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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

2,902 managers (2,963 13F filers) reported a position in CRM shares at 2025-06-30, 770,961,464 shares in all. 201 filers opened a position and 191 filers sold out during the quarter.

Managers
2,902
13F filers
2,963
New
201
Added
1,401
Reduced
1,042
Sold out
191
Shares held by filers
770,961,464

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
INCEPTIONR LLC4,276$1.17M0.27%+3,08413F-HRTimeline
Integrated Quantitative Investments LLC4,263$1.16M0.34%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.4,256$1.16M0.05%-1,24613F-HRTimelineGroup
KG Capital Management4,254$1.16M0.34%-1,05813F-HRTimeline
Larson Financial Group LLC4,240$1.16M0.05%+50413F-HRTimeline
RFG Holdings, Inc.4,199$1.15M0.33%+1,03213F-HRTimeline
Newman Dignan & Sheerar, Inc.4,199$1.15M0.26%-5513F-HRTimeline
PERSONAL CFO SOLUTIONS, LLC4,191$1.14M0.21%+54713F-HRTimeline
DOLIVER ADVISORS, LP4,186$1.14M0.31%-1,70813F-HRTimeline
LCM Capital Management Inc4,183$1.14M0.59%+1913F-HRTimeline
Aldebaran Financial Inc.4,176$1.14M1.26%+113F-HRTimeline
Ipswich Investment Management Co., Inc.4,170$1.14M0.27%+47213F-HRTimeline
L2 Asset Management, LLC4,170$1.14M0.19%+17913F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.4,167$1.14M0.54%-18813F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC4,165$1.14M0.57%-2313F-HRTimeline
David J Yvars Group4,163$1.14M0.67%+93813F-HRTimeline
Key Client Fiduciary Advisors, LLC4,156$1.13M0.46%+113F-HRTimeline
Strait & Sound Wealth Management LLC4,153$1.13M0.48%+42413F-HRTimeline
Gallagher Capital Advisors, LLC4,203$1.13M0.91%-55013F-HRTimeline
Octavia Wealth Advisors, LLC4,146$1.13M0.13%-2013F-HRTimeline
PFG Advisors4,150$1.13M0.05%+1,38913F-HRTimeline
Towne Trust Company, N.A4,122$1.12M0.39%+49013F-HR/ATimeline
Ausdal Financial Partners, Inc.4,121$1.12M0.07%-12413F-HRTimeline
CONGRESS ASSET MANAGEMENT CO4,111$1.12M0.01%-301,97413F-HRTimeline
ARGUS INVESTORS' COUNSEL, INC.4,096$1.12M0.79%-68713F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…4,088$1.11M0.04%+38813F-HRTimeline
Copperleaf Capital, LLC4,081$1.11M0.56%-26113F-HRTimeline
BSW Wealth Partners4,078$1.11M0.15%+17013F-HRTimeline
WULFF, HANSEN & CO.4,070$1.11M0.95%+1,45513F-HRTimeline
Greykasell Wealth Strategies, Inc.4,054$1.11M0.53%+9513F-HRTimeline
BRIDGES INVESTMENT MANAGEMENT INC4,045$1.1M0.01%+9013F-HRTimeline
Anchor Investment Management, LLC4,044$1.1M0.1%+15713F-HRTimeline
ClearAlpha Technologies LP4,044$1.1M3.18%+3,28313F-HRTimeline
North Star Investment Management Corp.4,029$1.1M0.08%+413F-HRTimeline
BANK OZK4,020$1.1M0.42%-26813F-HRTimeline
STABLEFORD CAPITAL II LLC4,067$1.09M0.41%new13F-HRTimeline
TRUST POINT INC.4,001$1.09M0.1%-23313F-HRTimeline
Curbstone Financial Management Corp3,976$1.08M0.22%+35013F-HRTimeline
Community Bank & Trust, Waco, Texas3,973$1.08M0.25%013F-HRTimeline
FCG Investment Co3,961$1.08M0.56%-3,69313F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,962$1.08M0.03%-113F-HRTimeline
Lebenthal Global Advisors, LLCin group Lebenthal Global Advisors, LLC3,948$1.08M0.2%-25813F-HRTimelineGroup
Minot DeBlois Advisors LLC3,945$1.08M1.02%+4013F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,939$1.07M0.27%-14613F-HRTimeline
WINCAP FINANCIAL LLC3,936$1.07M0.86%+11913F-HRTimeline
Motiv8 Investments LLC3,928$1.07M0.66%+44113F-HRTimeline
Carr Financial Group Corp3,912$1.07M0.31%013F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.3,907$1.07M0.18%new13F-HRTimeline
Blueshift Asset Management, LLC3,906$1.07M0.33%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,915$1.06M0.19%-40013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,896$1.06M0.07%+42713F-HRTimeline
Bradyco, Inc.3,894$1.06M0.79%013F-HR/ATimeline
Carnegie Lake Advisors LLC3,886$1.06M0.42%013F-HRTimeline
West Family Investments, Inc.3,876$1.06M0.28%+1,06013F-HRTimeline
Unified Investment Management3,875$1.06M1.13%+5613F-HRTimeline
OV Management LLC3,871$1.06M0.88%-6,45313F-HRTimeline
BIRINYI ASSOCIATES INC3,858$1.05M0.31%013F-HRTimeline
Fairtree Asset Management (Pty) Ltd3,857$1.05M0.79%+2,22513F-HRTimeline
Grove Bank & Trust3,838$1.05M0.13%-3413F-HRTimeline
STANSBERRY ASSET MANAGEMENT, LLC3,832$1.04M0.11%-13,84913F-HRTimeline
Putney Financial Group LLC3,820$1.04M1.05%-16513F-HR/ATimeline
GM Advisory Group, LLC3,811$1.04M0.05%+2,46213F-HRTimeline
Valmark Advisers, Inc.3,804$1.04M0.01%+4413F-HRTimeline
Cape Investment Advisory, Inc.3,799$1.04M0.38%+10913F-HRTimeline
WRAPMANAGER INC3,787$1.03M0.25%-4813F-HRTimeline
United Community Bankin group United Community Bank3,779$1.03M0.35%+32613F-HRTimelineGroup
Forefront Wealth Partners, LLC3,078$1.03M0.71%-14213F-HRTimeline
FIRST MERCHANTS CORP3,769$1.03M0.04%-44713F-HRTimeline
AustralianSuper Pty Ltd3,752$1.02M0.01%-183,54113F-HRTimeline
Masso Torrence Wealth Management Inc.3,751$1.02M0.47%+24913F-HRTimeline
Burford Brothers, Inc.3,731$1.02M0.47%+6113F-HRTimeline
Texas Bank & Trust Co3,718$1.01M0.4%+17913F-HRTimeline
Oder Investment Management, LLC3,698$1.01M0.76%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC3,686$1M0.05%-3,04013F-HRTimelineGroup
Seed Wealth Management, Inc.3,685$1M0.75%013F-HRTimeline
TWIN CITY PRIVATE WEALTH, LLC3,678$1M0.82%+113F-HRTimeline
Guardian Partners Inc.3,705$1M0.09%new13F-HRTimeline
Consilium Wealth Advisory, LLC3,675$1M0.42%-8413F-HRTimeline
Investment Partners Asset Management, I…3,672$1M0.7%+18313F-HRTimeline
ECOFI INVESTISSEMENTS SA4,400$999K1.11%+1,15013F-HRTimeline
Souders Financial Advisors3,655$997K0.13%-3,25813F-HRTimeline
Sierra Capital LLC3,646$994K0.11%+713F-HRTimeline
Prostatis Group LLC3,641$993K0.28%-79613F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…3,633$991K0.66%new13F-HRTimeline
Csenge Advisory Group3,728$989K0.05%-15913F-HRTimeline
MWA Asset Management3,628$989K0.61%+2413F-HRTimeline
Connecticut Wealth Management, LLC3,622$988K0.05%+313F-HRTimeline
Oxler Private Wealth LLC3,617$986K0.31%-5613F-HRTimeline
Duncan Williams Asset Management, LLC3,616$986K0.31%+48013F-HR/ATimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,251$985K0.32%-16113F-HRTimeline
Cottage Street Advisors LLC3,608$984K0.51%-34313F-HRTimeline
New Insight Wealth Advisors3,607$984K0.4%-12213F-HRTimeline
Bordeaux Wealth Advisors LLC3,607$984K0.13%-91113F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC3,602$982K0.34%-6313F-HRTimeline
Summit Global Investmentsin group Summit Global Investments3,597$981K0.06%013F-HRTimelineGroup
ROMANO BROTHERS AND COMPANY3,597$981K0.12%-37613F-HRTimeline
Sky Investment Group LLC3,595$980K0.17%+6513F-HRTimeline
SYM FINANCIAL Corp3,591$979K0.11%-1,05813F-HRTimeline
Fearless Solutions, LLC dba Best Invest3,590$979K0.68%+4913F-HRTimeline
Sargent Investment Group, LLC3,917$976K0.13%-28513F-HRTimeline
Northstar Advisory Group, LLC3,578$976K0.48%-6,42813F-HRTimeline
Moss Adams Wealth Advisors LLC3,571$975K0.09%+86013F-HRTimeline
Advisory Alpha, LLC3,571$974K0.03%+84313F-HRTimeline
Probity Advisors, Inc.3,568$973K0.17%+22413F-HRTimeline
Curated Wealth Partners LLC3,556$970K0.11%+2,25713F-HRTimeline
Soltis Investment Advisors LLC3,528$962K0.08%+73213F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC3,524$961K0.44%-76413F-HRTimeline
First Bancorp, Inc /ME/3,507$956K0.55%-14213F-HRTimeline
Garden State Investment Advisory Servic…3,495$956K0.26%+13513F-HRTimeline
CASCADE INVESTMENT GROUP, INC.3,493$953K0.67%+19013F-HRTimeline
Talon Private Wealth, LLC3,481$949K0.13%+15713F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC3,466$945K0.89%+313F-HRTimeline
ROMAN BUTLER FULLERTON & CO3,508$944K0.28%+60113F-HRTimeline
Nicholas Hoffman & Company, LLC.3,459$943K0.02%+57713F-HRTimeline
HAZLETT, BURT & WATSON, INC.3,462$943K0.39%+27713F-HRTimeline
Icon Wealth Advisors, LLC3,457$943K0.07%+25513F-HRTimeline
Formidable Asset Management, LLC3,513$943K0.16%013F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,448$942K0.04%-1613F-HRTimeline
STALEY CAPITAL ADVISERS INC3,443$939K0.04%+10013F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,441$938K0.23%+90913F-HRTimeline
Americana Partners, LLC3,425$934K0.03%-14,51613F-HRTimeline
Nicholas Wealth, LLC.3,409$929K0.82%+63613F-HR/ATimeline
Everest Private Wealth3,407$929K0.67%-49013F-HRTimeline
Virtue Capital Management, LLC3,400$927K0.17%+84313F-HRTimeline
PAYDEN & RYGEL3,400$927K0.08%-25,50013F-HRTimeline
Kennebec Savings Bank3,388$924K0.91%+19013F-HRTimeline
Waldron Private Wealth LLC3,381$923K0.04%-6513F-HRTimeline
Mayflower Financial Advisors, LLC3,385$923K0.13%-14813F-HRTimeline
Crescent Sterling, Ltd.3,363$917K1.03%+28513F-HRTimeline
ARS Wealth Advisors Group, LLC3,362$917K0.11%+29013F-HRTimeline
Klingman & Associates, LLC3,354$915K0.05%+35613F-HRTimeline
Strategic Wealth Investment Group, LLC3,352$914K1.32%+32413F-HRTimeline
NWAM LLC3,529$913K0.05%new13F-HR/ATimeline
EADS & HEALD WEALTH MANAGEMENT3,342$911K0.45%+23213F-HRTimeline
Focus Financial Network, Inc.3,341$911K0.04%+33113F-HRTimeline
MONETARY MANAGEMENT GROUP INC3,340$911K0.22%013F-HRTimeline
Nvest Financial, LLC3,331$908K0.47%+61813F-HRTimeline
TBH Global Asset Management, LLC3,321$906K0.19%+813F-HRTimeline
Great Diamond Partners, LLC3,319$905K0.19%+21613F-HRTimeline
Westerkirk Capital Inc.3,318$905K0.11%13F-HRTimeline
Aspire Growth Partners LLC3,316$904K0.74%-15313F-HRTimeline
FIRST CITIZENS BANK & TRUST CO3,315$904K0.02%-1,19713F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,306$902K0.17%+6013F-HRTimeline
Legacy Capital Group California, Inc.3,300$900K0.25%+85313F-HRTimeline
TFG Advisers LLC3,294$898K0.31%+2013F-HRTimeline
Root Financial Partners, LLC3,286$896K0.09%+69713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,274$893K0.12%+78713F-HRTimeline
Cyr Financial Inc.3,273$893K0.69%+51113F-HRTimeline
FIDUCIARY FAMILY OFFICE, LLC3,270$892K0.29%-2,02013F-HRTimeline
Aprio Wealth Management, LLC3,263$890K0.1%-96413F-HRTimeline
Canandaigua National Trust Co of Florida3,262$890K0.63%+6213F-HRTimeline
Roberts Capital Advisors, LLC3,262$890K0.66%013F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,252$887K0.05%-4,48513F-HRTimeline
Trueblood Wealth Management, LLC3,246$885K0.37%+2113F-HRTimeline
Turtle Creek Wealth Advisors, LLC3,245$885K0.1%new13F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.3,230$881K0.24%013F-HRTimeline
DB Fitzpatrick & Co, Inc3,230$881K0.78%+6913F-HRTimeline
WHITE PINE CAPITAL LLC3,222$879K0.28%+79513F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC3,213$876K0.69%+20013F-HRTimeline
LIBERTY ONE INVESTMENT MANAGEMENT, LLC3,211$876K0.09%+4613F-HRTimeline
Cromwell Holdings LLC3,188$871K0.53%013F-HRTimeline
3Chopt Investment Partners, LLC3,187$870K0.21%+91713F-HRTimeline
Amica Retiree Medical Trust3,184$868K1.25%013F-HRTimeline
SAGE RHINO CAPITAL LLC3,176$866K0.18%+1013F-HRTimeline
BARINGS LLCin group BARINGS LLC3,158$861K0.02%-62613F-HRTimelineGroup
Mattson Financial Services, LLC3,158$861K0.23%+4413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,158$861K0.07%+12113F-HRTimeline
CAPITAL MANAGEMENT ASSOCIATES /NY/3,150$859K1.4%013F-HRTimeline
Meadow Creek Wealth Advisors LLC3,128$853K0.58%-42513F-HRTimeline
Abbot Financial Management, Inc.3,123$852K0.39%+37513F-HRTimeline
XML Financial, LLC3,123$852K0.07%-11713F-HRTimeline
1834 INVESTMENT ADVISORS CO3,122$851K0.11%+713F-HRTimeline
HARBOUR INVESTMENTS, INC.3,121$851K0.02%+8713F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …3,115$849K0.06%+80013F-HRTimelineGroup
My Legacy Advisors, LLC3,199$844K0.3%+25913F-HRTimeline
Brookwood Investment Group LLC3,077$839K0.14%+1,07513F-HRTimeline
Tranquility Partners, LLC3,077$839K0.3%013F-HRTimeline
Roxbury Financial LLC3,077$839K0.82%-5013F-HRTimeline
Quent Capital, LLC3,074$838K0.08%-2813F-HRTimeline
HOLDERNESS INVESTMENTS CO3,074$838K0.18%+16313F-HRTimeline
W1M Investment Management Ltd3,073$838K0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC3,065$836K0.07%-48713F-HR/ATimeline
Integrated Investment Consultants, LLC3,054$833K0.16%-49213F-HRTimeline
WATERSHED PRIVATE WEALTH LLC3,051$832K0.3%-1313F-HRTimeline
Wealth Advisors of Iowa, LLC3,040$829K0.31%013F-HRTimeline
Modern Wealth Management, LLC3,039$829K0.02%+28913F-HR/ATimeline
DAVIS R M INC3,037$828K0.02%-1413F-HRTimeline
AGH Wealth Advisors, LLC3,036$828K0.68%-2713F-HRTimeline
Oslo Pensjonsforsikring AS3,031$827K0.13%013F-HRTimeline
Pointe Capital Management LLC3,027$825K0.43%+6313F-HRTimeline
Krane Funds Advisors LLC3,025$825K0.03%+16113F-HRTimeline
Concentrum Wealth Management3,022$824K0.26%-213F-HRTimeline
Joel Isaacson & Co., LLC3,011$821K0.03%+12313F-HRTimeline
IQ EQ FUND MANAGEMENT (IRELAND) Ltd3,006$820K0.07%+1,10013F-HRTimeline
Warm Springs Advisors Inc.3,004$819K0.7%-7413F-HRTimeline
TradeLink Capital LLC3,000$818K2.9%new13F-HRTimeline
Cypress Wealth Services, LLC2,969$810K0.14%new13F-HRTimeline
Donald L. Hagan, LLC2,968$809K0.4%new13F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC2,965$809K0.46%+17013F-HRTimeline
Argyle Capital Partners, LLC2,964$808K0.67%-21713F-HRTimeline