Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 15)
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 1,401 to 1,500. 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 1,401–1,500 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1401 | Pure Financial Advisors#1401 · 4,585 sh | 4,585 | $718.2K | <0.01% | +81.5% |
| 1402 | FIDUCIARY FINANCIAL GROUP#1402 · 4,581 sh | 4,581 | $717.7K | — | +1.6% |
| 1403 | ARBOR WEALTH ADVISORS#1403 · 4,579 sh | 4,579 | $717.3K | 0.29% | -26.8% |
| 1404 | BSW Wealth Partners#1404 · 4,555 sh | 4,555 | $713.6K | 0.08% | +4.4% |
| 1405 | MILESTONE ASSET MANAGEMENT#1405 · 4,542 sh | 4,542 | $711.6K | — | -74.5% |
| 1406 | Heritage Wealth Management#1406 · 4,528 sh | 4,528 | $709.4K | 0.18% | -17.9% |
| 1407 | TIAA Wealth Investment Management#1407 · 4,526 sh | 4,526 | $709.1K | <0.01% | +50.4% |
| 1408 | Unified Investment Management#1408 · 4,525 sh | 4,525 | $708.9K | — | -8.5% |
| 1409 | L2 Asset Management#1409 · 4,524 sh | 4,524 | $708.7K | 0.07% | -7.9% |
| 1410 | Karani Asset Management#1410 · 4,523 sh | 4,523 | $708.6K | 0.51% | +1.0% |
| 1411 | Cornerstone Wealth Group#1411 · 4,515 sh | 4,515 | $707.2K | 0.04% | +20.4% |
| 1412 | Sierra Legacy Group#1412 · 4,506 sh | 4,506 | $705.9K | 0.55% | -6.2% |
| 1413 | Key FInancial#1413 · 4,504 sh | 4,504 | $705.6K | 0.12% | -1.4% |
| 1414 | CTC Alternative Strategies, Ltd.#1414 · 4,500 sh | 4,500 | $705.0K | 1.02% | New |
| 1415 | Fiduciary Group#1415 · 4,486 sh | 4,486 | $702.8K | 0.06% | -6.6% |
| 1416 | True North Advisors#1416 · 4,474 sh | 4,474 | $701.0K | — | +96.7% |
| 1417 | Newbridge Financial Services Group#1417 · 4,474 sh | 4,474 | $700.8K | — | +193.6% |
| 1418 | Advus Financial Partners#1418 · 4,460 sh | 4,460 | $700.7K | — | New |
| 1419 | National Philanthropic#1419 · 4,467 sh | 4,467 | $699.8K | 0.01% | +1.1% |
| 1420 | bLong Financial#1420 · 4,453 sh | 4,453 | $697.6K | 0.45% | 0.0% |
| 1421 | Allred Capital Management#1421 · 4,453 sh | 4,453 | $697.6K | 0.23% | -1.8% |
| 1422 | Oslo Pensjonsforsikring AS#1422 · 4,435 sh | 4,435 | $694.8K | — | -11.3% |
| 1423 | Garden State Investment Advisory Services#1423 · 4,430 sh | 4,430 | $694.5K | 0.13% | +116.9% |
| 1424 | Shum Financial Group#1424 · 4,431 sh | 4,431 | $694.2K | — | +3.9% |
| 1425 | MATHER GROUP#1425 · 4,428 sh | 4,428 | $693.7K | — | -3.4% |
| 1426 | Simplify Asset Management#1426 · 4,420 sh | 4,420 | $692.4K | <0.01% | New |
| 1427 | GUARDIAN WEALTH ADVISORS, / NC#1427 · 4,412 sh | 4,412 | $691.2K | 0.04% | +7.7% |
| 1428 | Evelyn Partners Group Ltd#1428 · 4,410 sh | 4,410 | $690.9K | <0.01% | — |
| 1429 | Tempo Wealth#1429 · 4,404 sh | 4,404 | $689.9K | — | +5.1% |
| 1430 | TrueNorth#1430 · 4,391 sh | 4,391 | $689.9K | 0.04% | -27.3% |
| 1431 | KRS Capital Management#1431 · 4,398 sh | 4,398 | $689.1K | — | -7.1% |
| 1432 | Garde Capital#1432 · 4,398 sh | 4,398 | $689.0K | 0.03% | -35.5% |
| 1433 | Richmond Brothers#1433 · 4,397 sh | 4,397 | $688.8K | 0.36% | New |
| 1434 | Fairscale Capital#1434 · 4,378 sh | 4,378 | $687.9K | 0.41% | -5.5% |
| 1435 | TOWNSQUARE CAPITAL#1435 · 4,380 sh | 4,380 | $686.1K | 0.13% | +5.4% |
| 1436 | Everhart Financial Group#1436 · 4,379 sh | 4,379 | $686.0K | — | -32.1% |
| 1437 | Delaney Capital Management Ltd.#1437 · 4,372 sh | 4,372 | $684.9K | 0.11% | New |
| 1438 | DELTA FINANCIAL ADVISORS#1438 · 4,368 sh | 4,368 | $684.3K | 0.16% | -8.3% |
| 1439 | BIP Wealth#1439 · 4,363 sh | 4,363 | $683.5K | — | -23.2% |
| 1440 | Minot DeBlois Advisors#1440 · 4,358 sh | 4,358 | $682.7K | 0.59% | -0.5% |
| 1441 | NAVELLIER & ASSOCIATES#1441 · 4,348 sh | 4,348 | $681.2K | 0.05% | -1.7% |
| 1442 | Persium Advisors#1442 · 4,347 sh | 4,347 | $681.0K | — | +17.7% |
| 1443 | CAPITAL ADVISORS#1443 · 4,344 sh | 4,344 | $680.5K | 0.01% | +85.2% |
| 1444 | Willow Creek Capital Management#1444 · 4,343 sh | 4,343 | $680.4K | — | — |
| 1445 | ProVise Management Group#1445 · 4,342 sh | 4,342 | $680.2K | 0.05% | -22.2% |
| 1446 | Confluence Wealth Services#1446 · 4,337 sh | 4,337 | $679.3K | 0.02% | -25.3% |
| 1447 | ACORN FINANCIAL ADVISORY SERVICES#1447 · 4,332 sh | 4,332 | $678.6K | 0.09% | -13.3% |
| 1448 | Probity Advisors#1448 · 4,331 sh | 4,331 | $678.5K | — | +2.7% |
| 1449 | Heritage#1449 · 4,325 sh | 4,325 | $677.6K | 0.06% | -10.7% |
| 1450 | CIDEL ASSET MANAGEMENT#1450 · 4,318 sh | 4,318 | $676.5K | 0.03% | +23.8% |
| 1451 | Hikari Tsushin#1451 · 4,298 sh | 4,298 | $673.3K | 0.04% | +0.2% |
| 1452 | SVB WEALTH#1452 · 4,295 sh | 4,295 | $672.9K | 0.04% | -1.4% |
| 1453 | ELEMENT POINTE ADVISORS#1453 · 4,287 sh | 4,287 | $671.6K | — | New |
| 1454 | WJ Financial Advisors#1454 · 4,275 sh | 4,275 | $669.7K | 0.49% | -0.3% |
| 1455 | TRED AVON FAMILY WEALTH#1455 · 4,256 sh | 4,256 | $666.7K | — | -3.6% |
| 1456 | Kampmann Melissa S.#1456 · 4,240 sh | 4,240 | $664.2K | 0.50% | -35.9% |
| 1457 | Cape Investment Advisory#1457 · 4,196 sh | 4,196 | $657.3K | — | -8.9% |
| 1458 | Itau Unibanco Holding S.A.#1458 · 4,190 sh | 4,190 | $656.4K | 0.01% | +1610.2% |
| 1459 | Quotient Wealth Partners#1459 · 4,190 sh | 4,190 | $656.4K | 0.02% | -10.0% |
| 1460 | PW Nova Financial Services#1460 · 4,174 sh | 4,174 | $653.9K | — | -0.6% |
| 1461 | Stratos Wealth Advisors#1461 · 4,171 sh | 4,171 | $653.5K | 0.04% | -87.1% |
| 1462 | Ausdal Financial Partners#1462 · 4,170 sh | 4,170 | $653.4K | 0.03% | -19.3% |
| 1463 | MONECO Advisors#1463 · 4,164 sh | 4,164 | $652.4K | 0.04% | -0.4% |
| 1464 | ARBOR CAPITAL MANAGEMENT#1464 · 3,705 sh | 3,705 | $651.1K | — | -9.5% |
| 1465 | FIDUCIARY FAMILY OFFICE#1465 · 4,153 sh | 4,153 | $650.6K | 0.16% | +89.5% |
| 1466 | HARBOR INVESTMENT ADVISORY#1466 · 4,152 sh | 4,152 | $650.5K | — | -1.2% |
| 1467 | Bond & Devick Financial Network#1467 · 4,113 sh | 4,113 | $644.3K | — | -15.0% |
| 1468 | Sagewood Asset Management#1468 · 4,100 sh | 4,100 | $642.3K | 0.15% | +251.3% |
| 1469 | ECOFI INVESTISSEMENTS SA#1469 · 4,100 sh | 4,100 | $642.1K | 2.30% | +10.8% |
| 1470 | Arista Wealth Management#1470 · 4,096 sh | 4,096 | $641.7K | 0.07% | -17.1% |
| 1471 | CRUX WEALTH ADVISORS#1471 · 4,090 sh | 4,090 | $640.7K | 0.22% | -2.3% |
| 1472 | Jaffetilchin Investment Partners#1472 · 4,066 sh | 4,066 | $637.0K | 0.03% | +26.9% |
| 1473 | Brucke Financial#1473 · 4,064 sh | 4,064 | $636.7K | — | -1.1% |
| 1474 | BRIDGES INVESTMENT MANAGEMENT#1474 · 4,047 sh | 4,047 | $634.0K | <0.01% | +0.3% |
| 1475 | Dynamic Technology Lab Private Ltd#1475 · 4,044 sh | 4,044 | $634.0K | 0.14% | New |
| 1476 | Empirical Financial Services, d.b.a. Empirical Wealth Ma#1476 · 4,043 sh | 4,043 | $633.3K | <0.01% | -21.9% |
| 1477 | CENTRAL BANK#1477 · 4,042 sh | 4,042 | $633.2K | — | +0.2% |
| 1478 | Ark Wealth Advisors#1478 · 4,040 sh | 4,040 | $632.9K | 0.56% | +96.5% |
| 1479 | Arrowroot Family Office#1479 · 4,037 sh | 4,037 | $632.5K | 0.18% | -21.2% |
| 1480 | CENTRAL VALLEY ADVISORS#1480 · 4,022 sh | 4,022 | $630.3K | 0.16% | -13.8% |
| 1481 | Sargent Investment Group#1481 · 4,008 sh | 4,008 | $627.9K | 0.08% | +0.9% |
| 1482 | Sierra Capital#1482 · 3,998 sh | 3,998 | $626.3K | 0.06% | -5.1% |
| 1483 | Voleon Capital Management#1483 · 3,990 sh | 3,990 | $625.1K | 0.01% | +1.4% |
| 1484 | Berkshire Bank#1484 · 3,988 sh | 3,988 | $624.8K | 0.12% | -6.8% |
| 1485 | Aldebaran Financial#1485 · 3,984 sh | 3,984 | $624.1K | 0.51% | -2.4% |
| 1486 | EARNED WEALTH ADVISORS#1486 · 3,977 sh | 3,977 | $623.0K | 0.04% | -39.8% |
| 1487 | MEYER HANDELMAN#1487 · 3,975 sh | 3,975 | $622.7K | 0.02% | -73.0% |
| 1488 | Sidoxia Capital Management#1488 · 3,966 sh | 3,966 | $621.3K | 0.46% | +1.5% |
| 1489 | Key Client Fiduciary Advisors#1489 · 3,962 sh | 3,962 | $620.7K | — | -1.0% |
| 1490 | Emprise Bank#1490 · 3,958 sh | 3,958 | $620.1K | — | -2.8% |
| 1491 | Roxbury Financial#1491 · 3,949 sh | 3,949 | $618.6K | — | +17.6% |
| 1492 | LCM Capital Management#1492 · 3,948 sh | 3,948 | $618.5K | — | +1.9% |
| 1493 | Financial Engines Advisors L.L.C.#1493 · 3,934 sh | 3,934 | $616.3K | <0.01% | -8.5% |
| 1494 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#1494 · 3,929 sh | 3,929 | $615.5K | 0.04% | -3.8% |
| 1495 | Keel Point#1495 · 3,920 sh | 3,920 | $614.2K | 0.04% | -22.6% |
| 1496 | State of Wyoming#1496 · 3,917 sh | 3,917 | $613.6K | 0.06% | +16.8% |
| 1497 | Principal Street Partners#1497 · 3,916 sh | 3,916 | $613.5K | 0.09% | +2.3% |
| 1498 | ABS Investment Management#1498 · 157 sh | 157 | $611.0K | 0.38% | — |
| 1499 | ABS Direct Equity Fund#1499 · 157 sh | 157 | $611.0K | 0.38% | New |
| 1500 | FOX RUN MANAGEMENT, L.L.C.#1500 · 3,898 sh | 3,898 | $610.7K | 0.10% | 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.