Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 23)
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 2,201 to 2,300. 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 2,201–2,300 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2201 | PROSPERITY BANCSHARES#2201 · 580 sh | 580 | $90.9K | 0.06% | -40.7% |
| 2202 | OGOREK ANTHONY JOSEPH /NY#2202 · 560 sh | 560 | $87.0K | 0.02% | +29.3% |
| 2203 | Murphy & Mullick Capital Management#2203 · 555 sh | 555 | $86.9K | 0.05% | -40.1% |
| 2204 | Covestor Ltd#2204 · 545 sh | 545 | $86.0K | 0.05% | +8.8% |
| 2205 | Westfuller Advisors#2205 · 532 sh | 532 | $83.6K | 0.03% | -27.0% |
| 2206 | Osbon Capital Management#2206 · 526 sh | 526 | $82.5K | 0.06% | 0.0% |
| 2207 | Hanson & Doremus Investment Management#2207 · 523 sh | 523 | $82.0K | — | 0.0% |
| 2208 | HORIZON FINANCIAL SERVICES#2208 · 522 sh | 522 | $81.8K | 0.03% | +25.5% |
| 2209 | Steigerwald, Gordon & Koch#2209 · 516 sh | 516 | $80.8K | <0.01% | -11.3% |
| 2210 | Jones Collombin Investment Counsel#2210 · 430 sh | 430 | $80.3K | 0.02% | 0.0% |
| 2211 | VAQUERO PRIVATE WEALTH, LTD#2211 · 511 sh | 511 | $80.1K | 0.02% | — |
| 2212 | Bradley & Private Wealth Management#2212 · 509 sh | 509 | $80.0K | — | 0.0% |
| 2213 | Physician Wealth Advisors#2213 · 505 sh | 505 | $79.1K | — | +17.4% |
| 2214 | Financial Management Professionals#2214 · 491 sh | 491 | $77.2K | — | +25.9% |
| 2215 | Private Wealth Asset Management#2215 · 487 sh | 487 | $76.3K | <0.01% | 0.0% |
| 2216 | GW&K Investment Management#2216 · 488 sh | 488 | $76.0K | <0.01% | -29.3% |
| 2217 | JTC Employer Solutions Trusteee Ltd#2217 · 476 sh | 476 | $75.0K | <0.01% | New |
| 2218 | Mascoma Wealth Management#2218 · 477 sh | 477 | $74.7K | — | -1.2% |
| 2219 | FIRST UNITED BANK#2219 · 467 sh | 467 | $73.2K | — | -38.3% |
| 2220 | TOBAM#2220 · 462 sh | 462 | $72.0K | 0.02% | New |
| 2221 | PARADIGM ASSET MANAGEMENT#2221 · 450 sh | 450 | $70.5K | 0.02% | -92.6% |
| 2222 | Essential Partners#2222 · 449 sh | 449 | $70.3K | — | -72.0% |
| 2223 | Knuff#2223 · 440 sh | 440 | $68.9K | 0.02% | -82.5% |
| 2224 | ATLAS CAPITAL ADVISORS#2224 · 434 sh | 434 | $68.0K | <0.01% | -61.1% |
| 2225 | MCDONALD PARTNERS#2225 · 433 sh | 433 | $67.8K | 0.02% | -96.5% |
| 2226 | Strive Financial Group#2226 · 432 sh | 432 | $67.7K | 0.03% | -18.6% |
| 2227 | Sankala Group#2227 · 337 sh | 337 | $66.9K | 0.04% | -16.0% |
| 2228 | West Branch Capital#2228 · 426 sh | 426 | $66.7K | — | +37.4% |
| 2229 | N.E.W. Advisory Services#2229 · 423 sh | 423 | $66.2K | <0.01% | +24.0% |
| 2230 | Synergy Investment Management#2230 · 342 sh | 342 | $64.3K | 0.02% | +1215.4% |
| 2231 | Redwood Park Advisors#2231 · 409 sh | 409 | $64.1K | 0.04% | +0.2% |
| 2232 | Bravera Wealth#2232 · 406 sh | 406 | $63.6K | 0.02% | -30.7% |
| 2233 | DHJJ Financial Advisors, Ltd.#2233 · 403 sh | 403 | $63.1K | — | 0.0% |
| 2234 | Frazier Financial Advisors#2234 · 394 sh | 394 | $61.7K | 0.03% | -32.9% |
| 2235 | Cornerstone Planning Group#2235 · 376 sh | 376 | $61.2K | — | -18.4% |
| 2236 | Basepoint Wealth#2236 · 385 sh | 385 | $60.3K | 0.03% | +45.3% |
| 2237 | Avion Wealth#2237 · 384 sh | 384 | $60.0K | 0.01% | +67.0% |
| 2238 | Fourth Dimension Wealth#2238 · 376 sh | 376 | $58.9K | 0.02% | 0.0% |
| 2239 | WELLINGTON-ALTUS USA#2239 · 315 sh | 315 | $58.8K | 0.04% | +117.2% |
| 2240 | Tripletail Wealth Management#2240 · 353 sh | 353 | $58.6K | 0.07% | -49.6% |
| 2241 | CDKV#2241 · 365 sh | 365 | $57.2K | 0.04% | 0.0% |
| 2242 | DELTA ASSET MANAGEMENT#2242 · 358 sh | 358 | $56.1K | <0.01% | +27.0% |
| 2243 | Wilkerson Advisory Group#2243 · 353 sh | 353 | $55.3K | — | -19.6% |
| 2244 | CONSULTIVA WEALTH MANAGEMENT#2244 · 351 sh | 351 | $55.0K | 0.12% | 0.0% |
| 2245 | Hickory Point Bank#2245 · 350 sh | 350 | $54.8K | — | 0.0% |
| 2246 | Private Wealth Management Group#2246 · 348 sh | 348 | $54.6K | — | -3.1% |
| 2247 | Coastline#2247 · 343 sh | 343 | $53.7K | — | -47.7% |
| 2248 | Quarry#2248 · 340 sh | 340 | $53.3K | <0.01% | -24.4% |
| 2249 | First PREMIER Bank#2249 · 338 sh | 338 | $53.0K | — | -2.9% |
| 2250 | FIRST COMMUNITY NA#2250 · 335 sh | 335 | $52.5K | — | -67.9% |
| 2251 | SECURITY NATIONAL BANK OF SIOUX CITY IOWA#2251 · 335 sh | 335 | $52.5K | 0.02% | New |
| 2252 | FOSTER DYKEMA CABOT & PARTNERS#2252 · 333 sh | 333 | $52.3K | <0.01% | 0.0% |
| 2253 | Rosenberg Matthew Hamilton#2253 · 332 sh | 332 | $52.0K | — | +111.5% |
| 2254 | Estabrook Capital Management#2254 · 331 sh | 331 | $51.9K | <0.01% | 0.0% |
| 2255 | Smallwood Wealth Investment Management#2255 · 329 sh | 329 | $51.6K | 0.02% | 0.0% |
| 2256 | Financial Perspectives#2256 · 327 sh | 327 | $51.3K | 0.01% | 0.0% |
| 2257 | ZRC WEALTH MANAGEMENT#2257 · 327 sh | 327 | $51.2K | — | +43.4% |
| 2258 | LRI Investments#2258 · 23,458 sh | 23,458 | $49.3K | <0.01% | -1.4% |
| 2259 | MB, LEVIS & ASSOCIATES#2259 · 311 sh | 311 | $48.7K | — | 0.0% |
| 2260 | Bell Investment Advisors#2260 · 310 sh | 310 | $48.6K | <0.01% | -35.7% |
| 2261 | RATIONAL ADVISORS#2261 · 309 sh | 309 | $48.4K | <0.01% | +1.0% |
| 2262 | Lodestone Wealth Management#2262 · 303 sh | 303 | $47.5K | — | -2.3% |
| 2263 | REAP Financial Group#2263 · 302 sh | 302 | $47.3K | <0.01% | -12.7% |
| 2264 | Bank#2264 · 299 sh | 299 | $46.8K | — | 0.0% |
| 2265 | TIAA , NATIONAL ASSOCIATION#2265 · 294 sh | 294 | $46.1K | <0.01% | -41.9% |
| 2266 | Trifecta Capital Advisors#2266 · 292 sh | 292 | $45.7K | — | -98.9% |
| 2267 | ARMSTRONG ADVISORY GROUP#2267 · 289 sh | 289 | $45.3K | — | -8.3% |
| 2268 | James T. Borello RIA#2268 · 278 sh | 278 | $43.6K | — | -18.0% |
| 2269 | E Fund Management (Hong Kong) , Ltd.#2269 · 277 sh | 277 | $43.4K | 0.01% | +99.3% |
| 2270 | LFA - Lugano Financial Advisors SA#2270 · 272 sh | 272 | $42.6K | 0.03% | 0.0% |
| 2271 | Crews Bank#2271 · 271 sh | 271 | $42.5K | <0.01% | 0.0% |
| 2272 | Centerpoint Advisors#2272 · 269 sh | 269 | $42.0K | 0.01% | +212.8% |
| 2273 | ATWOOD & PALMER#2273 · 265 sh | 265 | $41.6K | — | -9.6% |
| 2274 | Raleigh Capital Management#2274 · 265 sh | 265 | $41.5K | 0.01% | +14.2% |
| 2275 | Joseph Group Capital Management#2275 · 264 sh | 264 | $41.4K | <0.01% | -41.9% |
| 2276 | Abound Wealth Management#2276 · 258 sh | 258 | $40.5K | — | -52.4% |
| 2277 | Bayforest Capital Ltd#2277 · 253 sh | 253 | $39.6K | 0.04% | New |
| 2278 | Founders Capital Management#2278 · 249 sh | 249 | $39.0K | — | +5.5% |
| 2279 | VISION FINANCIAL MARKETS#2279 · 239 sh | 239 | $39.0K | — | -45.6% |
| 2280 | JPL Wealth Management#2280 · 248 sh | 248 | $38.9K | <0.01% | -26.6% |
| 2281 | RMG Wealth Management#2281 · 200 sh | 200 | $38.7K | — | -38.7% |
| 2282 | Archer Investment#2282 · 246 sh | 246 | $38.5K | <0.01% | 0.0% |
| 2283 | OSTERWEIS CAPITAL MANAGEMENT#2283 · 236 sh | 236 | $37.0K | <0.01% | -53.0% |
| 2284 | RAFFA WEALTH MANAGEMENT#2284 · 233 sh | 233 | $36.5K | <0.01% | +37.9% |
| 2285 | Dakota Community Bank & NA#2285 · 227 sh | 227 | $35.6K | — | -65.4% |
| 2286 | MRP Capital Investments#2286 · 227 sh | 227 | $35.6K | 0.03% | -65.1% |
| 2287 | Tidemark#2287 · 226 sh | 226 | $35.4K | <0.01% | -0.4% |
| 2288 | Bank of New Hampshire#2288 · 225 sh | 225 | $35.2K | — | -1.7% |
| 2289 | CGC Financial Services#2289 · 223 sh | 223 | $34.9K | — | 0.0% |
| 2290 | Marquette Asset Management#2290 · 218 sh | 218 | $34.2K | — | +707.4% |
| 2291 | SWAN Capital#2291 · 217 sh | 217 | $34.0K | 0.01% | +4.3% |
| 2292 | PROATHLETE WEALTH MANAGEMENT#2292 · 214 sh | 214 | $33.6K | — | 0.0% |
| 2293 | Kemnay Advisory Services#2293 · 212 sh | 212 | $33.2K | <0.01% | -31.6% |
| 2294 | Noble Wealth Management PBC#2294 · 211 sh | 211 | $33.1K | — | 0.0% |
| 2295 | Ulland Investment Advisors#2295 · 209 sh | 209 | $33.0K | — | -7.9% |
| 2296 | Stone House Investment Management#2296 · 210 sh | 210 | $32.9K | — | -4.5% |
| 2297 | Ares Financial Consulting#2297 · 207 sh | 207 | $32.4K | — | -22.2% |
| 2298 | Leo H. Evart#2298 · 205 sh | 205 | $32.1K | 0.03% | -10.9% |
| 2299 | Align Financial#2299 · 203 sh | 203 | $31.8K | — | 0.0% |
| 2300 | Nova Wealth Management#2300 · 200 sh | 200 | $31.3K | 0.02% | 0.0% |
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.