Skip to content
Disclosery

CRM SALESFORCE INC

Follow

COM (common), issuer CIK 1108524

2,891 managers (2,962 13F filers) reported a position in CRM shares at 2025-12-31, 809,885,161 shares in all. 189 filers opened a position and 208 filers sold out during the quarter.

Managers
2,891
13F filers
2,962
New
189
Added
1,085
Reduced
1,235
Sold out
208
Shares held by filers
809,885,161

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Sargent Investment Group, LLC3,844$1.02M0.13%new13F-HRTimeline
BANK OZK3,840$1.02M0.36%-1313F-HRTimeline
LCM Capital Management Inc3,825$1.01M0.49%-25713F-HRTimeline
PW Nova Financial Services LLC3,992$1.01M0.38%13F-HRTimeline
Duncan Williams Asset Management, LLC5,067$1.01M0.25%+1,42413F-HRTimeline
Worth Financial Advisory Group, LLC3,815$1.01M0.49%-50313F-HRTimeline
Simplicity Wealth,LLC3,813$1.01M0.06%+27513F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.3,804$1.01M0.07%+37913F-HRTimelineGroup
Mach-1 Financial Group, LLC3,799$1.01M0.21%+2,53913F-HRTimeline
MANNING & NAPIER ADVISORS LLC3,780$1.01M0.01%-227,63413F-HRTimeline
Essex LLC3,794$1.01M0.18%+50113F-HRTimeline
Klingman & Associates, LLC3,793$1M0.05%-1113F-HRTimeline
Sivia Capital Partners, LLC3,793$1M0.2%+1,28613F-HRTimeline
Crescent Sterling, Ltd.3,774$1000K1.02%+11213F-HRTimeline
HOWLAND CAPITAL MANAGEMENT LLC3,765$999K0.04%+20513F-HRTimeline
Hilton Head Capital Partners, LLC3,765$997K0.58%13F-HRTimeline
Community Bank & Trust, Waco, Texas3,748$993K0.2%-3913F-HRTimeline
RED REEF ADVISORS LLC3,744$992K1.01%13F-HRTimeline
CASCADE INVESTMENT GROUP, INC.3,700$980K0.65%+1513F-HRTimeline
ECOFI INVESTISSEMENTS SA3,700$980K0.68%+10013F-HRTimeline
Stiles Financial Services Inc3,693$978K0.3%+79313F-HRTimeline
Alta Advisers Ltdin group Alta Advisers Ltd3,670$972K0.35%-1,30013F-HRTimelineGroup
AK GLOBAL ASSET MANAGEMENT, LLC3,665$971K0.85%13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC3,657$969K0.2%-33313F-HRTimeline
Sierra Capital LLC3,646$966K0.1%013F-HRTimeline
Montecito Bank & Trust3,642$965K0.15%-1,11913F-HRTimeline
Mainsail Financial Group, LLC3,638$964K0.4%+38213F-HRTimeline
Hikari Tsushin, Inc.3,634$963K0.06%new13F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.3,630$962K0.57%+4513F-HRTimeline
Alliance Wealth Advisors, LLC /UT3,616$958K0.21%-80213F-HRTimeline
FARMERS & MERCHANTS TRUST Co OF LONG BE…3,613$957K0.22%-1,53113F-HRTimeline
MONTAG A & ASSOCIATES INC3,605$956K0.04%+96913F-HRTimeline
Capital Markets Trading UK LLP3,609$956K1.15%-52013F-HR/ATimeline
Strait & Sound Wealth Management LLC3,602$954K0.36%-60013F-HRTimeline
Oxler Private Wealth LLC3,596$953K0.28%+613F-HRTimeline
Corps Capital Advisors, LLC3,595$952K0.99%+1,92713F-HRTimeline
GREAT LAKES ADVISORS, LLC3,590$951K0.01%-3,78413F-HRTimeline
Neo Ivy Capital Management3,583$949K0.15%new13F-HRTimeline
Meadowbrook Advisors Group, LLC3,567$945K0.53%13F-HRTimeline
TRUST POINT INC.3,565$944K0.07%-25413F-HRTimeline
Integrated Investment Consultants, LLC3,560$943K0.19%-5213F-HR/ATimeline
FIRST CITIZENS BANK & TRUST CO3,548$940K0.02%+58713F-HRTimeline
FIRST UNITED BANK & TRUST3,536$937K0.3%-1,16513F-HRTimeline
DARA CAPITAL US, INC.3,524$934K0.83%13F-HRTimeline
NORTH DALLAS BANK & TRUST CO3,520$932K0.61%13F-HRTimeline
STALEY CAPITAL ADVISERS INC3,512$930K0.04%-1813F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC3,503$929K0.1%+81813F-HRTimeline
MCCARTER PRIVATE WEALTH SERVICES LLC3,505$929K0.42%+28513F-HRTimeline
Nicholas Hoffman & Company, LLC.3,504$928K0.02%+513F-HRTimeline
Meadow Creek Wealth Advisors LLC3,474$920K0.59%+37113F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC3,471$919K0.73%+313F-HRTimeline
Carr Financial Group Corp3,467$918K0.24%-24813F-HRTimeline
Moss Adams Wealth Advisors LLC3,441$913K0.07%+11113F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,438$911K0.05%013F-HRTimeline
AVISO WEALTH MANAGEMENT3,424$907K0.38%-17213F-HRTimeline
KIRTLAND HILLS CAPITAL MANAGEMENT, LLC3,422$907K0.32%-1,17113F-HRTimeline
WINTON GROUP Ltdin group WINTON GROUP Ltd3,418$905K0.03%-7,97813F-HRTimelineGroup
Eagle Wealth Advisors LLC3,403$903K0.77%13F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC3,407$903K0.03%-40,09213F-HRTimeline
Csenge Advisory Group3,401$901K0.04%+30113F-HRTimeline
LETKO, BROSSEAU & ASSOCIATES INC3,400$901K0.01%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC3,398$900K0.13%-29913F-HRTimeline
ARS Wealth Advisors Group, LLC3,394$899K0.08%-18113F-HRTimeline
Kennebec Savings Bank3,379$895K0.77%-13013F-HRTimeline
Everest Private Wealth3,374$894K0.5%+413F-HRTimeline
Maridea Wealth Management LLC3,368$892K0.13%+76613F-HRTimeline
Aspire Growth Partners LLC3,360$890K0.62%+513F-HRTimeline
Waldron Private Wealth LLC3,342$885K0.03%-28113F-HRTimeline
Pointe Capital Management LLC3,341$885K0.44%-15113F-HRTimeline
Etesian Wealth Advisors, Inc.3,339$885K0.28%-52213F-HRTimeline
ARBOR CAPITAL MANAGEMENT INC /ADV3,321$884K0.74%+5113F-HRTimeline
Cypress Wealth Services, LLC3,329$882K0.12%+37813F-HRTimeline
FinArc Investments, Inc.3,329$882K0.79%13F-HRTimeline
Abbot Financial Management, Inc.3,319$879K0.36%+2513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC3,303$873K0.24%+1,88413F-HRTimeline
Inscription Capital, LLC3,287$871K0.09%+86713F-HRTimeline
PACES FERRY WEALTH ADVISORS, LLC3,283$870K0.35%-7113F-HRTimeline
Green Ridge Wealth Planning LLC3,280$869K0.44%13F-HRTimeline
Texas Capital Bank Wealth Management Se…3,280$869K0.05%+1,85413F-HRTimeline
Putney Financial Group LLC3,265$865K0.81%-22413F-HRTimeline
AEGON ASSET MANAGEMENT UK Plc3,265$865K0.01%+53613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First Bancorp, Inc /ME/3,261$864K0.46%-6613F-HRTimeline
Marble Wealth, LLC3,258$863K0.12%13F-HRTimeline
BURNEY CO/3,253$862K0.03%-39613F-HRTimeline
Cornerstone Wealth Group, LLC3,251$861K0.06%+39413F-HRTimeline
Oder Investment Management, LLC3,247$860K0.62%-28413F-HRTimeline
SmartHarvest Portfolios, LLC3,237$858K0.3%13F-HRTimeline
CHICAGO TRUST Co NA3,236$857K0.13%-1,75513F-HRTimeline
1834 INVESTMENT ADVISORS CO3,234$857K0.11%+3613F-HRTimeline
Canandaigua National Trust Co of Florida3,229$855K0.54%-22913F-HRTimeline
Legacy Advisors, LLC3,221$855K0.09%+46813F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,220$853K0.03%-42613F-HRTimeline
Argyle Capital Partners, LLC3,217$852K0.62%-1,68013F-HRTimeline
Prentice Wealth Management LLC3,216$852K0.19%+21613F-HRTimeline
Focus Financial Network, Inc.3,211$851K0.03%-89113F-HRTimeline
Oslo Pensjonsforsikring AS3,211$851K0.13%013F-HRTimeline
BIRINYI ASSOCIATES INC3,208$850K0.21%-65013F-HRTimeline
Parkway Wealth Management Group, LLC3,202$848K0.11%13F-HRTimeline
Roxbury Financial LLC3,183$843K0.76%-1313F-HRTimeline
Confluence Wealth Services, Inc.3,161$837K0.03%-2,21013F-HRTimeline
TOWNSQUARE CAPITAL LLC3,158$836K0.19%+53913F-HRTimeline
FRED ALGER MANAGEMENT, LLCin group FRED ALGER MANAGEMENT, LLC3,149$835K<0.01%-11,79413F-HRTimelineGroup
Pine Haven Investment Counsel, Inc3,152$835K0.59%+4613F-HRTimeline
NVWM, LLC3,258$834K0.18%-1813F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …3,147$834K0.05%+3213F-HRTimelineGroup
Versant Capital Management, Inc3,133$830K0.1%+1,03713F-HRTimeline
PORTLAND INVESTMENT COUNSEL INC.3,116$829K0.25%+1,01413F-HRTimeline
Retirement Planning Group, LLC3,123$827K0.03%+3613F-HRTimeline
TRILLIUM ASSET MANAGEMENT, LLC3,052$827K0.03%-45413F-HRTimeline
SPWM Advisors LLC3,121$827K0.79%13F-HRTimeline
LEDERER & ASSOCIATES INVESTMENT COUNSEL…3,113$825K0.55%-52013F-HRTimeline
Bernicke Wealth Management, Ltd.3,110$824K0.11%13F-HRTimeline
Mirador Capital Partners LP3,106$823K0.11%-5,70913F-HRTimeline
GM Advisory Group, LLC3,105$823K0.03%-19613F-HRTimeline
CrossGen Wealth, LLC3,096$820K0.72%13F-HRTimeline
Calydon Capital3,086$818K0.14%-42013F-HRTimeline
Virtue Capital Management, LLC3,211$814K0.13%-5,66713F-HR/ATimeline
Riverbend Wealth Management, LLC3,067$813K0.51%+25013F-HRTimeline
SAGE RHINO CAPITAL LLC3,066$812K0.15%-11613F-HRTimeline
Root Financial Partners, LLC3,062$811K0.04%+43713F-HRTimeline
Pinnacle Wealth Planning Services, Inc.3,060$811K0.08%+87013F-HRTimeline
Fjell Capital, LLC3,050$808K0.62%+20413F-HRTimeline
INVESTMENT HOUSE LLC3,050$808K0.04%013F-HRTimeline
Gryphon Financial Partners LLC3,038$805K0.09%+18413F-HRTimeline
West Family Investments, Inc.3,015$799K0.19%-1,14813F-HRTimeline
Mirabaud & Cie SA3,005$796K0.26%-3,16013F-HRTimeline
Mechanics Financial Corp3,004$796K0.29%+10013F-HRTimeline
Warm Springs Advisors Inc.3,004$796K0.62%013F-HRTimeline
Forefront Wealth Partners, LLC3,002$795K0.38%+5213F-HRTimeline
Capital Investment Advisory Services, L…2,999$794K0.06%+54013F-HRTimeline
ROTHSCHILD INVESTMENT LLC2,990$792K0.04%-75313F-HRTimeline
WJ Financial Advisors LLC2,987$791K0.7%+113F-HRTimeline
Western Pacific Wealth Management, LP2,983$790K0.77%+24913F-HRTimeline
3Chopt Investment Partners, LLC2,967$787K0.18%-94013F-HRTimeline
Burford Brothers, Inc.2,961$784K0.32%-78313F-HRTimeline
Zullo Investment Group, Inc.2,954$783K0.29%+7813F-HRTimeline
Oxford Wealth Group, LLC2,946$780K0.38%13F-HRTimeline
Cromwell Holdings LLC2,940$780K0.43%+11813F-HRTimeline
BLODGETT WEALTH ADVISORS, LLC2,938$778K0.54%-27513F-HRTimeline
Alpha Family Trustin group Alpha Family Trust2,935$778K0.35%013F-HRTimelineGroup
IFG Advisory, LLC2,933$777K0.03%+58813F-HRTimeline
Bienville Capital Management, LLC2,924$776K0.12%013F-HRTimeline
Wealth Advisors of Iowa, LLC2,920$774K0.25%-713F-HRTimeline
HAZLETT, BURT & WATSON, INC.2,910$772K0.25%-33613F-HRTimeline
HOLDERNESS INVESTMENTS CO2,910$771K0.16%-45413F-HRTimeline
Aventura Private Wealth, LLC2,910$771K0.28%-43113F-HRTimeline
Modern Wealth Management, LLC2,907$770K0.01%+30413F-HRTimeline
NWAM LLC3,343$770K0.04%-22013F-HRTimeline
MERIDIAN INVESTMENT COUNSEL INC.2,905$770K0.19%-32713F-HRTimeline
Aries Wealth Management2,903$769K0.17%+4013F-HRTimeline
United Community Bankin group United Community Bank2,903$769K0.29%-1,42113F-HRTimelineGroup
RiverFront Investment Group, LLC2,895$767K0.01%-10313F-HRTimeline
Global Assets Advisory, LLC2,871$761K0.22%-54013F-HRTimeline
FLAGSHIP WEALTH ADVISORS, LLC4,142$760K0.22%-4513F-HRTimeline
Income Insurance Ltd2,870$760K0.49%13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Clear Trail Advisors, LLC2,867$759K0.18%13F-HRTimeline
Knuff & Co LLC2,864$759K0.22%-4413F-HRTimeline
Claro Advisors Inc.2,862$758K0.1%+12913F-HRTimeline
ROMANO BROTHERS AND COMPANY2,861$758K0.09%-26513F-HRTimeline
ROVIN CAPITAL /UT/ /ADV2,859$757K0.2%+24313F-HRTimeline
Odyssean, LLC2,857$757K0.54%13F-HRTimeline
CYBER HORNET ETFs LLC2,852$756K0.45%+14613F-HRTimeline
Citizens National Bank Trust Department2,845$754K0.13%+10913F-HRTimeline
S&CO INC2,839$752K0.05%013F-HRTimeline
Great Diamond Partners, LLC2,838$752K0.14%-10113F-HRTimeline
Carson Advisory Inc.2,832$750K0.39%+27613F-HRTimeline
FSM Wealth Advisors, LLC2,827$749K0.1%+69413F-HRTimeline
YANKCOM Partnership2,824$748K0.32%+4413F-HRTimeline
TB Alternative Assets Ltd.2,813$745K0.12%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC2,809$744K0.53%-5813F-HRTimeline
Capstone Capital Management Ltd2,808$744K0.71%13F-HRTimeline
FUKOKU MUTUAL LIFE INSURANCE Co2,806$743K0.05%-17413F-HRTimeline
Pursuit Wealth Management LLC2,805$743K0.64%13F-HRTimeline
MITCHELL MCLEOD PUGH & WILLIAMS INC3,878$742K0.11%-7813F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,786$738K0.03%+4313F-HRTimelineGroup
Harbour Wealth Management Group, Inc.2,770$734K0.57%13F-HRTimeline
Concentrum Wealth Management2,757$730K0.2%-23413F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC2,749$728K0.14%-7,15913F-HRTimeline
Clear Creek Financial Management, LLC2,740$726K0.06%-23113F-HRTimeline
SAGE PRIVATE WEALTH GROUP, LLC2,720$721K0.39%+6413F-HRTimeline
New Insight Wealth Advisors2,714$719K0.26%-34413F-HRTimeline
Summa Corp.2,709$718K0.31%+92913F-HRTimeline
DAVIS R M INC2,707$717K0.01%+16113F-HRTimeline
PAYDEN & RYGEL2,700$715K0.05%-1,40013F-HRTimeline
Parkside Financial Bank & Trust2,695$714K0.05%+2213F-HRTimeline
Edgestream Partners, L.P.2,686$712K0.02%-8,19113F-HRTimeline
Crown Wealth Group, LLC2,686$712K0.2%+3713F-HRTimeline
WATERSHED PRIVATE WEALTH LLC2,685$711K0.21%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,679$710K0.01%+10813F-HRTimeline
Persium Advisors, LLC2,679$710K0.52%+19513F-HRTimeline
Karani Asset Management LLC2,673$708K0.62%-1213F-HRTimeline
Alpha Cubed Investments, LLC2,666$706K0.02%-10013F-HRTimeline
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, …2,663$705K0.09%-6,41613F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,655$705K0.01%-3,04113F-HRTimelineGroup
SACKS & ASSOCIATES, LLC2,655$703K0.52%13F-HRTimeline
ROBERTS GLORE & CO INC /IL/2,647$701K0.19%+2213F-HRTimeline
Coign Capital Advisors LLC2,645$701K0.37%+4413F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,643$700K0.09%-14113F-HRTimeline
Security National Bank2,638$699K0.1%+1,39813F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED2,626$698K0.05%+23713F-HRTimeline