Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 20)
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 1,901 to 2,000. 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 1,901–2,000 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 1901 | OXFORD ASSET MANAGEMENT LLP#1901 · 1,851 sh | 1,851 | $290.0K | 0.14% | New |
| 1902 | Moment Partners#1902 · 1,845 sh | 1,845 | $289.9K | 0.05% | 0.0% |
| 1903 | PRINCETON CAPITAL MANAGEMENT#1903 · 1,840 sh | 1,840 | $288.3K | 0.07% | -1.7% |
| 1904 | Pinnacle Wealth Management Advisory Group#1904 · 1,840 sh | 1,840 | $288.3K | — | -17.1% |
| 1905 | LVW Advisors#1905 · 1,837 sh | 1,837 | $287.8K | — | -40.0% |
| 1906 | Investors Research#1906 · 1,835 sh | 1,835 | $287.5K | — | -4.4% |
| 1907 | Mathes Company#1907 · 1,835 sh | 1,835 | $287.0K | 0.09% | +14.7% |
| 1908 | INTEGRAL INVESTMENT ADVISORS#1908 · 1,831 sh | 1,831 | $286.9K | 0.06% | +19.4% |
| 1909 | WEDGE CAPITAL MANAGEMENT L L P#1909 · 1,829 sh | 1,829 | $286.5K | — | -10.4% |
| 1910 | VisionPoint Advisory Group#1910 · 1,817 sh | 1,817 | $284.7K | — | +7.6% |
| 1911 | SILVER OAK SECURITIES#1911 · 1,817 sh | 1,817 | $284.6K | 0.02% | -35.2% |
| 1912 | FF Advisors#1912 · 1,814 sh | 1,814 | $284.2K | — | -2.2% |
| 1913 | Accel Wealth Management#1913 · 1,812 sh | 1,812 | $283.8K | — | -4.5% |
| 1914 | FULTON BREAKEFIELD BROENNIMAN#1914 · 1,809 sh | 1,809 | $283.4K | 0.02% | -25.0% |
| 1915 | GAMCO INVESTORS, ET AL#1915 · 1,808 sh | 1,808 | $283.2K | <0.01% | -25.0% |
| 1916 | Mosley Wealth Management#1916 · 1,807 sh | 1,807 | $283.1K | — | -21.7% |
| 1917 | GFG Capital#1917 · 1,797 sh | 1,797 | $281.5K | — | 0.0% |
| 1918 | Activest Wealth Management#1918 · 1,795 sh | 1,795 | $281.2K | — | +117.8% |
| 1919 | PATRICK M SWEENEY & ASSOCIATES#1919 · 1,793 sh | 1,793 | $280.9K | — | +5.6% |
| 1920 | Hilltop National Bank#1920 · 1,792 sh | 1,792 | $280.7K | — | -16.2% |
| 1921 | McAdam#1921 · 1,789 sh | 1,789 | $280.2K | — | +1.2% |
| 1922 | Jacobsen Capital Management#1922 · 1,788 sh | 1,788 | $280.1K | — | -12.9% |
| 1923 | Bison Wealth#1923 · 1,689 sh | 1,689 | $279.8K | — | -26.6% |
| 1924 | Mizuho Markets Cayman#1924 · 1,786 sh | 1,786 | $279.8K | 0.01% | +44.5% |
| 1925 | Spartan Wealth Advisory Services#1925 · 1,786 sh | 1,786 | $279.7K | 0.02% | -36.9% |
| 1926 | Platform Technology Partners#1926 · 1,784 sh | 1,784 | $279.5K | 0.05% | -27.7% |
| 1927 | Core Wealth Advisors#1927 · 1,783 sh | 1,783 | $279.3K | 0.06% | -39.3% |
| 1928 | Meritas Wealth Management#1928 · 1,782 sh | 1,782 | $279.2K | — | +28.9% |
| 1929 | One Wealth Advisors#1929 · 1,780 sh | 1,780 | $278.9K | 0.03% | New |
| 1930 | Private Advisory Group#1930 · 1,779 sh | 1,779 | $278.7K | 0.01% | -47.7% |
| 1931 | Arcataur Capital Management#1931 · 1,778 sh | 1,778 | $278.5K | — | +7.6% |
| 1932 | McHugh Group#1932 · 1,775 sh | 1,775 | $278.0K | — | -14.5% |
| 1933 | Alliance Wealth Advisors#1933 · 1,770 sh | 1,770 | $277.3K | 0.05% | -33.0% |
| 1934 | CLARK FINANCIAL SERVICES GROUP#1934 · 1,765 sh | 1,765 | $276.5K | — | +0.6% |
| 1935 | Basecamp Wealth Advisors#1935 · 1,763 sh | 1,763 | $276.2K | 0.05% | -22.4% |
| 1936 | LaSalle St. Investment Advisors#1936 · 1,762 sh | 1,762 | $276.1K | 0.03% | -3.8% |
| 1937 | GILL CAPITAL PARTNERS#1937 · 1,760 sh | 1,760 | $275.9K | — | +100.0% |
| 1938 | Montecito Bank#1938 · 1,758 sh | 1,758 | $275.4K | — | -47.8% |
| 1939 | DAVIS R M#1939 · 1,753 sh | 1,753 | $275.4K | <0.01% | -20.0% |
| 1940 | PFC CAPITAL GROUP#1940 · 1,749 sh | 1,749 | $273.0K | 0.10% | -16.3% |
| 1941 | Clarity Wealth Advisors#1941 · 1,742 sh | 1,742 | $272.9K | — | -3.0% |
| 1942 | Evolution Wealth Advisors#1942 · 1,728 sh | 1,728 | $270.7K | 0.03% | +5.0% |
| 1943 | Trilogy Capital#1943 · 1,719 sh | 1,719 | $269.3K | — | -36.0% |
| 1944 | Walkner Condon Financial Advisors#1944 · 1,717 sh | 1,717 | $269.0K | 0.03% | -12.4% |
| 1945 | ANCHYRA PARTNERS#1945 · 1,716 sh | 1,716 | $268.8K | — | -21.9% |
| 1946 | Deseret Mutual Benefit Administrators#1946 · 1,715 sh | 1,715 | $268.7K | 0.09% | +10.9% |
| 1947 | KILEY JUERGENS WEALTH MANAGEMENT#1947 · 1,712 sh | 1,712 | $268.3K | 0.04% | -13.3% |
| 1948 | ENCOMPASS WEALTH ADVISORS#1948 · 1,711 sh | 1,711 | $268.0K | — | -0.2% |
| 1949 | Bigelow Investment Advisors#1949 · 1,707 sh | 1,707 | $267.4K | — | +0.8% |
| 1950 | DLK Investment Management#1950 · 1,039 sh | 1,039 | $267.1K | — | -32.4% |
| 1951 | AssuredPartners Investment Advisors#1951 · 1,700 sh | 1,700 | $266.4K | 0.03% | +23.0% |
| 1952 | RHS Financial#1952 · 1,700 sh | 1,700 | $266.3K | — | New |
| 1953 | CV Advisors#1953 · 1,700 sh | 1,700 | $266.3K | — | New |
| 1954 | Park Capital Management, / WI#1954 · 1,700 sh | 1,700 | $266.3K | — | New |
| 1955 | RETIREMENT INCOME SOLUTIONS#1955 · 1,423 sh | 1,423 | $265.6K | 0.05% | 0.0% |
| 1956 | GLR Partners#1956 · 1,693 sh | 1,693 | $265.2K | 0.12% | +39.8% |
| 1957 | Octavia Wealth Advisors#1957 · 1,681 sh | 1,681 | $264.1K | 0.02% | -52.0% |
| 1958 | Capital Advantage#1958 · 1,685 sh | 1,685 | $264.0K | — | -2.3% |
| 1959 | MONEY CONCEPTS CAPITAL#1959 · 1,682 sh | 1,682 | $263.4K | 0.01% | New |
| 1960 | Safeguard Investment Advisory Group#1960 · 1,681 sh | 1,681 | $263.4K | 0.06% | +15.8% |
| 1961 | Auxano Advisors#1961 · 1,676 sh | 1,676 | $262.6K | 0.05% | -1.6% |
| 1962 | Southern Financial Group#1962 · 1,672 sh | 1,672 | $262.1K | 0.07% | -8.1% |
| 1963 | GRANDFIELD & DODD#1963 · 1,666 sh | 1,666 | $261.0K | 0.01% | -0.2% |
| 1964 | Fearless Solutions, dba Best Invest#1964 · 1,665 sh | 1,665 | $260.9K | — | -7.4% |
| 1965 | QTR Family Wealth#1965 · 1,665 sh | 1,665 | $260.8K | 0.09% | -0.3% |
| 1966 | LANGLEY WEALTH MANAGEMENT#1966 · 1,661 sh | 1,661 | $260.2K | 0.25% | — |
| 1967 | May Hill Capital#1967 · 1,661 sh | 1,661 | $260.2K | 0.05% | -33.4% |
| 1968 | HORIZON BANCORP#1968 · 1,657 sh | 1,657 | $260.0K | 0.12% | -1.4% |
| 1969 | NICHOLS & PRATT ADVISERS LLP#1969 · 1,657 sh | 1,657 | $259.6K | — | -29.4% |
| 1970 | Cynosure Management#1970 · 1,656 sh | 1,656 | $259.4K | 0.04% | New |
| 1971 | Karras Company#1971 · 1,654 sh | 1,654 | $259.1K | — | -57.7% |
| 1972 | Daner Wealth Management#1972 · 1,275 sh | 1,275 | $256.8K | 0.14% | +0.8% |
| 1973 | MARINO, STRAM & ASSOCIATES#1973 · 1,639 sh | 1,639 | $256.8K | — | -0.2% |
| 1974 | Family Management#1974 · 1,632 sh | 1,632 | $255.7K | 0.03% | New |
| 1975 | Empirical Asset Management#1975 · 1,631 sh | 1,631 | $255.6K | 0.06% | -54.5% |
| 1976 | Tyche Wealth Partners#1976 · 1,626 sh | 1,626 | $254.7K | 0.04% | -5.3% |
| 1977 | Hudson Portfolio Management#1977 · 1,625 sh | 1,625 | $254.6K | 0.19% | New |
| 1978 | Wynn Capital#1978 · 1,623 sh | 1,623 | $254.3K | — | +50.1% |
| 1979 | MONETARY MANAGEMENT GROUP#1979 · 1,620 sh | 1,620 | $253.8K | 0.05% | -31.6% |
| 1980 | Corient IA#1980 · 1,620 sh | 1,620 | $253.8K | 0.23% | 0.0% |
| 1981 | Berger Financial Group#1981 · 1,619 sh | 1,619 | $253.6K | 0.01% | -6.9% |
| 1982 | Hilton Head Capital Partners#1982 · 1,608 sh | 1,608 | $251.8K | — | -60.7% |
| 1983 | ELKHORN PARTNERS LIMITED PARTNERSHIP#1983 · 1,600 sh | 1,600 | $250.7K | 0.21% | +23.1% |
| 1984 | LexAurum Advisors#1984 · 1,598 sh | 1,598 | $250.3K | — | +1.1% |
| 1985 | BANK OF STOCKTON#1985 · 1,597 sh | 1,597 | $250.2K | — | -0.1% |
| 1986 | SONATA CAPITAL GROUP#1986 · 1,595 sh | 1,595 | $249.8K | — | +23.2% |
| 1987 | Shepherd Financial Partners#1987 · 1,592 sh | 1,592 | $249.4K | 0.02% | -74.7% |
| 1988 | Arlington Partners#1988 · 1,588 sh | 1,588 | $248.8K | — | +24.7% |
| 1989 | Colonial / SC#1989 · 1,586 sh | 1,586 | $248.5K | 0.03% | -0.8% |
| 1990 | OneAscent Family Office#1990 · 1,585 sh | 1,585 | $248.3K | 0.13% | +17.7% |
| 1991 | Traub Capital Management#1991 · 1,583 sh | 1,583 | $248.0K | 0.22% | New |
| 1992 | Forza Wealth Management#1992 · 1,582 sh | 1,582 | $247.8K | — | +46.2% |
| 1993 | Quent Capital#1993 · 1,578 sh | 1,578 | $247.1K | 0.02% | -21.4% |
| 1994 | LAUREL OAK WEALTH MANAGEMENT#1994 · 1,576 sh | 1,576 | $246.9K | — | -19.6% |
| 1995 | Wakefield Asset Management LLLP#1995 · 1,575 sh | 1,575 | $246.7K | 0.06% | 0.0% |
| 1996 | WEALTH EFFECTS#1996 · 1,575 sh | 1,575 | $246.7K | — | +33.5% |
| 1997 | Onyx Bridge Wealth Group#1997 · 1,575 sh | 1,575 | $246.7K | — | -16.8% |
| 1998 | Smithfield#1998 · 1,559 sh | 1,559 | $246.0K | <0.01% | -14.7% |
| 1999 | One Wealth Management Investment & Advisory Services#1999 · 1,568 sh | 1,568 | $245.6K | 0.26% | -6.4% |
| 2000 | Princeton Global Asset Management#2000 · 1,558 sh | 1,558 | $244.1K | — | +200.8% |
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.