Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 10)
2,504 institutional investment managers reported a CRM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $109.3B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 901 to 1,000. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
CRM 13F holders ranked 901–1,000 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 901 | Havemeyer Place#901 · 14,671 sh | 14,671 | $2.3M | 0.23% | New |
| 902 | Meeder Advisory Services#902 · 14,641 sh | 14,641 | $2.3M | 0.08% | -7.6% |
| 903 | ADELL HARRIMAN & CARPENTER#903 · 14,628 sh | 14,628 | $2.3M | 0.12% | -40.1% |
| 904 | Missouri & Investment#904 · 12,397 sh | 12,397 | $2.3M | 0.62% | +16.6% |
| 905 | SAGESPRING WEALTH PARTNERS#905 · 14,459 sh | 14,459 | $2.3M | — | -14.9% |
| 906 | Fluent Financial#906 · 14,458 sh | 14,458 | $2.3M | — | New |
| 907 | CGN Advisors#907 · 14,431 sh | 14,431 | $2.3M | — | -3.3% |
| 908 | WHITTIER OF NEVADA#908 · 13,259 sh | 13,259 | $2.2M | 0.04% | -14.1% |
| 909 | TCW GROUP#909 · 14,345 sh | 14,345 | $2.2M | 0.02% | -11.0% |
| 910 | RESOURCES MANAGEMENT /CT#910 · 14,322 sh | 14,322 | $2.2M | 0.28% | +3.0% |
| 911 | Quantbot Technologies#911 · 14,184 sh | 14,184 | $2.2M | 0.09% | +7.4% |
| 912 | Laurel Wealth Advisors#912 · 14,163 sh | 14,163 | $2.2M | 0.21% | +2.4% |
| 913 | Linscomb Wealth#913 · 14,132 sh | 14,132 | $2.2M | 0.10% | +4.4% |
| 914 | Convergence Financial#914 · 14,117 sh | 14,117 | $2.2M | 0.18% | +88.4% |
| 915 | Private Wealth Partners#915 · 14,086 sh | 14,086 | $2.2M | — | -4.7% |
| 916 | GTS SECURITIES#916 · 14,081 sh | 14,081 | $2.2M | 0.05% | +279.1% |
| 917 | Ocean Capital Management#917 · 14,057 sh | 14,057 | $2.2M | 0.41% | -10.0% |
| 918 | Blackstone#918 · 13,975 sh | 13,975 | $2.2M | <0.01% | New |
| 919 | Modern Wealth Management#919 · 13,953 sh | 13,953 | $2.2M | 0.03% | +161.7% |
| 920 | OF TOLEDO NA#920 · 13,935 sh | 13,935 | $2.2M | — | -1.6% |
| 921 | HBW Advisory Services#921 · 13,799 sh | 13,799 | $2.2M | — | +5.4% |
| 922 | Penserra Capital Management#922 · 13,788 sh | 13,788 | $2.2M | 0.02% | -92.3% |
| 923 | Glen Eagle Advisors#923 · 13,719 sh | 13,719 | $2.1M | 0.27% | +75.5% |
| 924 | Palumbo Wealth Management#924 · 13,718 sh | 13,718 | $2.1M | 0.45% | -4.8% |
| 925 | Nicollet Investment Management#925 · 13,703 sh | 13,703 | $2.1M | — | -2.2% |
| 926 | WealthShield Partners#926 · 13,630 sh | 13,630 | $2.1M | 0.33% | +1.7% |
| 927 | Hillman Capital Management#927 · 13,658 sh | 13,658 | $2.1M | 1.55% | +24.7% |
| 928 | North Star Investment Management#928 · 13,651 sh | 13,651 | $2.1M | 0.12% | +165.1% |
| 929 | Cohen Investment Advisors#929 · 13,612 sh | 13,612 | $2.1M | — | +3.5% |
| 930 | Miracle Mile Advisors#930 · 13,563 sh | 13,563 | $2.1M | 0.02% | -17.6% |
| 931 | Coastal Bridge Advisors#931 · 13,476 sh | 13,476 | $2.1M | 0.13% | -1.8% |
| 932 | PFG Investments#932 · 13,459 sh | 13,459 | $2.1M | 0.08% | +20.0% |
| 933 | Canvas Wealth Advisors#933 · 13,416 sh | 13,416 | $2.1M | 0.29% | New |
| 934 | Zhang Financial#934 · 13,425 sh | 13,425 | $2.1M | 0.06% | -0.2% |
| 935 | SFE Investment Counsel#935 · 13,353 sh | 13,353 | $2.1M | 0.28% | -8.5% |
| 936 | AlTi Global#936 · 13,306 sh | 13,306 | $2.1M | 0.04% | -29.3% |
| 937 | Rare Wolf Capital#937 · 13,314 sh | 13,314 | $2.1M | — | +40.8% |
| 938 | Cornerstone Planning#938 · 13,254 sh | 13,254 | $2.1M | 0.48% | +4.4% |
| 939 | LECAP ASSET MANAGEMENT LTD#939 · 13,241 sh | 13,241 | $2.1M | — | New |
| 940 | Summit Global Investments#940 · 13,227 sh | 13,227 | $2.1M | 0.11% | +107.4% |
| 941 | AMG National Bank#941 · 13,187 sh | 13,187 | $2.1M | 0.04% | +67.8% |
| 942 | Pegasus Asset Management#942 · 13,179 sh | 13,179 | $2.1M | 0.59% | -47.2% |
| 943 | Financial Gravity Companies, (FGCO)#943 · 13,170 sh | 13,170 | $2.1M | 0.33% | — |
| 944 | Chemistry Wealth Management#944 · 13,155 sh | 13,155 | $2.1M | — | +62.6% |
| 945 | Legacy Financial Advisors#945 · 13,125 sh | 13,125 | $2.1M | 0.25% | +15.3% |
| 946 | IPG Investment Advisors#946 · 13,059 sh | 13,059 | $2.1M | 0.29% | -13.4% |
| 947 | CFC Planning#947 · 13,078 sh | 13,078 | $2.0M | 1.20% | -4.7% |
| 948 | MONARCH CAPITAL MANAGEMENT#948 · 13,029 sh | 13,029 | $2.0M | — | +21.7% |
| 949 | Financiere des Professionnels - Fonds d,investissement#949 · 13,000 sh | 13,000 | $2.0M | 0.11% | 0.0% |
| 950 | EDENTREE ASSET MANAGEMENT Ltd#950 · 12,987 sh | 12,987 | $2.0M | 0.62% | 0.0% |
| 951 | Winch Advisory Services#951 · 12,969 sh | 12,969 | $2.0M | 0.42% | +4.0% |
| 952 | Sovran Advisors#952 · 11,181 sh | 11,181 | $2.0M | 0.15% | -11.5% |
| 953 | PARTNERS CAPITAL INVESTMENT GROUP, LLP#953 · 12,931 sh | 12,931 | $2.0M | 0.07% | -14.6% |
| 954 | Demars Financial Group#954 · 12,920 sh | 12,920 | $2.0M | — | +21.2% |
| 955 | Teamwork Financial Advisors#955 · 12,912 sh | 12,912 | $2.0M | — | +17.2% |
| 956 | Magnetar Financial#956 · 12,789 sh | 12,789 | $2.0M | 0.02% | New |
| 957 | Trek Financial#957 · 12,678 sh | 12,678 | $2.0M | 0.10% | +21.3% |
| 958 | Wedmont Private Capital#958 · 12,110 sh | 12,110 | $2.0M | — | -30.4% |
| 959 | Advisors Preferred#959 · 11,900 sh | 11,900 | $2.0M | 0.31% | 0.0% |
| 960 | HOWARD HUGHES MEDICAL INSTITUTE#960 · 12,612 sh | 12,612 | $2.0M | 0.44% | 0.0% |
| 961 | CONSCIOUS WEALTH INVESTMENTS#961 · 11,595 sh | 11,595 | $2.0M | 1.01% | -48.4% |
| 962 | MIRAE ASSET SECURITIES (USA)#962 · 12,535 sh | 12,535 | $2.0M | — | -75.0% |
| 963 | Pictet North America Advisors SA#963 · 12,510 sh | 12,510 | $2.0M | — | +95.5% |
| 964 | Ledyard National Bank#964 · 12,487 sh | 12,487 | $2.0M | — | -15.8% |
| 965 | RMB Capital Management#965 · 12,446 sh | 12,446 | $2.0M | 0.03% | -34.1% |
| 966 | Capital Investment Advisors#966 · 12,391 sh | 12,391 | $1.9M | — | -3.7% |
| 967 | SummitTX Capital, L.P.#967 · 12,270 sh | 12,270 | $1.9M | 0.05% | New |
| 968 | Gerber Kawasaki Wealth & Investment Management#968 · 12,221 sh | 12,221 | $1.9M | 0.05% | +151.1% |
| 969 | Harel Insurance Investments & Financial Services Ltd.#969 · 12,203 sh | 12,203 | $1.9M | <0.01% | +8.8% |
| 970 | Frec Markets#970 · 12,198 sh | 12,198 | $1.9M | 0.17% | +38.2% |
| 971 | KPP Advisory Services#971 · 12,124 sh | 12,124 | $1.9M | — | +2.8% |
| 972 | M Securities#972 · 11,900 sh | 11,900 | $1.9M | 0.26% | +0.2% |
| 973 | ASPIRIANT#973 · 12,085 sh | 12,085 | $1.9M | — | +4.9% |
| 974 | Compound Planning#974 · 12,013 sh | 12,013 | $1.9M | 0.05% | -13.3% |
| 975 | CALIBER WEALTH MANAGEMENT, / KS#975 · 12,008 sh | 12,008 | $1.9M | 0.18% | +18.3% |
| 976 | AMERICAN FINANCIAL GROUP#976 · 12,000 sh | 12,000 | $1.9M | 0.66% | -55.6% |
| 977 | REYL & Cie S.A.#977 · 9,927 sh | 9,927 | $1.9M | 2.14% | — |
| 978 | Hunter Perkins Capital Management#978 · 11,822 sh | 11,822 | $1.9M | 0.42% | +3.0% |
| 979 | M. Kulyk & Associates#979 · 11,838 sh | 11,838 | $1.9M | 0.30% | -46.2% |
| 980 | DILLON & ASSOCIATES#980 · 11,779 sh | 11,779 | $1.8M | — | -64.4% |
| 981 | Texas Yale Capital#981 · 11,739 sh | 11,739 | $1.8M | 0.04% | +136.7% |
| 982 | New Hampshire#982 · 11,715 sh | 11,715 | $1.8M | — | -1.4% |
| 983 | Atala Financial#983 · 11,652 sh | 11,652 | $1.8M | — | +1.9% |
| 984 | MATTERN CAPITAL MANAGEMENT#984 · 11,649 sh | 11,649 | $1.8M | 0.21% | +6.6% |
| 985 | Gladstone Institutional Advisory#985 · 11,635 sh | 11,635 | $1.8M | 0.06% | -12.8% |
| 986 | Rezny Wealth Management#986 · 11,627 sh | 11,627 | $1.8M | — | New |
| 987 | KELLY LAWRENCE W & ASSOCIATES#987 · 11,593 sh | 11,593 | $1.8M | 0.39% | -2.5% |
| 988 | Nilsine Partners#988 · 11,592 sh | 11,592 | $1.8M | 0.13% | +0.4% |
| 989 | VestGen Advisors#989 · 11,570 sh | 11,570 | $1.8M | 0.05% | -4.9% |
| 990 | AXS Investments#990 · 11,544 sh | 11,544 | $1.8M | 0.51% | -1.5% |
| 991 | Peloton Wealth Strategists#991 · 11,540 sh | 11,540 | $1.8M | 0.67% | -32.0% |
| 992 | Parsonex Advisory Services#992 · 11,516 sh | 11,516 | $1.8M | 1.57% | -0.5% |
| 993 | Fragasso Group#993 · 11,501 sh | 11,501 | $1.8M | — | +2.7% |
| 994 | Ameritas Advisory Services#994 · 11,477 sh | 11,477 | $1.8M | 0.04% | +154.9% |
| 995 | Union Bankshares#995 · 11,474 sh | 11,474 | $1.8M | 0.03% | -39.9% |
| 996 | ALTA CAPITAL MANAGEMENT#996 · 11,436 sh | 11,436 | $1.8M | — | +3.9% |
| 997 | GHP Investment Advisors#997 · 11,429 sh | 11,429 | $1.8M | — | +7226.3% |
| 998 | LBP AM SA#998 · 11,381 sh | 11,381 | $1.8M | 0.02% | -83.3% |
| 999 | DOVER ADVISORS#999 · 6,716 sh | 6,716 | $1.8M | 0.73% | -2.8% |
| 1000 | Next Capital Management#1000 · 11,350 sh | 11,350 | $1.8M | 0.48% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.