Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 19)
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 1,801 to 1,900. 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 1,801–1,900 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1801 | TWIN PEAKS WEALTH ADVISORS#1801 · 2,211 sh | 2,211 | $346.4K | 0.08% | -32.2% |
| 1802 | Pines Wealth Management#1802 · 2,211 sh | 2,211 | $346.4K | — | -2.3% |
| 1803 | Lauer Wealth#1803 · 2,065 sh | 2,065 | $346.0K | — | New |
| 1804 | Etesian Wealth Advisors#1804 · 2,208 sh | 2,208 | $345.9K | — | -5.7% |
| 1805 | Greenwich Wealth Management#1805 · 2,203 sh | 2,203 | $345.0K | 0.01% | -4.8% |
| 1806 | Essex Financial Services#1806 · 2,201 sh | 2,201 | $344.8K | 0.02% | -57.8% |
| 1807 | Great Diamond Partners#1807 · 2,195 sh | 2,195 | $343.9K | — | -0.3% |
| 1808 | Beacon Financial Advisory#1808 · 2,194 sh | 2,194 | $343.7K | — | -25.0% |
| 1809 | CALTON & ASSOCIATES#1809 · 2,193 sh | 2,193 | $343.6K | 0.05% | -13.3% |
| 1810 | WRAPMANAGER#1810 · 2,191 sh | 2,191 | $343.2K | 0.11% | -9.3% |
| 1811 | Greykasell Wealth Strategies#1811 · 2,187 sh | 2,187 | $342.6K | 0.12% | -26.4% |
| 1812 | CAMBIENT FAMILY OFFICE#1812 · 2,178 sh | 2,178 | $342.2K | 0.04% | -0.8% |
| 1813 | Acorns Advisers#1813 · 2,183 sh | 2,183 | $342.0K | <0.01% | +25.8% |
| 1814 | Icon Wealth Advisors#1814 · 2,181 sh | 2,181 | $341.7K | 0.02% | -63.1% |
| 1815 | Meadowbrook Advisors Group#1815 · 2,179 sh | 2,179 | $341.4K | 0.18% | -35.5% |
| 1816 | MN Wealth Advisors#1816 · 2,178 sh | 2,178 | $341.3K | — | -24.9% |
| 1817 | Keating Financial Advisory Services#1817 · 2,177 sh | 2,177 | $341.0K | 0.04% | -6.4% |
| 1818 | Agate Pass Investment Management#1818 · 2,171 sh | 2,171 | $340.2K | — | -61.9% |
| 1819 | Quadcap Wealth Management#1819 · 2,168 sh | 2,168 | $339.7K | 0.03% | +1.5% |
| 1820 | Ipswich Investment Management#1820 · 2,168 sh | 2,168 | $339.6K | — | -8.3% |
| 1821 | ZWJ INVESTMENT COUNSEL#1821 · 2,163 sh | 2,163 | $338.8K | — | New |
| 1822 | London & Capital Asset Management Ltd#1822 · 2,139 sh | 2,139 | $335.2K | <0.01% | -64.1% |
| 1823 | Van Hulzen Asset Management#1823 · 2,136 sh | 2,136 | $334.6K | 0.02% | +73.0% |
| 1824 | Advisor Resource Council#1824 · 2,019 sh | 2,019 | $334.4K | 0.09% | -5.7% |
| 1825 | Northern Lights Advisors#1825 · 2,133 sh | 2,133 | $334.1K | — | +1.4% |
| 1826 | Clark Capital Management Group#1826 · 2,132 sh | 2,132 | $333.9K | <0.01% | -90.7% |
| 1827 | BRANDYWINE OAK PRIVATE WEALTH#1827 · 2,131 sh | 2,131 | $333.9K | — | +8.7% |
| 1828 | CASCADE INVESTMENT GROUP#1828 · 2,130 sh | 2,130 | $333.7K | — | -41.7% |
| 1829 | Mirador Capital Partners#1829 · 2,130 sh | 2,130 | $333.6K | — | -18.5% |
| 1830 | OneAscent Financial Services#1830 · 2,124 sh | 2,124 | $332.8K | 0.02% | -21.7% |
| 1831 | Tannin Capital#1831 · 2,121 sh | 2,121 | $332.3K | 0.22% | +14.0% |
| 1832 | Davis Investment Partners#1832 · 2,119 sh | 2,119 | $332.0K | 0.10% | -19.8% |
| 1833 | FAS Wealth Partners#1833 · 2,111 sh | 2,111 | $330.8K | 0.02% | -36.3% |
| 1834 | Keebeck Wealth Management#1834 · 2,096 sh | 2,096 | $329.3K | 0.03% | New |
| 1835 | SPWM Advisors#1835 · 1,922 sh | 1,922 | $328.3K | 0.30% | -26.1% |
| 1836 | Strategic Blueprint#1836 · 2,094 sh | 2,094 | $328.0K | — | -5.1% |
| 1837 | TFR Capital#1837 · 2,090 sh | 2,090 | $327.4K | 0.09% | -26.2% |
| 1838 | Financial Enhancement Group#1838 · 2,085 sh | 2,085 | $326.6K | — | +1.8% |
| 1839 | Cascades Capital Asset Management#1839 · 2,083 sh | 2,083 | $326.3K | 0.12% | -4.3% |
| 1840 | Van Diest Capital#1840 · 2,083 sh | 2,083 | $326.2K | 0.29% | -52.3% |
| 1841 | Signature Wealth Management Partners#1841 · 2,076 sh | 2,076 | $325.2K | — | +28.1% |
| 1842 | CoreCap Advisors#1842 · 2,076 sh | 2,076 | $325.2K | — | -21.4% |
| 1843 | CONSILIO WEALTH ADVISORS#1843 · 2,063 sh | 2,063 | $323.2K | 0.08% | -2.7% |
| 1844 | Cornerstone Select Advisors#1844 · 2,062 sh | 2,062 | $323.0K | 0.14% | -25.8% |
| 1845 | EPIQ PARTNERS#1845 · 2,061 sh | 2,061 | $322.9K | — | +30.1% |
| 1846 | CIM INVESTMENT MANAGEMENT#1846 · 2,060 sh | 2,060 | $322.7K | 0.08% | -8.5% |
| 1847 | KEYNOTE FINANCIAL SERVICES#1847 · 2,059 sh | 2,059 | $322.6K | 0.15% | New |
| 1848 | CAPE ANN SAVINGS BANK#1848 · 2,059 sh | 2,059 | $322.6K | 0.15% | -5.1% |
| 1849 | GREAT LAKES ADVISORS#1849 · 2,056 sh | 2,056 | $322.1K | <0.01% | +39.6% |
| 1850 | CHICAGO NA#1850 · 2,056 sh | 2,056 | $322.1K | 0.05% | -35.2% |
| 1851 | Benin Management#1851 · 2,050 sh | 2,050 | $321.2K | — | -1.0% |
| 1852 | SANDERS MORRIS HARRIS#1852 · 2,047 sh | 2,047 | $320.7K | — | -78.6% |
| 1853 | HARMONY ASSET MANAGEMENT#1853 · 2,046 sh | 2,046 | $320.6K | — | -5.0% |
| 1854 | Tranquility Partners#1854 · 2,034 sh | 2,034 | $318.6K | — | -18.9% |
| 1855 | KHAZANAH NASIONAL BERHAD#1855 · 2,033 sh | 2,033 | $318.5K | 0.02% | -11.0% |
| 1856 | PALISADE CAPITAL MANAGEMENT#1856 · 2,029 sh | 2,029 | $317.9K | 0.01% | -4.2% |
| 1857 | MONTAG A & ASSOCIATES#1857 · 2,022 sh | 2,022 | $317.7K | 0.01% | -2.3% |
| 1858 | Latko Wealth Management, Ltd.#1858 · 2,018 sh | 2,018 | $316.2K | 0.13% | 0.0% |
| 1859 | HAZLETT, BURT & WATSON#1859 · 2,022 sh | 2,022 | $316.0K | 0.08% | -14.5% |
| 1860 | Madison Park Capital Advisors#1860 · 1,899 sh | 1,899 | $314.7K | 0.22% | +25.3% |
| 1861 | Winthrop Advisory Group#1861 · 2,002 sh | 2,002 | $314.7K | — | +4.8% |
| 1862 | China Universal Asset Management , Ltd.#1862 · 2,000 sh | 2,000 | $314.1K | 0.02% | New |
| 1863 | Claret Asset Management#1863 · 2,005 sh | 2,005 | $314.0K | 0.03% | +23.3% |
| 1864 | Alley Investment Management Company#1864 · 2,000 sh | 2,000 | $313.3K | 0.04% | 0.0% |
| 1865 | SmartHarvest Portfolios#1865 · 1,998 sh | 1,998 | $313.0K | — | -23.3% |
| 1866 | SS&H Financial Advisors#1866 · 2,000 sh | 2,000 | $313.0K | 0.08% | — |
| 1867 | BINGHAM PRIVATE WEALTH#1867 · 1,987 sh | 1,987 | $311.3K | 0.21% | -4.5% |
| 1868 | Strait & Sound Wealth Management#1868 · 1,986 sh | 1,986 | $311.2K | 0.11% | -27.1% |
| 1869 | HCR Wealth Advisors#1869 · 1,978 sh | 1,978 | $309.9K | — | -4.4% |
| 1870 | Paragon Private Wealth Management#1870 · 1,953 sh | 1,953 | $306.1K | — | -62.0% |
| 1871 | Clearstead#1871 · 1,953 sh | 1,953 | $305.9K | 0.04% | -12.5% |
| 1872 | Sentinus#1872 · 1,950 sh | 1,950 | $305.5K | 0.02% | -47.5% |
| 1873 | New Insight Wealth Advisors#1873 · 1,947 sh | 1,947 | $305.0K | 0.09% | -10.2% |
| 1874 | MATTERS CAPITAL#1874 · 1,936 sh | 1,936 | $303.3K | 0.21% | -57.5% |
| 1875 | WBH ADVISORY#1875 · 1,933 sh | 1,933 | $302.8K | 0.02% | -1.0% |
| 1876 | DRH Investments#1876 · 1,929 sh | 1,929 | $302.2K | 0.24% | New |
| 1877 | VERUS CAPITAL PARTNERS#1877 · 1,929 sh | 1,929 | $302.2K | 0.02% | -10.4% |
| 1878 | Beckerman Institutional#1878 · 1,929 sh | 1,929 | $302.2K | 0.14% | +0.4% |
| 1879 | BOK Financial Private Wealth#1879 · 1,918 sh | 1,918 | $301.4K | 0.02% | +2.7% |
| 1880 | V2 Financial group#1880 · 1,924 sh | 1,924 | $301.4K | 0.11% | -1.1% |
| 1881 | RAM Investment Partners#1881 · 1,920 sh | 1,920 | $300.7K | — | -9.5% |
| 1882 | LIBERTY WEALTH MANAGEMENT#1882 · 1,611 sh | 1,611 | $300.6K | 0.04% | 0.0% |
| 1883 | Gateway Wealth Partners#1883 · 1,915 sh | 1,915 | $300.0K | 0.02% | -48.0% |
| 1884 | Synergy Financial Group, LTD#1884 · 1,910 sh | 1,910 | $299.3K | 0.22% | -5.5% |
| 1885 | AGH Wealth Advisors#1885 · 1,900 sh | 1,900 | $297.7K | — | -5.8% |
| 1886 | CARY STREET PARTNERS INVESTMENT ADVISORY#1886 · 1,897 sh | 1,897 | $297.2K | 0.06% | -31.8% |
| 1887 | Klingman & Associates#1887 · 1,897 sh | 1,897 | $297.2K | — | -18.7% |
| 1888 | Csenge Advisory Group#1888 · 1,896 sh | 1,896 | $297.1K | 0.01% | -14.2% |
| 1889 | 1900 WEALTH MANAGEMENT#1889 · 1,896 sh | 1,896 | $297.0K | — | +74.3% |
| 1890 | Global Assets Advisory#1890 · 1,798 sh | 1,798 | $295.6K | 0.06% | +10.6% |
| 1891 | Broadway Wealth Solutions#1891 · 1,886 sh | 1,886 | $295.5K | — | -7.0% |
| 1892 | American Alpha Advisors#1892 · 1,886 sh | 1,886 | $295.5K | 0.16% | +0.3% |
| 1893 | REXFORD CAPITAL#1893 · 1,885 sh | 1,885 | $295.3K | 0.18% | -8.3% |
| 1894 | INCEPTIONR#1894 · 1,884 sh | 1,884 | $295.1K | 0.07% | -20.7% |
| 1895 | Pacific Sage Partners#1895 · 1,875 sh | 1,875 | $293.8K | — | +4.2% |
| 1896 | Fi3 FINANCIAL ADVISORS#1896 · 721 sh | 721 | $293.6K | 0.07% | -59.1% |
| 1897 | Hexagon Capital Partners#1897 · 1,868 sh | 1,868 | $292.6K | 0.04% | +33.6% |
| 1898 | APPLETON PARTNERS#1898 · 1,865 sh | 1,865 | $292.0K | 0.02% | -4.8% |
| 1899 | Castlefield Investment Partners LLP#1899 · 1,861 sh | 1,861 | $291.5K | 0.20% | +21.7% |
| 1900 | RD Lewis#1900 · 1,466 sh | 1,466 | $290.7K | 0.21% | -7.6% |
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.