Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 22)
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 2,101 to 2,200. 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 2,101–2,200 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2101 | David J Yvars Group#2101 · 1,310 sh | 1,310 | $205.3K | — | -3.0% |
| 2102 | Cornerstone Advisory#2102 · 1,309 sh | 1,309 | $205.0K | 0.02% | -21.0% |
| 2103 | Balanced Rock Investment Advisors#2103 · 1,306 sh | 1,306 | $204.6K | 0.13% | -12.5% |
| 2104 | Oregon Pacific Wealth Management#2104 · 1,306 sh | 1,306 | $204.6K | — | -1.6% |
| 2105 | LightSquare Wealth Management#2105 · 1,306 sh | 1,306 | $204.6K | 0.14% | +13.2% |
| 2106 | Wealth Enhancement Services#2106 · 1,305 sh | 1,305 | $204.5K | — | -13.6% |
| 2107 | Vawter Financial, Ltd.#2107 · 1,304 sh | 1,304 | $204.3K | 0.08% | 0.0% |
| 2108 | KICKSTAND VENTURES#2108 · 1,304 sh | 1,304 | $204.2K | 0.04% | +13.4% |
| 2109 | ISTHMUS PARTNERS#2109 · 1,302 sh | 1,302 | $204.0K | — | +1.5% |
| 2110 | INSPIRION WEALTH ADVISORS#2110 · 1,248 sh | 1,248 | $203.7K | — | +5.9% |
| 2111 | Intrepid Financial Planning Group#2111 · 1,290 sh | 1,290 | $202.1K | 0.07% | +3.6% |
| 2112 | Eurizon SLJ Capital Ltd#2112 · 1,289 sh | 1,289 | $201.9K | 0.07% | 0.0% |
| 2113 | Virtus Family Office#2113 · 1,287 sh | 1,287 | $201.9K | 0.16% | New |
| 2114 | SlateStone Wealth#2114 · 1,278 sh | 1,278 | $200.0K | 0.02% | -4.6% |
| 2115 | Crewe Advisors#2115 · 1,274 sh | 1,274 | $199.6K | 0.01% | +1.2% |
| 2116 | Global Asset Management#2116 · 1,252 sh | 1,252 | $196.2K | — | +47.1% |
| 2117 | WOLFF WIESE MAGANA#2117 · 1,243 sh | 1,243 | $194.7K | — | -5.0% |
| 2118 | Avalon#2118 · 1,243 sh | 1,243 | $194.7K | 0.01% | -39.2% |
| 2119 | Rossby Financial, LCC#2119 · 1,224 sh | 1,224 | $191.8K | 0.04% | -32.2% |
| 2120 | ADIRONDACK#2120 · 1,208 sh | 1,208 | $189.2K | — | -4.7% |
| 2121 | NORTHSTAR ASSET MANAGEMENT#2121 · 1,150 sh | 1,150 | $188.2K | — | New |
| 2122 | AMERICAN NATIONAL BANK#2122 · 1,185 sh | 1,185 | $185.6K | — | -1.4% |
| 2123 | Innovative Asset Advisors Group#2123 · 1,173 sh | 1,173 | $184.4K | 0.08% | +114.8% |
| 2124 | Acropolis Investment Management#2124 · 1,166 sh | 1,166 | $182.7K | — | -9.6% |
| 2125 | Dunhill Financial#2125 · 1,156 sh | 1,156 | $181.1K | 0.04% | +0.8% |
| 2126 | FIRST FINANCIAL#2126 · 1,141 sh | 1,141 | $178.7K | — | 0.0% |
| 2127 | Capula Management Ltd#2127 · 1,133 sh | 1,133 | $177.5K | <0.01% | -91.9% |
| 2128 | Aviso Financial#2128 · 1,128 sh | 1,128 | $176.7K | <0.01% | +86.4% |
| 2129 | Evergreen Private Wealth#2129 · 1,127 sh | 1,127 | $176.5K | 0.07% | 0.0% |
| 2130 | Alpine Bank Wealth Management#2130 · 1,115 sh | 1,115 | $174.7K | — | -0.1% |
| 2131 | Solstein Capital#2131 · 1,104 sh | 1,104 | $173.0K | 0.06% | 0.0% |
| 2132 | Purpose Unlimited#2132 · 1,074 sh | 1,074 | $168.3K | <0.01% | 0.0% |
| 2133 | J.Safra Asset Management#2133 · 1,072 sh | 1,072 | $167.9K | <0.01% | -51.1% |
| 2134 | VEGA INVESTMENT SOLUTIONS#2134 · 1,061 sh | 1,061 | $166.2K | 0.02% | -40.7% |
| 2135 | KELLEHER FINANCIAL ADVISORS#2135 · 1,056 sh | 1,056 | $165.4K | 0.02% | +35.7% |
| 2136 | Capital Advisors, Ltd.#2136 · 1,054 sh | 1,054 | $165.0K | 0.02% | +46.6% |
| 2137 | Gordian Capital Singapore Pte Ltd#2137 · 1,041 sh | 1,041 | $163.1K | 0.28% | 0.0% |
| 2138 | NVWM#2138 · 752 sh | 752 | $162.0K | — | -79.6% |
| 2139 | GFS Advisors#2139 · 23,753 sh | 23,753 | $161.0K | <0.01% | -32.6% |
| 2140 | Western Pacific Wealth Management#2140 · 1,019 sh | 1,019 | $159.6K | — | -64.8% |
| 2141 | Kozak & Associates#2141 · 969 sh | 969 | $158.1K | 0.03% | +0.3% |
| 2142 | Elgethun Capital Management#2142 · 1,009 sh | 1,009 | $158.1K | 0.02% | +16.0% |
| 2143 | Golden State Wealth Management#2143 · 1,004 sh | 1,004 | $157.4K | 0.01% | +5.8% |
| 2144 | One River Asset Management#2144 · 951 sh | 951 | $149.0K | — | -18.4% |
| 2145 | Ritter Daniher Financial Advisory / DE#2145 · 916 sh | 916 | $143.5K | 0.02% | -29.7% |
| 2146 | CrossGen Wealth#2146 · 915 sh | 915 | $143.3K | 0.11% | -52.3% |
| 2147 | Oakworth Capital#2147 · 886 sh | 886 | $140.8K | — | +21.2% |
| 2148 | First Command Advisory Services#2148 · 890 sh | 890 | $139.5K | <0.01% | +7.4% |
| 2149 | Hughes Financial Services#2149 · 883 sh | 883 | $138.3K | 0.02% | -1.1% |
| 2150 | MPWM ADVISORY SOLUTIONS#2150 · 877 sh | 877 | $137.3K | 0.06% | +142.3% |
| 2151 | Rialto Wealth Management#2151 · 875 sh | 875 | $137.1K | 0.03% | -4.0% |
| 2152 | ACTION POINT FINANCIAL PLANNING#2152 · 724 sh | 724 | $135.1K | 0.01% | New |
| 2153 | SOUTHERN MICHIGAN BANK &#2153 · 857 sh | 857 | $134.3K | — | 0.0% |
| 2154 | United Community Bank#2154 · 843 sh | 843 | $132.1K | 0.04% | -58.0% |
| 2155 | TFC Financial Management#2155 · 838 sh | 838 | $131.3K | — | -47.8% |
| 2156 | DT Investment Partners#2156 · 837 sh | 837 | $131.1K | — | -5.1% |
| 2157 | SHP Wealth Management#2157 · 824 sh | 824 | $129.1K | <0.01% | +43.1% |
| 2158 | Transamerica Financial Advisors#2158 · 817 sh | 817 | $128.4K | 0.01% | +8.8% |
| 2159 | GoalVest Advisory#2159 · 813 sh | 813 | $127.4K | — | 0.0% |
| 2160 | Axiom Investment Management#2160 · 811 sh | 811 | $127.0K | 0.08% | -21.3% |
| 2161 | BURKETT FINANCIAL SERVICES#2161 · 806 sh | 806 | $126.4K | — | +0.2% |
| 2162 | WEST PACES ADVISORS#2162 · 800 sh | 800 | $125.3K | — | New |
| 2163 | Heritage Wealth Advisors#2163 · 799 sh | 799 | $125.2K | <0.01% | -12.3% |
| 2164 | OV Management#2164 · 799 sh | 799 | $125.2K | 0.23% | -0.7% |
| 2165 | Manchester Capital Management#2165 · 795 sh | 795 | $124.5K | — | -4.0% |
| 2166 | Truvestments Capital#2166 · 792 sh | 792 | $124.0K | 0.02% | -28.5% |
| 2167 | Burk#2167 · 783 sh | 783 | $122.7K | 0.05% | 0.0% |
| 2168 | Fulcrum Asset Management LLP#2168 · 772 sh | 772 | $121.9K | 0.01% | -89.9% |
| 2169 | Cypress Capital Management (WY)#2169 · 740 sh | 740 | $116.3K | 0.10% | 0.0% |
| 2170 | HIGHLINE WEALTH PARTNERS#2170 · 739 sh | 739 | $115.8K | — | +9.2% |
| 2171 | Financial Network Wealth Advisors#2171 · 738 sh | 738 | $115.6K | 0.12% | +14.4% |
| 2172 | CALDWELL SUTTER CAPITAL#2172 · 709 sh | 709 | $111.1K | 0.04% | +12.9% |
| 2173 | Mowery & Schoenfeld Wealth Management#2173 · 697 sh | 697 | $109.2K | 0.15% | 0.0% |
| 2174 | Strategic Investment Advisors / MI#2174 · 691 sh | 691 | $108.3K | <0.01% | +16.1% |
| 2175 | Blume Capital Management#2175 · 687 sh | 687 | $107.6K | — | +1.5% |
| 2176 | Allied Private Wealth#2176 · 645 sh | 645 | $107.5K | 0.07% | — |
| 2177 | Owl Creek Wealth Partners#2177 · 680 sh | 680 | $106.5K | — | -6.2% |
| 2178 | MEEDER ASSET MANAGEMENT#2178 · 677 sh | 677 | $106.1K | <0.01% | +45.6% |
| 2179 | CITY HOLDING#2179 · 673 sh | 673 | $105.4K | — | +7.7% |
| 2180 | Timbuktu Capital Management#2180 · 672 sh | 672 | $105.3K | 0.16% | — |
| 2181 | SITTNER & NELSON#2181 · 661 sh | 661 | $103.6K | 0.03% | -14.0% |
| 2182 | Wellington Grp#2182 · 549 sh | 549 | $102.5K | 0.03% | 0.0% |
| 2183 | RICHARDSON FINANCIAL SERVICES#2183 · 637 sh | 637 | $99.8K | 0.06% | +2.4% |
| 2184 | Operose Advisors#2184 · 635 sh | 635 | $99.5K | 0.02% | -1.7% |
| 2185 | Front Row Advisors#2185 · 500 sh | 500 | $98.7K | 0.03% | -30.6% |
| 2186 | FLAGSHIP WEALTH ADVISORS#2186 · 625 sh | 625 | $97.9K | 0.02% | +7712.5% |
| 2187 | Silver Grove Financial Group#2187 · 619 sh | 619 | $97.0K | 0.05% | +4026.7% |
| 2188 | SOA Wealth Advisors#2188 · 619 sh | 619 | $97.0K | 0.02% | -16.0% |
| 2189 | Salomon & Ludwin#2189 · 594 sh | 594 | $97.0K | <0.01% | -1.5% |
| 2190 | WPG Advisers#2190 · 610 sh | 610 | $95.6K | 0.06% | +151.0% |
| 2191 | Investors Portfolio Services#2191 · 603 sh | 603 | $94.5K | 0.07% | +1845.2% |
| 2192 | COHEN & STEERS#2192 · 600 sh | 600 | $94.0K | <0.01% | 0.0% |
| 2193 | GLOBEFLEX CAPITAL L P#2193 · 600 sh | 600 | $94.0K | 0.01% | 0.0% |
| 2194 | Financial Life Planners#2194 · 596 sh | 596 | $93.4K | 0.06% | +1.9% |
| 2195 | Byrne Asset Management#2195 · 594 sh | 594 | $93.1K | — | -11.1% |
| 2196 | Beaird Harris Wealth Management#2196 · 592 sh | 592 | $92.7K | <0.01% | +38.3% |
| 2197 | JFS WEALTH ADVISORS#2197 · 590 sh | 590 | $92.6K | <0.01% | -28.3% |
| 2198 | Paladin Advisory Group#2198 · 590 sh | 590 | $92.4K | 0.06% | 0.0% |
| 2199 | Canton Hathaway#2199 · 588 sh | 588 | $92.1K | — | -50.5% |
| 2200 | Washington Advisors#2200 · 585 sh | 585 | $91.6K | — | -40.2% |
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.