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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

3,051 managers (3,108 13F filers) reported a position in CRM shares at 2024-12-31, 775,158,250 shares in all. 309 filers opened a position and 87 filers sold out during the quarter.

Managers
3,051
13F filers
3,108
New
309
Added
1,198
Reduced
1,029
Sold out
87
Shares held by filers
775,158,250

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Teza Capital Management LLC5,997$2M0.3%new13F-HRTimeline
Ramirez Asset Management, Inc.5,986$2M0.4%013F-HRTimeline
Trivant Custom Portfolio Group, LLC5,981$2M1.17%-10313F-HRTimeline
ALBION FINANCIAL GROUP /UT5,953$1.99M0.14%-1,86613F-HRTimeline
Keel Point, LLC5,940$1.99M0.16%-62713F-HRTimeline
Cornerstone National Bank & Trust Co5,935$1.98M0.91%+1913F-HRTimeline
DELTA FINANCIAL ADVISORS LLC5,906$1.97M0.73%+2,03513F-HRTimeline
Redmond Asset Management, LLC5,884$1.97M0.49%-27313F-HRTimeline
Legacy Advisors, LLC5,880$1.97M0.19%+1,22113F-HRTimeline
Raab & Moskowitz Asset Management LLC5,869$1.96M0.48%+96513F-HRTimeline
TRUE Private Wealth Advisors5,865$1.96M0.24%+113F-HRTimeline
LMG Wealth Partners, LLC5,861$1.96M0.43%+36813F-HRTimeline
CX Institutional5,858$1.96M0.08%+22113F-HRTimeline
Maxi Investments CY Ltd5,856$1.96M0.38%-34,11813F-HRTimeline
Riverview Capital Advisers, LLC5,850$1.96M0.59%013F-HRTimeline
GraniteShares Advisors LLC5,848$1.96M1.24%-1,42113F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …5,847$1.95M0.28%13F-HRTimeline
Rehmann Capital Advisory Group5,845$1.95M0.12%+6213F-HRTimeline
Eos Management, L.P.5,843$1.95M0.82%new13F-HRTimeline
Atala Financial Inc5,825$1.95M1.37%13F-HRTimeline
Platform Technology Partners5,819$1.95M0.59%-2413F-HRTimeline
RENASANT BANK5,812$1.94M1.26%-87413F-HRTimeline
Lindbrook Capital, LLC5,805$1.94M0.18%+2313F-HRTimeline
Scott & Selber, Inc.5,804$1.94M0.58%-12813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,795$1.94M0.32%-19813F-HRTimeline
Convergence Financial, LLC5,787$1.93M0.39%+4213F-HRTimeline
DOLIVER ADVISORS, LP5,782$1.93M0.54%-29413F-HRTimeline
Everhart Financial Group, Inc.5,751$1.92M0.4%+66513F-HRTimeline
Triton Financial Group Inc5,736$1.92M1.2%+4713F-HRTimeline
Gilbert & Cook, Inc.5,731$1.92M0.27%-3713F-HRTimeline
NVWM, LLC5,944$1.91M0.48%+3,37913F-HRTimeline
Leo Wealth, LLC5,705$1.91M0.17%-2,76813F-HRTimeline
Millington Financial Advisors, LLC5,618$1.91M1.11%+78913F-HRTimeline
ROMAN BUTLER FULLERTON & CO5,482$1.9M0.6%+2,40913F-HRTimeline
HWG Holdings LP5,665$1.89M0.62%new13F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV5,654$1.89M0.29%+18913F-HRTimeline
Clare Market Investments LLC5,652$1.89M0.45%+1,42613F-HRTimeline
Invera Wealth Advisors, LLC5,634$1.89M1.87%-54113F-HRTimeline
Plancorp, LLC5,625$1.88M0.08%+53713F-HRTimeline
RESOURCES MANAGEMENT CORP /CT/ /ADV5,607$1.88M0.26%-40013F-HRTimeline
AGF MANAGEMENT LTDin group AGF MANAGEMENT LTD5,599$1.87M0.01%+2,08513F-HRTimelineGroup
Claro Advisors Inc.5,598$1.87M0.25%+12213F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC5,584$1.87M0.74%-31913F-HRTimeline
Arrowroot Family Office, LLC5,582$1.87M0.97%+88813F-HRTimeline
PUZO MICHAEL J5,576$1.86M0.52%+4,82613F-HRTimeline
Morangie Management LLC5,534$1.85M1.51%13F-HRTimeline
Parcion Private Wealth LLC5,537$1.85M0.14%+313F-HRTimeline
Community Bank, N.A.5,529$1.85M0.24%+13513F-HRTimeline
Northwest Bank & Trust Co5,597$1.85M1.36%+313F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,506$1.84M0.73%+6313F-HRTimeline
INSPIRE TRUST CO, N.A.5,500$1.84M0.47%+2,50013F-HRTimeline
Aviso Financial Inc.5,500$1.84M0.09%+2113F-HRTimeline
Legal Advantage Investments, Inc.5,496$1.84M0.97%-5013F-HRTimeline
Myriad Asset Management US LPin group Myriad Asset Management Advis…5,483$1.83M1.23%13F-HRTimelineGroup
EVOKE WEALTH, LLC5,469$1.83M0.05%+61713F-HRTimeline
Apella Capital, LLC5,475$1.83M0.07%+313F-HRTimeline
Oxler Private Wealth LLC5,474$1.83M0.6%+513F-HRTimeline
1ST SOURCE BANK5,469$1.83M0.1%-5013F-HRTimeline
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.5,448$1.83M0.06%new13F-HRTimelineGroup
GUERRA PAN ADVISORS, LLC5,453$1.82M1.32%013F-HRTimeline
Smith Salley Wealth Management5,442$1.82M0.12%+41813F-HRTimeline
DOHJ, LLC5,442$1.82M0.42%+6813F-HRTimeline
Capital Advisors Wealth Management, LLC5,437$1.82M0.32%+1713F-HRTimeline
Aigen Investment Management, LP5,425$1.81M0.32%new13F-HRTimeline
111 Capital5,409$1.81M0.38%13F-HRTimeline
KRS Capital Management, LLC5,361$1.79M1.27%-5913F-HRTimeline
Coastwise Capital Group, LLC5,347$1.79M1.43%-40113F-HRTimeline
Keudell/Morrison Wealth Management5,342$1.79M0.47%-1613F-HRTimeline
Choate Investment Advisors5,342$1.79M0.04%+1,19313F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.5,328$1.78M0.53%+17413F-HRTimeline
Bowman & Co S.C.5,316$1.78M0.92%+21913F-HRTimeline
Prosperity Consulting Group, LLC5,304$1.77M0.13%+32413F-HRTimeline
InTrack Investment Management Inc5,459$1.77M1.23%-26913F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC5,270$1.76M0.01%-37913F-HRTimelineGroup
St. Clair Advisors, LLC5,274$1.76M0.51%+8013F-HRTimeline
Paragon Private Wealth Management, LLC5,262$1.76M0.81%+39713F-HRTimeline
Financial Engines Advisors L.L.C.5,256$1.76M<0.01%+3,35113F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC5,255$1.76M0.03%-37313F-HRTimeline
Generation Capital Management LLC5,238$1.75M1.5%13F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV5,233$1.75M1.35%+4113F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,219$1.74M0.33%+21013F-HRTimeline
BIRCHBROOK, INC.5,217$1.74M0.99%-11013F-HRTimeline
Stonebrook Private Inc.5,209$1.74M0.46%-43613F-HRTimeline
SAPIENT CAPITAL LLC5,181$1.73M0.03%-6113F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC5,178$1.73M1.72%13F-HRTimeline
Palacios Wealth Management, LLC5,346$1.73M1.87%13F-HRTimeline
NorthStar Asset Management LLC /NJ/5,176$1.73M1.1%+41113F-HRTimeline
Arete Wealth Advisors, LLC5,297$1.73M0.12%+1,06313F-HRTimeline
Connective Portfolio Management, LLC5,170$1.73M2.57%013F-HRTimeline
Obermeyer Wealth Partners5,167$1.73M0.09%-39813F-HRTimeline
ProVise Management Group, LLC5,165$1.73M0.15%-31313F-HRTimeline
Glen Eagle Advisors, LLC5,159$1.72M0.29%+47613F-HRTimeline
Cunning Capital Partners, LP5,150$1.72M1.03%013F-HRTimeline
Castle Rock Wealth Management, LLC5,265$1.72M0.41%+2,80713F-HRTimeline
Ballast, Inc.5,132$1.72M0.49%-23413F-HRTimeline
Arax Advisory Partners5,123$1.71M0.11%+4,14913F-HRTimeline
Granite Investment Partners, LLC5,122$1.71M0.07%+7013F-HRTimeline
PICTET BANK & TRUST Ltd5,112$1.71M1.71%+24013F-HRTimeline
VIAWEALTH, LLC5,111$1.71M1.03%+40513F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC5,109$1.71M0.85%-1013F-HRTimeline
Moloney Securities Asset Management, LLC5,091$1.7M0.23%-1,17213F-HRTimeline
PURSUE WEALTH PARTNERS LLC5,070$1.7M0.97%+27213F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC5,069$1.69M0.42%+1,79113F-HRTimelineGroup
Alta Wealth Advisors LLC5,061$1.69M0.74%+513F-HRTimeline
Chemistry Wealth Management LLC5,055$1.69M0.4%+10313F-HRTimeline
Etesian Wealth Advisors, Inc.5,055$1.69M0.75%-24213F-HRTimeline
Polymer Capital Management (HK) LTD5,050$1.69M0.3%new13F-HRTimeline
GPS Wealth Strategies Group, LLC5,038$1.68M0.22%-1,01113F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group5,016$1.68M0.21%-1,80713F-HRTimelineGroup
Ayrshire Capital Management LLC5,014$1.68M0.82%+5913F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC5,006$1.67M0.1%013F-HRTimeline
Belmont Capital, LLC5,000$1.67M0.27%-1,57013F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC4,993$1.67M1.07%+71013F-HRTimeline
SYON CAPITAL LLC4,968$1.66M0.15%-25713F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC4,966$1.66M0.31%+42513F-HRTimeline
BOK Financial Private Wealth, Inc.4,921$1.65M0.12%-52713F-HRTimeline
Legacy Private Trust Co.4,913$1.64M0.11%-47213F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC4,901$1.64M0.3%+40313F-HRTimelineGroup
SYM FINANCIAL Corp4,881$1.63M0.21%+3,55013F-HRTimeline
First County Bank /CT/4,867$1.63M0.91%-1,15913F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,116$1.63M0.36%+49213F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…4,862$1.63M0.54%-14513F-HRTimeline
Hillsdale Investment Management Inc.4,849$1.62M0.08%-31013F-HRTimeline
NAVELLIER & ASSOCIATES INC4,848$1.62M0.19%+1813F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…4,846$1.62M0.4%-44913F-HRTimeline
Quotient Wealth Partners, LLC4,825$1.61M0.05%+21713F-HRTimeline
bLong Financial, LLC4,824$1.61M1.33%13F-HRTimeline
Orion Capital Management LLC4,813$1.61M0.71%-8113F-HRTimeline
HBK Sorce Advisory LLC4,812$1.61M0.05%+6513F-HRTimeline
DEARBORN PARTNERS LLC4,803$1.61M0.07%-5013F-HRTimeline
GAM Holding AGin group GAM Holding AG4,802$1.61M0.12%new13F-HRTimelineGroup
BANTAMAC CAPITAL, LLC4,800$1.6M0.72%-30113F-HRTimeline
Savvy Advisors, Inc.4,797$1.6M0.19%+1,61413F-HRTimeline
Westside Investment Management, Inc.4,797$1.6M0.34%+513F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC4,794$1.6M1.29%13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,789$1.6M0.68%-6813F-HRTimeline
Argent Advisors, Inc.4,774$1.6M0.59%-1713F-HRTimeline
Wolf Group Capital Advisors7,523$1.59M0.77%013F-HRTimeline
Valley Brook Capital Group, Inc.4,734$1.58M1.18%-4513F-HRTimeline
Fjell Capital, LLC4,732$1.58M1.63%13F-HRTimeline
VELA Investment Management, LLC4,728$1.58M0.54%-1,37713F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.4,712$1.58M1.05%-5213F-HRTimeline
PDS Planning, Inc4,711$1.58M0.14%+21513F-HRTimeline
CNB Bank4,701$1.57M0.73%+30113F-HRTimeline
Arjuna Capital4,696$1.57M0.42%new13F-HRTimeline
RDA Financial Network4,688$1.57M0.46%new13F-HRTimeline
Carmignac Gestion4,685$1.57M0.02%-7,52713F-HRTimeline
Bordeaux Wealth Advisors LLC4,664$1.56M0.25%+26113F-HR/ATimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,664$1.56M0.12%+2,83613F-HRTimeline
RAELIPSKIE PARTNERSHIP4,659$1.56M0.77%013F-HRTimeline
Gallagher Capital Advisors, LLC4,647$1.55M1.13%13F-HRTimeline
HM PAYSON & CO4,638$1.55M0.03%+52613F-HRTimeline
COUNTRY CLUB BANK4,615$1.55M0.1%-16313F-HRTimeline
Emprise Bank4,628$1.55M0.87%-18713F-HRTimeline
Portside Wealth Group, LLC4,626$1.55M0.26%+42513F-HR/ATimeline
CORNERCAP INVESTMENT COUNSEL INC4,626$1.55M0.5%-18113F-HRTimeline
Sage Mountain Advisors LLC4,624$1.55M0.11%+82913F-HRTimeline
Quantum Private Wealth, LLC4,617$1.54M0.49%-4813F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC4,606$1.54M0.13%new13F-HRTimeline
Evelyn Partners Investment Management (…4,592$1.54M0.56%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,490$1.53M0.07%-54513F-HRTimelineGroup
PERSONAL CFO SOLUTIONS, LLC4,586$1.53M0.3%+29213F-HRTimeline
North Star Investment Management Corp.4,566$1.53M0.11%-90713F-HRTimeline
MONECO ADVISORS, LLC4,563$1.53M0.16%-5513F-HR/ATimeline
Texas Yale Capital Corp.4,551$1.52M0.06%+7913F-HRTimeline
FIRST UNITED BANK & TRUST4,539$1.52M0.55%+7513F-HRTimeline
Wealth Alliance Advisory Group, LLC4,524$1.51M0.32%+1,05913F-HRTimeline
SIG BROKERAGE, LP4,508$1.51M0.71%13F-HRTimeline
Embree Financial Group4,508$1.51M0.26%+3013F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC4,505$1.51M0.2%-27613F-HRTimeline
BRIDGEWAY CAPITAL MANAGEMENT, LLC4,500$1.5M0.03%-8,40013F-HRTimeline
Nebula Research & Development LLC4,499$1.5M0.18%new13F-HRTimeline
Stamos Capital Partners, L.P.4,490$1.5M0.35%-5,87013F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,473$1.5M0.03%+1,71213F-HRTimeline
Aventura Private Wealth, LLC4,441$1.48M0.8%13F-HRTimeline
Nabity-Jensen Investment Management Inc4,440$1.48M1.12%013F-HRTimeline
Carmel Capital Partners, LLC4,435$1.48M0.6%+29413F-HRTimeline
Edgestream Partners, L.P.4,415$1.48M0.06%new13F-HRTimeline
Meridian Financial Partners LLC4,414$1.48M0.78%+1913F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA4,414$1.48M0.21%13F-HRTimelineGroup
Laidlaw Wealth Management LLC4,403$1.47M0.64%+2,10113F-HRTimeline
Copperleaf Capital, LLC4,401$1.47M0.93%+2,46013F-HRTimeline
BANK OF HAWAII4,397$1.47M0.08%+21813F-HRTimeline
Allred Capital Management, LLC4,394$1.47M0.57%+17713F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding4,390$1.47M-624Timeline
Jaffetilchin Investment Partners, LLC4,389$1.47M0.11%+26113F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,378$1.46M0.76%13F-HRTimeline
BANK OZK4,375$1.46M0.61%-19113F-HRTimeline
BIRINYI ASSOCIATES INC4,358$1.46M0.4%013F-HRTimeline
MARIETTA INVESTMENT PARTNERS LLC4,355$1.46M0.32%+25713F-HRTimeline
Carr Financial Group Corp4,347$1.45M0.46%-47513F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC4,344$1.45M0.39%+15013F-HRTimeline
Brucke Financial, Inc.4,242$1.45M1.25%13F-HRTimeline
JMAC ENTERPRISES LLC4,322$1.45M0.23%-313F-HRTimeline
Fairscale Capital, LLC4,317$1.44M1.24%-6413F-HRTimeline
OneAscent Financial Services LLCgroup of 2 filers holding4,293$1.44M+1,701Timeline
BARLOW WEALTH PARTNERS, LLC4,458$1.43M0.18%new13F-HRTimeline
Patriot Financial Group Insurance Agenc…4,281$1.43M0.19%+9813F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC4,274$1.43M0.04%-6613F-HRTimeline
Montecito Bank & Trust4,270$1.43M0.25%+47713F-HRTimeline