Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 16)
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 1,501 to 1,600. 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 1,501–1,600 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1501 | PERSONAL CFO SOLUTIONS#1501 · 3,886 sh | 3,886 | $610.5K | 0.09% | -0.4% |
| 1502 | Blueshift Asset Management#1502 · 3,893 sh | 3,893 | $609.9K | 0.14% | New |
| 1503 | WRIGHT INVESTORS SERVICE#1503 · 3,885 sh | 3,885 | $608.6K | 0.17% | -68.0% |
| 1504 | DUDLEY CAPITAL MANAGEMENT#1504 · 3,884 sh | 3,884 | $608.5K | — | -1.3% |
| 1505 | PORTLAND INVESTMENT COUNSEL#1505 · 3,875 sh | 3,875 | $607.1K | 0.17% | 0.0% |
| 1506 | HOWARD FINANCIAL SERVICES, LTD.#1506 · 3,861 sh | 3,861 | $604.9K | — | +93.1% |
| 1507 | Compass Ion Advisors#1507 · 3,856 sh | 3,856 | $604.2K | — | New |
| 1508 | RED REEF ADVISORS#1508 · 3,843 sh | 3,843 | $602.0K | 0.56% | -0.7% |
| 1509 | Forefront Wealth Partners#1509 · 3,832 sh | 3,832 | $600.4K | 0.19% | +1.0% |
| 1510 | Crescent Sterling, Ltd.#1510 · 3,830 sh | 3,830 | $600.0K | — | -12.6% |
| 1511 | Advyzon Investment Management#1511 · 3,827 sh | 3,827 | $599.6K | 0.04% | +0.5% |
| 1512 | Talon Private Wealth#1512 · 3,824 sh | 3,824 | $599.1K | 0.04% | -10.2% |
| 1513 | Interchange Capital Partners#1513 · 3,821 sh | 3,821 | $598.5K | 0.11% | -19.7% |
| 1514 | Strategic Advisors#1514 · 3,819 sh | 3,819 | $598.2K | — | -3.9% |
| 1515 | Adelphi#1515 · 3,810 sh | 3,810 | $596.9K | — | -1.2% |
| 1516 | ACT WEALTH MANAGEMENT#1516 · 3,803 sh | 3,803 | $595.8K | — | +42.2% |
| 1517 | DUMONT & BLAKE INVESTMENT ADVISORS#1517 · 3,802 sh | 3,802 | $595.6K | 0.13% | -2.4% |
| 1518 | Perpetual Ltd#1518 · 3,792 sh | 3,792 | $594.1K | — | -19.7% |
| 1519 | Farmers National Bank#1519 · 3,787 sh | 3,787 | $593.3K | 0.12% | -6.7% |
| 1520 | MITCHELL MCLEOD PUGH & WILLIAMS#1520 · 3,778 sh | 3,778 | $591.9K | 0.07% | -3.8% |
| 1521 | Claro Advisors#1521 · 3,762 sh | 3,762 | $589.3K | 0.06% | +0.3% |
| 1522 | Kennebec Savings Bank#1522 · 3,760 sh | 3,760 | $589.0K | — | +2.9% |
| 1523 | Diversified Enterprises#1523 · 3,756 sh | 3,756 | $588.4K | — | -2.8% |
| 1524 | Bank OZK#1524 · 3,754 sh | 3,754 | $588.1K | 0.17% | +7.0% |
| 1525 | Southeast Asset Advisors#1525 · 3,748 sh | 3,748 | $587.2K | 0.06% | +15.4% |
| 1526 | HOWLAND CAPITAL MANAGEMENT#1526 · 3,723 sh | 3,723 | $584.9K | — | +0.2% |
| 1527 | Carson Advisory#1527 · 3,728 sh | 3,728 | $584.0K | 0.27% | +19.6% |
| 1528 | Alpha Family#1528 · 3,710 sh | 3,710 | $581.2K | 0.23% | +26.4% |
| 1529 | Quintet Private Bank (Europe) S.A.#1529 · 3,699 sh | 3,699 | $579.5K | — | -2.7% |
| 1530 | Community Bank & , Waco, Texas#1530 · 3,694 sh | 3,694 | $579.0K | — | +1.3% |
| 1531 | IFG Advisory#1531 · 3,687 sh | 3,687 | $577.7K | 0.02% | New |
| 1532 | Spire Wealth Management#1532 · 3,683 sh | 3,683 | $577.0K | 0.02% | -17.0% |
| 1533 | Alta Advisers Ltd#1533 · 3,670 sh | 3,670 | $574.9K | 0.13% | 0.0% |
| 1534 | Annex Advisory Services#1534 · 3,664 sh | 3,664 | $574.0K | — | -94.4% |
| 1535 | Copeland Capital Management#1535 · 3,643 sh | 3,643 | $570.7K | — | -2.0% |
| 1536 | BigSur Wealth Management#1536 · 3,617 sh | 3,617 | $569.6K | — | -50.5% |
| 1537 | Concentrum Wealth Management#1537 · 3,622 sh | 3,622 | $567.3K | 0.14% | +55.5% |
| 1538 | Stonebridge Financial Group#1538 · 3,609 sh | 3,609 | $566.0K | 0.08% | — |
| 1539 | MCCARTER PRIVATE WEALTH SERVICES#1539 · 3,596 sh | 3,596 | $563.3K | — | -27.5% |
| 1540 | Essex Savings Bank#1540 · 3,590 sh | 3,590 | $562.4K | — | -15.3% |
| 1541 | PACES FERRY WEALTH ADVISORS#1541 · 3,583 sh | 3,583 | $561.4K | 0.21% | -6.4% |
| 1542 | Rehmann Capital Advisory Group#1542 · 3,683 sh | 3,683 | $559.5K | 0.03% | -16.7% |
| 1543 | Valmark Advisers#1543 · 3,548 sh | 3,548 | $555.8K | <0.01% | -15.6% |
| 1544 | LOM Asset Management Ltd#1544 · 3,537 sh | 3,537 | $554.1K | 0.14% | +6.3% |
| 1545 | Turtle Creek Wealth Advisors#1545 · 3,537 sh | 3,537 | $554.1K | — | -53.8% |
| 1546 | T. Rowe Price Investment Management#1546 · 3,528 sh | 3,528 | $553.0K | <0.01% | -22.8% |
| 1547 | WHITE PINE CAPITAL#1547 · 3,517 sh | 3,517 | $551.0K | 0.13% | +37.9% |
| 1548 | BankPlus Department#1548 · 3,512 sh | 3,512 | $550.2K | 0.13% | -69.4% |
| 1549 | Unify Financial Advisors#1549 · 3,509 sh | 3,509 | $549.7K | 0.51% | +30.4% |
| 1550 | Simplicity Wealth#1550 · 3,504 sh | 3,504 | $549.0K | — | -25.6% |
| 1551 | Wallace Advisory Group#1551 · 3,496 sh | 3,496 | $547.7K | 0.52% | +14.0% |
| 1552 | MCF Advisors#1552 · 3,486 sh | 3,486 | $547.2K | 0.02% | +35.4% |
| 1553 | NWAM#1553 · 3,491 sh | 3,491 | $546.9K | 0.03% | +5.6% |
| 1554 | Watershed Asset Management, L.L.C.#1554 · 3,488 sh | 3,488 | $546.4K | 0.49% | New |
| 1555 | DOLIVER ADVISORS#1555 · 3,484 sh | 3,484 | $545.8K | — | -23.3% |
| 1556 | SAGE PRIVATE WEALTH GROUP#1556 · 3,483 sh | 3,483 | $545.7K | — | +5.4% |
| 1557 | AVISO WEALTH MANAGEMENT#1557 · 3,482 sh | 3,482 | $545.6K | 0.19% | +11.2% |
| 1558 | Moss Adams Wealth Advisors#1558 · 3,459 sh | 3,459 | $543.0K | 0.03% | +3.0% |
| 1559 | Breakwater Capital Group#1559 · 3,457 sh | 3,457 | $541.6K | — | +0.1% |
| 1560 | Net Worth Advisory Group#1560 · 3,455 sh | 3,455 | $541.2K | — | -2.8% |
| 1561 | Asset Dedication#1561 · 3,454 sh | 3,454 | $541.1K | 0.03% | -44.6% |
| 1562 | Prota Financial#1562 · 3,312 sh | 3,312 | $540.6K | — | +8.3% |
| 1563 | Orion Capital Management#1563 · 3,447 sh | 3,447 | $540.0K | 0.17% | -6.5% |
| 1564 | denkapparat Operations GmbH#1564 · 3,444 sh | 3,444 | $539.5K | 0.18% | +126.3% |
| 1565 | Miller Global Investments#1565 · 3,436 sh | 3,436 | $538.3K | — | +167.4% |
| 1566 | Benchmark Investment Advisors#1566 · 3,426 sh | 3,426 | $536.7K | 0.24% | -9.6% |
| 1567 | Sky Investment Group#1567 · 3,424 sh | 3,424 | $536.5K | 0.08% | -11.6% |
| 1568 | Defiance ETFs#1568 · 3,273 sh | 3,273 | $534.3K | <0.01% | -98.0% |
| 1569 | Aries Wealth Management#1569 · 3,394 sh | 3,394 | $531.7K | — | +24.4% |
| 1570 | Cornerstone National Bank#1570 · 3,255 sh | 3,255 | $531.3K | — | -46.0% |
| 1571 | Cypress Wealth Services#1571 · 3,388 sh | 3,388 | $530.7K | — | -1.6% |
| 1572 | Visionary Wealth Advisors#1572 · 3,377 sh | 3,377 | $529.1K | 0.02% | -41.0% |
| 1573 | FLC Capital Advisors#1573 · 3,363 sh | 3,363 | $526.8K | 0.08% | -12.5% |
| 1574 | Semus Wealth Partners#1574 · 3,355 sh | 3,355 | $525.5K | — | +36.8% |
| 1575 | Burford Brothers#1575 · 3,354 sh | 3,354 | $525.5K | — | +0.9% |
| 1576 | Everest Management#1576 · 3,350 sh | 3,350 | $524.8K | 0.20% | -7.7% |
| 1577 | Crumly & Associates#1577 · 3,346 sh | 3,346 | $524.2K | — | +0.8% |
| 1578 | Gryphon Financial Partners#1578 · 3,342 sh | 3,342 | $523.6K | 0.05% | -2.6% |
| 1579 | Waldron Private Wealth#1579 · 3,332 sh | 3,332 | $523.3K | 0.02% | +5.8% |
| 1580 | CULLEN INVESTMENT GROUP, LTD.#1580 · 3,329 sh | 3,329 | $521.6K | — | -39.6% |
| 1581 | Zullo Investment Group#1581 · 3,328 sh | 3,328 | $521.4K | — | +0.8% |
| 1582 | ASO GROUP Ltd#1582 · 3,326 sh | 3,326 | $521.0K | 0.22% | 0.0% |
| 1583 | YANKCOM Partnership#1583 · 3,314 sh | 3,314 | $519.2K | — | +11.8% |
| 1584 | FIRST CITIZENS BANK#1584 · 3,313 sh | 3,313 | $519.0K | — | -79.5% |
| 1585 | F/m Investments#1585 · 3,300 sh | 3,300 | $517.0K | 0.03% | +52.7% |
| 1586 | Prentice Wealth Management#1586 · 3,299 sh | 3,299 | $516.8K | — | +0.8% |
| 1587 | Retirement Planning Group#1587 · 3,296 sh | 3,296 | $516.4K | — | -9.3% |
| 1588 | PDS Planning#1588 · 3,296 sh | 3,296 | $516.4K | 0.03% | -31.8% |
| 1589 | Oxler Private Wealth#1589 · 3,289 sh | 3,289 | $515.3K | — | -8.3% |
| 1590 | Aspire Growth Partners#1590 · 3,278 sh | 3,278 | $513.6K | 0.30% | -1.2% |
| 1591 | 3Chopt Investment Partners#1591 · 3,257 sh | 3,257 | $511.8K | 0.10% | +13.8% |
| 1592 | Inscription Capital#1592 · 3,264 sh | 3,264 | $511.4K | 0.05% | +30.8% |
| 1593 | CHILTON INVESTMENT#1593 · 3,258 sh | 3,258 | $510.4K | 0.01% | -11.4% |
| 1594 | KRAEMATON INVESTMENT ADVISORS#1594 · 3,250 sh | 3,250 | $509.2K | 0.38% | -4.2% |
| 1595 | Hilltop#1595 · 3,246 sh | 3,246 | $508.5K | 0.04% | -46.9% |
| 1596 | PROFFITT & GOODSON#1596 · 3,239 sh | 3,239 | $507.4K | 0.07% | New |
| 1597 | 1834 INVESTMENT ADVISORS#1597 · 3,236 sh | 3,236 | $507.0K | — | +10.5% |
| 1598 | RICHARDS, MERRILL & PETERSON#1598 · 3,234 sh | 3,234 | $506.6K | — | +12.6% |
| 1599 | Tortuga Wealth Management#1599 · 3,224 sh | 3,224 | $505.4K | — | -7.7% |
| 1600 | Meiji Yasuda Life Insurance#1600 · 3,221 sh | 3,221 | $504.6K | 0.02% | -36.8% |
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.