Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 11)
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 1,001 to 1,100. 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 1,001–1,100 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1001 | Mutual Advisors#1001 · 11,346 sh | 11,346 | $1.8M | 0.03% | -27.7% |
| 1002 | Norway Savings Bank#1002 · 11,330 sh | 11,330 | $1.8M | — | -5.5% |
| 1003 | HighPoint Advisor Group#1003 · 11,302 sh | 11,302 | $1.8M | 0.06% | -14.9% |
| 1004 | SHIKIAR ASSET MANAGEMENT#1004 · 11,300 sh | 11,300 | $1.8M | — | -23.2% |
| 1005 | Williams & Novak#1005 · 11,292 sh | 11,292 | $1.8M | — | +0.6% |
| 1006 | United Bank#1006 · 11,271 sh | 11,271 | $1.8M | 0.54% | +1.5% |
| 1007 | JT Stratford#1007 · 11,243 sh | 11,243 | $1.8M | 0.19% | +102.5% |
| 1008 | FIRST HORIZON NATIONAL#1008 · 11,219 sh | 11,219 | $1.8M | — | -11.1% |
| 1009 | Eagle Strategies#1009 · 11,165 sh | 11,165 | $1.7M | — | +6.9% |
| 1010 | CITIZENS & NORTHERN#1010 · 11,156 sh | 11,156 | $1.7M | 0.40% | +24.7% |
| 1011 | VALICENTI ADVISORY SERVICES#1011 · 11,040 sh | 11,040 | $1.7M | — | -1.3% |
| 1012 | Groupe la Francaise#1012 · 11,402 sh | 11,402 | $1.7M | 0.01% | -81.4% |
| 1013 | Diversified#1013 · 11,018 sh | 11,018 | $1.7M | 0.03% | -30.1% |
| 1014 | Howard Capital Management#1014 · 11,010 sh | 11,010 | $1.7M | — | +36.7% |
| 1015 | RB Capital Management#1015 · 10,939 sh | 10,939 | $1.7M | 0.33% | -45.7% |
| 1016 | Sculati Wealth Management#1016 · 10,011 sh | 10,011 | $1.7M | — | -1.5% |
| 1017 | HARRELL INVESTMENT PARTNERS#1017 · 10,910 sh | 10,910 | $1.7M | — | -5.1% |
| 1018 | PARSONS CAPITAL MANAGEMENT#1018 · 10,872 sh | 10,872 | $1.7M | 0.08% | -9.0% |
| 1019 | ICON ADVISERS#1019 · 10,862 sh | 10,862 | $1.7M | 0.32% | 0.0% |
| 1020 | Venturi Wealth Management#1020 · 10,842 sh | 10,842 | $1.7M | 0.07% | +10.3% |
| 1021 | Boomfish Wealth Group#1021 · 10,795 sh | 10,795 | $1.7M | — | -4.7% |
| 1022 | Moors & Cabot#1022 · 10,793 sh | 10,793 | $1.7M | 0.07% | -72.1% |
| 1023 | Caldwell#1023 · 10,716 sh | 10,716 | $1.7M | 0.14% | -22.2% |
| 1024 | DAVENPORT#1024 · 10,712 sh | 10,712 | $1.7M | — | -55.8% |
| 1025 | CWA Asset Management Group#1025 · 10,669 sh | 10,669 | $1.7M | — | -4.5% |
| 1026 | Houlihan Financial Resource Group, Ltd.#1026 · 10,668 sh | 10,668 | $1.7M | 0.60% | -4.8% |
| 1027 | HF Advisory Group#1027 · 10,647 sh | 10,647 | $1.7M | — | +13.2% |
| 1028 | Jacobi Capital Management#1028 · 10,635 sh | 10,635 | $1.7M | 0.08% | -6.3% |
| 1029 | Portfolio Design Labs#1029 · 10,585 sh | 10,585 | $1.7M | 0.27% | +10.3% |
| 1030 | BRADLEY FOSTER & SARGENT#1030 · 10,530 sh | 10,530 | $1.6M | 0.02% | -36.5% |
| 1031 | QUADRANT CAPITAL GROUP#1031 · 10,500 sh | 10,500 | $1.6M | — | -85.2% |
| 1032 | IHT Wealth Management#1032 · 10,495 sh | 10,495 | $1.6M | 0.04% | -21.9% |
| 1033 | Westside Investment Management#1033 · 10,480 sh | 10,480 | $1.6M | 0.22% | +9.6% |
| 1034 | Osmosis Investment Management UK Ltd#1034 · 10,398 sh | 10,398 | $1.6M | 0.08% | -11.4% |
| 1035 | LFG Wealth Partners#1035 · 10,397 sh | 10,397 | $1.6M | 0.76% | New |
| 1036 | BOYAR ASSET MANAGEMENT#1036 · 10,396 sh | 10,396 | $1.6M | 0.93% | +35.1% |
| 1037 | Asset Management#1037 · 10,390 sh | 10,390 | $1.6M | 0.10% | -2.3% |
| 1038 | JAMISON PRIVATE WEALTH MANAGEMENT#1038 · 10,346 sh | 10,346 | $1.6M | — | +3.1% |
| 1039 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#1039 · 10,308 sh | 10,308 | $1.6M | 0.46% | -18.0% |
| 1040 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES#1040 · 10,292 sh | 10,292 | $1.6M | <0.01% | -12.2% |
| 1041 | Arta Finance Wealth Management#1041 · 10,254 sh | 10,254 | $1.6M | 0.69% | +47.2% |
| 1042 | KORNITZER CAPITAL MANAGEMENT#1042 · 10,249 sh | 10,249 | $1.6M | 0.03% | -3.8% |
| 1043 | Ronald Blue#1043 · 10,232 sh | 10,232 | $1.6M | — | +3.2% |
| 1044 | Ahara Advisors#1044 · 10,228 sh | 10,228 | $1.6M | 1.05% | +31.8% |
| 1045 | STANCE CAPITAL#1045 · 10,172 sh | 10,172 | $1.6M | 0.49% | New |
| 1046 | Acumen Wealth Advisors#1046 · 10,096 sh | 10,096 | $1.6M | 0.34% | -50.1% |
| 1047 | SouthState Bank#1047 · 10,121 sh | 10,121 | $1.6M | 0.07% | -26.8% |
| 1048 | GPM Growth Investors#1048 · 10,115 sh | 10,115 | $1.6M | 0.66% | -13.4% |
| 1049 | Cache Advisors#1049 · 10,101 sh | 10,101 | $1.6M | — | 0.0% |
| 1050 | Center for Financial Planning#1050 · 10,051 sh | 10,051 | $1.6M | — | +6.1% |
| 1051 | Roundview Capital#1051 · 10,017 sh | 10,017 | $1.6M | 0.09% | -3.8% |
| 1052 | Cumberland Partners Ltd#1052 · 10,000 sh | 10,000 | $1.6M | 0.10% | 0.0% |
| 1053 | Alight Capital Management#1053 · 10,000 sh | 10,000 | $1.6M | 0.22% | -50.0% |
| 1054 | KLCM Advisors#1054 · 9,961 sh | 9,961 | $1.6M | 0.12% | +23.3% |
| 1055 | Buckland Partners Management#1055 · 9,932 sh | 9,932 | $1.6M | 0.76% | +25.2% |
| 1056 | NORTHSTAR ASSET MANAGEMENT#1056 · 9,955 sh | 9,955 | $1.6M | 0.46% | -50.1% |
| 1057 | Tower Research Capital (TRC)#1057 · 9,946 sh | 9,946 | $1.6M | 0.04% | -69.4% |
| 1058 | OMC Financial Services LTD#1058 · 9,935 sh | 9,935 | $1.6M | — | -5.9% |
| 1059 | First County Bank#1059 · 9,931 sh | 9,931 | $1.6M | — | -2.2% |
| 1060 | FULTON BANK, N.A.#1060 · 9,921 sh | 9,921 | $1.6M | — | -5.5% |
| 1061 | Great Lakes Retirement#1061 · 9,861 sh | 9,861 | $1.5M | — | +13.1% |
| 1062 | Hills Bank#1062 · 9,869 sh | 9,869 | $1.5M | 0.07% | -19.9% |
| 1063 | Lazard Freres Gestion S.A.S.#1063 · 9,840 sh | 9,840 | $1.5M | 0.03% | -20.9% |
| 1064 | Compton Wealth Advisory Group#1064 · 9,425 sh | 9,425 | $1.5M | — | -0.7% |
| 1065 | Sphera Management Technology Funds Ltd#1065 · 9,820 sh | 9,820 | $1.5M | 0.54% | +78.5% |
| 1066 | Atom Investors#1066 · 9,809 sh | 9,809 | $1.5M | 0.14% | New |
| 1067 | Bangor Savings Bank#1067 · 9,795 sh | 9,795 | $1.5M | — | -4.4% |
| 1068 | Western Wealth Management#1068 · 9,795 sh | 9,795 | $1.5M | 0.05% | -33.2% |
| 1069 | Ballast#1069 · 9,737 sh | 9,737 | $1.5M | — | +54.0% |
| 1070 | Boltwood Capital Management#1070 · 9,706 sh | 9,706 | $1.5M | — | +5.3% |
| 1071 | Frank, Rimerman Advisors#1071 · 9,636 sh | 9,636 | $1.5M | — | -26.9% |
| 1072 | CENTAURUS FINANCIAL#1072 · 9,631 sh | 9,631 | $1.5M | 0.06% | -22.4% |
| 1073 | Savvy Advisors#1073 · 9,609 sh | 9,609 | $1.5M | 0.03% | -29.2% |
| 1074 | LifePlan Financial#1074 · 9,589 sh | 9,589 | $1.5M | — | -19.9% |
| 1075 | NIXON PEABODY#1075 · 9,554 sh | 9,554 | $1.5M | — | -28.6% |
| 1076 | LYELL WEALTH MANAGEMENT#1076 · 9,551 sh | 9,551 | $1.5M | 0.09% | -37.8% |
| 1077 | Morangie Management#1077 · 9,507 sh | 9,507 | $1.5M | — | -11.8% |
| 1078 | Chicago Partners Investment Group#1078 · 9,485 sh | 9,485 | $1.5M | — | +11.8% |
| 1079 | NANO CAP NEW MILLENNIUM GROWTH FUND L P#1079 · 9,500 sh | 9,500 | $1.5M | 1.14% | New |
| 1080 | IFC Advisors#1080 · 9,489 sh | 9,489 | $1.5M | 0.19% | +511.4% |
| 1081 | Clarkston Capital Partners#1081 · 9,472 sh | 9,472 | $1.5M | 0.13% | -11.0% |
| 1082 | VALLEY NATIONAL ADVISERS#1082 · 9,449 sh | 9,449 | $1.5M | — | -0.1% |
| 1083 | Elevated Private Wealth#1083 · 9,431 sh | 9,431 | $1.5M | — | — |
| 1084 | Tejara Capital Ltd#1084 · 9,400 sh | 9,400 | $1.5M | 0.61% | New |
| 1085 | Fidelis Capital Partners#1085 · 9,399 sh | 9,399 | $1.5M | 0.08% | +31.0% |
| 1086 | SYON CAPITAL#1086 · 9,373 sh | 9,373 | $1.5M | 0.06% | -5.8% |
| 1087 | MOODY NATIONAL BANK DIVISION#1087 · 9,362 sh | 9,362 | $1.5M | — | -2.2% |
| 1088 | CONNABLE OFFICE#1088 · 9,359 sh | 9,359 | $1.5M | 0.13% | +0.2% |
| 1089 | Pinnacle#1089 · 9,357 sh | 9,357 | $1.5M | 0.45% | -4.2% |
| 1090 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT#1090 · 9,324 sh | 9,324 | $1.5M | — | -9.6% |
| 1091 | Jones Kertz & Associates#1091 · 9,323 sh | 9,323 | $1.5M | 0.67% | -10.1% |
| 1092 | Trivium Point Advisory#1092 · 9,299 sh | 9,299 | $1.5M | 0.13% | +8.7% |
| 1093 | Elevated Financial Group#1093 · 9,292 sh | 9,292 | $1.5M | — | -0.3% |
| 1094 | AFT, FORSYTH & COMPANY#1094 · 9,274 sh | 9,274 | $1.5M | 0.70% | -7.6% |
| 1095 | Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.#1095 · 9,183 sh | 9,183 | $1.4M | 0.08% | 0.0% |
| 1096 | Umpqua Bank#1096 · 9,182 sh | 9,182 | $1.4M | 0.32% | +11.5% |
| 1097 | RMR Wealth Builders#1097 · 9,173 sh | 9,173 | $1.4M | — | -37.1% |
| 1098 | Rodgers Brothers#1098 · 9,151 sh | 9,151 | $1.4M | 0.14% | -5.2% |
| 1099 | Silvant Capital Management#1099 · 9,100 sh | 9,100 | $1.4M | 0.04% | +3.2% |
| 1100 | INSIGNEO ADVISORY SERVICES#1100 · 9,049 sh | 9,049 | $1.4M | 0.05% | -17.5% |
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.