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Disclosery

CRM SALESFORCE INC

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COM (common), issuer CIK 1108524

Filings received so far for Q3 2026: 215 13F filers report a position in CRM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Douglas Lane & Associates, LLC367,924$84.5M1.13%+4,27613F-HRTimeline
Mn Services Vermogensbeheer B.V.236,708$54.3M0.41%+4,30013F-HRTimeline
Czech National Bank235,318$54M0.29%+2,46813F-HRTimeline
MOGY JOEL R INVESTMENT COUNSEL INC177,638$40.8M2.18%-8,35413F-HRTimeline
PARK NATIONAL CORP /OH/165,114$37.9M1.03%-23,59313F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.127,153$29.2M1.66%-91213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…188,805$26.4M0.04%+25,43813F-HRTimeline
Fisher Funds Management LTD110,362$25.3M0.74%-23,54213F-HRTimeline
Chesley Taft & Associates LLC79,545$18.3M0.71%-5,63813F-HRTimeline
Avanza Fonder AB75,362$17.3M0.33%+10,39913F-HRTimeline
Kessler Investment Group, LLC75,124$17.2M8.32%-6,32213F-HRTimeline
NorthCrest Asset Manangement, LLC72,979$16.6M0.39%+26213F-HRTimeline
Farther Finance Advisors, LLC64,365$14.8M0.1%+3,80313F-HRTimeline
CACTI ASSET MANAGEMENT LLC64,070$14.4M0.76%new13F-HRTimeline
CX Institutional52,240$12M0.32%+45813F-HRTimeline
Paragon Capital Management Ltd52,139$12M2.2%013F-HRTimeline
EQUITABLE TRUST CO51,595$11.8M0.5%-1,70113F-HRTimeline
JACOBS & CO/CA43,192$9.91M0.86%-2,02013F-HRTimeline
MassMutual Private Wealth & Trust, FSB36,067$8.28M0.22%-15513F-HRTimeline
PKO BP BANKOWY Universal Pension Societ…34,700$7.97M2.34%-1,30013F-HRTimeline
Venture Visionary Partners LLC33,909$7.78M0.2%+1,70513F-HRTimeline
Deane Retirement Strategies, Inc.30,356$6.96M2.85%-26413F-HRTimeline
WoodTrust Financial Corpin group WoodTrust Financial Corp28,390$6.52M0.79%-23913F-HRTimelineGroup
JERICHO FINANCIAL, LLP25,804$5.92M2.93%+36013F-HRTimeline
Chicago Capital, LLC25,012$5.74M0.13%-2,02713F-HRTimeline
Kennon-Green & Company, LLC24,147$5.54M4.25%new13F-HRTimeline
BUTENSKY & COHEN FINANCIAL SECURITY, INC21,082$4.84M1.2%+2,30613F-HRTimeline
Boston Common Asset Management, LLC19,866$4.56M0.26%-25,08813F-HRTimeline
Valeo Financial Advisors, LLC19,789$4.54M0.1%+34613F-HRTimeline
BAILARD, INC.19,691$4.52M0.09%+3,62013F-HRTimeline
Iowa State Bank19,538$4.49M0.76%+45313F-HRTimeline
GAMMA Investing LLC19,496$4.48M0.15%+4,54313F-HRTimeline
Dynamic Advisor Solutions LLC19,437$4.46M0.13%-2,15413F-HRTimeline
GATEWAY INVESTMENT ADVISERS LLC18,853$4.33M0.04%+3,98613F-HRTimeline
FIRST FINANCIAL BANK - TRUST DIVISION17,872$4.1M0.3%+55713F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…17,544$4.03M0.15%-15013F-HRTimeline
Avior Wealth Management, LLC17,200$3.95M0.1%-1,26513F-HRTimeline
Hixon Zuercher, LLC16,779$3.85M1.11%-21613F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…15,131$3.47M0.3%+23113F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC13,394$3.08M0.06%-9,75213F-HRTimeline
B. Riley Wealth Advisors, Inc.11,575$2.66M0.11%+3,33813F-HRTimeline
Williams & Novak Wealth Management, LLC11,349$2.61M1.56%+5713F-HRTimeline
Wedmont Private Capital11,421$2.6M0.06%-68913F-HRTimeline
Compton Wealth Advisory Group, LLC10,855$2.57M0.53%+1,43013F-HRTimeline
COURIER CAPITAL LLC10,964$2.52M0.47%-7,40913F-HRTimeline
MOODY NATIONAL BANK TRUST DIVISIONin group MOODY NATIONAL BANK TRUST DIV…10,757$2.47M0.2%+1,39513F-HRTimelineGroup
Trust Co10,164$2.33M0.2%+3,32713F-HRTimeline
First County Bank /CT/10,093$2.32M1.07%+16213F-HRTimeline
Boltwood Capital Management9,499$2.18M0.49%-20713F-HRTimeline
Quintet Private Bank (Europe) S.A.9,413$2.16M0.09%+5,71413F-HRTimeline
Bangor Savings Bank9,292$2.13M0.16%-50313F-HRTimeline
TLWM8,682$1.99M0.32%-7313F-HRTimeline
Apella Capital, LLC8,654$1.94M0.02%+3,23513F-HRTimeline
Fragasso Financial Advisors Inc8,381$1.92M0.1%-3,12013F-HRTimeline
HF Advisory Group, LLC8,216$1.89M0.56%-2,43113F-HRTimeline
Aaron Wealth Advisors LLC8,093$1.86M0.09%-52313F-HRTimeline
Atlas Brown,Inc.7,963$1.83M0.48%+1413F-HRTimeline
Avidian Wealth Enterprises, LLC7,537$1.73M0.05%+1,47413F-HRTimeline
TEALWOOD ASSET MANAGEMENT INC7,046$1.62M0.64%+1013F-HRTimeline
LifePlan Financial, LLC6,889$1.57M1.11%-2,70013F-HRTimeline
CENTRAL BANK & TRUST CO6,787$1.56M0.22%+2,74513F-HRTimeline
Ridgewood Investments LLC6,640$1.52M0.56%-11813F-HRTimeline
Cooper Financial Group6,466$1.48M0.12%+26913F-HRTimeline
THOR INVESTMENT MANAGEMENT INC /OH/ /ADV6,422$1.47M0.83%+4513F-HRTimeline
ANB BANK6,281$1.44M0.51%+30013F-HRTimeline
Thrive Wealth Management, LLC6,268$1.44M0.18%+16713F-HRTimeline
EASTERN BANK6,213$1.43M0.02%+32413F-HRTimeline
Nautilus Advisors LLC6,029$1.38M0.84%-7713F-HRTimeline
BAKER TILLY WEALTH MANAGEMENT, LLC5,861$1.35M0.27%-42913F-HRTimeline
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MA…5,600$1.29M0.11%-3,72413F-HRTimeline
Canandaigua National Trust Co of Florida5,565$1.28M0.71%13F-HRTimeline
Everhart Financial Group, Inc.5,552$1.27M0.08%+1,17313F-HRTimeline
St. Clair Advisors, LLC5,312$1.22M0.3%-14713F-HRTimeline
ROCKLAND TRUST CO5,234$1.2M0.05%-36613F-HRTimeline
SAX WEALTH ADVISORS, LLC5,157$1.18M0.03%+95613F-HRTimeline
Grove Bank & Trust5,128$1.18M0.12%-1,04513F-HRTimeline
JOURNEY RETIREMENT PLANNING & INVESTMEN…4,759$1.09M0.78%-74113F-HRTimeline
Persium Advisors, LLC4,466$1.03M0.54%+11913F-HRTimeline
Shum Financial Group, Inc.4,446$1.02M0.59%+1513F-HRTimeline
Krilogy Financial LLC4,354$1.02M0.03%-34813F-HRTimeline
Legacy Private Trust Co.4,302$988K0.05%-3,64813F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC4,262$978K0.11%-31913F-HRTimeline
LS Investment Advisors, LLC4,157$954K0.13%new13F-HRTimeline
NEVILLE RODIE & SHAW INC4,115$945K0.06%-2,12513F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC4,056$931K0.06%-9613F-HRTimeline
Emprise Bank3,984$915K0.35%+2613F-HRTimeline
Adelphi Trust Co3,903$896K0.59%+9313F-HRTimeline
ACT WEALTH MANAGEMENT, LLC3,863$887K0.26%+6013F-HRTimeline
Roxbury Financial LLC3,835$880K0.68%-11413F-HRTimeline
Perpetual Ltdin group Perpetual Ltd3,727$856K0.01%-6513F-HRTimelineGroup
Unique Wealth Strategies, LLC5,461$856K0.31%013F-HRTimeline
Cape Investment Advisory, Inc.3,695$848K0.22%-50113F-HRTimeline
Breakwater Capital Group3,550$815K0.1%+9313F-HRTimeline
Miller Global Investments, LLC3,436$789K0.64%013F-HRTimeline
Crumly & Associates Inc.3,396$780K0.14%+5013F-HRTimeline
BigSur Wealth Management LLC3,317$763K0.18%-30013F-HRTimeline
Prota Financial, LLC3,079$729K0.47%-23313F-HRTimeline
Wisconsin Wealth Advisors, LLC3,028$695K0.58%+9113F-HRTimeline
Hennion & Walsh Asset Management, Inc.2,999$688K0.02%-4,81313F-HRTimeline
Strategic Advisors LLC2,922$671K0.14%-89713F-HRTimeline
Investment Partners Asset Management, I…2,826$649K0.35%-6913F-HRTimeline
Versant Capital Management, Inc2,746$630K0.05%+7613F-HRTimeline
McGlone Suttner Wealth Management, Inc.2,695$619K0.07%-113F-HRTimeline
Financial Planning Hawaii, Inc.2,537$582K0.32%013F-HRTimeline
CATALYST PRIVATE WEALTH, LLC2,535$582K0.24%+2413F-HRTimeline
DLK Investment Management, LLC2,533$581K0.21%+1,49413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,456$564K0.01%-5713F-HRTimelineGroup
Green Ridge Wealth Planning LLC2,425$557K0.22%-23113F-HRTimeline
Great Diamond Partners, LLC2,312$531K0.09%+11713F-HRTimeline
Wealth Science Advisors LLC2,295$527K0.22%-7313F-HRTimeline
CoreCap Advisors, LLC2,253$517K0.01%+17713F-HRTimeline
Congress Park Capital LLC2,200$505K0.13%-67513F-HRTimeline
Ipswich Investment Management Co., Inc.2,161$496K0.11%-713F-HRTimeline
Connecticut Wealth Management, LLC2,160$496K0.02%-9213F-HRTimeline
CASCADE INVESTMENT GROUP, INC.2,104$483K0.27%-2613F-HRTimeline
EPIQ PARTNERS, LLC2,084$478K0.21%+2313F-HRTimeline
GK Wealth Management LLC2,061$473K0.27%-87113F-HRTimeline
ANCHYRA PARTNERS LLC2,018$463K0.1%+30213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,012$462K0.01%-25613F-HRTimeline
Fjell Capital, LLC2,011$462K0.26%-88913F-HRTimeline
1900 WEALTH MANAGEMENT LLC1,939$445K0.02%+4313F-HRTimeline
CULLEN INVESTMENT GROUP, LTD.1,889$442K0.05%-1,44013F-HRTimeline
Retireful, LLC1,917$440K0.38%new13F-HRTimeline
Bigelow Investment Advisors, LLC1,901$436K0.16%+19413F-HRTimeline
Worth Asset Management, LLC1,856$426K0.12%new13F-HRTimeline
Kaizen Financial Strategies1,809$415K0.16%-73413F-HRTimeline
Financial Enhancement Group LLC1,837$413K0.05%-24813F-HRTimeline
Park Capital Management, LLC / WI1,776$408K0.21%+7613F-HRTimeline
Accel Wealth Management1,775$407K0.09%-3713F-HRTimeline
Acropolis Investment Management, LLC1,761$404K0.02%+59513F-HRTimeline
Wynn Capital, LLC1,757$403K0.18%+13413F-HRTimeline
WEDGE CAPITAL MANAGEMENT L L P/NC1,751$402K0.01%-7813F-HRTimeline
Investors Research Corp1,750$402K0.07%-8513F-HRTimeline
Veery Capital, LLC1,706$392K0.1%+19613F-HRTimeline
RHS Financial, LLC1,663$382K0.13%-3713F-HRTimeline
NICHOLS & PRATT ADVISERS LLP /MAin group NICHOLS & PRATT ADVISERS LLP …1,557$369K0.02%-10013F-HRTimelineGroup
Pioneer Wealth Management Group1,564$359K0.08%+2013F-HRTimeline
Intelligence Driven Advisers, LLC1,506$346K0.06%new13F-HRTimeline
Signal Advisors Wealth, LLC1,464$336K0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,462$336K0.01%+113F-HRTimeline
Bill Few Associates, Inc.1,460$335K0.07%+413F-HRTimeline
Mirador Capital Partners LP1,443$331K0.04%-68713F-HRTimeline
Balefire, LLC1,408$323K0.05%-40913F-HRTimeline
YHB Investment Advisors, Inc.1,406$323K0.02%new13F-HRTimeline
Mengis Capital Management, Inc.1,402$322K0.05%new13F-HRTimeline
Yoder Wealth Management, Inc.1,395$320K0.12%-5113F-HRTimeline
Bison Wealth, LLC1,362$319K0.03%-32713F-HRTimeline
FRANKLIN STREET ADVISORS INC /NC1,350$310K0.02%-4513F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC1,319$303K0.08%+113F-HRTimeline
David J Yvars Group1,310$301K0.14%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS1,263$290K0.09%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC1,248$287K0.03%013F-HRTimeline
Fermata Advisors, LLC1,239$284K0.06%new13F-HRTimeline
BENEDICT FINANCIAL ADVISORS INC1,214$279K0.06%new13F-HRTimeline
Hamilton Capital, LLC1,210$278K0.02%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC1,190$273K<0.01%new13F-HRTimelineGroup
FIRST FINANCIAL CORP /IN/1,141$262K0.09%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST1,140$262K0.02%-4513F-HRTimeline
First Heartland Consultants, Inc.1,114$256K0.02%new13F-HRTimeline
Affinity Capital Advisors, LLC1,116$256K0.03%new13F-HRTimeline
New Covenant Trust Company, N.A.1,102$253K0.18%new13F-HRTimeline
Regent Peak Wealth Advisors LLC1,082$248K0.04%-30113F-HRTimeline
Centurion Wealth Management LLC1,082$248K0.06%new13F-HRTimeline
Trinity Financial Advisors LLC1,068$246K0.06%new13F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…1,040$239K0.02%-38013F-HRTimeline
Montecito Bank & Trust1,028$236K0.04%-73013F-HRTimeline
SAPIENT CAPITAL LLC1,019$234K<0.01%-1,19813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC1,020$234K<0.01%new13F-HRTimeline
CV Advisors LLC1,000$230K0.04%-70013F-HRTimeline
Able Wealth Management LLC996$229K0.05%new13F-HRTimeline
Bestgate Wealth Advisors, LLC971$223K0.14%new13F-HRTimeline
Peoples Bank/KS949$218K0.21%new13F-HRTimeline
Foster Group, Inc.944$217K0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC944$217K0.07%+13813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC926$213K0.14%+82613F-HRTimeline
GILL CAPITAL PARTNERS, LLC911$209K0.06%+3113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC868$204K0.03%new13F-HRTimeline
GoalVest Advisory LLC816$187K0.03%+313F-HRTimeline
WEST PACES ADVISORS INC.809$186K0.03%+913F-HRTimeline
Meriwether Wealth & Planning, LLC729$167K0.08%new13F-HRTimeline
Rydar Equities, Inc.616$138K0.07%new13F-HRTimeline
Byrne Asset Management LLC534$126K0.07%-6013F-HRTimeline
Dakota Community Bank & Trust NA406$93.2K0.27%+17913F-HRTimeline
Bullock Wealth Management Group345$81.6K0.03%+18013F-HRTimeline
First PREMIER Bank338$78K0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA335$76.9K0.03%013F-HRTimeline
Rosenberg Matthew Hamilton332$76.2K0.01%013F-HRTimeline
Bank & Trust Co299$68.6K0.04%013F-HRTimeline
ATWOOD & PALMER INC265$60.9K<0.01%013F-HRTimeline
Hickory Point Bank & Trust250$57.4K0.03%-10013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC249$57.2K0.02%-7813F-HRTimeline
CGC Financial Services, LLC223$51.2K0.01%013F-HRTimeline
Marquette Asset Management, LLC218$50K0.01%013F-HRTimeline
Noble Wealth Management PBC211$48.4K0.02%013F-HRTimeline
Ulland Investment Advisors, LLC209$48K0.03%013F-HRTimeline
Coastline Trust Co200$45.9K<0.01%-14313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Polaris Financial Partners176$40K0.02%13F-HRTimeline
STEPH & CO171$39.3K0.01%+1813F-HRTimeline
Bank of New Hampshire160$36.7K0.01%-6513F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC157$36K<0.01%-13213F-HRTimeline