Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 14)
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 1,301 to 1,400. 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 1,301–1,400 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1301 | Lavaca Capital#1301 · 5,647 sh | 5,647 | $884.7K | 0.09% | New |
| 1302 | CHILDRESS CAPITAL ADVISORS#1302 · 5,627 sh | 5,627 | $881.5K | 0.14% | -19.0% |
| 1303 | OLD POINT & FINANCIAL SERVICES N A#1303 · 5,611 sh | 5,611 | $879.0K | 0.27% | +4.5% |
| 1304 | Capital Analysts#1304 · 5,611 sh | 5,611 | $879.0K | 0.02% | -1.4% |
| 1305 | ORRSTOWN FINANCIAL SERVICES#1305 · 5,605 sh | 5,605 | $878.1K | — | -2.1% |
| 1306 | ROCKLAND#1306 · 5,600 sh | 5,600 | $877.3K | — | -43.3% |
| 1307 | Coastwise Capital Group#1307 · 5,595 sh | 5,595 | $876.5K | 0.51% | -4.7% |
| 1308 | FIRST BUSINESS FINANCIAL SERVICES#1308 · 5,594 sh | 5,594 | $876.4K | 0.07% | +5.4% |
| 1309 | Parcion Private Wealth#1309 · 5,587 sh | 5,587 | $875.2K | 0.05% | -19.6% |
| 1310 | TOWER & INVESTMENT#1310 · 5,573 sh | 5,573 | $873.0K | 0.53% | +1.8% |
| 1311 | GraniteShares Advisors#1311 · 5,563 sh | 5,563 | $871.5K | 0.56% | -18.8% |
| 1312 | Larson Financial Group#1312 · 5,530 sh | 5,530 | $866.3K | 0.02% | -27.4% |
| 1313 | CHAPMAN FINANCIAL GROUP#1313 · 5,501 sh | 5,501 | $861.8K | — | +16.0% |
| 1314 | JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT#1314 · 5,500 sh | 5,500 | $861.7K | — | +6.0% |
| 1315 | Northstar Group#1315 · 5,492 sh | 5,492 | $860.4K | 0.11% | -14.4% |
| 1316 | CERTUITY#1316 · 5,448 sh | 5,448 | $856.7K | 0.04% | -14.4% |
| 1317 | Reflection Asset Management#1317 · 5,462 sh | 5,462 | $855.7K | 0.40% | -0.9% |
| 1318 | Unique Wealth Strategies#1318 · 5,461 sh | 5,461 | $855.6K | — | -16.3% |
| 1319 | St. Clair Advisors#1319 · 5,459 sh | 5,459 | $855.2K | — | 0.0% |
| 1320 | Park Place Capital#1320 · 5,455 sh | 5,455 | $854.6K | 0.14% | +0.5% |
| 1321 | TSFG#1321 · 5,427 sh | 5,427 | $850.0K | — | -6.0% |
| 1322 | Birch Hill Investment Advisors#1322 · 5,375 sh | 5,375 | $842.0K | — | -17.2% |
| 1323 | SOUTH PLAINS FINANCIAL#1323 · 5,341 sh | 5,341 | $836.7K | 0.45% | +10.2% |
| 1324 | OSTRUM ASSET MANAGEMENT#1324 · 5,334 sh | 5,334 | $835.6K | 0.04% | -25.1% |
| 1325 | Calamos Wealth Management#1325 · 5,333 sh | 5,333 | $835.5K | 0.03% | -3.6% |
| 1326 | United Asset Strategies#1326 · 5,322 sh | 5,322 | $833.8K | 0.06% | -4.7% |
| 1327 | Polymer Capital Management (US)#1327 · 5,296 sh | 5,296 | $829.7K | 0.11% | New |
| 1328 | Joel Isaacson#1328 · 5,290 sh | 5,290 | $828.7K | 0.02% | -4.3% |
| 1329 | Invst#1329 · 5,287 sh | 5,287 | $828.2K | 0.08% | -24.6% |
| 1330 | Symphony Financial, Ltd.#1330 · 5,256 sh | 5,256 | $828.0K | — | +11.5% |
| 1331 | 1ST SOURCE BANK#1331 · 5,277 sh | 5,277 | $826.7K | 0.04% | +33.9% |
| 1332 | ZACKS INVESTMENT MANAGEMENT#1332 · 5,268 sh | 5,268 | $825.5K | <0.01% | -94.0% |
| 1333 | OAK HARBOR WEALTH PARTNERS#1333 · 5,269 sh | 5,269 | $825.4K | 0.31% | -9.4% |
| 1334 | PRIVATE NA#1334 · 5,257 sh | 5,257 | $823.6K | — | -11.8% |
| 1335 | Supplemental Annuity Collective of NJ#1335 · 5,247 sh | 5,247 | $822.0K | 0.21% | -18.6% |
| 1336 | CATALYST FINANCIAL PARTNERS#1336 · 5,245 sh | 5,245 | $821.7K | 0.08% | -35.3% |
| 1337 | Strengthening Families & Communities#1337 · 5,213 sh | 5,213 | $816.7K | — | -0.7% |
| 1338 | INGALLS & SNYDER#1338 · 5,191 sh | 5,191 | $813.0K | 0.02% | -5.2% |
| 1339 | Redmond Asset Management#1339 · 5,183 sh | 5,183 | $812.0K | 0.20% | -0.1% |
| 1340 | SteelPeak Wealth#1340 · 5,161 sh | 5,161 | $810.8K | — | -77.0% |
| 1341 | GUERRA PAN ADVISORS#1341 · 5,172 sh | 5,172 | $810.2K | — | -8.5% |
| 1342 | BIRCHBROOK#1342 · 5,170 sh | 5,170 | $810.0K | — | -11.8% |
| 1343 | MainStreet Investment Advisors#1343 · 5,166 sh | 5,166 | $809.3K | 0.11% | +3.6% |
| 1344 | Advisory Alpha#1344 · 5,159 sh | 5,159 | $808.6K | 0.02% | +7.4% |
| 1345 | Maia Wealth#1345 · 5,157 sh | 5,157 | $807.8K | — | -73.5% |
| 1346 | CARRET ASSET MANAGEMENT#1346 · 5,124 sh | 5,124 | $802.7K | 0.07% | -7.7% |
| 1347 | DARK FOREST CAPITAL MANAGEMENT#1347 · 5,109 sh | 5,109 | $800.4K | 0.05% | New |
| 1348 | Capital Investment Advisory Services#1348 · 5,100 sh | 5,100 | $799.0K | 0.05% | +16.3% |
| 1349 | MAGNOLIA CAPITAL ADVISORS#1349 · 5,098 sh | 5,098 | $798.7K | 0.14% | +26.1% |
| 1350 | Diametric Capital#1350 · 5,016 sh | 5,016 | $785.8K | 0.08% | New |
| 1351 | Meridian Wealth Advisors#1351 · 5,012 sh | 5,012 | $785.2K | 0.09% | -5.2% |
| 1352 | TD PRIVATE CLIENT WEALTH#1352 · 5,011 sh | 5,011 | $785.0K | 0.01% | -8.1% |
| 1353 | Evergreen Wealth Solutions#1353 · 3,896 sh | 3,896 | $784.6K | 0.04% | +117.0% |
| 1354 | SAX WEALTH ADVISORS#1354 · 4,201 sh | 4,201 | $784.3K | — | -24.0% |
| 1355 | ADAPT Investment Managers SA#1355 · 5,005 sh | 5,005 | $784.1K | <0.01% | -77.2% |
| 1356 | NEEDHAM INVESTMENT MANAGEMENT#1356 · 5,000 sh | 5,000 | $783.3K | 0.02% | +233.3% |
| 1357 | IRONWOOD INVESTMENT MANAGEMENT#1357 · 4,994 sh | 4,994 | $782.4K | 0.27% | 0.0% |
| 1358 | J.M. Arbour#1358 · 4,992 sh | 4,992 | $782.0K | 0.67% | +42.6% |
| 1359 | NATIONS FINANCIAL GROUP , /IA#1359 · 4,987 sh | 4,987 | $781.3K | 0.04% | -54.9% |
| 1360 | WEALTHEDGE INVESTMENT ADVISORS#1360 · 4,982 sh | 4,982 | $780.5K | 0.27% | -59.0% |
| 1361 | AXXCESS WEALTH MANAGEMENT#1361 · 4,979 sh | 4,979 | $780.0K | — | -33.5% |
| 1362 | Ramirez Asset Management#1362 · 4,977 sh | 4,977 | $779.7K | 0.08% | -0.1% |
| 1363 | TOWER BRIDGE ADVISORS#1363 · 4,972 sh | 4,972 | $778.9K | 0.07% | New |
| 1364 | DEAN INVESTMENT ASSOCIATES#1364 · 4,966 sh | 4,966 | $778.0K | 0.10% | New |
| 1365 | First Pacific Financial#1365 · 4,960 sh | 4,960 | $777.0K | — | -5.0% |
| 1366 | Meridian Financial Partners#1366 · 4,650 sh | 4,650 | $776.5K | — | -7.4% |
| 1367 | Granite Investment Partners#1367 · 4,955 sh | 4,955 | $776.3K | 0.04% | 0.0% |
| 1368 | HOURGLASS CAPITAL#1368 · 4,950 sh | 4,950 | $775.5K | — | -23.3% |
| 1369 | Werba Rubin Papier Wealth Management#1369 · 4,929 sh | 4,929 | $772.2K | 0.09% | +4.9% |
| 1370 | Renasant Bank#1370 · 4,912 sh | 4,912 | $769.5K | 0.49% | +0.5% |
| 1371 | Johnson Financial Group#1371 · 4,893 sh | 4,893 | $768.7K | 0.03% | -1.0% |
| 1372 | iSAM Funds (UK) Ltd#1372 · 4,900 sh | 4,900 | $767.6K | 0.54% | +236.8% |
| 1373 | DEARBORN PARTNERS#1373 · 4,110 sh | 4,110 | $767.2K | 0.04% | 0.0% |
| 1374 | FORBES J M & LLP#1374 · 4,890 sh | 4,890 | $766.1K | — | -4.9% |
| 1375 | Old North State Wealth Management#1375 · 4,848 sh | 4,848 | $760.9K | — | +53.4% |
| 1376 | Legacy Capital Group California#1376 · 4,856 sh | 4,856 | $760.7K | 0.23% | -5.7% |
| 1377 | SUMITOMO LIFE INSURANCE#1377 · 4,812 sh | 4,812 | $753.8K | 0.01% | -5.6% |
| 1378 | Saturna Capital#1378 · 4,799 sh | 4,799 | $751.8K | <0.01% | -4.8% |
| 1379 | BROWN, LISLE/CUMMINGS#1379 · 4,795 sh | 4,795 | $751.2K | — | -2.7% |
| 1380 | Raab & Moskowitz Asset Management#1380 · 4,784 sh | 4,784 | $749.4K | 0.15% | -6.7% |
| 1381 | Aprio Wealth Management#1381 · 4,768 sh | 4,768 | $746.9K | 0.04% | -11.2% |
| 1382 | SIH Partners, LLLP#1382 · 4,765 sh | 4,765 | $746.5K | <0.01% | New |
| 1383 | ROBERTS GLORE#1383 · 4,764 sh | 4,764 | $746.3K | 0.18% | +44.9% |
| 1384 | Investment Insight Wealth Management#1384 · 4,751 sh | 4,751 | $745.8K | 0.65% | -6.4% |
| 1385 | American Capital Advisory#1385 · 4,758 sh | 4,758 | $745.4K | 0.27% | -3.1% |
| 1386 | PFG Advisors#1386 · 4,745 sh | 4,745 | $743.4K | — | -7.3% |
| 1387 | PANAGORA ASSET MANAGEMENT#1387 · 4,742 sh | 4,742 | $742.9K | <0.01% | -98.2% |
| 1388 | Plancorp#1388 · 4,339 sh | 4,339 | $742.8K | 0.02% | -0.9% |
| 1389 | Clare Market Investments#1389 · 4,738 sh | 4,738 | $742.3K | 0.14% | -13.4% |
| 1390 | LAZARI CAPITAL MANAGEMENT#1390 · 4,709 sh | 4,709 | $737.6K | — | -5.3% |
| 1391 | Krilogy Financial#1391 · 4,702 sh | 4,702 | $736.6K | — | -27.9% |
| 1392 | TWIN CITY PRIVATE WEALTH#1392 · 4,679 sh | 4,679 | $734.9K | 0.52% | +2.0% |
| 1393 | Belpointe Asset Management#1393 · 4,687 sh | 4,687 | $734.3K | 0.02% | -4.2% |
| 1394 | GENEVA CAPITAL MANAGEMENT#1394 · 4,677 sh | 4,677 | $732.7K | 0.02% | +16.8% |
| 1395 | Canopy Partners#1395 · 4,642 sh | 4,642 | $727.2K | 0.22% | -24.6% |
| 1396 | OPTIONS SOLUTIONS#1396 · 4,640 sh | 4,640 | $726.9K | 0.37% | -22.3% |
| 1397 | Field & Main Bank#1397 · 4,630 sh | 4,630 | $725.3K | 0.15% | -26.1% |
| 1398 | Tulsa Wealth Advisors#1398 · 4,602 sh | 4,602 | $721.0K | 0.10% | -11.1% |
| 1399 | WINCAP FINANCIAL#1399 · 4,592 sh | 4,592 | $719.4K | — | +7.3% |
| 1400 | Rossmore Private Capital#1400 · 4,569 sh | 4,569 | $718.8K | 0.06% | -49.1% |
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.