Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 21)
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 2,001 to 2,100. 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 2,001–2,100 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2001 | Sunpointe#2001 · 1,556 sh | 1,556 | $243.8K | — | -30.6% |
| 2002 | CVA Family Office#2002 · 1,554 sh | 1,554 | $243.5K | 0.02% | -20.2% |
| 2003 | EADS & HEALD WEALTH MANAGEMENT#2003 · 1,547 sh | 1,547 | $242.4K | 0.12% | -10.2% |
| 2004 | Accurate Wealth Management#2004 · 1,483 sh | 1,483 | $242.2K | — | -48.8% |
| 2005 | Pioneer Wealth Management Group#2005 · 1,544 sh | 1,544 | $241.9K | — | +0.3% |
| 2006 | LIBERTY ONE INVESTMENT MANAGEMENT#2006 · 1,541 sh | 1,541 | $241.5K | 0.02% | -61.1% |
| 2007 | Relyea Zuckerberg Hanson#2007 · 1,539 sh | 1,539 | $241.1K | — | -51.7% |
| 2008 | Uniting Wealth Partners#2008 · 1,534 sh | 1,534 | $241.0K | 0.05% | +13.8% |
| 2009 | 55 North Private Wealth#2009 · 1,538 sh | 1,538 | $240.9K | — | New |
| 2010 | Westerkirk Capital#2010 · 1,535 sh | 1,535 | $240.5K | 0.02% | 0.0% |
| 2011 | PLANNING ALTERNATIVES LTD#2011 · 1,530 sh | 1,530 | $239.7K | 0.03% | +0.1% |
| 2012 | Indiana & Investment Management#2012 · 1,528 sh | 1,528 | $239.4K | — | +51.6% |
| 2013 | WADDELL & ASSOCIATES#2013 · 1,528 sh | 1,528 | $239.4K | 0.01% | -75.1% |
| 2014 | Rollins Financial Advisors#2014 · 1,527 sh | 1,527 | $239.2K | 0.03% | -55.5% |
| 2015 | Aspire Private Capital#2015 · 1,520 sh | 1,520 | $238.2K | 0.05% | New |
| 2016 | ADAPT WEALTH ADVISORS#2016 · 1,520 sh | 1,520 | $238.1K | 0.08% | -13.5% |
| 2017 | Traveka Wealth#2017 · 1,520 sh | 1,520 | $238.1K | — | -8.4% |
| 2018 | GRIFFIN ASSET MANAGEMENT#2018 · 1,511 sh | 1,511 | $236.7K | — | New |
| 2019 | Veery Capital#2019 · 1,510 sh | 1,510 | $236.6K | — | +1.0% |
| 2020 | ELEVATUS WELATH MANAGEMENT#2020 · 1,510 sh | 1,510 | $236.6K | — | +40.6% |
| 2021 | SEEDS INVESTOR#2021 · 1,507 sh | 1,507 | $236.1K | 0.02% | -16.4% |
| 2022 | Forum Finance Group S.A.#2022 · 1,867 sh | 1,867 | $236.0K | 0.08% | -25.9% |
| 2023 | PZENA INVESTMENT MANAGEMENT#2023 · 1,502 sh | 1,502 | $235.3K | <0.01% | New |
| 2024 | VICTORY FINANCIAL GROUP#2024 · 1,500 sh | 1,500 | $235.0K | 0.02% | -25.3% |
| 2025 | Harbor Advisors#2025 · 1,500 sh | 1,500 | $235.0K | 0.03% | 0.0% |
| 2026 | AAFMAA Wealth Management#2026 · 1,497 sh | 1,497 | $234.5K | — | -71.2% |
| 2027 | Peterson Wealth Services#2027 · 1,495 sh | 1,495 | $234.2K | — | +2.0% |
| 2028 | Curated Wealth Partners#2028 · 1,491 sh | 1,491 | $233.6K | — | -70.0% |
| 2029 | High Note Wealth#2029 · 1,488 sh | 1,488 | $233.1K | 0.04% | -6.9% |
| 2030 | AdvisorNet Financial#2030 · 1,485 sh | 1,485 | $232.7K | — | +2.0% |
| 2031 | Harfst & Associates#2031 · 1,483 sh | 1,483 | $232.3K | — | -55.9% |
| 2032 | SUMMIT WEALTH GROUP#2032 · 1,483 sh | 1,483 | $232.3K | 0.02% | -14.2% |
| 2033 | BEACON FINANCIAL GROUP#2033 · 1,481 sh | 1,481 | $232.1K | — | -12.1% |
| 2034 | KNIGHTSBRIDGE ASSET MANAGEMENT#2034 · 876 sh | 876 | $232.1K | 0.03% | -98.0% |
| 2035 | Johnson Financial Group#2035 · 1,479 sh | 1,479 | $231.7K | 0.01% | -12.2% |
| 2036 | FSM Wealth Advisors#2036 · 1,472 sh | 1,472 | $230.7K | — | -47.9% |
| 2037 | Putney Financial Group#2037 · 1,469 sh | 1,469 | $230.1K | 0.21% | -9.7% |
| 2038 | NWF Advisory Services#2038 · 1,466 sh | 1,466 | $229.7K | — | -10.3% |
| 2039 | Womack Financial#2039 · 1,466 sh | 1,466 | $229.7K | — | -1.3% |
| 2040 | SALEM INVESTMENT COUNSELORS#2040 · 1,461 sh | 1,461 | $229.6K | — | -6.0% |
| 2041 | Archford Capital Strategies#2041 · 1,464 sh | 1,464 | $229.4K | — | -46.8% |
| 2042 | Triton Wealth Management, PLLC#2042 · 1,376 sh | 1,376 | $229.2K | 0.07% | -0.4% |
| 2043 | FIRST NATIONAL BANK SIOUX FALLS#2043 · 1,263 sh | 1,263 | $228.9K | — | 0.0% |
| 2044 | Vanguard National#2044 · 1,457 sh | 1,457 | $228.3K | 0.01% | +3.2% |
| 2045 | Bill Few Associates#2045 · 1,456 sh | 1,456 | $228.2K | — | -5.1% |
| 2046 | Integrated Investment Consultants#2046 · 1,451 sh | 1,451 | $227.3K | 0.04% | -23.2% |
| 2047 | JM2 Capital#2047 · 1,450 sh | 1,450 | $227.2K | — | -15.0% |
| 2048 | Yoder Wealth Management#2048 · 1,446 sh | 1,446 | $226.5K | — | +4.0% |
| 2049 | 626 Financial#2049 · 1,446 sh | 1,446 | $226.5K | 0.09% | -33.3% |
| 2050 | MJP ASSOCIATES#2050 · 1,443 sh | 1,443 | $226.1K | 0.02% | -16.0% |
| 2051 | Cerro Pacific Wealth Advisors#2051 · 1,435 sh | 1,435 | $224.8K | — | -2.1% |
| 2052 | Armstrong, Fleming & Moore#2052 · 1,434 sh | 1,434 | $224.6K | 0.07% | -7.2% |
| 2053 | Alpine Global Management#2053 · 1,426 sh | 1,426 | $223.4K | 0.04% | New |
| 2054 | EWA#2054 · 1,425 sh | 1,425 | $223.3K | 0.04% | -33.1% |
| 2055 | YARGER WEALTH STRATEGIES#2055 · 1,366 sh | 1,366 | $223.1K | 0.08% | +25.1% |
| 2056 | TritonPoint Partners#2056 · 1,419 sh | 1,419 | $223.0K | 0.02% | New |
| 2057 | MLG Wealth Management DBA Pine Grove Financial Group#2057 · 1,420 sh | 1,420 | $222.5K | — | -16.0% |
| 2058 | Greenfield Savings Bank#2058 · 1,419 sh | 1,419 | $222.3K | — | -45.6% |
| 2059 | S Harris Financial Group#2059 · 1,417 sh | 1,417 | $222.0K | 0.17% | -31.1% |
| 2060 | Dynamic Wealth Strategies#2060 · 1,415 sh | 1,415 | $221.7K | — | +6.4% |
| 2061 | TANDEM CAPITAL MANAGEMENT#2061 · 1,415 sh | 1,415 | $221.7K | — | 0.0% |
| 2062 | CANTOR FITZGERALD INVESTMENT ADVISORS L.P.#2062 · 1,410 sh | 1,410 | $220.9K | — | 0.0% |
| 2063 | BARNES PETTEY FINANCIAL ADVISORS#2063 · 1,410 sh | 1,410 | $220.9K | 0.07% | -5.1% |
| 2064 | Alpha Omega Wealth Management#2064 · 1,403 sh | 1,403 | $219.8K | — | -11.1% |
| 2065 | Cardinal Point Capital Management, ULC#2065 · 1,400 sh | 1,400 | $219.3K | — | 0.0% |
| 2066 | West Family Investments#2066 · 1,397 sh | 1,397 | $218.9K | 0.06% | -50.7% |
| 2067 | FRANKLIN STREET ADVISORS#2067 · 1,395 sh | 1,395 | $218.5K | — | 0.0% |
| 2068 | FIRST FINANCIAL BANKSHARES#2068 · 1,391 sh | 1,391 | $217.9K | <0.01% | -6.8% |
| 2069 | Banco BTG Pactual S.A.#2069 · 1,389 sh | 1,389 | $217.6K | 0.02% | New |
| 2070 | Livet Wealth#2070 · 1,384 sh | 1,384 | $216.8K | — | +2.9% |
| 2071 | Regent Peak Wealth Advisors#2071 · 1,383 sh | 1,383 | $216.6K | — | +12.8% |
| 2072 | Stonebrook Private#2072 · 1,381 sh | 1,381 | $216.3K | 0.04% | -11.1% |
| 2073 | SWISS RE LTD#2073 · 1,380 sh | 1,380 | $216.2K | 0.02% | +1226.9% |
| 2074 | Lionshead Wealth Management#2074 · 1,373 sh | 1,373 | $215.7K | — | -4.0% |
| 2075 | LJI Wealth Management#2075 · 1,376 sh | 1,376 | $215.6K | 0.03% | -4.5% |
| 2076 | Eagle Wealth Advisors#2076 · 1,370 sh | 1,370 | $215.4K | — | -39.9% |
| 2077 | Cassaday & Wealth Management#2077 · 1,370 sh | 1,370 | $214.6K | <0.01% | +17.9% |
| 2078 | Corps Capital Advisors#2078 · 1,368 sh | 1,368 | $214.4K | 0.17% | -67.8% |
| 2079 | Granite Harbor Advisors#2079 · 1,366 sh | 1,366 | $214.0K | 0.08% | +10.2% |
| 2080 | FIRST AMERICAN , FSB#2080 · 1,366 sh | 1,366 | $213.8K | 0.01% | -14.8% |
| 2081 | PATRON PARTNERS#2081 · 1,365 sh | 1,365 | $213.8K | 0.08% | -3.9% |
| 2082 | ROGCO#2082 · 1,352 sh | 1,352 | $211.8K | 0.06% | 0.0% |
| 2083 | CURA WEALTH ADVISORS#2083 · 1,351 sh | 1,351 | $211.7K | 0.09% | -6.9% |
| 2084 | Beck Bode#2084 · 1,351 sh | 1,351 | $211.6K | 0.03% | New |
| 2085 | Pinnacle Wealth Planning Services#2085 · 1,346 sh | 1,346 | $210.9K | 0.02% | -32.4% |
| 2086 | South Shore Capital Advisors#2086 · 1,346 sh | 1,346 | $210.9K | — | +16.3% |
| 2087 | SkyOak Wealth#2087 · 1,345 sh | 1,345 | $210.7K | 0.03% | +8.0% |
| 2088 | BridgePort Financial Solutions#2088 · 1,344 sh | 1,344 | $210.5K | 0.05% | -60.0% |
| 2089 | Sandy Cove Advisors#2089 · 1,344 sh | 1,344 | $210.5K | 0.05% | -7.6% |
| 2090 | Bogart Wealth#2090 · 1,335 sh | 1,335 | $209.1K | <0.01% | +21.8% |
| 2091 | TRB Wealth Management#2091 · 1,332 sh | 1,332 | $208.7K | 0.03% | -45.5% |
| 2092 | Frisch Financial Group#2092 · 1,325 sh | 1,325 | $208.1K | 0.04% | New |
| 2093 | Wilson & Boucher Capital Management#2093 · 1,325 sh | 1,325 | $207.6K | 0.12% | 0.0% |
| 2094 | BancFirst & Investment Management#2094 · 1,311 sh | 1,311 | $207.0K | 0.09% | New |
| 2095 | EXCALIBUR MANAGEMENT#2095 · 1,322 sh | 1,322 | $207.0K | 0.07% | +10.5% |
| 2096 | Wayfinding Financial#2096 · 1,320 sh | 1,320 | $207.0K | 0.08% | -13.9% |
| 2097 | CONSOLIDATED CAPITAL MANAGEMENT#2097 · 1,318 sh | 1,318 | $206.6K | — | 0.0% |
| 2098 | Core Alternative Capital#2098 · 1,318 sh | 1,318 | $206.5K | 0.06% | +18.2% |
| 2099 | COFG Advisors#2099 · 1,315 sh | 1,315 | $206.0K | 0.04% | -12.5% |
| 2100 | Scissortail Wealth Management#2100 · 1,313 sh | 1,313 | $205.7K | 0.04% | +5.5% |
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.