Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 18)
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 1,701 to 1,800. 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 1,701–1,800 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1701 | MAIRS & POWER#1701 · 2,656 sh | 2,656 | $416.1K | <0.01% | -94.7% |
| 1702 | Green Ridge Wealth Planning#1702 · 2,656 sh | 2,656 | $416.1K | — | -19.4% |
| 1703 | Bank of Marin#1703 · 2,653 sh | 2,653 | $415.6K | 0.29% | -5.2% |
| 1704 | Phillips Wealth Planners#1704 · 2,449 sh | 2,449 | $415.2K | 0.31% | -3.9% |
| 1705 | Kaizen Financial Strategies#1705 · 2,543 sh | 2,543 | $415.1K | — | -35.5% |
| 1706 | ZEGA Investments#1706 · 2,647 sh | 2,647 | $414.6K | 0.04% | +7.8% |
| 1707 | Aventura Private Wealth#1707 · 2,646 sh | 2,646 | $414.5K | 0.13% | -7.5% |
| 1708 | Security National Bank#1708 · 2,632 sh | 2,632 | $412.3K | — | -0.5% |
| 1709 | Quantum Private Wealth#1709 · 2,627 sh | 2,627 | $411.5K | — | -3.0% |
| 1710 | Next Level Private#1710 · 2,619 sh | 2,619 | $410.3K | — | -3.7% |
| 1711 | JEPPSON WEALTH MANAGEMENT#1711 · 2,614 sh | 2,614 | $409.5K | — | -2.6% |
| 1712 | WealthCollab#1712 · 2,612 sh | 2,612 | $409.2K | 0.15% | 0.0% |
| 1713 | Tennessee Valley Asset Management Partners#1713 · 2,612 sh | 2,612 | $409.1K | 0.05% | +8.7% |
| 1714 | Baron Wealth Management#1714 · 2,609 sh | 2,609 | $408.8K | 0.11% | +1.6% |
| 1715 | Kuhn & Investment Counsel#1715 · 2,600 sh | 2,600 | $407.3K | 0.24% | +2.9% |
| 1716 | JNBA Financial Advisors#1716 · 2,593 sh | 2,593 | $406.2K | 0.03% | -36.8% |
| 1717 | SCHMIDT P J INVESTMENT MANAGEMENT#1717 · 2,592 sh | 2,592 | $406.1K | 0.06% | -26.7% |
| 1718 | ROMAN BUTLER FULLERTON#1718 · 2,368 sh | 2,368 | $405.4K | — | -46.4% |
| 1719 | Elevated Capital Advisors#1719 · 2,578 sh | 2,578 | $403.9K | 0.11% | -36.9% |
| 1720 | Boston Walden#1720 · 2,563 sh | 2,563 | $401.5K | <0.01% | -13.5% |
| 1721 | Meadow Creek Wealth Advisors#1721 · 2,558 sh | 2,558 | $400.7K | 0.24% | -16.4% |
| 1722 | AMERIFLEX GROUP#1722 · 2,556 sh | 2,556 | $400.4K | 0.16% | +4.6% |
| 1723 | Facet Wealth#1723 · 2,552 sh | 2,552 | $399.8K | <0.01% | -1.9% |
| 1724 | Brookwood Investment Group#1724 · 2,543 sh | 2,543 | $398.4K | 0.04% | +72.1% |
| 1725 | Financial Planning Hawaii#1725 · 2,537 sh | 2,537 | $397.4K | — | +26.9% |
| 1726 | Vigil Wealth Management#1726 · 2,533 sh | 2,533 | $396.8K | 0.28% | New |
| 1727 | SIGNATURE ESTATE & INVESTMENT ADVISORS#1727 · 2,513 sh | 2,513 | $395.0K | — | -23.6% |
| 1728 | SNS Financial Group#1728 · 2,519 sh | 2,519 | $394.7K | <0.01% | New |
| 1729 | SMITH CHAS P & ASSOCIATES PA CPAS#1729 · 2,516 sh | 2,516 | $394.2K | — | +0.7% |
| 1730 | GAM Holding AG#1730 · 2,511 sh | 2,511 | $393.4K | 0.03% | +0.9% |
| 1731 | CATALYST PRIVATE WEALTH#1731 · 2,511 sh | 2,511 | $393.4K | — | +4.0% |
| 1732 | Embree Financial Group#1732 · 2,502 sh | 2,502 | $392.0K | — | -58.0% |
| 1733 | Apriem Advisors#1733 · 2,498 sh | 2,498 | $391.3K | 0.03% | -2.8% |
| 1734 | VIAWEALTH#1734 · 2,487 sh | 2,487 | $389.6K | 0.20% | -46.9% |
| 1735 | NATURAL INVESTMENTS#1735 · 2,489 sh | 2,489 | $389.0K | 0.09% | 0.0% |
| 1736 | NINE MASTS CAPITAL Ltd#1736 · 2,474 sh | 2,474 | $387.6K | 0.04% | New |
| 1737 | Millstone Evans Group#1737 · 2,472 sh | 2,472 | $387.3K | 0.21% | +0.2% |
| 1738 | Income Insurance Ltd#1738 · 2,470 sh | 2,470 | $386.9K | — | -13.9% |
| 1739 | Legacy Advisors#1739 · 2,456 sh | 2,456 | $386.1K | — | -7.1% |
| 1740 | DMC Group#1740 · 2,457 sh | 2,457 | $384.9K | — | +43.5% |
| 1741 | Bernicke Wealth Management, Ltd.#1741 · 2,445 sh | 2,445 | $383.0K | 0.04% | -14.8% |
| 1742 | WEALTH ALLIANCE#1742 · 2,435 sh | 2,435 | $381.4K | 0.03% | -15.2% |
| 1743 | AdvisorShares Investments#1743 · 2,430 sh | 2,430 | $380.7K | 0.05% | 0.0% |
| 1744 | ARS Wealth Advisors Group#1744 · 2,426 sh | 2,426 | $380.0K | — | -21.7% |
| 1745 | Orographic Financial Advisors#1745 · 1,963 sh | 1,963 | $379.0K | 0.25% | +6.4% |
| 1746 | HILL ISLAND FINANCIAL#1746 · 2,407 sh | 2,407 | $377.2K | — | +0.3% |
| 1747 | Titan Wealth (CI) Ltd#1747 · 2,400 sh | 2,400 | $376.1K | 0.14% | +97.5% |
| 1748 | Wellington Shields Capital Management#1748 · 2,392 sh | 2,392 | $374.7K | 0.05% | -38.9% |
| 1749 | Telos Capital Management#1749 · 2,373 sh | 2,373 | $371.7K | 0.03% | -5.7% |
| 1750 | Wealth Science Advisors#1750 · 2,368 sh | 2,368 | $371.0K | — | +1478.7% |
| 1751 | SGL Investment Advisors#1751 · 1,878 sh | 1,878 | $370.9K | 0.13% | -33.1% |
| 1752 | MIROVA#1752 · 2,363 sh | 2,363 | $370.2K | 0.01% | -13.0% |
| 1753 | Advisor OS#1753 · 2,348 sh | 2,348 | $368.0K | 0.02% | -12.4% |
| 1754 | Atlanta Consulting Group Advisors#1754 · 2,340 sh | 2,340 | $367.7K | 0.06% | -1.7% |
| 1755 | Virtue Capital Management#1755 · 2,347 sh | 2,347 | $367.6K | 0.05% | -2.9% |
| 1756 | WD RUTHERFORD#1756 · 2,332 sh | 2,332 | $365.3K | — | -71.9% |
| 1757 | Indivisible Partners#1757 · 2,330 sh | 2,330 | $365.0K | — | +41.5% |
| 1758 | EVERMAY WEALTH MANAGEMENT#1758 · 2,327 sh | 2,327 | $365.0K | 0.04% | -25.6% |
| 1759 | NorthStar Asset Management#1759 · 2,319 sh | 2,319 | $363.2K | 0.15% | -23.4% |
| 1760 | Kestra Investment Management#1760 · 2,314 sh | 2,314 | $362.6K | <0.01% | -26.4% |
| 1761 | Oxford Wealth Group#1761 · 2,314 sh | 2,314 | $362.5K | 0.16% | -4.7% |
| 1762 | Bensler#1762 · 2,308 sh | 2,308 | $361.5K | 0.03% | 0.0% |
| 1763 | Hudock#1763 · 2,299 sh | 2,299 | $360.2K | — | -10.7% |
| 1764 | Bell Bank#1764 · 2,295 sh | 2,295 | $359.5K | — | -49.1% |
| 1765 | IFG Advisors#1765 · 2,290 sh | 2,290 | $358.8K | — | 0.0% |
| 1766 | Forum Financial Management#1766 · 2,289 sh | 2,289 | $358.6K | — | -9.7% |
| 1767 | IVC Wealth Advisors#1767 · 2,286 sh | 2,286 | $358.1K | — | -9.2% |
| 1768 | Symmetry Partners#1768 · 2,283 sh | 2,283 | $357.7K | — | New |
| 1769 | Sienna Gestion#1769 · 2,235 sh | 2,235 | $356.9K | 0.02% | -95.2% |
| 1770 | INTEGRITY ALLIANCE#1770 · 2,272 sh | 2,272 | $355.9K | 0.01% | -21.1% |
| 1771 | Root Financial Partners#1771 · 2,269 sh | 2,269 | $355.4K | — | -35.9% |
| 1772 | FERGUSON WELLMAN CAPITAL MANAGEMENT#1772 · 2,268 sh | 2,268 | $355.3K | — | -5.9% |
| 1773 | Spectrum Investment Advisors#1773 · 2,267 sh | 2,267 | $355.1K | 0.15% | New |
| 1774 | VUB Generali dochodkova spravcovska spolocnost, a.s.#1774 · 2,262 sh | 2,262 | $354.4K | — | 0.0% |
| 1775 | Chesapeake Wealth Management#1775 · 2,258 sh | 2,258 | $353.7K | 0.10% | +31.0% |
| 1776 | Redwood Financial Network#1776 · 2,257 sh | 2,257 | $353.5K | 0.20% | -11.7% |
| 1777 | CABOT WEALTH MANAGEMENT#1777 · 2,255 sh | 2,255 | $353.3K | 0.04% | -6.0% |
| 1778 | SUMITOMO MITSUI FINANCIAL GROUP#1778 · 2,255 sh | 2,255 | $353.3K | <0.01% | +351.0% |
| 1779 | Revolve Wealth Partners#1779 · 2,254 sh | 2,254 | $353.1K | — | +42.8% |
| 1780 | Sandro Wealth Management#1780 · 2,252 sh | 2,252 | $352.8K | 0.26% | -5.0% |
| 1781 | Connecticut Wealth Management#1781 · 2,252 sh | 2,252 | $352.8K | — | -2.0% |
| 1782 | Aviance Capital Partners#1782 · 2,250 sh | 2,250 | $352.5K | 0.04% | -6.4% |
| 1783 | Cypress Point Wealth Management#1783 · 2,249 sh | 2,249 | $352.3K | 0.07% | -13.4% |
| 1784 | COWA#1784 · 2,249 sh | 2,249 | $352.3K | 0.09% | New |
| 1785 | Walser Wealth Management Company, A Ltd Liability#1785 · 2,246 sh | 2,246 | $351.9K | — | -3.4% |
| 1786 | Kera Capital Partners#1786 · 2,245 sh | 2,245 | $351.7K | 0.03% | -6.8% |
| 1787 | Pinnacle Bancorp#1787 · 2,241 sh | 2,241 | $351.1K | — | +9.8% |
| 1788 | Betterment#1788 · 2,238 sh | 2,238 | $351.0K | <0.01% | +51.3% |
| 1789 | ONEFUND#1789 · 2,234 sh | 2,234 | $350.0K | 0.20% | -14.6% |
| 1790 | Continuum Advisory#1790 · 2,234 sh | 2,234 | $350.0K | 0.03% | -68.7% |
| 1791 | Equita Financial Network#1791 · 2,233 sh | 2,233 | $349.8K | — | -33.0% |
| 1792 | Range Advisory#1792 · 2,231 sh | 2,231 | $349.5K | 0.04% | -20.4% |
| 1793 | Triumph Capital Management#1793 · 2,229 sh | 2,229 | $349.2K | — | +12.4% |
| 1794 | Essex#1794 · 2,224 sh | 2,224 | $348.4K | — | -8.1% |
| 1795 | SAPIENT CAPITAL#1795 · 2,217 sh | 2,217 | $348.3K | — | -55.2% |
| 1796 | Alvarez & Marsal Private Wealth Partners#1796 · 2,215 sh | 2,215 | $348.0K | 0.05% | -2.9% |
| 1797 | EVERPAR ADVISORS#1797 · 2,221 sh | 2,221 | $347.9K | 0.10% | -35.5% |
| 1798 | Summa#1798 · 2,218 sh | 2,218 | $347.5K | 0.11% | -13.7% |
| 1799 | Intellectus Partners#1799 · 2,207 sh | 2,207 | $347.0K | 0.06% | -9.4% |
| 1800 | MOODY LYNN & LIEBERSON#1800 · 2,213 sh | 2,213 | $346.7K | — | -50.9% |
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.