Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 17)
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 1,601 to 1,700. 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 1,601–1,700 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1601 | Abbot Financial Management#1601 · 3,214 sh | 3,214 | $503.5K | 0.17% | -3.2% |
| 1602 | United Advisor Group#1602 · 3,213 sh | 3,213 | $503.4K | 0.05% | +19.1% |
| 1603 | Waterloo Capital, L.P.#1603 · 3,207 sh | 3,207 | $502.4K | 0.03% | -13.1% |
| 1604 | Ponta Wealth Partners#1604 · 3,206 sh | 3,206 | $502.3K | 0.27% | +26.7% |
| 1605 | ROMANO BROTHERS AND COMPANY#1605 · 3,191 sh | 3,191 | $499.9K | — | -0.3% |
| 1606 | Texas Capital Bank Wealth Management Services#1606 · 3,189 sh | 3,189 | $499.6K | 0.03% | -11.0% |
| 1607 | Palacios Wealth Management#1607 · 3,183 sh | 3,183 | $498.6K | 0.29% | -2.2% |
| 1608 | Souders Financial Advisors#1608 · 3,179 sh | 3,179 | $498.1K | 0.05% | -24.4% |
| 1609 | StoneX Group#1609 · 3,166 sh | 3,166 | $497.2K | 0.02% | -13.9% |
| 1610 | LODESTAR PRIVATE ASSET MANAGEMENT#1610 · 3,173 sh | 3,173 | $497.1K | — | -11.9% |
| 1611 | New Republic Capital#1611 · 3,163 sh | 3,163 | $497.0K | 0.11% | +9.4% |
| 1612 | WATERS PARKERSON#1612 · 3,165 sh | 3,165 | $495.8K | 0.02% | +28.4% |
| 1613 | XML Financial#1613 · 3,159 sh | 3,159 | $494.9K | 0.04% | -15.0% |
| 1614 | Pine Haven Investment Counsel#1614 · 3,152 sh | 3,152 | $493.8K | 0.33% | +1.0% |
| 1615 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#1615 · 3,142 sh | 3,142 | $493.5K | 0.06% | +128.3% |
| 1616 | OXFORD FINANCIAL GROUP, LTD.#1616 · 3,149 sh | 3,149 | $493.4K | 0.03% | +0.4% |
| 1617 | Nabity-Jensen Investment Management#1617 · 3,145 sh | 3,145 | $492.7K | — | -4.3% |
| 1618 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#1618 · 3,013 sh | 3,013 | $491.8K | 0.03% | -30.0% |
| 1619 | Sciencast Management#1619 · 3,136 sh | 3,136 | $491.3K | 0.10% | New |
| 1620 | FLORIDA FINANCIAL ADVISORS#1620 · 3,135 sh | 3,135 | $491.1K | 0.08% | -2.5% |
| 1621 | Pointe Capital Management#1621 · 3,125 sh | 3,125 | $489.6K | 0.22% | -0.8% |
| 1622 | Sunflower Bank, N.A.#1622 · 3,122 sh | 3,122 | $489.1K | 0.12% | +15.4% |
| 1623 | Carr Financial Group#1623 · 3,111 sh | 3,111 | $487.4K | 0.11% | -9.4% |
| 1624 | Point#1624 · 3,093 sh | 3,093 | $484.6K | 0.04% | +7.0% |
| 1625 | Strategic Wealth Partners, Ltd.#1625 · 3,082 sh | 3,082 | $482.9K | 0.03% | -91.8% |
| 1626 | Nicholas Hoffman & Company#1626 · 3,060 sh | 3,060 | $479.3K | 0.01% | -8.2% |
| 1627 | Worth Financial Advisory Group#1627 · 3,045 sh | 3,045 | $477.0K | — | New |
| 1628 | Prosperitas Financial#1628 · 3,044 sh | 3,044 | $476.9K | 0.15% | +4.7% |
| 1629 | Crown Wealth Group#1629 · 3,038 sh | 3,038 | $475.9K | — | +7.5% |
| 1630 | BLODGETT WEALTH ADVISORS#1630 · 3,030 sh | 3,030 | $474.7K | — | +3.1% |
| 1631 | Wellspring Financial Advisors#1631 · 3,010 sh | 3,010 | $471.6K | 0.03% | -44.5% |
| 1632 | Purus Wealth Management#1632 · 3,003 sh | 3,003 | $470.4K | — | +5.5% |
| 1633 | Cromwell#1633 · 2,977 sh | 2,977 | $467.7K | 0.21% | +1.5% |
| 1634 | Silver Coast Investments#1634 · 2,976 sh | 2,976 | $466.2K | 0.14% | +14.7% |
| 1635 | IKE Capital#1635 · 2,969 sh | 2,969 | $465.0K | 0.24% | -33.5% |
| 1636 | DRIVE WEALTH MANAGEMENT#1636 · 2,956 sh | 2,956 | $464.7K | 0.08% | -36.7% |
| 1637 | FIRST FOUNDATION ADVISORS#1637 · 2,965 sh | 2,965 | $464.5K | 0.02% | +6.1% |
| 1638 | CARLSON FINANCIAL#1638 · 2,956 sh | 2,956 | $464.2K | 0.24% | -19.3% |
| 1639 | Kathmere Capital Management#1639 · 2,956 sh | 2,956 | $463.1K | — | +3.1% |
| 1640 | Midwest Professional Planners, LTD.#1640 · 2,950 sh | 2,950 | $462.2K | 0.09% | -68.4% |
| 1641 | Wisconsin Wealth Advisors#1641 · 2,937 sh | 2,937 | $460.2K | — | +50.1% |
| 1642 | GK Wealth Management#1642 · 2,932 sh | 2,932 | $459.4K | — | New |
| 1643 | Bienville Capital Management#1643 · 2,924 sh | 2,924 | $459.4K | 0.06% | 0.0% |
| 1644 | City State Bank#1644 · 2,930 sh | 2,930 | $459.0K | — | +0.3% |
| 1645 | Perfromance Wealth Partners#1645 · 2,928 sh | 2,928 | $458.7K | 0.01% | -26.7% |
| 1646 | Newman Dignan & Sheerar#1646 · 2,915 sh | 2,915 | $456.7K | — | -10.0% |
| 1647 | Brio Consultants#1647 · 2,914 sh | 2,914 | $456.5K | 0.05% | +143.4% |
| 1648 | Maridea Wealth Management#1648 · 2,911 sh | 2,911 | $456.0K | 0.05% | -10.7% |
| 1649 | One Wealth Map#1649 · 2,421 sh | 2,421 | $456.0K | 0.21% | +5.6% |
| 1650 | Focus Financial Network#1650 · 2,901 sh | 2,901 | $455.8K | — | +43.1% |
| 1651 | MERIDIAN INVESTMENT COUNSEL#1651 · 2,905 sh | 2,905 | $455.1K | — | 0.0% |
| 1652 | FACTORY MUTUAL INSURANCE#1652 · 2,900 sh | 2,900 | $454.3K | <0.01% | -12.1% |
| 1653 | Fjell Capital#1653 · 2,900 sh | 2,900 | $454.3K | — | -5.6% |
| 1654 | Investment Partners Asset Management#1654 · 2,895 sh | 2,895 | $453.5K | — | -18.7% |
| 1655 | Mechanics Financial#1655 · 2,892 sh | 2,892 | $453.1K | 0.16% | -2.4% |
| 1656 | Split Creek DBA Split Creek Capital#1656 · 2,888 sh | 2,888 | $452.4K | 0.42% | +20.3% |
| 1657 | First Bancorp#1657 · 2,887 sh | 2,887 | $452.3K | — | -4.6% |
| 1658 | Collaborative Capital Advisors#1658 · 2,871 sh | 2,871 | $451.0K | 0.28% | — |
| 1659 | FOUNDERS GROVE WEALTH PARTNERS#1659 · 2,879 sh | 2,879 | $451.0K | — | New |
| 1660 | 4WEALTH ADVISORS#1660 · 2,852 sh | 2,852 | $450.5K | — | -1.3% |
| 1661 | Congress Park Capital#1661 · 2,875 sh | 2,875 | $450.4K | — | -16.7% |
| 1662 | Morey & Quinn Wealth Partners#1662 · 2,874 sh | 2,874 | $450.3K | 0.29% | 0.0% |
| 1663 | NBH Bank#1663 · 2,872 sh | 2,872 | $449.9K | 0.19% | — |
| 1664 | Lewis Asset Management#1664 · 2,860 sh | 2,860 | $448.0K | — | -20.8% |
| 1665 | Abacus Wealth Partners#1665 · 2,846 sh | 2,846 | $445.8K | 0.05% | -65.6% |
| 1666 | Summit Financial Wealth Advisors#1666 · 2,846 sh | 2,846 | $445.8K | — | New |
| 1667 | MOR Wealth Management#1667 · 2,844 sh | 2,844 | $445.5K | 0.18% | +26.1% |
| 1668 | Farmers & Merchants of Long Beach#1668 · 2,835 sh | 2,835 | $444.1K | — | -19.1% |
| 1669 | S#1669 · 2,839 sh | 2,839 | $444.0K | 0.03% | 0.0% |
| 1670 | Cornerstone Capital#1670 · 2,833 sh | 2,833 | $443.8K | 0.04% | -8.8% |
| 1671 | Cyndeo Wealth Partners#1671 · 2,826 sh | 2,826 | $442.8K | — | +7.0% |
| 1672 | TBH Global Asset Management#1672 · 2,824 sh | 2,824 | $442.4K | 0.08% | +10.2% |
| 1673 | Capital Investment Counsel#1673 · 2,810 sh | 2,810 | $440.2K | — | +29.2% |
| 1674 | JSF Financial#1674 · 2,807 sh | 2,807 | $439.7K | — | +70.7% |
| 1675 | FUKOKU MUTUAL LIFE INSURANCE#1675 · 2,806 sh | 2,806 | $439.6K | 0.03% | 0.0% |
| 1676 | Proficio Capital Partners#1676 · 2,788 sh | 2,788 | $436.8K | 0.02% | New |
| 1677 | Curbstone Financial Management#1677 · 2,776 sh | 2,776 | $434.9K | — | -31.2% |
| 1678 | 111 Capital#1678 · 2,775 sh | 2,775 | $434.7K | 0.07% | New |
| 1679 | Penobscot Investment Management Company#1679 · 2,766 sh | 2,766 | $433.3K | — | -39.2% |
| 1680 | ORG Wealth Partners#1680 · 2,761 sh | 2,761 | $432.5K | 0.06% | -0.1% |
| 1681 | Prosperity Consulting Group#1681 · 2,757 sh | 2,757 | $432.0K | 0.02% | -16.5% |
| 1682 | Clear Trail Advisors#1682 · 2,746 sh | 2,746 | $430.2K | — | -3.5% |
| 1683 | Oder Investment Management#1683 · 2,737 sh | 2,737 | $428.8K | 0.29% | -5.4% |
| 1684 | AlphaGrep UK Ltd#1684 · 2,731 sh | 2,731 | $427.8K | 0.13% | -18.9% |
| 1685 | BlackDiamond Wealth Management#1685 · 2,165 sh | 2,165 | $427.6K | 0.17% | +27.1% |
| 1686 | Diligent Investors#1686 · 2,724 sh | 2,724 | $426.8K | — | +16.8% |
| 1687 | TRILLIUM ASSET MANAGEMENT#1687 · 2,723 sh | 2,723 | $426.6K | 0.01% | -6.1% |
| 1688 | VeraBank, N.A.#1688 · 2,720 sh | 2,720 | $426.1K | 0.07% | -37.1% |
| 1689 | MILFORD FUNDS LTD#1689 · 2,720 sh | 2,720 | $426.1K | <0.01% | -99.5% |
| 1690 | BEESE FULMER INVESTMENT MANAGEMENT#1690 · 2,709 sh | 2,709 | $425.8K | — | -45.1% |
| 1691 | Clear Creek Financial Management#1691 · 2,717 sh | 2,717 | $425.7K | 0.03% | -4.3% |
| 1692 | Manske Wealth Management#1692 · 2,710 sh | 2,710 | $424.5K | — | New |
| 1693 | CHILTON CAPITAL MANAGEMENT#1693 · 2,708 sh | 2,708 | $424.2K | 0.01% | -12.5% |
| 1694 | Triad Wealth Partners#1694 · 2,278 sh | 2,278 | $423.5K | — | +58.4% |
| 1695 | JOHN G ULLMAN & ASSOCIATES#1695 · 2,700 sh | 2,700 | $423.0K | 0.05% | -67.4% |
| 1696 | McGlone Suttner Wealth Management#1696 · 2,696 sh | 2,696 | $422.3K | — | +2.0% |
| 1697 | Mayflower Financial Advisors#1697 · 2,695 sh | 2,695 | $422.3K | 0.04% | -8.6% |
| 1698 | Wealth Advisors of Iowa#1698 · 2,692 sh | 2,692 | $421.8K | 0.11% | -6.8% |
| 1699 | FNY Investment Advisers#1699 · 2,687 sh | 2,687 | $420.0K | — | +3.3% |
| 1700 | Versant Capital Management#1700 · 2,670 sh | 2,670 | $418.3K | — | -24.0% |
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.