Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 13)
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 1,201 to 1,300. 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 1,201–1,300 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1201 | Cornell Pochily Investment Advisors#1201 · 6,936 sh | 6,936 | $1.1M | — | -0.7% |
| 1202 | Annis Gardner Whiting Capital Advisors#1202 · 6,918 sh | 6,918 | $1.1M | 0.16% | +7.1% |
| 1203 | Concord Wealth Partners#1203 · 6,923 sh | 6,923 | $1.1M | 0.12% | -48.9% |
| 1204 | FORTRESS PRIVATE LEDGER#1204 · 6,914 sh | 6,914 | $1.1M | 0.29% | +36.0% |
| 1205 | BRANDYWINE MANAGERS#1205 · 6,913 sh | 6,913 | $1.1M | 0.54% | 0.0% |
| 1206 | Prudent Man Advisors#1206 · 6,902 sh | 6,902 | $1.1M | 0.25% | +9.1% |
| 1207 | ROTHSCHILD INVESTMENT#1207 · 6,895 sh | 6,895 | $1.1M | 0.04% | +39.7% |
| 1208 | SeaCrest Wealth Management#1208 · 6,891 sh | 6,891 | $1.1M | — | -21.0% |
| 1209 | First National Advisers#1209 · 6,855 sh | 6,855 | $1.1M | 0.15% | +3.0% |
| 1210 | Parkside Financial Bank#1210 · 6,848 sh | 6,848 | $1.1M | — | +147.7% |
| 1211 | Trust Co#1211 · 6,837 sh | 6,837 | $1.1M | — | +16.3% |
| 1212 | DE BURLO GROUP#1212 · 6,830 sh | 6,830 | $1.1M | 0.20% | -8.4% |
| 1213 | Kovack Advisors#1213 · 6,667 sh | 6,667 | $1.1M | 0.05% | -2.7% |
| 1214 | LAVELLE CAPITAL#1214 · 6,823 sh | 6,823 | $1.1M | 0.46% | +25.6% |
| 1215 | Principle Wealth Partners#1215 · 6,808 sh | 6,808 | $1.1M | 0.05% | +23.9% |
| 1216 | EverSource Wealth Advisors#1216 · 6,808 sh | 6,808 | $1.1M | 0.04% | -98.7% |
| 1217 | Soltis Investment Advisors#1217 · 6,769 sh | 6,769 | $1.1M | 0.06% | +7.8% |
| 1218 | RFG#1218 · 6,768 sh | 6,768 | $1.1M | 0.22% | +11.7% |
| 1219 | PITTENGER & ANDERSON#1219 · 6,760 sh | 6,760 | $1.1M | 0.04% | +3.4% |
| 1220 | Ridgewood Investments#1220 · 6,758 sh | 6,758 | $1.1M | — | +59.0% |
| 1221 | Northwest & Ethical Investments L.P.#1221 · 6,752 sh | 6,752 | $1.1M | 0.02% | -8.7% |
| 1222 | WELCH & FORBES#1222 · 6,740 sh | 6,740 | $1.1M | 0.01% | -3.2% |
| 1223 | Procyon Advisors#1223 · 6,733 sh | 6,733 | $1.1M | — | -11.1% |
| 1224 | ALERUS FINANCIAL NA#1224 · 6,721 sh | 6,721 | $1.1M | 0.05% | +103.4% |
| 1225 | PRELUDE CAPITAL MANAGEMENT#1225 · 6,681 sh | 6,681 | $1.0M | 0.08% | +32.3% |
| 1226 | FinArc Investments#1226 · 6,675 sh | 6,675 | $1.0M | — | +61.2% |
| 1227 | Sterling Investment Counsel#1227 · 6,675 sh | 6,675 | $1.0M | — | +5.9% |
| 1228 | Sound View Wealth Advisors Group#1228 · 6,673 sh | 6,673 | $1.0M | 0.06% | +16.5% |
| 1229 | Elyxium Wealth#1229 · 6,667 sh | 6,667 | $1.0M | 0.11% | +25.8% |
| 1230 | Verdence Capital Advisors#1230 · 6,662 sh | 6,662 | $1.0M | — | +78.5% |
| 1231 | Excelsior Advisor Network#1231 · 6,655 sh | 6,655 | $1.0M | 0.14% | New |
| 1232 | Nicholas Wealth#1232 · 6,654 sh | 6,654 | $1.0M | — | +22.9% |
| 1233 | MAINSTAY CAPITAL MANAGEMENT#1233 · 6,645 sh | 6,645 | $1.0M | 0.08% | -5.3% |
| 1234 | LITTLEJOHN FINANCIAL SERVICES#1234 · 6,638 sh | 6,638 | $1.0M | 0.76% | +3.6% |
| 1235 | Argent Advisors#1235 · 6,621 sh | 6,621 | $1.0M | 0.26% | -4.8% |
| 1236 | Voya Financial Advisors#1236 · 6,560 sh | 6,560 | $1.0M | 0.09% | -6.0% |
| 1237 | GRANITE ISLANDS PRIVATE WEALTH#1237 · 6,620 sh | 6,620 | $1.0M | — | +2.9% |
| 1238 | Koshinski Asset Management#1238 · 6,558 sh | 6,558 | $1.0M | 0.05% | -6.9% |
| 1239 | Stablepoint Partners#1239 · 6,529 sh | 6,529 | $1.0M | 0.14% | -1.3% |
| 1240 | 1776 Wealth#1240 · 6,488 sh | 6,488 | $1.0M | 0.36% | +1.1% |
| 1241 | St. Johns Investment Management Company#1241 · 6,465 sh | 6,465 | $1.0M | 0.38% | +22.8% |
| 1242 | Grant Private Wealth Management#1242 · 6,457 sh | 6,457 | $1.0M | — | -9.2% |
| 1243 | PICTET BANK & Ltd#1243 · 6,435 sh | 6,435 | $1.0M | — | +9.0% |
| 1244 | Ellevest#1244 · 6,418 sh | 6,418 | $1.0M | 0.12% | -2.2% |
| 1245 | OpenArc Corporate Advisory#1245 · 6,412 sh | 6,412 | $1.0M | — | -5.8% |
| 1246 | Alliance Wealth Advisors#1246 · 6,408 sh | 6,408 | $1.0M | — | -4.2% |
| 1247 | Premier Path Wealth Partners#1247 · 6,404 sh | 6,404 | $1.0M | — | -29.2% |
| 1248 | Concord Asset Management#1248 · 6,402 sh | 6,402 | $1.0M | 0.16% | -51.0% |
| 1249 | Marathon Trading Investment Management#1249 · 6,400 sh | 6,400 | $1.0M | 0.03% | +184.4% |
| 1250 | Triton Financial Group#1250 · 6,383 sh | 6,383 | $1000.0K | 0.58% | New |
| 1251 | THOR INVESTMENT MANAGEMENT /OH#1251 · 6,377 sh | 6,377 | $999.0K | — | +5.8% |
| 1252 | Nautilus Advisors#1252 · 6,106 sh | 6,106 | $997.2K | — | -5.6% |
| 1253 | Texas Bank#1253 · 6,355 sh | 6,355 | $995.6K | 0.33% | +13.7% |
| 1254 | Qtron Investments#1254 · 6,346 sh | 6,346 | $994.2K | 0.13% | -10.9% |
| 1255 | Haverford#1255 · 6,309 sh | 6,309 | $988.4K | <0.01% | -92.2% |
| 1256 | BAKER TILLY WEALTH MANAGEMENT#1256 · 6,290 sh | 6,290 | $985.4K | — | +32.6% |
| 1257 | NEVILLE RODIE & SHAW#1257 · 6,240 sh | 6,240 | $978.0K | — | -14.1% |
| 1258 | AUGUSTINE ASSET MANAGEMENT#1258 · 6,226 sh | 6,226 | $975.4K | — | 0.0% |
| 1259 | FIRST NATIONAL#1259 · 6,205 sh | 6,205 | $972.1K | 0.03% | -16.4% |
| 1260 | Cooper Financial Group#1260 · 6,197 sh | 6,197 | $970.8K | — | -9.7% |
| 1261 | Americana Partners#1261 · 6,195 sh | 6,195 | $970.5K | 0.02% | +26.5% |
| 1262 | Grove Bank#1262 · 6,173 sh | 6,173 | $967.1K | — | -3.0% |
| 1263 | Silicon Valley Capital Partners#1263 · 6,169 sh | 6,169 | $966.4K | 0.08% | -10.8% |
| 1264 | Quantessence Capital#1264 · 6,159 sh | 6,159 | $964.9K | 2.84% | New |
| 1265 | Avestar Capital#1265 · 6,137 sh | 6,137 | $963.0K | 0.05% | -23.9% |
| 1266 | Beaumont Asset Management, L.L.C.#1266 · 6,132 sh | 6,132 | $960.7K | — | -1.7% |
| 1267 | Churchill Financial Advisors#1267 · 6,130 sh | 6,130 | $960.3K | — | 0.0% |
| 1268 | Thrive Wealth Management#1268 · 6,101 sh | 6,101 | $955.8K | — | -9.6% |
| 1269 | Integrated Advisors Network#1269 · 6,092 sh | 6,092 | $954.6K | — | -20.3% |
| 1270 | MV CAPITAL MANAGEMENT#1270 · 6,079 sh | 6,079 | $952.3K | 0.08% | -55.7% |
| 1271 | INTRUST BANK NA#1271 · 6,069 sh | 6,069 | $950.8K | 0.07% | -20.9% |
| 1272 | Avidian Wealth Solutions#1272 · 6,063 sh | 6,063 | $949.8K | — | -4.1% |
| 1273 | Covenant Asset Management#1273 · 6,062 sh | 6,062 | $949.7K | — | New |
| 1274 | PINCUS CAPITAL MANAGEMENT#1274 · 6,059 sh | 6,059 | $949.2K | 0.57% | 0.0% |
| 1275 | CASTLE WEALTH MANAGEMENT#1275 · 6,046 sh | 6,046 | $947.2K | 0.28% | -2.0% |
| 1276 | Asset One Wealth Management#1276 · 5,653 sh | 5,653 | $944.1K | 0.10% | -25.8% |
| 1277 | Citizens National Bank Department#1277 · 6,012 sh | 6,012 | $941.8K | 0.14% | +18.0% |
| 1278 | DB Fitzpatrick#1278 · 5,996 sh | 5,996 | $939.3K | — | -28.0% |
| 1279 | Sandhill Capital Partners#1279 · 5,992 sh | 5,992 | $938.7K | 0.08% | -55.7% |
| 1280 | ANB BANK#1280 · 5,981 sh | 5,981 | $937.0K | — | +0.3% |
| 1281 | PCM Encore#1281 · 5,964 sh | 5,964 | $934.3K | 0.16% | -7.1% |
| 1282 | EASTERN BANK#1282 · 5,889 sh | 5,889 | $922.6K | — | +20.0% |
| 1283 | WESTPAC BANKING#1283 · 5,887 sh | 5,887 | $922.3K | 0.06% | -10.5% |
| 1284 | Keudell/Morrison Wealth Management#1284 · 5,882 sh | 5,882 | $921.5K | — | -0.4% |
| 1285 | Choate Investment Advisors#1285 · 5,872 sh | 5,872 | $919.9K | 0.02% | -4.3% |
| 1286 | Apella Capital#1286 · 5,419 sh | 5,419 | $918.7K | — | +2.7% |
| 1287 | Trivant Custom Portfolio Group#1287 · 5,859 sh | 5,859 | $917.9K | 0.49% | +1.1% |
| 1288 | PARAGON CAPITAL MANAGEMENT#1288 · 5,857 sh | 5,857 | $917.6K | — | -1.9% |
| 1289 | DeDora Capital#1289 · 5,853 sh | 5,853 | $916.9K | — | -18.4% |
| 1290 | Malaga Cove Capital#1290 · 5,839 sh | 5,839 | $914.7K | — | -6.5% |
| 1291 | NBC SECURITIES#1291 · 5,813 sh | 5,813 | $910.8K | — | -0.2% |
| 1292 | Main Street Research#1292 · 5,802 sh | 5,802 | $908.9K | 0.04% | -16.2% |
| 1293 | Crew Capital Management, Ltd.#1293 · 5,784 sh | 5,784 | $906.1K | 0.49% | New |
| 1294 | Prosperity Financial Group#1294 · 5,762 sh | 5,762 | $902.8K | 0.28% | +1.1% |
| 1295 | COZAD ASSET MANAGEMENT#1295 · 5,736 sh | 5,736 | $898.6K | 0.06% | -29.4% |
| 1296 | Heartland Bank#1296 · 5,725 sh | 5,725 | $896.9K | 0.19% | -1.5% |
| 1297 | TRUE Private Wealth Advisors#1297 · 5,717 sh | 5,717 | $895.6K | — | -4.0% |
| 1298 | AGF MANAGEMENT LTD#1298 · 5,700 sh | 5,700 | $893.0K | <0.01% | +54.1% |
| 1299 | Stiles Financial Services#1299 · 5,699 sh | 5,699 | $892.8K | 0.22% | +9.8% |
| 1300 | Science & Technology Partners, L.P.#1300 · 5,695 sh | 5,695 | $892.2K | 0.15% | New |
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.