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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
DUDLEY CAPITAL MANAGEMENT, LLC4,263$1.43M0.73%-1113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,249$1.42M0.13%+60113F-HRTimeline
FIRST MERCHANTS CORP4,227$1.41M0.05%+413F-HRTimeline
SIMON QUICK ADVISORS, LLC4,226$1.41M0.08%+90313F-HRTimeline
West Branch Capital LLC4,223$1.41M0.45%+1,57613F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC4,201$1.4M0.55%+20813F-HRTimeline
Seven Springs Wealth Group, LLC4,196$1.4M0.52%+5413F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC4,191$1.4M0.68%-17313F-HRTimeline
Diligent Investors, LLC4,182$1.4M0.32%013F-HRTimeline
Souders Financial Advisors4,181$1.4M0.2%-20513F-HRTimeline
Putney Financial Group LLC4,171$1.39M1.24%13F-HRTimeline
Strategic Investment Advisors / MI4,170$1.39M0.15%-50813F-HRTimeline
Aldebaran Financial Inc.4,145$1.39M1.63%-59013F-HRTimeline
Bank of Marin4,161$1.39M1.1%-5713F-HRTimeline
Virtus Investment Advisers, LLCgroup of 2 filers holding4,161$1.39M+3,913Timeline
Key Client Fiduciary Advisors, LLC4,155$1.39M0.62%-56513F-HRTimeline
Prostatis Group LLC4,145$1.39M0.4%-2013F-HRTimeline
Octavia Wealth Advisors, LLC4,139$1.39M0.17%-5713F-HRTimeline
Accurate Wealth Management, LLC4,340$1.38M0.27%+1,21713F-HRTimeline
Perennial Investment Advisors, LLC4,129$1.38M0.16%+48213F-HRTimeline
CRUX WEALTH ADVISORS4,121$1.38M0.77%13F-HRTimeline
Minot DeBlois Advisors LLC4,120$1.38M1.26%13F-HRTimeline
Byrne Asset Management LLC4,069$1.36M0.96%-9013F-HRTimeline
LCM Capital Management Inc4,062$1.36M0.77%+11613F-HRTimeline
Sargent Investment Group, LLC4,253$1.36M0.22%-76613F-HRTimeline
Interchange Capital Partners, LLC4,066$1.36M0.49%-31413F-HRTimeline
Unified Investment Management4,049$1.35M1.54%13F-HRTimeline
Aster Capital Management (DIFC) Ltd4,035$1.35M0.52%+3,90713F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC4,027$1.35M0.03%-52613F-HRTimeline
Carnegie Lake Advisors LLC4,020$1.34M0.54%013F-HRTimeline
WINCAP FINANCIAL LLC4,002$1.34M1.36%13F-HRTimeline
BSW Wealth Partners4,001$1.34M0.2%+32113F-HRTimeline
ELWOOD CAPITAL PARTNERS LP4,000$1.34M1.89%13F-HRTimeline
Ted Buchan & Co3,996$1.34M0.63%+15313F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC3,992$1.33M0.02%-5213F-HRTimeline
SALEM INVESTMENT COUNSELORS INC3,989$1.33M0.04%-10013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Community Bank & Trust, Waco, Texas3,981$1.33M0.3%+113F-HRTimeline
Gemmer Asset Management LLC3,978$1.33M0.13%+2,55413F-HRTimeline
Waterloo Capital, L.P.3,971$1.33M0.14%+2,00913F-HRTimeline
Fire Capital Management LLC3,966$1.33M0.99%13F-HRTimeline
Drucker Wealth 3.0, LLC3,961$1.32M0.31%+20513F-HR/ATimeline
Greykasell Wealth Strategies, Inc.3,958$1.32M0.74%13F-HRTimeline
Amica Retiree Medical Trust3,957$1.32M1.25%-34613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,955$1.32M0.34%+1,54913F-HR/ATimeline
Palumbo Wealth Management LLC3,945$1.32M0.49%+26613F-HRTimeline
Aprio Wealth Management, LLC3,945$1.32M0.19%+1,03813F-HRTimeline
AlphaCore Capital LLC3,938$1.32M0.28%-2,45913F-HRTimeline
Valmark Advisers, Inc.3,936$1.32M0.02%+90213F-HRTimeline
Nicholas Wealth, LLC.4,120$1.31M0.72%+47413F-HRTimeline
Kidder Stephen W3,928$1.31M0.4%new13F-HRTimeline
Blueprint Investment Partners LLCin group Blueprint Investment Partners…3,926$1.31M0.21%+1,02613F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC3,921$1.31M0.29%+70813F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co3,916$1.31M0.09%-1,50013F-HRTimeline
Mirador Capital Partners LP3,911$1.31M0.24%+48113F-HRTimeline
Essential Planning, LLC.4,106$1.31M0.01%new13F-HRTimeline
BFSG, LLC3,902$1.3M0.15%-15213F-HRTimeline
MONETTA FINANCIAL SERVICES INC3,900$1.3M1.05%013F-HRTimeline
Bradyco, Inc.3,894$1.3M0.8%13F-HRTimeline
Newman Dignan & Sheerar, Inc.3,878$1.3M0.33%-3513F-HRTimeline
ROMANO BROTHERS AND COMPANY3,878$1.3M0.16%-1313F-HRTimeline
Sunbelt Securities, Inc.3,861$1.3M0.11%-70113F-HRTimeline
Continuum Advisory, LLC3,871$1.29M0.17%+19613F-HRTimeline
Cornerstone Wealth Management, LLC3,841$1.28M0.09%-43713F-HRTimeline
Gen-Wealth Partners Inc3,826$1.28M0.55%-11413F-HRTimeline
Shum Financial Group, Inc.3,815$1.28M1.1%-7813F-HRTimeline
Cape Investment Advisory, Inc.3,815$1.28M0.5%-813F-HRTimeline
Anchor Investment Management, LLC3,804$1.27M0.12%-48613F-HRTimeline
IronOak Wealth LLC.3,797$1.27M1.42%13F-HRTimeline
Csenge Advisory Group3,799$1.27M0.07%-67013F-HRTimeline
WRAPMANAGER INC3,786$1.27M0.32%+2313F-HRTimeline
NWAM LLC3,777$1.26M0.08%-43213F-HRTimeline
Towne Trust Company, N.A3,772$1.26M0.44%+5013F-HRTimeline
Oder Investment Management, LLC3,758$1.26M1.05%-913F-HRTimeline
ANB BANK3,754$1.26M0.55%13F-HRTimeline
Larson Financial Group LLC3,749$1.25M0.06%-52013F-HRTimeline
Strive Asset Management, LLC3,722$1.24M0.93%13F-HRTimeline
Aspire Private Capital, LLC3,719$1.24M0.31%+1513F-HRTimeline
Motiv8 Investments LLC3,715$1.24M0.87%+57913F-HRTimeline
FLOW TRADERS U.S. LLC3,701$1.24M0.05%new13F-HRTimeline
ORG Partners LLC3,692$1.23M0.17%+18913F-HRTimeline
Seed Wealth Management, Inc.3,685$1.23M0.99%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC3,678$1.23M0.05%+5413F-HRTimeline
Consilium Wealth Advisory, LLC3,669$1.23M0.59%-2413F-HRTimeline
Baron Wealth Management LLC3,666$1.23M0.58%-1013F-HRTimeline
Visionary Wealth Advisors3,666$1.23M0.07%+42713F-HRTimeline
Americana Partners, LLC3,638$1.22M0.05%+42213F-HRTimeline
Prudent Man Advisors, LLC3,635$1.22M0.44%-23513F-HRTimeline
Avantax Planning Partners, Inc.3,630$1.21M0.04%+21613F-HRTimeline
Curbstone Financial Management Corp3,626$1.21M0.26%-5013F-HRTimeline
Texas Bank & Trust Co3,625$1.21M0.5%13F-HRTimeline
Grant Private Wealth Management Inc3,622$1.21M1.31%13F-HRTimeline
MWA Asset Management3,620$1.21M0.81%-20313F-HRTimeline
IFC Advisors LLC3,617$1.21M0.26%13F-HRTimeline
Connecticut Wealth Management, LLC3,615$1.21M0.06%+1,64413F-HRTimeline
Lokken Investment Group LLC3,593$1.2M0.52%+6013F-HRTimeline
Watts Gwilliam & Co., LLC3,684$1.2M0.25%-21313F-HRTimeline
Ipswich Investment Management Co., Inc.3,578$1.2M0.29%-1213F-HRTimeline
New Insight Wealth Advisors3,547$1.19M0.59%-3,34613F-HRTimeline
Mayflower Financial Advisors, LLC3,541$1.18M0.18%-15113F-HRTimeline
Malaga Cove Capital, LLC3,537$1.18M0.46%-513F-HRTimeline
DB Fitzpatrick & Co, Inc3,530$1.18M1.08%-1,54813F-HRTimeline
Sky Investment Group LLC3,527$1.18M0.22%-1513F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC3,524$1.18M0.46%+80113F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,523$1.18M0.08%-40,83513F-HRTimeline
Ausdal Financial Partners, Inc.3,519$1.18M0.1%+1,22313F-HRTimeline
Fearless Solutions, LLC dba Best Invest3,518$1.18M0.9%13F-HRTimeline
Callan Capital, LLC3,508$1.17M0.09%+73813F-HRTimeline
L2 Asset Management, LLC3,508$1.17M0.26%-24013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC3,497$1.17M1.16%-11713F-HRTimeline
XML Financial, LLC3,486$1.17M0.11%-313F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC3,456$1.16M0.54%-2213F-HRTimeline
Investment Partners Asset Management, I…3,444$1.15M0.9%-213F-HRTimeline
Delaney Dennis R3,428$1.15M0.6%new13F-HRTimeline
MATHER GROUP, LLC.3,426$1.15M0.01%+35713F-HRTimeline
Sustainable Insight Capital Management,…3,411$1.14M0.5%+1,91213F-HRTimeline
Meadow Creek Wealth Advisors LLC3,409$1.14M0.82%+37313F-HRTimeline
HARBOUR INVESTMENTS, INC.3,407$1.14M0.03%+30013F-HRTimeline
New Millennium Group LLC3,404$1.14M0.67%+17113F-HRTimeline
FLC Capital Advisors3,400$1.14M0.26%013F-HRTimeline
Burford Brothers, Inc.3,397$1.14M0.56%+10613F-HRTimeline
KG Capital Management3,388$1.13M0.36%+113F-HRTimeline
Masso Torrence Wealth Management Inc.3,380$1.13M0.59%+15313F-HRTimeline
Coppell Advisory Solutions LLC3,371$1.13M0.16%+2,62313F-HRTimeline
David J Yvars Group3,370$1.13M0.69%-1013F-HRTimeline
Prossimo Advisors, LLC3,366$1.12M0.81%+3213F-HRTimeline
SAX WEALTH ADVISORS, LLC3,364$1.12M0.09%+1,46513F-HRTimeline
Voleon Capital Management LP3,337$1.12M0.08%13F-HRTimeline
Marcum Wealth, LLC3,337$1.12M0.1%+20813F-HRTimeline
Garden State Investment Advisory Servic…3,326$1.11M0.34%+5213F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC3,321$1.11M0.98%+9713F-HRTimeline
Ironwood Investment Counsel, LLC3,324$1.11M0.19%-4213F-HRTimeline
Calydon Capital3,323$1.11M0.22%+2613F-HRTimeline
Great Diamond Partners, LLC3,322$1.11M0.29%-2713F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,351$1.11M0.09%-999,49713F-HRTimeline
STALEY CAPITAL ADVISERS INC3,305$1.1M0.05%013F-HRTimeline
TBH Global Asset Management, LLC3,262$1.09M0.26%013F-HRTimeline
Catalina Capital Group, LLC3,262$1.09M0.36%+22013F-HRTimeline
Roberts Capital Advisors, LLC3,262$1.09M0.91%013F-HRTimeline
CORRECT CAPITAL WEALTH MANAGEMENT3,256$1.09M0.22%+8713F-HRTimeline
Probity Advisors, Inc.3,249$1.09M0.21%+8613F-HRTimeline
MONETARY MANAGEMENT GROUP INC3,240$1.08M0.28%013F-HRTimeline
TFG Advisers LLC3,238$1.08M0.39%+16313F-HRTimeline
Focus Financial Network, Inc.3,238$1.08M0.04%-1,02813F-HRTimeline
Prosperity Financial Group, Inc.group of 2 filers holding3,230$1.08M+2,206Timeline
MERIDIAN INVESTMENT COUNSEL INC.3,230$1.08M0.32%+21713F-HRTimeline
Formidable Asset Management, LLC3,229$1.08M0.18%-10513F-HRTimeline
EPIQ Capital Group, LLC3,214$1.08M0.28%+7213F-HRTimeline
Future Fund LLC3,216$1.08M3.07%-2,84913F-HRTimeline
Cromwell Holdings LLC3,188$1.07M0.62%013F-HRTimeline
SPC Financial, Inc.3,185$1.06M0.09%+1,19013F-HRTimeline
WOLFF WIESE MAGANA LLC3,173$1.06M0.7%-6213F-HRTimeline
Argyle Capital Partners, LLC3,172$1.06M0.91%13F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,170$1.06M0.67%+47013F-HRTimelineGroup
Bond & Devick Financial Network, Inc.3,871$1.06M0.45%013F-HRTimeline
Alpha Cubed Investments, LLC3,155$1.05M0.05%+1613F-HRTimeline
SAGE RHINO CAPITAL LLC3,154$1.05M0.23%-86913F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/3,150$1.05M1.24%013F-HRTimeline
Oxford Wealth Group, LLC3,149$1.05M0.68%-13013F-HRTimeline
Roxbury Financial LLC3,188$1.05M1.01%13F-HRTimeline
Canandaigua National Trust Co of Florida3,140$1.05M0.82%-513F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC3,126$1.05M0.11%-57113F-HRTimeline
Strait & Sound Wealth Management LLC3,119$1.04M0.48%+5913F-HRTimeline
HIMENSION CAPITAL (SINGAPORE) PTE. LTD.3,111$1.04M0.07%new13F-HRTimeline
Quent Capital, LLC3,088$1.03M0.11%+6813F-HRTimeline
BROWN CAPITAL MANAGEMENT LLC3,087$1.03M0.02%-43013F-HRTimeline
Forefront Wealth Partners, LLC3,078$1.03M0.77%13F-HRTimeline
W1M Investment Management Ltd3,073$1.03M0.02%-4,36013F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,064$1.02M0.4%-39713F-HRTimeline
Tranquility Partners, LLC3,063$1.02M0.39%+8913F-HRTimeline
Belpointe Asset Management LLC4,041$1.02M0.06%+1513F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC3,052$1.02M0.8%+42513F-HRTimeline
Wealth Advisors of Iowa, LLC3,052$1.02M0.51%+2413F-HRTimeline
United Community Bankin group United Community Bank3,040$1.02M0.4%+16513F-HRTimelineGroup
Icon Wealth Advisors, LLC3,035$1.01M0.08%+26613F-HRTimeline
Corvex Management LP3,032$1.01M0.04%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Bancorp, Inc /ME/3,027$1.01M0.69%-9713F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,015$1.01M0.45%-5013F-HRTimeline
Concentrum Wealth Management3,003$1M0.35%new13F-HRTimeline
Aspire Growth Partners LLC2,997$1M0.98%13F-HRTimeline
Smithfield Trust Co2,974$995K0.05%+813F-HRTimeline
Warm Springs Advisors Inc.2,975$995K0.92%13F-HRTimeline
Adero Partners, LLC2,974$994K0.06%+8313F-HRTimeline
Oslo Pensjonsforsikring AS2,954$988K0.14%+52213F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,951$987K0.11%-6013F-HRTimeline
Austin Private Wealth, LLC2,947$985K0.09%+27113F-HRTimeline
Fairvoy Private Wealth, LLC2,943$984K0.26%13F-HRTimeline
Knuff & Co LLC2,940$983K0.3%013F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,935$981K0.55%013F-HRTimelineGroup
First Affirmative Financial Network2,933$980K0.57%+13413F-HRTimeline
Bienville Capital Management, LLC2,924$979K0.24%013F-HRTimeline
Kennebec Savings Bank3,062$977K0.98%-9913F-HRTimeline
Pointe Capital Management LLC2,910$973K0.56%+2413F-HR/ATimeline
Riverbend Wealth Management, LLC2,892$969K0.86%13F-HRTimeline
Capula Management Ltdin group Capula Management Ltd2,893$967K0.01%+2,80313F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
MIDLAND WEALTH ADVISORS, LLC2,887$965K0.06%-11813F-HRTimeline
Absoluto Partners Gestao de Recursos Lt…2,886$965K1.1%+1,45513F-HR/ATimeline
CASCADE INVESTMENT GROUP, INC.2,875$961K0.69%+6513F-HRTimeline
Pine Haven Investment Counsel, Inc2,875$961K0.79%+10013F-HRTimeline
Talon Private Wealth, LLC2,873$961K0.2%+1,48413F-HR/ATimeline
ECOFI INVESTISSEMENTS SA3,100$960K0.59%-70013F-HRTimeline