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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

2,895 managers (2,955 13F filers) reported a position in CRM shares at 2025-03-31, 780,500,025 shares in all. 158 filers opened a position and 295 filers sold out during the quarter.

Managers
2,895
13F filers
2,955
New
158
Added
1,488
Reduced
993
Sold out
295
Shares held by filers
780,500,025

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Everhart Financial Group, Inc.6,114$1.64M0.22%+36313F-HRTimeline
Legacy Advisors, LLC6,106$1.64M0.17%+22613F-HRTimeline
OKABENA INVESTMENT SERVICES INC6,105$1.64M0.41%-1,90813F-HRTimeline
SANDERS MORRIS HARRIS LLC6,061$1.64M0.25%013F-HRTimeline
NORDEN GROUP LLC6,097$1.64M0.19%-2,13413F-HRTimeline
Lewis Asset Management, LLC6,070$1.63M1.35%-13013F-HRTimeline
HF Advisory Group, LLC6,069$1.63M0.71%-21313F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC6,045$1.62M0.48%-30713F-HRTimeline
Embree Financial Group6,043$1.62M0.27%+1,53513F-HRTimeline
TRUE Private Wealth Advisors6,023$1.62M0.2%+15813F-HRTimeline
Sabal Trust CO6,014$1.61M0.09%+4,83813F-HRTimeline
Asset Dedication, LLC6,007$1.61M0.13%-19813F-HRTimeline
DELTA FINANCIAL ADVISORS LLC5,989$1.61M0.6%+8313F-HRTimeline
Stablepoint Partners, LLC5,988$1.61M0.29%-19113F-HRTimeline
Heartland Bank & Trust Co5,981$1.61M0.82%+3,22713F-HRTimeline
GraniteShares Advisors LLC5,974$1.6M1.02%+12613F-HRTimeline
Millington Financial Advisors, LLC6,275$1.6M0.98%+65713F-HRTimeline
First Pacific Financial5,952$1.6M0.32%-79713F-HRTimeline
Fiduciary Group, LLC5,923$1.59M0.16%-21413F-HRTimeline
IMA Advisory Services, Inc.5,905$1.58M0.19%-21913F-HRTimeline
Redmond Asset Management, LLC5,902$1.58M0.41%+1813F-HRTimeline
DOLIVER ADVISORS, LP5,894$1.58M0.44%+11213F-HRTimeline
NVWM, LLC6,000$1.58M0.42%+5613F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC6,373$1.58M0.96%+1,38013F-HRTimeline
West Branch Capital LLC5,871$1.58M0.53%+1,64813F-HRTimeline
Perennial Investment Advisors, LLC5,863$1.57M0.18%+1,73413F-HRTimeline
ABC ARBITRAGE SAin group ABC ARBITRAGE SA5,853$1.57M0.29%+1,43913F-HRTimelineGroup
Riverview Capital Advisers, LLC5,845$1.57M0.49%-513F-HRTimeline
Eos Management, L.P.5,843$1.57M0.7%013F-HRTimeline
1ST SOURCE BANK5,839$1.57M0.09%+37013F-HRTimeline
Trivant Custom Portfolio Group, LLC5,829$1.56M0.9%-15213F-HRTimeline
Savvy Advisors, Inc.5,828$1.56M0.16%+1,03113F-HRTimeline
Ramirez Asset Management, Inc.5,824$1.56M0.33%-16213F-HRTimeline
MFG WEALTH MANAGEMENT, INC.5,816$1.56M1.49%-49113F-HRTimeline
Scott & Selber, Inc.5,811$1.56M0.5%+713F-HRTimeline
CX Institutional5,785$1.55M0.06%-7313F-HRTimeline
Bowman & Co S.C.5,767$1.55M0.76%+45113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC5,774$1.55M0.61%+19013F-HRTimeline
Community Bank, N.A.5,767$1.55M0.21%+23813F-HRTimeline
Evelyn Partners Investment Management (…5,759$1.55M0.58%+1,16713F-HR/ATimeline
RENASANT BANK5,729$1.54M1.02%-8313F-HRTimeline
Royal Fund Management, LLC5,729$1.54M0.18%new13F-HRTimeline
TOWER TRUST & INVESTMENT Co5,719$1.54M1.24%13F-HRTimeline
Gilbert & Cook, Inc.5,718$1.53M0.22%-1313F-HRTimeline
GSA CAPITAL PARTNERS LLP5,710$1.53M0.14%+3,98213F-HRTimeline
Delaney Dennis R5,694$1.53M0.83%+2,26613F-HRTimeline
NEXT CENTURY GROWTH INVESTORS LLC5,690$1.53M0.14%new13F-HRTimeline
LECAP ASSET MANAGEMENT LTD5,678$1.52M0.36%-2,87813F-HRTimeline
GAM Holding AGin group GAM Holding AG5,664$1.52M0.12%+86213F-HRTimelineGroup
NorthStar Asset Management LLC /NJ/5,658$1.52M0.95%+48213F-HRTimeline
Keudell/Morrison Wealth Management5,648$1.52M0.36%+30613F-HRTimeline
Clare Market Investments LLC5,632$1.51M0.4%-2013F-HRTimeline
LAZARI CAPITAL MANAGEMENT, INC.5,623$1.51M0.62%+11713F-HRTimeline
EVOKE WEALTH, LLC5,622$1.51M0.04%+15313F-HRTimeline
Cornerstone National Bank & Trust Co5,584$1.5M0.67%-35113F-HRTimeline
MAINSTAY CAPITAL MANAGEMENT LLC /ADV5,573$1.5M0.21%-8113F-HRTimeline
Simplicity Wealth,LLC5,563$1.49M0.12%+4,02113F-HRTimeline
Claro Advisors Inc.5,537$1.49M0.2%-6113F-HRTimeline
Plancorp, LLC5,536$1.49M0.06%-8913F-HRTimeline
Bridgefront Capital, LLC5,508$1.48M0.43%new13F-HRTimeline
Apella Capital, LLC5,571$1.48M0.05%+9613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.5,502$1.48M0.07%+1,01213F-HRTimelineGroup
Legal Advantage Investments, Inc.5,471$1.47M0.79%-2513F-HRTimeline
Paragon Private Wealth Management, LLC5,464$1.47M0.68%+20213F-HRTimeline
GUERRA PAN ADVISORS, LLC5,449$1.46M1.15%-413F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV5,444$1.46M1.07%+21113F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,439$1.46M0.11%-76113F-HRTimeline
Prosperity Consulting Group, LLC5,434$1.46M0.11%+13013F-HRTimeline
ASPIRIANT, LLC5,432$1.46M0.05%-1,15313F-HRTimeline
Gemmer Asset Management LLC5,421$1.45M0.15%+1,44313F-HRTimeline
PRINCETON CAPITAL MANAGEMENT LLC5,419$1.45M0.51%new13F-HRTimeline
Choate Investment Advisors5,414$1.45M0.04%+7213F-HRTimeline
Ballast, Inc.5,408$1.45M0.41%+27613F-HRTimeline
KRS Capital Management, LLC5,386$1.45M1.15%+2513F-HRTimeline
Aventura Private Wealth, LLC5,376$1.44M0.76%+93513F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,360$1.44M0.34%+2,82313F-HRTimeline
HBK Sorce Advisory LLC5,360$1.44M0.04%+54813F-HRTimeline
Palacios Wealth Management, LLC5,346$1.43M1.07%013F-HRTimeline
Stonebrook Private Inc.5,342$1.43M0.37%+13313F-HRTimeline
Parcion Private Wealth LLC5,330$1.43M0.12%-20713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…5,327$1.43M0.26%-46813F-HRTimeline
CATALYST FINANCIAL PARTNERS LLC5,315$1.43M0.26%+9613F-HRTimeline
KG Capital Management5,312$1.43M0.46%+1,92413F-HRTimeline
Granite Investment Partners, LLC5,295$1.42M0.07%+17313F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC5,290$1.42M0.47%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.5,287$1.42M0.41%-4113F-HRTimeline
GAMCO Investors (Gabelli)group of 2 filers holding5,275$1.42M+885Timeline
Portside Wealth Group, LLC5,274$1.42M0.23%+64813F-HR/ATimeline
St. Clair Advisors, LLC5,274$1.42M0.4%013F-HRTimeline
Patriot Financial Group Insurance Agenc…5,273$1.42M0.19%+99213F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…5,256$1.41M0.15%new13F-HR/ATimelineGroup
Wealth Alliance Advisory Group, LLC5,254$1.41M0.29%+73013F-HRTimeline
RDA Financial Network5,241$1.41M0.42%+55313F-HRTimeline
Palumbo Wealth Management LLC5,231$1.4M0.47%+1,28613F-HRTimeline
Grant Private Wealth Management Inc5,214$1.4M1.51%+1,59213F-HRTimeline
CoreCap Advisors, LLC5,205$1.4M0.06%+3,46513F-HRTimeline
Rehmann Capital Advisory Group5,200$1.4M0.09%-64513F-HRTimeline
Square Wave Partners, L.P.5,191$1.39M1.49%-16,24713F-HRTimeline
Square Wave Capital, LLC5,191$1.39M1.49%-16,24713F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,226$1.39M0.12%+97713F-HRTimeline
Malaga Cove Capital, LLC5,166$1.39M0.6%+1,62913F-HRTimeline
ASHTON THOMAS SECURITIES, LLC5,154$1.39M0.39%-1,51013F-HRTimeline
GENEVA CAPITAL MANAGEMENT LLC5,164$1.39M0.03%-9113F-HRTimeline
Quotient Wealth Partners, LLC5,137$1.38M0.04%+31213F-HRTimeline
Elyxium Wealth, LLC5,136$1.38M0.61%new13F-HRTimeline
Coastwise Capital Group, LLC5,130$1.38M1.16%-21713F-HRTimeline
Cunning Capital Partners, LP5,121$1.37M0.88%-2913F-HRTimeline
Ayrshire Capital Management LLC5,120$1.37M0.66%+10613F-HRTimeline
Amitell Capital Pte Ltd5,118$1.37M1.06%new13F-HRTimeline
BIRCHBROOK, INC.5,112$1.37M0.77%-10513F-HRTimeline
IRONWOOD INVESTMENT MANAGEMENT LLC5,109$1.37M0.75%013F-HRTimeline
PDS Planning, Inc5,103$1.37M0.12%+39213F-HRTimeline
Orion Capital Management LLC5,073$1.36M0.57%+26013F-HRTimeline
Hillsdale Investment Management Inc.5,069$1.36M0.07%+22013F-HRTimeline
Argent Advisors, Inc.5,069$1.36M0.46%+29513F-HRTimeline
MONECO ADVISORS, LLC5,067$1.36M0.14%+50413F-HR/ATimeline
Alta Wealth Advisors LLC5,061$1.36M0.62%013F-HRTimeline
ProVise Management Group, LLC5,059$1.36M0.12%-10613F-HRTimeline
Etesian Wealth Advisors, Inc.5,038$1.35M0.58%-1713F-HRTimeline
MOORE CAPITAL MANAGEMENT, LP5,030$1.35M0.05%-58,28113F-HR/ATimeline
Fjell Capital, LLC5,018$1.35M1.37%+28613F-HRTimeline
Confluence Wealth Services, Inc.5,373$1.35M0.08%+3,22713F-HRTimeline
Chemistry Wealth Management LLC5,011$1.34M0.31%-4413F-HRTimeline
SAPIENT CAPITAL LLC5,009$1.34M0.03%-17213F-HRTimeline
Union Square Park Capital Management, L…5,000$1.34M1.48%new13F-HRTimeline
One Madison Group LLC5,000$1.34M0.18%new13F-HRTimeline
CastleKnight Management LP5,000$1.34M0.14%+2,60013F-HRTimeline
MOODY LYNN LIEBERSON & WALKER, LLC4,996$1.34M0.09%-1013F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd4,970$1.33M0.57%+1,80013F-HRTimelineGroup
Cypress Capital Groupin group Cypress Capital Group4,966$1.33M0.17%-5013F-HRTimelineGroup
JOURNEY STRATEGIC WEALTH LLC4,948$1.33M0.05%+1,27013F-HRTimeline
SIMON QUICK ADVISORS, LLC4,941$1.33M0.08%+71513F-HRTimeline
PICTET BANK & TRUST Ltd4,932$1.32M1.62%-18013F-HRTimeline
VIAWEALTH, LLC4,930$1.32M0.82%-18113F-HRTimeline
KEYSTONE INVESTORS PTE LTD4,929$1.32M0.19%-126,42913F-HRTimeline
Invera Wealth Advisors, LLC4,921$1.32M0.85%-71313F-HR/ATimeline
NAVELLIER & ASSOCIATES INC4,830$1.32M0.18%-1813F-HRTimeline
Financial Engines Advisors L.L.C.4,848$1.3M<0.01%-40813F-HRTimeline
bLong Financial, LLC4,824$1.29M1.15%013F-HRTimeline
CNB Bank4,808$1.29M0.65%+10713F-HRTimeline
HM PAYSON & CO4,793$1.29M0.02%+15513F-HRTimeline
Teamwork Financial Advisors, LLC4,790$1.29M0.18%+3,58213F-HRTimeline
BOK Financial Private Wealth, Inc.4,790$1.29M0.1%-13113F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.4,783$1.28M0.98%+7113F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,774$1.28M0.28%+2,78613F-HRTimeline
DOHJ, LLC4,761$1.28M0.29%-68113F-HRTimeline
BANTAMAC CAPITAL, LLC4,755$1.28M0.61%-4513F-HRTimeline
Gallagher Capital Advisors, LLC4,753$1.28M0.97%+10613F-HRTimeline
Castle Rock Wealth Management, LLC4,722$1.27M0.34%-54313F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,737$1.27M0.1%+7313F-HRTimeline
626 Financial, LLC4,736$1.27M0.65%+2,65113F-HRTimeline
GPS Wealth Strategies Group, LLC4,726$1.27M0.17%-31213F-HRTimeline
Valley Brook Capital Group, Inc.4,709$1.26M0.99%-2513F-HRTimeline
Morangie Management LLC4,706$1.26M1.24%-82813F-HRTimeline
Westside Investment Management, Inc.4,697$1.26M0.27%-10013F-HRTimeline
Obermeyer Wealth Partners4,700$1.26M0.07%-46713F-HRTimeline
Carmel Capital Partners, LLC4,697$1.26M0.5%+26213F-HRTimeline
VELA Investment Management, LLC4,692$1.26M0.43%-3613F-HRTimeline
DEARBORN PARTNERS LLC4,691$1.26M0.06%-11213F-HRTimeline
Allred Capital Management, LLC4,681$1.26M0.5%+28713F-HRTimeline
COUNTRY CLUB BANK4,648$1.25M0.08%+3313F-HRTimeline
SYM FINANCIAL Corp4,649$1.25M0.15%-23213F-HRTimeline
Emprise Bank4,604$1.24M0.66%-2413F-HRTimeline
Texas Yale Capital Corp.4,581$1.23M0.05%+3013F-HRTimeline
GARDNER LEWIS ASSET MANAGEMENT L P4,575$1.23M0.3%-2,83013F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,571$1.23M0.48%+37013F-HRTimeline
CORNERCAP INVESTMENT COUNSEL INC4,566$1.23M0.64%-6013F-HRTimeline
Quantum Private Wealth, LLC4,565$1.23M0.46%-5213F-HRTimeline
Bordeaux Wealth Advisors LLC4,518$1.21M0.22%-14613F-HRTimeline
FIRST CITIZENS BANK & TRUST CO4,512$1.21M0.03%+3913F-HRTimeline
Arjuna Capital4,511$1.21M0.34%-18513F-HRTimeline
Meridian Financial Partners LLC4,492$1.21M0.61%+7813F-HRTimeline
Brucke Financial, Inc.4,479$1.2M1.05%+23713F-HRTimeline
FIRST UNITED BANK & TRUST4,475$1.2M0.45%-6413F-HRTimeline
Montecito Bank & Trust4,473$1.2M0.21%+20313F-HRTimeline
Capital Advisors Wealth Management, LLC4,467$1.2M0.21%-97013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC4,466$1.2M0.77%new13F-HRTimeline
Nabity-Jensen Investment Management Inc4,464$1.2M0.95%+2413F-HRTimeline
VCI Wealth Management LLC4,461$1.2M0.5%new13F-HRTimeline
Accurate Wealth Management, LLC4,676$1.19M0.23%+33613F-HRTimeline
Prostatis Group LLC4,437$1.19M0.38%+29213F-HRTimeline
Jaffetilchin Investment Partners, LLC4,434$1.19M0.09%+4513F-HRTimeline
Interchange Capital Partners, LLC4,418$1.19M0.33%+35213F-HRTimeline
Fairscale Capital, LLC4,404$1.18M1.07%+8713F-HRTimeline
RAELIPSKIE PARTNERSHIP4,402$1.18M0.61%-25713F-HRTimeline
Bank of Marin4,393$1.18M1.5%+23213F-HRTimeline
Westover Capital Advisors, LLC4,392$1.18M0.26%+2,17313F-HRTimeline
Sage Mountain Advisors LLC4,390$1.18M0.09%-23413F-HRTimeline
Cadence Bank4,372$1.17M0.08%new13F-HRTimeline
Marcum Wealth, LLC4,369$1.17M0.1%+1,03213F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,355$1.17M0.61%-2313F-HRTimeline
Copperleaf Capital, LLC4,342$1.17M0.7%-5913F-HRTimeline
BOOTHBAY FUND MANAGEMENT, LLC4,335$1.16M0.04%-65,68113F-HRTimeline
Capula Management Ltdin group Capula Management Ltd4,333$1.16M0.01%+1,44013F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
Fire Capital Management LLC4,331$1.16M0.85%+36513F-HRTimeline
JNBA Financial Advisors4,327$1.16M0.12%+2,56413F-HRTimeline
Sterling Investment Counsel, LLC4,316$1.16M0.4%+3,17413F-HRTimeline
BANK OZK4,288$1.15M0.48%-8713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC4,288$1.15M0.57%+9713F-HRTimeline
Diligent Investors, LLC4,283$1.15M0.28%+10113F-HRTimeline