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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

2,891 managers (2,962 13F filers) reported a position in CRM shares at 2025-12-31, 809,885,161 shares in all. 189 filers opened a position and 208 filers sold out during the quarter.

Managers
2,891
13F filers
2,962
New
189
Added
1,085
Reduced
1,235
Sold out
208
Shares held by filers
809,885,161

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Cooper Financial Group7,898$2.09M0.22%+96913F-HRTimeline
Hudson Canyon Capital Management7,855$2.08M1.22%013F-HRTimeline
Wealth Management Partners, LLC7,834$2.08M0.59%-48213F-HRTimeline
Dockside LLC7,829$2.07M0.53%13F-HRTimeline
Trek Financial, LLC7,827$2.07M0.12%+1,66913F-HRTimeline
Bryn Mawr Trust Advisors, LLC7,777$2.06M0.1%-31113F-HRTimeline
Shepherd Financial Partners LLC7,774$2.06M0.19%-15213F-HRTimeline
Center for Financial Planning, Inc.7,766$2.06M0.21%+40413F-HRTimeline
Heritage Wealth Management, Inc.7,741$2.05M0.57%+56913F-HRTimeline
MATAURO, LLC7,735$2.05M0.31%new13F-HRTimeline
GAM Holding AGin group GAM Holding AG7,728$2.05M0.13%+16513F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC7,724$2.05M0.23%-13313F-HRTimeline
UNIQUE WEALTH, LLC7,677$2.03M0.28%-2,47213F-HRTimeline
South Dakota Investment Council7,628$2.02M0.04%-50013F-HRTimeline
EVOKE WEALTH, LLC7,611$2.02M0.04%+1,38713F-HRTimeline
CHARTER RESEARCH & INVESTMENT GROUP, IN…7,600$2.01M1.34%-16213F-HRTimeline
Elmwood Wealth Management, Inc.7,589$2.01M0.64%-51713F-HRTimeline
Abacus Wealth Partners, LLC7,585$2.01M0.2%new13F-HRTimeline
Convergence Financial, LLC7,554$2M0.29%+71313F-HRTimeline
KCM INVESTMENT ADVISORS LLC7,539$2M0.06%-44313F-HRTimeline
Naviter Wealth, LLC7,527$2M0.26%-1,60313F-HRTimeline
Harfst & Associates, Inc.7,513$1.99M0.36%-34213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC7,501$1.99M0.04%-2,44013F-HRTimeline
Beaumont Asset Management, L.L.C.7,497$1.99M0.99%-15513F-HRTimeline
WESTPAC BANKING CORPin group WESTPAC BANKING CORP7,494$1.99M0.13%-7,45413F-HRTimelineGroup
LMG Wealth Partners, LLC7,485$1.98M0.37%+41213F-HRTimeline
STONERIDGE INVESTMENT PARTNERS LLC7,450$1.97M1.37%-1,81913F-HRTimeline
CSM Advisors, LLC7,441$1.97M0.05%-7,23213F-HRTimeline
CARDIFF PARK ADVISORS, LLC7,434$1.97M0.16%-813F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC7,432$1.97M0.59%-27213F-HRTimeline
Procyon Advisors, LLC7,408$1.96M0.1%-49313F-HRTimeline
Atlas Brown,Inc.7,395$1.96M0.58%-1113F-HRTimeline
Kentucky Trust Co7,385$1.96M1.04%+1513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,358$1.95M0.08%-1,58313F-HRTimelineGroup
Chicago Partners Investment Group LLC8,559$1.95M0.05%+16913F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…7,342$1.94M0.27%+6,98213F-HRTimeline
Koshinski Asset Management, Inc.7,318$1.94M0.12%-23513F-HRTimeline
HF Advisory Group, LLC7,301$1.93M0.67%-47313F-HR/ATimeline
DeDora Capital, Inc.7,286$1.93M0.46%-1,07013F-HRTimeline
Karras Company, Inc.7,256$1.92M1.87%13F-HRTimeline
Nilsine Partners, LLC7,192$1.91M0.17%+1,06813F-HRTimeline
Bangor Savings Bank7,138$1.89M0.15%-34513F-HRTimeline
GraniteShares Advisors LLC7,138$1.89M1.15%+78313F-HR/ATimeline
Signature Wealth Management Group7,122$1.89M0.77%+6713F-HRTimeline
Qtron Investments LLC7,120$1.89M0.25%-3,77413F-HRTimeline
Field & Main Bank7,117$1.89M0.54%+9513F-HRTimeline
SteelPeak Wealth, LLC7,096$1.88M0.06%-4513F-HRTimeline
Wealth Enhancement Trust Services, Inc.7,082$1.88M0.24%13F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC7,068$1.87M0.63%+43413F-HRTimeline
Tulsa Wealth Advisors, INC7,061$1.87M0.62%13F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC7,036$1.86M0.84%+81913F-HRTimeline
Ceeto Capital Group, LLC7,025$1.86M0.54%-2,40013F-HRTimeline
Robertson Stephens Wealth Management, L…7,012$1.86M0.05%-29113F-HRTimeline
Strengthening Families & Communities, L…7,016$1.86M0.66%+20913F-HRTimeline
PKO Investment Management Joint-Stock Co7,000$1.85M0.15%-7,00013F-HRTimeline
Cornell Pochily Investment Advisors, In…6,964$1.84M0.53%+8213F-HRTimeline
Rare Wolf Capital LLC6,947$1.84M1.15%13F-HRTimeline
TSFG, LLC6,934$1.84M0.27%-27613F-HRTimeline
DV Trading LLC6,934$1.84M0.16%13F-HRTimeline
Northstar Group, Inc.6,924$1.83M0.25%+14213F-HRTimeline
Urban Wealth Management, LLC6,918$1.83M1.7%13F-HRTimeline
BRANDYWINE MANAGERS, LLCin group BRANDYWINE MANAGERS, LLC6,913$1.83M0.91%013F-HRTimelineGroup
INTRUST BANK NA6,908$1.83M0.15%-5513F-HRTimeline
West Branch Capital LLC6,890$1.83M0.47%-64513F-HRTimeline
REGATTA CAPITAL GROUP, LLC6,883$1.82M0.28%+14213F-HRTimeline
Lineweaver Wealth Advisors, LLC6,879$1.82M0.25%+55513F-HRTimeline
Thrive Wealth Management, LLC6,861$1.82M0.27%+11813F-HRTimeline
VELA Investment Management, LLC6,843$1.81M0.49%+24613F-HR/ATimeline
ARBOR TRUST WEALTH ADVISORS, LLC6,831$1.81M0.79%-8413F-HRTimeline
Soltis Investment Advisors LLC6,812$1.8M0.12%+1,88813F-HR/ATimeline
Choate Investment Advisors6,767$1.79M0.04%+26313F-HRTimeline
Fulcrum Asset Management LLP6,731$1.79M0.5%-20013F-HR/ATimeline
DOVER ADVISORS, LLC6,716$1.78M0.69%-64013F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV6,707$1.78M0.14%+48013F-HRTimeline
Cordgrass Capital Advisors, LLC6,705$1.78M0.43%-51113F-HRTimeline
Nautilus Advisors LLC6,689$1.77M1.16%-18413F-HRTimeline
LIGHTHOUSE FINANCIAL SERVICES INC /ADV6,677$1.77M0.41%13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC6,665$1.77M0.14%+1,19413F-HRTimeline
LANARK FINANCIAL, INC.6,651$1.76M0.13%+15713F-HRTimeline
Raab & Moskowitz Asset Management LLC6,642$1.76M0.38%-29313F-HRTimeline
OKABENA INVESTMENT SERVICES INC6,609$1.75M0.33%-18213F-HRTimeline
Generali Investments, Management Co LLC6,608$1.75M0.35%+2,09413F-HRTimeline
Jaffetilchin Investment Partners, LLC6,592$1.75M0.1%+51513F-HRTimeline
Unique Wealth Strategies, LLC6,591$1.75M0.69%-63313F-HRTimeline
Charter Oak Capital Management, LLC6,570$1.74M0.13%+2413F-HRTimeline
1776 Wealth LLC6,567$1.74M0.65%-4313F-HRTimeline
Keel Point, LLC6,560$1.74M0.1%+20813F-HRTimeline
Pekao Towarzystwo Funduszy Inwestycyjny…6,560$1.74M1.42%13F-HRTimeline
PCM Encore, LLC6,560$1.74M0.37%13F-HRTimeline
Keudell/Morrison Wealth Management6,555$1.74M0.36%13F-HRTimeline
Turtle Creek Wealth Advisors, LLC6,545$1.73M0.14%+2,26313F-HRTimeline
Grant Private Wealth Management Inc6,538$1.73M1.05%+38713F-HRTimeline
CERTUITY, LLC6,517$1.73M0.11%-16613F-HRTimeline
Ahara Advisors LLC6,516$1.73M1.57%13F-HRTimeline
Summit Global Investmentsin group Summit Global Investments6,503$1.72M0.1%+3,05013F-HRTimelineGroup
IQ EQ FUND MANAGEMENT (IRELAND) Ltd6,485$1.72M0.12%-55813F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG6,467$1.71M0.03%-2,05713F-HRTimelineGroup
FNY Investment Advisers, LLC6,460$1.71M0.49%+4,96013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …6,456$1.71M0.02%-9,83213F-HRTimelineGroup
PRIVATE TRUST CO NA6,450$1.71M0.15%-79313F-HRTimeline
Gen-Wealth Partners Inc6,443$1.71M0.55%+34213F-HRTimeline
Navalign, LLC6,438$1.71M0.42%+30213F-HRTimeline
Wellspring Financial Advisors, LLC6,381$1.69M0.13%new13F-HRTimeline
Main Street Research LLC6,364$1.69M0.1%+3,84613F-HRTimeline
GFI Investment Counsel Ltd.6,360$1.68M0.18%-16,96113F-HR/ATimeline
BIP Wealth, LLC6,356$1.68M0.06%+3,70813F-HRTimeline
Larson Financial Group LLC6,345$1.68M0.06%-45613F-HRTimeline
Canopy Partners, LLC6,343$1.68M0.55%+1613F-HRTimeline
Jefferson Bridge Capital, LLC6,314$1.67M1.68%13F-HRTimeline
Cornerstone National Bank & Trust Co6,312$1.67M0.67%+10013F-HRTimeline
AA Financial Advisors, LLC6,290$1.67M0.31%+8313F-HRTimeline
Ellevest, Inc.6,254$1.66M0.23%-6313F-HRTimeline
Avantax Planning Partners, Inc.6,239$1.65M0.05%+18813F-HRTimeline
AUGUSTINE ASSET MANAGEMENT INC6,228$1.65M0.33%-2113F-HRTimeline
Ballast, Inc.6,227$1.65M0.39%+47613F-HRTimeline
Annis Gardner Whiting Capital Advisors,…6,216$1.65M0.31%+41213F-HRTimeline
MIdWestOne Financial Group, Inc.6,198$1.64M0.18%+1,17513F-HRTimeline
WRIGHT INVESTORS SERVICE INC6,186$1.64M0.49%+4713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CASTLE WEALTH MANAGEMENT LLC6,159$1.63M0.54%-35613F-HRTimeline
First Pacific Financial6,150$1.63M0.21%-9413F-HRTimeline
OneAscent Financial Services LLCgroup of 4 filers holding6,147$1.63M+1,581Timeline
FORTRESS PRIVATE LEDGER, LLC6,145$1.63M0.54%-45013F-HRTimeline
Keating Financial Advisory Services, In…6,140$1.63M0.22%13F-HRTimeline
Triton Financial Group Inc6,138$1.63M1.08%+49313F-HRTimeline
TRED AVON FAMILY WEALTH, LLC6,134$1.62M0.53%+90213F-HRTimeline
St. Johns Investment Management Company…6,118$1.62M0.68%-29713F-HRTimeline
QVR LLC6,109$1.62M1.13%new13F-HRTimeline
IMA Advisory Services, Inc.6,095$1.62M0.16%-17013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC6,091$1.61M0.22%-7,26413F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC22,702$1.61M0.12%-92913F-HRTimeline
PARADIGM ASSET MANAGEMENT CO LLC6,050$1.6M0.37%-50013F-HRTimeline
Mainstream Capital Management LLC6,042$1.6M1.05%-26913F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group6,039$1.6M0.18%-3013F-HRTimelineGroup
TRUE Private Wealth Advisors6,027$1.6M0.16%+1913F-HRTimeline
SANDLER CAPITAL MANAGEMENT6,000$1.59M0.72%new13F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,991$1.59M0.18%+48513F-HRTimeline
W1M Asset Management Ltd5,990$1.59M0.02%new13F-HRTimeline
OpenArc Corporate Advisory, LLC5,976$1.58M0.03%13F-HRTimeline
Sound View Wealth Advisors Group, LLC5,976$1.58M0.11%+8713F-HRTimeline
PINCUS CAPITAL MANAGEMENT, LP5,964$1.58M1.05%13F-HRTimeline
GRANITE ISLANDS PRIVATE WEALTH, LLC6,005$1.58M1.45%13F-HRTimeline
RFG Holdings, Inc.5,935$1.57M0.39%+36213F-HRTimeline
1ST SOURCE BANK5,929$1.57M0.08%-31213F-HRTimeline
Asset Dedication, LLC5,926$1.57M0.1%+42113F-HRTimeline
NorthStar Asset Management LLC /NJ/5,915$1.57M0.7%-37413F-HRTimeline
Grove Bank & Trust5,893$1.56M0.18%+2,27513F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC5,880$1.56M0.26%-22713F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC5,878$1.56M0.04%-34713F-HRTimeline
Legacy Private Trust Co.5,863$1.55M0.09%+1,12213F-HRTimeline
Motiv8 Investments LLC5,860$1.55M0.85%-10613F-HRTimeline
Bowman & Co S.C.5,839$1.55M0.65%+1713F-HRTimeline
Argent Advisors, Inc.5,839$1.55M0.43%-8413F-HRTimeline
Trivant Custom Portfolio Group, LLC5,783$1.53M0.88%+413F-HRTimeline
Runnymede Capital Advisors, Inc.5,783$1.53M0.88%+3,75313F-HRTimeline
Chemistry Wealth Management LLC5,782$1.53M0.29%+10013F-HRTimeline
Frec Markets, Inc.in group Frec Markets, Inc.5,780$1.53M0.45%13F-HRTimelineGroup
ANB BANK5,755$1.52M0.6%+5913F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV5,751$1.52M0.87%+9613F-HRTimeline
SAPIENT CAPITAL LLC5,711$1.52M0.02%+1,25613F-HRTimeline
Parcion Private Wealth LLC5,736$1.52M0.09%+15213F-HRTimeline
Trust Co5,732$1.52M0.14%+40713F-HRTimeline
CNB Bank5,725$1.52M0.62%+22113F-HRTimeline
LITTLEJOHN FINANCIAL SERVICES, INC.5,723$1.52M1.12%-14713F-HRTimeline
Embree Financial Group5,715$1.51M0.19%+32613F-HRTimeline
Visionary Wealth Advisors5,712$1.51M0.07%+32913F-HRTimeline
Fiduciary Group, LLC5,710$1.51M0.13%-17513F-HRTimeline
Ayrshire Capital Management LLC5,699$1.51M0.69%+16913F-HRTimeline
SATURNA CAPITAL CORP5,686$1.51M0.02%-70013F-HRTimeline
Kampmann Melissa S.6,794$1.51M1.11%-1,07513F-HRTimeline
GUERRA PAN ADVISORS, LLC5,679$1.5M0.89%-9913F-HRTimeline
Quintet Private Bank (Europe) S.A.5,672$1.5M0.09%-6,85213F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC5,671$1.5M0.02%+2,67513F-HRTimelineGroup
Integrated Quantitative Investments LLC5,670$1.5M0.32%+1,40013F-HRTimeline
SAX WEALTH ADVISORS, LLC5,660$1.5M0.07%+53513F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…5,659$1.5M0.05%+35313F-HRTimeline
Adelphi Trust Co5,657$1.5M1.22%13F-HRTimeline
Paragon Private Wealth Management, LLC5,641$1.49M0.46%-88913F-HRTimeline
Leo Wealth, LLC5,638$1.49M0.11%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC5,631$1.49M0.11%+46213F-HR/ATimeline
Elevated Private Wealth, LLC5,631$1.49M1.55%13F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC5,628$1.49M0.37%+1,19713F-HRTimeline
Perennial Investment Advisors, LLC5,622$1.49M0.12%-9413F-HRTimeline
Pine Valley Investments Ltd Liability Co5,606$1.49M0.07%-18413F-HRTimeline
FORBES J M & CO LLP5,608$1.49M0.12%-32,16213F-HRTimeline
CHILDRESS CAPITAL ADVISORS, LLC5,599$1.48M0.24%+2,00113F-HRTimeline
Stablepoint Partners, LLC5,593$1.48M0.23%-213F-HRTimeline
SEAVIEW INVESTMENT MANAGERS LLC5,591$1.48M0.56%-26,69813F-HRTimeline
INGALLS & SNYDER LLC5,591$1.48M0.05%-14513F-HRTimeline
Scott & Selber, Inc.5,564$1.47M0.37%-19913F-HRTimeline
Lewis Asset Management, LLC5,546$1.47M0.6%-32613F-HRTimeline
JT Stratford LLC5,542$1.47M0.19%-1,32413F-HRTimeline
WEALTH ALLIANCE, LLC5,540$1.47M0.14%-74913F-HRTimeline
Ausdal Financial Partners, Inc.5,540$1.47M0.07%-64013F-HRTimeline
PeakShares LLC5,536$1.47M1.43%13F-HRTimeline
Coastwise Capital Group, LLC5,533$1.47M0.73%+10713F-HRTimeline
Arista Wealth Management, LLC5,522$1.46M0.18%-2,19213F-HRTimeline
Texas Bank & Trust Co5,519$1.46M0.53%+1,06213F-HRTimeline
Towne Trust Company, N.A5,507$1.46M0.45%+33513F-HRTimeline
Park Place Capital Corp5,502$1.46M0.3%-53713F-HRTimeline
MONARCH CAPITAL MANAGEMENT INC5,491$1.46M0.36%+3,73213F-HRTimeline