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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

2,750 managers (2,816 13F filers) reported a position in CRM shares at 2025-09-30, 758,326,077 shares in all. 167 filers opened a position and 296 filers sold out during the quarter.

Managers
2,750
13F filers
2,816
New
167
Added
1,161
Reduced
1,218
Sold out
296
Shares held by filers
758,326,077

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
AlphaCore Capital LLC8,585$2.04M0.07%+1,29813F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG8,524$2.03M0.03%-28,65413F-HRTimelineGroup
Pinnacle Holdings, LLC8,567$2.03M0.71%-4813F-HRTimeline
Dana Investment Advisors, Inc.8,565$2.03M0.06%-7,20413F-HRTimeline
POWER WEALTH MANAGEMENT LLC8,544$2.02M0.74%+55213F-HRTimeline
Triangle Securities Wealth Management8,501$2.01M0.46%-49713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Orin Green Financial, LLC8,461$2.01M0.8%013F-HRTimeline
SYON CAPITAL LLC8,440$2M0.11%+1,44113F-HRTimeline
Cove Private Wealth, LLC8,416$1.99M0.63%+2513F-HRTimeline
Krane Funds Advisors LLC8,197$1.99M0.06%+5,17213F-HRTimeline
Columbia Bank8,423$1.99M0.56%+11113F-HRTimeline
Weaver Capital Management LLC8,385$1.99M0.43%+68013F-HRTimeline
STEINBERG ASSET MANAGEMENT LLC8,348$1.98M1.42%013F-HRTimeline
DeDora Capital, Inc.8,356$1.98M0.48%-17613F-HRTimeline
Blackhawk Capital Partners, LLC8,343$1.98M0.77%+6,33913F-HRTimeline
Wealth Management Partners, LLC8,316$1.97M0.63%+63413F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC8,290$1.96M0.04%013F-HRTimeline
Agate Pass Investment Management, LLC8,208$1.95M0.74%-2,81413F-HRTimeline
Union Bancaire Privee, UBP SA7,573$1.94M0.03%-167,48113F-HRTimeline
Sowell Financial Services LLC8,185$1.94M0.07%-1,40013F-HRTimeline
Venturi Wealth Management, LLC8,183$1.94M0.09%-1,56013F-HRTimeline
South Dakota Investment Council8,128$1.93M0.04%+20013F-HRTimeline
Elmwood Wealth Management, Inc.8,106$1.92M0.68%+10513F-HRTimeline
Heritage Trust Co8,091$1.92M0.2%+5913F-HRTimeline
RMR Wealth Builders8,089$1.92M0.16%-1,42113F-HRTimeline
Bryn Mawr Trust Advisors, LLC8,088$1.92M0.1%+84213F-HRTimeline
LITTLE HOUSE CAPITAL LLC8,078$1.91M0.44%-1,40813F-HRTimeline
Aaron Wealth Advisors LLC8,047$1.91M0.12%+1,37413F-HRTimeline
Wealthspire Advisors, LLC7,987$1.89M0.01%-1,54513F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,982$1.89M0.06%-5,58813F-HRTimeline
Caliber Wealth Management, LLC / KS7,970$1.89M0.21%+1,27213F-HRTimeline
SageView Advisory Group, LLC7,967$1.89M0.07%-2,08313F-HRTimeline
AMG National Trust Bank7,967$1.89M0.05%+53013F-HRTimeline
WP Advisors, LLC7,929$1.88M0.48%+43413F-HRTimeline
Shepherd Financial Partners LLC7,926$1.88M0.18%-5613F-HRTimeline
First County Bank /CT/7,916$1.88M0.96%+23413F-HRTimeline
Procyon Advisors, LLC7,901$1.87M0.11%-1,01513F-HRTimeline
Kampmann Melissa S.7,869$1.86M1.36%-54513F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC7,857$1.86M0.22%-4513F-HRTimeline
Harfst & Associates, Inc.7,855$1.86M0.34%+10913F-HRTimeline
Savvy Advisors, Inc.7,836$1.86M0.09%+51013F-HRTimeline
iA Global Asset Management Inc.7,806$1.85M0.03%-38,54413F-HRTimeline
HF Advisory Group, LLC7,774$1.84M0.68%+1,38813F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…7,762$1.84M1.27%-10013F-HRTimeline
Arista Wealth Management, LLC7,714$1.83M0.23%+1813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC7,704$1.83M0.57%-20613F-HRTimeline
Applied Finance Capital Management, LLC7,704$1.83M0.13%-1,19813F-HRTimeline
Sovran Advisors, LLC7,103$1.82M0.16%+2,11613F-HRTimeline
Econ Financial Services Corp7,670$1.82M0.91%+2,43113F-HRTimeline
Beaumont Asset Management, L.L.C.7,652$1.81M0.91%-7513F-HRTimeline
GAM Holding AGin group GAM Holding AG7,563$1.79M0.11%+1,94213F-HRTimelineGroup
Koshinski Asset Management, Inc.7,553$1.79M0.12%-12313F-HRTimeline
West Branch Capital LLC7,535$1.79M0.47%+80313F-HRTimeline
Bangor Savings Bank7,483$1.77M0.15%+26313F-HRTimeline
Stonegate Investment Group, LLC7,469$1.77M0.04%-1,01013F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,442$1.76M0.14%+1813F-HRTimeline
FULTON BREAKEFIELD BROENNIMAN LLC7,407$1.76M0.11%-48,85113F-HRTimeline
Atlas Brown,Inc.7,406$1.76M0.52%+24413F-HRTimeline
VCI Wealth Management LLC7,390$1.75M0.53%+2,22813F-HRTimeline
Teamwork Financial Advisors, LLC7,378$1.75M0.19%+2,57713F-HRTimeline
GREAT LAKES ADVISORS, LLC7,374$1.75M0.01%-33,98113F-HRTimeline
Kentucky Trust Co7,370$1.75M0.95%+3513F-HRTimeline
DOVER ADVISORS, LLC7,356$1.75M0.7%-54313F-HRTimeline
ARVEST INVESTMENTS, INC.7,364$1.75M0.25%+15613F-HRTimeline
Center for Financial Planning, Inc.7,362$1.74M0.19%013F-HRTimeline
Robertson Stephens Wealth Management, L…7,303$1.73M0.05%+13413F-HRTimeline
PRIVATE TRUST CO NA7,243$1.72M0.15%-2,20213F-HRTimeline
Unique Wealth Strategies, LLC7,224$1.71M0.67%+2,31113F-HRTimeline
Cordgrass Capital Advisors, LLC7,216$1.71M0.42%-1,69113F-HRTimeline
TSFG, LLC7,210$1.71M0.27%-3813F-HRTimeline
Great Lakes Retirement, Inc.7,180$1.7M0.19%-3,61613F-HRTimeline
Heritage Wealth Management, Inc.7,172$1.7M0.5%+4,53713F-HRTimeline
SteelPeak Wealth, LLC7,141$1.7M0.06%+70113F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC7,097$1.68M0.26%new13F-HRTimeline
LMG Wealth Partners, LLC7,073$1.68M0.31%+70913F-HRTimeline
Exit Wealth Advisors, LLC.7,069$1.68M1.12%13F-HRTimeline
Signature Wealth Management Group7,055$1.67M0.65%-7213F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd7,043$1.67M0.11%+4,03713F-HRTimeline
Field & Main Bank7,022$1.66M0.49%-69513F-HRTimeline
Delaney Dennis R7,005$1.66M0.83%-9713F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC23,631$1.66M0.14%-2,69513F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC6,973$1.65M0.02%-3613F-HRTimelineGroup
INTRUST BANK NA6,963$1.65M0.14%-55613F-HRTimeline
Raab & Moskowitz Asset Management LLC6,935$1.64M0.37%-1,73313F-HRTimeline
Fulcrum Asset Management LLP6,931$1.64M0.46%-19313F-HR/ATimeline
Cooper Financial Group6,929$1.64M0.18%-87513F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC6,915$1.64M0.74%+1113F-HRTimeline
Banco BTG Pactual S.A.6,917$1.64M0.24%+5,49413F-HRTimeline
BRANDYWINE MANAGERS, LLCin group BRANDYWINE MANAGERS, LLC6,913$1.64M1.57%013F-HRTimelineGroup
Cornell Pochily Investment Advisors, In…6,882$1.63M0.49%+10413F-HRTimeline
Strengthening Families & Communities, L…6,807$1.63M0.36%+41413F-HRTimeline
Nautilus Advisors LLC6,873$1.63M1.1%+113F-HRTimeline
JT Stratford LLC6,866$1.63M0.22%-48013F-HRTimeline
Convergence Financial, LLC6,841$1.62M0.24%+30913F-HRTimeline
GFS Advisors, LLC6,818$1.62M0.21%+5,57413F-HRTimeline
Larson Financial Group LLC6,801$1.61M0.06%+2,56113F-HRTimeline
OKABENA INVESTMENT SERVICES INC6,791$1.61M0.31%+1,71813F-HRTimeline
Northstar Group, Inc.6,782$1.61M0.23%-2013F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…6,780$1.61M0.59%+5,55213F-HRTimelineGroup
Thrive Wealth Management, LLC6,743$1.6M0.24%-49213F-HRTimeline
REGATTA CAPITAL GROUP, LLC6,741$1.6M0.25%013F-HRTimeline
CERTUITY, LLC6,683$1.58M0.11%-5513F-HRTimeline
Goelzer Investment Management, Inc.6,679$1.58M0.08%-68213F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC6,634$1.57M0.53%-5,24213F-HRTimeline
Morangie Management LLC6,621$1.57M1.36%+4613F-HRTimeline
1776 Wealth LLC6,610$1.57M0.6%-4613F-HRTimeline
VELA Investment Management, LLC6,597$1.56M0.45%+1,90513F-HRTimeline
FORTRESS PRIVATE LEDGER, LLC6,595$1.56M0.57%+5,46313F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC6,550$1.55M0.36%013F-HRTimeline
Charter Oak Capital Management, LLC6,546$1.55M0.12%+413F-HRTimeline
Portside Wealth Group, LLC6,542$1.55M0.22%+96813F-HRTimeline
Coastline Trust Co6,531$1.55M0.17%-20913F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Paragon Private Wealth Management, LLC6,530$1.55M0.51%+91013F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC6,515$1.55M0.52%+29213F-HRTimeline
Rossmore Private Capital6,514$1.54M0.17%013F-HRTimeline
Choate Investment Advisors6,504$1.54M0.03%+79713F-HRTimeline
LANARK FINANCIAL, INC.6,494$1.54M0.12%-4,62413F-HRTimeline
Penobscot Investment Management Company…6,472$1.53M0.12%-92013F-HRTimeline
SVB WEALTH LLC6,463$1.53M0.08%-2,50213F-HRTimeline
SWP Investment Management LLC6,459$1.53M1.5%-1,36613F-HRTimeline
St. Johns Investment Management Company…6,415$1.52M0.65%-50813F-HRTimeline
Dempze Nancy E6,395$1.52M0.83%+88813F-HRTimeline
SATURNA CAPITAL CORP6,386$1.51M0.02%-37513F-HRTimeline
Beacon Bank & Trust6,385$1.51M0.33%-45113F-HRTimeline
GraniteShares Advisors LLC6,355$1.51M0.87%+36213F-HRTimeline
Keel Point, LLC6,352$1.51M0.09%-36713F-HRTimeline
CHICKASAW CAPITAL MANAGEMENT LLC6,330$1.5M0.06%-1,57013F-HRTimeline
Canopy Partners, LLC6,327$1.5M0.5%-513F-HRTimeline
Lineweaver Wealth Advisors, LLC6,324$1.5M0.22%-11413F-HRTimeline
Ellevest, Inc.6,317$1.5M0.21%+813F-HRTimeline
Mainstream Capital Management LLC6,311$1.5M0.99%-14013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC6,301$1.49M0.03%-1,66213F-HRTimelineGroup
PURSUE WEALTH PARTNERS LLC6,292$1.49M0.82%-1,25913F-HRTimeline
NorthStar Asset Management LLC /NJ/6,289$1.49M0.71%+8213F-HRTimeline
WEALTH ALLIANCE, LLC6,289$1.49M0.15%-2,36713F-HRTimeline
IMA Advisory Services, Inc.6,265$1.49M0.15%-7213F-HRTimeline
HIGHLAND CAPITAL MANAGEMENT, LLC6,256$1.48M0.07%-1,50413F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC6,249$1.48M0.3%+2113F-HRTimeline
First Pacific Financial6,244$1.48M0.21%-70713F-HRTimeline
1ST SOURCE BANK6,241$1.48M0.08%-23913F-HRTimeline
EVOKE WEALTH, LLC6,224$1.48M0.03%-51413F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV6,227$1.48M0.15%-5,30713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC6,225$1.48M0.04%+6713F-HRTimeline
Grandview Asset Management LLC6,219$1.47M0.41%-57013F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC6,217$1.47M0.6%-713F-HRTimeline
Cornerstone National Bank & Trust Co6,212$1.47M0.6%+3913F-HRTimeline
Elefante Mark B6,210$1.47M0.94%+1,80113F-HRTimeline
AA Financial Advisors, LLC6,207$1.47M0.29%+62513F-HRTimeline
Bard Financial Services, Inc.6,200$1.47M0.16%013F-HRTimeline
BURNS J W & CO INC/NY6,184$1.47M0.17%-59013F-HRTimeline
Ausdal Financial Partners, Inc.6,180$1.46M0.07%+2,05913F-HRTimeline
Mirabaud & Cie SA6,165$1.46M0.46%-53013F-HRTimeline
Trek Financial, LLC6,158$1.46M0.09%+1,38813F-HRTimeline
Grant Private Wealth Management Inc6,151$1.46M0.9%new13F-HRTimeline
WRIGHT INVESTORS SERVICE INC6,139$1.45M0.42%+1,84813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Navalign, LLC6,136$1.45M0.38%-1,26113F-HRTimeline
Nilsine Partners, LLC6,124$1.45M0.13%-37313F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC6,107$1.45M0.25%-1,18813F-HRTimeline
Gen-Wealth Partners Inc6,101$1.45M0.49%+1,57613F-HRTimeline
Supplemental Annuity Collective Trust o…6,100$1.45M0.38%-90013F-HRTimeline
DELTA FINANCIAL ADVISORS LLC6,091$1.44M0.41%-113F-HRTimeline
Jaffetilchin Investment Partners, LLC6,077$1.44M0.09%+26813F-HRTimeline
Invst, LLC6,071$1.44M0.16%-48713F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group6,069$1.44M0.17%+3013F-HRTimelineGroup
SPHERA FUNDS MANAGEMENT LTD.group of 2 filers holding6,060$1.44M-6,800Timeline
Avantax Planning Partners, Inc.6,051$1.43M0.04%+1,28013F-HRTimeline
Richard Bernstein Advisors LLC6,045$1.43M0.04%-7,15713F-HRTimeline
Park Place Capital Corp6,039$1.43M0.3%-6513F-HRTimeline
FLC Capital Advisors6,009$1.42M0.28%+28613F-HRTimeline
TRUE Private Wealth Advisors6,008$1.42M0.15%-2213F-HRTimeline
ARDSLEY ADVISORY PARTNERS LP6,000$1.42M0.22%new13F-HRTimeline
Arrowroot Family Office, LLC5,996$1.42M0.57%+44113F-HRTimeline
Motiv8 Investments LLC5,966$1.41M0.75%+2,03813F-HRTimeline
111 Capital5,959$1.41M0.27%-13,82213F-HRTimeline
Ramirez Asset Management, Inc.5,949$1.41M0.2%+22513F-HRTimeline
Argent Advisors, Inc.5,923$1.4M0.41%+49713F-HRTimeline
Sound View Wealth Advisors Group, LLC5,889$1.4M0.1%+1313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC5,879$1.4M0.1%+2,81413F-HRTimeline
Gilbert & Cook, Inc.5,886$1.39M0.18%+3913F-HRTimeline
Fiduciary Group, LLC5,885$1.39M0.12%-2613F-HRTimeline
Lewis Asset Management, LLC5,872$1.39M0.57%-12413F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.5,870$1.39M1.01%-11313F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC5,860$1.39M0.11%new13F-HRTimeline
Bowman & Co S.C.5,822$1.38M0.58%-11313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …5,696$1.38M0.01%+3,40013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…5,804$1.38M0.28%+3,28613F-HRTimeline
Heartland Bank & Trust Co5,807$1.38M0.57%-913F-HRTimeline
Pine Valley Investments Ltd Liability Co5,790$1.37M0.07%-98013F-HRTimeline
Trivant Custom Portfolio Group, LLC5,779$1.37M0.7%-813F-HRTimeline
GUERRA PAN ADVISORS, LLC5,778$1.37M0.83%-7113F-HRTimeline
Scott & Selber, Inc.5,763$1.37M0.35%-8713F-HR/ATimeline
Bell Bank5,763$1.37M0.06%+12613F-HRTimeline
Ballast, Inc.5,751$1.36M0.33%+1313F-HRTimeline
INGALLS & SNYDER LLC5,736$1.36M0.04%-76213F-HRTimeline
Perennial Investment Advisors, LLC5,716$1.35M0.11%-41113F-HRTimeline
ANB BANK5,696$1.35M0.55%+84713F-HRTimeline
DSG Capital Advisors, LLC5,683$1.35M0.21%-51213F-HRTimeline
Chemistry Wealth Management LLC5,682$1.35M0.26%+85113F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV5,655$1.34M0.81%+9213F-HRTimeline
Triton Financial Group Inc5,645$1.34M0.9%+7013F-HRTimeline