charter Oak Capital Management, LLC6,542$1.78M0.15%013F-HRTimeline
Convergence Financial, LLC6,532$1.78M0.31%+38413F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC6,528$1.78M0.82%+15513F-HRTimeline
Rossmore Private Capital6,514$1.78M0.21%-29513F-HRTimeline
INGALLS & SNYDER LLC6,498$1.77M0.06%-67113F-HRTimeline
Nilsine Partners, LLC6,497$1.77M0.18%-77013F-HRTimeline
1ST SOURCE BANK6,480$1.77M0.1%+64113F-HRTimeline
SteelPeak Wealth, LLC6,440$1.77M0.07%-15,22213F-HRTimeline
OPTIMIZE FINANCIAL INC.6,477$1.77M1.08%-4613F-HRTimeline
R Squared Ltd6,474$1.77M0.97%+4,34413F-HRTimeline
CENTRAL BANK & TRUST CO6,466$1.76M0.29%-6913F-HRTimeline
Mainstream Capital Management LLC6,451$1.76M1.28%-4713F-HRTimeline
Lineweaver Wealth Advisors, LLC6,438$1.76M0.28%-5613F-HRTimeline
Community Bank, N.A.6,424$1.75M0.23%+65713F-HRTimeline
Strengthening Families & Communities, L…6,393$1.74M0.97%-58913F-HRTimeline
HF Advisory Group, LLC6,386$1.74M0.69%+31713F-HRTimeline
Royal Fund Management, LLC6,366$1.74M0.19%+63713F-HRTimeline
Wealth Preservation Advisors, LLC6,365$1.74M1.07%+2013F-HRTimeline
LMG Wealth Partners, LLC6,364$1.74M0.36%+24813F-HRTimeline
IMA Advisory Services, Inc.6,337$1.73M0.19%+43213F-HRTimeline
Canopy Partners, LLC6,332$1.73M0.63%-3913F-HRTimeline
Ellevest, Inc.6,309$1.72M0.27%-81113F-HRTimeline
State of Wyoming6,275$1.71M0.21%+2,61413F-HRTimeline
Arax Advisory Partners6,265$1.71M0.08%+2,64113F-HRTimeline
Kaizen Financial Strategies6,257$1.71M0.87%-13913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC6,223$1.7M0.62%+44913F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC6,228$1.7M0.45%-1,01813F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC6,224$1.7M0.76%-19513F-HRTimeline
LOM Asset Management Ltd6,215$1.7M0.57%13F-HR/ATimeline
NorthStar Asset Management LLC /NJ/6,207$1.69M0.89%+54913F-HRTimeline
Bard Financial Services, Inc.6,200$1.69M0.2%-12513F-HRTimeline
DSG Capital Advisors, LLC6,195$1.69M0.3%-2,89413F-HRTimeline
Cornerstone National Bank & Trust Co6,173$1.68M0.72%+58913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,158$1.68M0.05%+1,21013F-HRTimeline
NORDEN GROUP LLC6,156$1.68M0.18%+5913F-HRTimeline