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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

2,432 managers (2,493 13F filers) reported a position in CRM shares at 2026-06-30, 700,286,526 shares in all. 152 filers opened a position and 345 filers sold out during the quarter.

Managers
2,432
13F filers
2,493
New
152
Added
826
Reduced
1,295
Sold out
345
Shares held by filers
700,286,526

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 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Willow Creek Capital Management, Inc.4,343$680K0.66%13F-HRTimeline
ProVise Management Group, LLC4,342$680K0.05%-1,23913F-HRTimeline
Confluence Wealth Services, Inc.4,337$679K0.02%-1,46813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…4,332$679K0.09%-66313F-HRTimeline
Probity Advisors, Inc.4,331$679K0.1%+11313F-HRTimeline
Heritage Trust Co4,325$678K0.06%-52013F-HRTimeline
CIDEL ASSET MANAGEMENT INC4,318$676K0.03%+83113F-HRTimeline
Hikari Tsushin, Inc.4,298$673K0.04%+713F-HRTimeline
SVB WEALTH LLC4,295$673K0.04%-6013F-HRTimeline
ELEMENT POINTE ADVISORS, LLC4,287$672K0.11%new13F-HRTimeline
WJ Financial Advisors LLC4,275$670K0.49%-1213F-HRTimeline
TRED AVON FAMILY WEALTH, LLC4,256$667K0.2%-15713F-HRTimeline
Kampmann Melissa S.4,240$664K0.5%-2,37413F-HRTimeline
Cape Investment Advisory, Inc.4,196$657K0.18%-41213F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.4,190$656K0.01%+3,52213F-HRTimelineGroup
Quotient Wealth Partners, LLC4,190$656K0.02%-46813F-HRTimeline
PW Nova Financial Services LLC4,174$654K0.14%-2513F-HRTimeline
Ausdal Financial Partners, Inc.4,170$653K0.03%-99913F-HRTimeline
MONECO ADVISORS, LLC4,164$652K0.04%-1513F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV3,705$651K0.64%-38913F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC4,153$651K0.16%+1,96213F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,152$651K0.05%-5113F-HRTimeline
Bond & Devick Financial Network, Inc.4,113$644K0.16%-72413F-HRTimeline
Sagewood Asset Management LP4,100$642K0.15%+2,93313F-HRTimeline
ECOFI INVESTISSEMENTS SA4,100$642K2.3%+40013F-HRTimeline
Arista Wealth Management, LLC4,096$642K0.07%-84713F-HRTimeline
CRUX WEALTH ADVISORS4,090$641K0.22%-9613F-HRTimeline
Brucke Financial, Inc.4,064$637K0.28%-4713F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,047$634K0.01%+1213F-HRTimeline
Dynamic Technology Lab Private Ltd4,044$634K0.14%new13F-HRTimeline
Empirical Financial Services, LLC d.b.a…4,043$633K0.01%-1,13313F-HRTimeline
CENTRAL BANK & TRUST CO4,042$633K0.09%+1013F-HRTimeline
Ark Wealth Advisors LLC4,040$633K0.56%+1,98413F-HRTimeline
Arrowroot Family Office, LLC4,037$632K0.18%-38113F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC4,022$630K0.16%-64613F-HRTimeline
Sargent Investment Group, LLC4,008$628K0.08%+3513F-HRTimeline
Sierra Capital LLC3,998$626K0.06%-21313F-HRTimeline
Voleon Capital Management LP3,990$625K0.01%+5513F-HRTimeline
Beacon Bank & Trust3,988$625K0.12%-29013F-HR/ATimeline
Aldebaran Financial Inc.3,984$624K0.51%-9913F-HRTimeline
EARNED WEALTH ADVISORS, LLC3,977$623K0.04%-2,62413F-HRTimeline
MEYER HANDELMAN CO3,975$623K0.02%-10,73513F-HRTimeline
Sidoxia Capital Management, LLC3,966$621K0.46%+5813F-HRTimeline
Key Client Fiduciary Advisors, LLC3,962$621K0.18%-4213F-HRTimeline
Emprise Bank3,958$620K0.23%-11213F-HRTimeline
Roxbury Financial LLC3,949$619K0.49%+59013F-HRTimeline
LCM Capital Management Inc3,948$619K0.27%+7313F-HRTimeline
Financial Engines Advisors L.L.C.3,934$616K<0.01%-36713F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…3,929$616K0.04%-15713F-HRTimeline
Keel Point, LLC3,920$614K0.04%-1,14513F-HRTimeline
State of Wyoming3,917$614K0.06%+56213F-HRTimeline
Calydon Capital3,916$613K0.09%+8913F-HRTimeline
ABS Investment Management LLC157$611K0.39%13F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.3,898$611K0.1%new13F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC3,886$611K0.09%-1513F-HRTimeline
Blueshift Asset Management, LLC3,893$610K0.14%new13F-HRTimeline
WRIGHT INVESTORS SERVICE INC3,885$609K0.17%-8,25113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
DUDLEY CAPITAL MANAGEMENT, LLC3,884$609K0.24%-5013F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.3,875$607K0.17%013F-HRTimeline
Compass Ion Advisors, LLC3,856$604K0.05%new13F-HRTimeline
DEARBORN PARTNERS LLC3,845$602K0.03%-26513F-HR/ATimeline
RED REEF ADVISORS LLC3,843$602K0.56%-2613F-HRTimeline
Forefront Wealth Partners, LLC3,832$600K0.19%+3713F-HRTimeline
Crescent Sterling, Ltd.3,830$600K0.54%-55313F-HRTimeline
Advyzon Investment Management, LLC3,827$600K0.04%+2013F-HRTimeline
Interchange Capital Partners, LLC3,821$598K0.11%-93813F-HRTimeline
Strategic Advisors LLC3,819$598K0.13%-15413F-HRTimeline
Adelphi Trust Co3,810$597K0.4%-4813F-HRTimeline
ACT WEALTH MANAGEMENT, LLC3,803$596K0.18%+1,12913F-HRTimeline
DUMONT & BLAKE INVESTMENT ADVISORS LLC3,802$596K0.13%-9313F-HRTimeline
Perpetual Ltdin group Perpetual Ltd3,792$594K0.01%-93013F-HRTimelineGroup
Farmers National Bank3,787$593K0.12%-27313F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,778$592K0.07%-15013F-HRTimeline
Claro Advisors Inc.3,762$589K0.06%+1313F-HRTimeline
Kennebec Savings Bank3,760$589K0.47%+10513F-HRTimeline
Diversified Enterprises, LLC3,756$588K0.03%-10813F-HRTimeline
BANK OZK3,754$588K0.17%+24413F-HRTimeline
Southeast Asset Advisors, LLC3,748$587K0.06%+50013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,723$585K0.02%+713F-HRTimeline
Carson Advisory Inc.3,728$584K0.27%+61013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust3,710$581K0.23%+77513F-HRTimelineGroup
OneAscent Financial Services LLCgroup of 4 filers holding3,709$581K-2,714Timeline
Quintet Private Bank (Europe) S.A.3,699$579K0.04%-10313F-HRTimeline
Community Bank & Trust, Waco, Texas3,694$579K0.1%+4613F-HRTimeline
IFG Advisory, LLC3,687$578K0.02%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,683$577K0.02%-75713F-HRTimelineGroup
Alta Advisers Ltdin group Alta Advisers Ltd3,670$575K0.13%013F-HRTimelineGroup
Annex Advisory Services, LLC3,664$574K0.01%-61,38313F-HRTimeline
Copeland Capital Management, LLC3,643$571K0.01%-7613F-HRTimeline
BigSur Wealth Management LLC3,617$570K0.14%-3,68313F-HRTimeline
Concentrum Wealth Management3,622$567K0.14%+1,29213F-HRTimeline
Stonebridge Financial Group, LLC/CA3,609$566K0.08%13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,596$563K0.19%-1,36213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC3,583$561K0.21%-24713F-HRTimeline
Rehmann Capital Advisory Group3,683$559K0.03%-73813F-HRTimeline
Valmark Advisers, Inc.3,548$556K0.01%-65613F-HRTimeline
LOM Asset Management Ltd3,537$554K0.14%+21113F-HRTimeline
Turtle Creek Wealth Advisors, LLC3,537$554K0.03%-4,12013F-HRTimeline
T. Rowe Price Investment Management, In…3,528$553K<0.01%-1,04213F-HRTimeline
WHITE PINE CAPITAL LLC3,517$551K0.13%+96713F-HRTimeline
BankPlus Trust Departmentgroup of 2 filers holding3,512$550K-10,674Timeline
Unify Financial Advisors3,509$550K0.51%+81813F-HRTimeline
Simplicity Wealth,LLC3,504$549K0.02%-1,20313F-HRTimeline
Wallace Advisory Group, LLC3,496$548K0.52%+42813F-HRTimeline
MCF Advisors LLC3,486$547K0.02%+91213F-HRTimeline
NWAM LLC3,491$547K0.03%+18613F-HRTimeline
Watershed Asset Management, L.L.C.3,488$546K0.49%new13F-HRTimeline
DOLIVER ADVISORS, LP3,484$546K0.12%-1,06013F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC3,483$546K0.25%+18013F-HRTimeline
AVISO WEALTH MANAGEMENT3,482$546K0.19%+35013F-HRTimeline
Moss Adams Wealth Advisors LLC3,459$543K0.03%+10213F-HRTimeline
Breakwater Capital Group3,457$542K0.07%+213F-HRTimeline
Net Worth Advisory Group3,455$541K0.14%-10013F-HRTimeline
Asset Dedication, LLC3,454$541K0.03%-2,78213F-HRTimeline
Prota Financial, LLC3,312$541K0.36%+25313F-HRTimeline
Orion Capital Management LLC3,447$540K0.17%-23813F-HRTimeline
denkapparat Operations GmbH3,444$540K0.18%+1,92213F-HRTimeline
Miller Global Investments, LLC3,436$538K0.45%+2,15113F-HRTimeline
Benchmark Investment Advisors LLC3,426$537K0.24%-36213F-HRTimeline
Sky Investment Group LLC3,424$536K0.08%-45113F-HRTimeline
Parkside Financial Bank & Trust3,424$536K0.04%+65913F-HRTimeline
Defiance ETFs, LLC3,273$534K0.01%-159,03913F-HRTimeline
Aries Wealth Management3,394$532K0.1%+66513F-HRTimeline
Cornerstone National Bank & Trust Co3,255$531K0.18%-2,77013F-HRTimeline
Cypress Wealth Services, LLC3,388$531K0.07%-5513F-HRTimeline
Visionary Wealth Advisors3,377$529K0.02%-2,34713F-HRTimeline
FLC Capital Advisors3,363$527K0.09%-48013F-HRTimeline
Semus Wealth Partners LLC3,355$526K0.25%+90313F-HRTimeline
Burford Brothers, Inc.3,354$525K0.19%+3113F-HRTimeline
Everest Private Wealth3,350$525K0.2%-27913F-HRTimeline
Crumly & Associates Inc.3,346$524K0.1%+2713F-HRTimeline
Gryphon Financial Partners LLC3,342$524K0.05%-8813F-HRTimeline
Waldron Private Wealth LLC3,332$523K0.02%+18413F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.3,329$522K0.06%-2,18713F-HRTimeline
Zullo Investment Group, Inc.3,328$521K0.18%+2613F-HRTimeline
ASO GROUP Ltd3,326$521K0.22%013F-HRTimeline
YANKCOM Partnership3,314$519K0.19%+35113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,313$519K0.01%-12,83213F-HRTimeline
F/m Investments LLC3,300$517K0.03%+1,13913F-HRTimeline
Prentice Wealth Management LLC3,299$517K0.11%+2513F-HRTimeline
Retirement Planning Group, LLC3,296$516K0.01%-33913F-HRTimeline
PDS Planning, Inc3,296$516K0.03%-1,53413F-HRTimeline
Oxler Private Wealth LLC3,289$515K0.15%-29613F-HRTimeline
Aspire Growth Partners LLC3,278$514K0.3%-3913F-HRTimeline
3Chopt Investment Partners, LLC3,257$512K0.1%+39413F-HRTimeline
Inscription Capital, LLC3,264$511K0.05%+76913F-HRTimeline
CHILTON INVESTMENT CO INC.3,258$510K0.01%-42113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC3,250$509K0.38%-14313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,246$508K0.04%-2,86513F-HRTimelineGroup
PROFFITT & GOODSON INC3,239$507K0.07%new13F-HRTimeline
1834 INVESTMENT ADVISORS CO3,236$507K0.06%+30713F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.3,234$507K0.16%+36313F-HRTimeline
Tortuga Wealth Management, Inc3,224$505K0.38%-26913F-HRTimeline
Abbot Financial Management, Inc.3,214$504K0.19%-10513F-HRTimeline
United Advisor Group, LLC3,213$503K0.05%+51613F-HRTimeline
Waterloo Capital, L.P.3,207$502K0.03%-48513F-HRTimeline
Ponta Wealth Partners, LLC3,206$502K0.27%+67613F-HRTimeline
ROMANO BROTHERS AND COMPANY3,191$500K0.05%-1013F-HRTimeline
Texas Capital Bank Wealth Management Se…3,189$500K0.03%-39513F-HRTimeline
Palacios Wealth Management, LLC3,183$499K0.29%-7213F-HRTimeline
Souders Financial Advisors3,179$498K0.05%-1,02813F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.3,166$497K0.02%-51213F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC3,173$497K0.04%-42913F-HRTimeline
New Republic Capital, LLC3,163$497K0.11%+27313F-HRTimeline
WATERS PARKERSON & CO., LLC3,165$496K0.02%+70013F-HRTimeline
XML Financial, LLC3,159$495K0.04%-55613F-HRTimeline
Pine Haven Investment Counsel, Inc3,152$494K0.33%+3013F-HRTimeline
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT…3,142$493K0.06%+1,76613F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC3,149$493K0.02%+1213F-HRTimeline
Nabity-Jensen Investment Management Inc3,145$493K0.3%-14013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,013$492K0.03%-1,28913F-HRTimeline
Sciencast Management LP3,136$491K0.1%new13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,135$491K0.08%-8113F-HRTimeline
Pointe Capital Management LLC3,125$490K0.22%-2413F-HRTimeline
Sunflower Bank, N.A.3,122$489K0.12%+41613F-HR/ATimeline
Carr Financial Group Corp3,111$487K0.11%-32413F-HRTimeline
TRUST POINT INC.3,093$485K0.04%+20213F-HRTimeline
Strategic Wealth Partners, Ltd.3,082$483K0.03%-34,69413F-HRTimeline
Nicholas Hoffman & Company, LLC.3,060$479K0.01%-27413F-HRTimeline
Worth Financial Advisory Group, LLC3,045$477K0.2%new13F-HRTimeline
Prosperitas Financial LLC3,044$477K0.15%+13713F-HRTimeline
Crown Wealth Group, LLC3,038$476K0.12%+21213F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC3,030$475K0.32%+9213F-HRTimeline
Wellspring Financial Advisors, LLC3,010$472K0.03%-2,41613F-HRTimeline
Purus Wealth Management, LLC3,003$470K0.13%+15713F-HRTimeline
Cromwell Holdings LLC2,977$468K0.21%+4313F-HRTimeline
Silver Coast Investments LLC2,976$466K0.14%+38213F-HRTimeline
IKE Capital, LLC2,969$465K0.24%-1,49913F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,956$465K0.08%-1,71413F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,965$465K0.02%+17113F-HRTimelineGroup
CARLSON FINANCIAL, INC.2,956$464K0.24%-70913F-HRTimeline
Kathmere Capital Management, LLC2,956$463K0.02%+8813F-HRTimeline
Midwest Professional Planners, LTD.2,950$462K0.09%-6,39013F-HRTimeline
Wisconsin Wealth Advisors, LLC2,937$460K0.39%+98013F-HRTimeline
GK Wealth Management LLC2,932$459K0.28%new13F-HRTimeline
Bienville Capital Management, LLC2,924$459K0.07%013F-HRTimeline
City State Bank2,930$459K0.11%+913F-HRTimeline
Performance Wealth Partners, LLC2,928$459K0.01%-1,06713F-HRTimeline
Newman Dignan & Sheerar, Inc.2,915$457K0.09%-32413F-HRTimeline
Brio Consultants, LLC2,914$457K0.05%+1,71713F-HRTimeline