Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 12)
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 1,101 to 1,200. 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 1,101–1,200 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1101 | EDMOND DE ROTHSCHILD HOLDING S.A.#1101 · 9,045 sh | 9,045 | $1.4M | 0.02% | +38.8% |
| 1102 | CreativeOne Wealth#1102 · 8,957 sh | 8,957 | $1.4M | 0.03% | -32.3% |
| 1103 | NORDEN GROUP#1103 · 8,910 sh | 8,910 | $1.4M | — | -85.1% |
| 1104 | MONETA GROUP INVESTMENT ADVISORS#1104 · 8,906 sh | 8,906 | $1.4M | 0.01% | -7.5% |
| 1105 | Nelson Capital Management#1105 · 8,884 sh | 8,884 | $1.4M | 0.15% | +1.8% |
| 1106 | Vectors Research Management#1106 · 8,836 sh | 8,836 | $1.4M | 0.36% | +2.0% |
| 1107 | OneDigital Investment Advisors#1107 · 8,824 sh | 8,824 | $1.4M | 0.01% | -39.7% |
| 1108 | Cetera Company, N.A#1108 · 8,801 sh | 8,801 | $1.4M | 0.69% | -0.8% |
| 1109 | TLWM#1109 · 8,755 sh | 8,755 | $1.4M | — | -8.9% |
| 1110 | TIEMANN INVESTMENT ADVISORS#1110 · 8,755 sh | 8,755 | $1.4M | 0.50% | -8.0% |
| 1111 | Avantax Planning Partners#1111 · 8,751 sh | 8,751 | $1.4M | 0.03% | +9.7% |
| 1112 | KINGSWOOD WEALTH ADVISORS#1112 · 8,698 sh | 8,698 | $1.4M | — | -20.0% |
| 1113 | Aaron Wealth Advisors#1113 · 8,616 sh | 8,616 | $1.3M | — | +3.6% |
| 1114 | Cambria Investment Management, L.P.#1114 · 8,593 sh | 8,593 | $1.3M | 0.07% | +23.7% |
| 1115 | STONERIDGE INVESTMENT PARTNERS#1115 · 7,316 sh | 7,316 | $1.3M | 0.88% | 0.0% |
| 1116 | HARBOUR INVESTMENTS#1116 · 8,526 sh | 8,526 | $1.3M | 0.02% | +1.3% |
| 1117 | CHIRON CAPITAL MANAGEMENT#1117 · 8,491 sh | 8,491 | $1.3M | — | +8.1% |
| 1118 | MEANS INVESTMENT#1118 · 8,489 sh | 8,489 | $1.3M | 0.10% | -43.7% |
| 1119 | Cornerstone Wealth Management#1119 · 8,463 sh | 8,463 | $1.3M | 0.06% | -24.0% |
| 1120 | HANCOCK WHITNEY#1120 · 8,457 sh | 8,457 | $1.3M | 0.02% | -0.3% |
| 1121 | CULLINAN ASSOCIATES#1121 · 8,430 sh | 8,430 | $1.3M | 0.10% | -0.3% |
| 1122 | Navalign#1122 · 8,415 sh | 8,415 | $1.3M | 0.31% | +29.2% |
| 1123 | Capital Markets Trading UK LLP#1123 · 8,414 sh | 8,414 | $1.3M | 0.01% | +197.3% |
| 1124 | ARTHUR M. COHEN & ASSOCIATES#1124 · 8,399 sh | 8,399 | $1.3M | — | -2.4% |
| 1125 | Keeler Thomas Management#1125 · 8,392 sh | 8,392 | $1.3M | 0.47% | +8.7% |
| 1126 | Finer Wealth Management#1126 · 8,383 sh | 8,383 | $1.3M | — | -21.9% |
| 1127 | CenterStar Asset Management#1127 · 8,355 sh | 8,355 | $1.3M | — | New |
| 1128 | STEINBERG ASSET MANAGEMENT#1128 · 8,349 sh | 8,349 | $1.3M | 0.82% | 0.0% |
| 1129 | Orin Green Financial#1129 · 8,370 sh | 8,370 | $1.3M | — | 0.0% |
| 1130 | Triangle Securities Wealth Management#1130 · 8,348 sh | 8,348 | $1.3M | — | -4.6% |
| 1131 | RFG Advisory#1131 · 8,306 sh | 8,306 | $1.3M | 0.02% | -37.0% |
| 1132 | B. Riley Wealth Advisors#1132 · 8,237 sh | 8,237 | $1.3M | — | -4.5% |
| 1133 | HBK Sorce Advisory#1133 · 6,722 sh | 6,722 | $1.3M | 0.02% | -1.5% |
| 1134 | MEITAV INVESTMENT HOUSE LTD#1134 · 8,278 sh | 8,278 | $1.3M | <0.01% | -93.1% |
| 1135 | BRIDGEWAY CAPITAL MANAGEMENT#1135 · 8,230 sh | 8,230 | $1.3M | 0.02% | 0.0% |
| 1136 | Douglass Winthrop Advisors#1136 · 8,200 sh | 8,200 | $1.3M | 0.02% | -5.5% |
| 1137 | Shay Capital#1137 · 8,200 sh | 8,200 | $1.3M | 0.08% | New |
| 1138 | SMITHBRIDGE ASSET MANAGEMENT#1138 · 8,098 sh | 8,098 | $1.3M | — | -6.7% |
| 1139 | AA Financial Advisors#1139 · 8,089 sh | 8,089 | $1.3M | — | +21.5% |
| 1140 | PICTON MAHONEY ASSET MANAGEMENT#1140 · 8,005 sh | 8,005 | $1.3M | <0.01% | New |
| 1141 | Generali Investments, Management#1141 · 7,998 sh | 7,998 | $1.3M | — | -30.5% |
| 1142 | Sowell Financial Services#1142 · 7,989 sh | 7,989 | $1.3M | — | -10.9% |
| 1143 | BTC Capital Management#1143 · 7,980 sh | 7,980 | $1.3M | 0.08% | +9.8% |
| 1144 | Signature Equity Partners#1144 · 7,977 sh | 7,977 | $1.2M | 0.57% | +53.4% |
| 1145 | Independence Bank of Kentucky#1145 · 7,956 sh | 7,956 | $1.2M | — | -31.1% |
| 1146 | Legacy Private#1146 · 7,950 sh | 7,950 | $1.2M | — | -47.1% |
| 1147 | Atlas Brown#1147 · 7,949 sh | 7,949 | $1.2M | — | +5.8% |
| 1148 | Jefferson Bridge Capital#1148 · 7,919 sh | 7,919 | $1.2M | 1.07% | 0.0% |
| 1149 | Union Bancaire Privee, UBP SA#1149 · 8,359 sh | 8,359 | $1.2M | 0.01% | -81.4% |
| 1150 | BEACON INVESTMENT ADVISORS#1150 · 7,876 sh | 7,876 | $1.2M | 0.39% | +2.1% |
| 1151 | Mainsail Financial Group#1151 · 7,874 sh | 7,874 | $1.2M | — | +16.4% |
| 1152 | Formidable Asset Management#1152 · 6,605 sh | 6,605 | $1.2M | 0.20% | +40.8% |
| 1153 | Hennion & Walsh Asset Management#1153 · 7,812 sh | 7,812 | $1.2M | — | -3.4% |
| 1154 | B&D White Capital Company#1154 · 7,800 sh | 7,800 | $1.2M | 0.12% | +387.5% |
| 1155 | TRANSCEND WEALTH COLLECTIVE#1155 · 7,784 sh | 7,784 | $1.2M | 0.08% | -1.3% |
| 1156 | Hillsdale Investment Management#1156 · 7,730 sh | 7,730 | $1.2M | 0.03% | -74.0% |
| 1157 | Perennial Investment Advisors#1157 · 7,702 sh | 7,702 | $1.2M | 0.08% | +34.5% |
| 1158 | Rakuten Securities#1158 · 7,676 sh | 7,676 | $1.2M | 0.28% | +155.8% |
| 1159 | FLAGSHIP HARBOR ADVISORS#1159 · 7,675 sh | 7,675 | $1.2M | — | -2.6% |
| 1160 | Dorsey & Whitney#1160 · 7,615 sh | 7,615 | $1.2M | 0.06% | -46.8% |
| 1161 | ASAHI LIFE ASSET MANAGEMENT , LTD.#1161 · 7,546 sh | 7,546 | $1.2M | 0.67% | -33.1% |
| 1162 | CIGNA INVESTMENTS#1162 · 7,524 sh | 7,524 | $1.2M | — | -13.6% |
| 1163 | ANGELES WEALTH MANAGEMENT#1163 · 7,510 sh | 7,510 | $1.2M | — | +40.9% |
| 1164 | Anchor Bay Capital#1164 · 5,913 sh | 5,913 | $1.2M | 0.63% | — |
| 1165 | Focus Partners Advisor Solutions#1165 · 7,449 sh | 7,449 | $1.2M | <0.01% | -40.4% |
| 1166 | Cravens & Advisors#1166 · 7,416 sh | 7,416 | $1.2M | — | +500.5% |
| 1167 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#1167 · 7,408 sh | 7,408 | $1.2M | <0.01% | +94.6% |
| 1168 | Gs Investments#1168 · 7,383 sh | 7,383 | $1.2M | 0.84% | -36.9% |
| 1169 | SCS Capital Management#1169 · 7,349 sh | 7,349 | $1.2M | 0.01% | -13.2% |
| 1170 | Naviter Wealth#1170 · 7,317 sh | 7,317 | $1.1M | 0.10% | -6.1% |
| 1171 | Kentucky#1171 · 7,332 sh | 7,332 | $1.1M | — | -2.0% |
| 1172 | Gen-Wealth Partners#1172 · 7,314 sh | 7,314 | $1.1M | 0.32% | 0.0% |
| 1173 | Bryn Mawr Advisors#1173 · 7,301 sh | 7,301 | $1.1M | 0.05% | -4.1% |
| 1174 | NORTHBRIDGE FINANCIAL GROUP#1174 · 7,287 sh | 7,287 | $1.1M | 0.44% | +10.0% |
| 1175 | CREATIVE FINANCIAL DESIGNS#1175 · 7,286 sh | 7,286 | $1.1M | 0.05% | +53.9% |
| 1176 | BOYD WATTERSON ASSET MANAGEMENT#1176 · 7,274 sh | 7,274 | $1.1M | 0.31% | -40.2% |
| 1177 | Circle Wealth Management#1177 · 7,224 sh | 7,224 | $1.1M | 0.01% | New |
| 1178 | Meiji Yasuda Asset Management Ltd.#1178 · 7,199 sh | 7,199 | $1.1M | 0.05% | -8.6% |
| 1179 | CHARTER RESEARCH & INVESTMENT GROUP#1179 · 7,170 sh | 7,170 | $1.1M | 0.68% | -3.4% |
| 1180 | Elmwood Wealth Management#1180 · 7,169 sh | 7,169 | $1.1M | — | -3.8% |
| 1181 | WIREGRASS INVESTMENT MANAGEMENT#1181 · 7,147 sh | 7,147 | $1.1M | 0.76% | -7.0% |
| 1182 | REGATTA CAPITAL GROUP#1182 · 7,049 sh | 7,049 | $1.1M | — | +2.9% |
| 1183 | Cito Capital Group#1183 · 7,025 sh | 7,025 | $1.1M | 0.30% | 0.0% |
| 1184 | Decatur Capital Management#1184 · 7,047 sh | 7,047 | $1.1M | 0.37% | New |
| 1185 | TEALWOOD ASSET MANAGEMENT#1185 · 7,036 sh | 7,036 | $1.1M | — | 0.0% |
| 1186 | Cypress Capital Group#1186 · 7,030 sh | 7,030 | $1.1M | 0.10% | +53.0% |
| 1187 | Bridgewater Advisors#1187 · 5,920 sh | 5,920 | $1.1M | 0.06% | +123.6% |
| 1188 | SageView Advisory Group#1188 · 7,025 sh | 7,025 | $1.1M | 0.04% | -9.4% |
| 1189 | ASHTON THOMAS SECURITIES#1189 · 7,074 sh | 7,074 | $1.1M | — | +1.5% |
| 1190 | OKABENA INVESTMENT SERVICES#1190 · 7,018 sh | 7,018 | $1.1M | 0.20% | -1.0% |
| 1191 | Richard W. Paul & Associates#1191 · 7,018 sh | 7,018 | $1.1M | 0.34% | New |
| 1192 | Ameritas Investment Partners#1192 · 7,017 sh | 7,017 | $1.1M | 0.03% | -16.5% |
| 1193 | TRIGLAV SKLADI, D.O.O.#1193 · 7,000 sh | 7,000 | $1.1M | 0.06% | +40.0% |
| 1194 | CDC Financial#1194 · 7,000 sh | 7,000 | $1.1M | 0.46% | +16.7% |
| 1195 | CCM INVESTMENT ADVISERS#1195 · 7,000 sh | 7,000 | $1.1M | 0.08% | -50.1% |
| 1196 | WESTWOOD GROUP#1196 · 6,988 sh | 6,988 | $1.1M | <0.01% | -52.2% |
| 1197 | CNB Bank#1197 · 6,988 sh | 6,988 | $1.1M | 0.43% | +18.2% |
| 1198 | VELA Investment Management#1198 · 6,977 sh | 6,977 | $1.1M | 0.23% | -23.4% |
| 1199 | ONE WEALTH CAPITAL MANAGEMENT#1199 · 6,972 sh | 6,972 | $1.1M | — | +115.9% |
| 1200 | KCM INVESTMENT ADVISORS#1200 · 6,957 sh | 6,957 | $1.1M | — | -3.4% |
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.