Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 24)
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 2,301 to 2,400. 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 2,301–2,400 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2301 | Medallion Wealth Advisors#2301 · 199 sh | 199 | $31.2K | <0.01% | -17.4% |
| 2302 | Brooklyn FI#2302 · 189 sh | 189 | $30.8K | <0.01% | New |
| 2303 | LifeSteps Financial#2303 · 196 sh | 196 | $30.7K | — | New |
| 2304 | THURSTON, SPRINGER, MILLER, HERD & TITAK#2304 · 195 sh | 195 | $30.6K | — | -59.6% |
| 2305 | MTM Investment Management#2305 · 195 sh | 195 | $30.5K | <0.01% | -3.9% |
| 2306 | True Wealth Design#2306 · 189 sh | 189 | $29.6K | — | +80.0% |
| 2307 | Kilter Group#2307 · 189 sh | 189 | $29.6K | 0.01% | -34.4% |
| 2308 | ENTRUST FINANCIAL#2308 · 181 sh | 181 | $28.4K | 0.02% | -1.1% |
| 2309 | GABLES CAPITAL MANAGEMENT#2309 · 181 sh | 181 | $28.4K | 0.01% | 0.0% |
| 2310 | Kings Path Partners#2310 · 176 sh | 176 | $27.6K | — | 0.0% |
| 2311 | Bullock Wealth Management Group#2311 · 165 sh | 165 | $27.0K | — | 0.0% |
| 2312 | Persistent Asset Partners Ltd#2312 · 171 sh | 171 | $26.8K | <0.01% | New |
| 2313 | Ameliora Wealth Management Ltd.#2313 · 100 sh | 100 | $26.5K | — | 0.0% |
| 2314 | MANNING & NAPIER ADVISORS#2314 · 166 sh | 166 | $26.2K | <0.01% | -80.9% |
| 2315 | MilWealth Group#2315 · 165 sh | 165 | $25.8K | <0.01% | 0.0% |
| 2316 | Bare Financial Services#2316 · 164 sh | 164 | $25.7K | <0.01% | +24.2% |
| 2317 | Measured Wealth Private Client Group#2317 · 163 sh | 163 | $25.6K | <0.01% | 0.0% |
| 2318 | Graney & King#2318 · 162 sh | 162 | $25.4K | <0.01% | 0.0% |
| 2319 | TOUNJIAN ADVISORY PARTNERS#2319 · 158 sh | 158 | $24.7K | 0.01% | -97.8% |
| 2320 | PlanVest Financial#2320 · 157 sh | 157 | $24.6K | 0.02% | 0.0% |
| 2321 | STEPHENSON NATIONAL BANK#2321 · 153 sh | 153 | $24.0K | — | -34.9% |
| 2322 | Dorato Capital Management#2322 · 146 sh | 146 | $23.8K | — | 0.0% |
| 2323 | Pacifica Partners#2323 · 143 sh | 143 | $23.8K | — | -3.4% |
| 2324 | Accordant Advisory Group#2324 · 150 sh | 150 | $23.5K | 0.02% | 0.0% |
| 2325 | COMPASS FINANCIAL MANAGEMENT#2325 · 127 sh | 127 | $23.4K | <0.01% | — |
| 2326 | Costello Asset Management#2326 · 148 sh | 148 | $23.2K | <0.01% | 0.0% |
| 2327 | Arlington#2327 · 148 sh | 148 | $23.2K | — | -73.9% |
| 2328 | Addison Advisors#2328 · 146 sh | 146 | $22.9K | 0.01% | -92.0% |
| 2329 | ABOUND FINANCIAL#2329 · 145 sh | 145 | $22.7K | <0.01% | 0.0% |
| 2330 | UNION SAVINGS BANK#2330 · 143 sh | 143 | $22.4K | — | -19.7% |
| 2331 | Glass Jacobson Investment Advisors#2331 · 141 sh | 141 | $22.1K | — | 0.0% |
| 2332 | Caitong International Asset Management , Ltd#2332 · 140 sh | 140 | $21.9K | <0.01% | +3400.0% |
| 2333 | Essential Investment Partners#2333 · 140 sh | 140 | $21.9K | 0.02% | 0.0% |
| 2334 | Centiva Capital#2334 · 138 sh | 138 | $21.6K | <0.01% | -98.0% |
| 2335 | Cornerstone Financial Management#2335 · 138 sh | 138 | $21.6K | 0.02% | +60.5% |
| 2336 | Pacific Center for Financial Services#2336 · 137 sh | 137 | $21.4K | — | 0.0% |
| 2337 | High Point Wealth Management#2337 · 135 sh | 135 | $21.2K | 0.02% | 0.0% |
| 2338 | Disciplina Capital Management#2338 · 135 sh | 135 | $21.2K | <0.01% | -22.9% |
| 2339 | Perkins Coie#2339 · 135 sh | 135 | $21.1K | — | 0.0% |
| 2340 | Plante Moran Financial Advisors#2340 · 134 sh | 134 | $21.0K | <0.01% | +18.6% |
| 2341 | Downshift Financial#2341 · 132 sh | 132 | $20.7K | — | New |
| 2342 | Planning Strategies#2342 · 132 sh | 132 | $20.7K | — | — |
| 2343 | Prestige Wealth Management Group#2343 · 130 sh | 130 | $20.4K | <0.01% | -30.9% |
| 2344 | IAG Wealth Partners#2344 · 130 sh | 130 | $20.4K | <0.01% | 0.0% |
| 2345 | Gunpowder Capital Management, dba Oliver Wealth Management#2345 · 130 sh | 130 | $20.4K | 0.01% | 0.0% |
| 2346 | BARRETT & COMPANY#2346 · 124 sh | 124 | $19.4K | — | +12.7% |
| 2347 | FINANCIAL CONSULATE#2347 · 120 sh | 120 | $18.9K | — | -24.1% |
| 2348 | Commonwealth Retirement Investments#2348 · 120 sh | 120 | $18.8K | — | New |
| 2349 | Fountainhead AM#2349 · 117 sh | 117 | $18.3K | 0.01% | +185.4% |
| 2350 | Main Street Group, LTD#2350 · 116 sh | 116 | $18.2K | <0.01% | 0.0% |
| 2351 | Godfrey Financial Associates#2351 · 116 sh | 116 | $18.2K | 0.01% | -14.1% |
| 2352 | Sachetta#2352 · 115 sh | 115 | $18.0K | <0.01% | -17.3% |
| 2353 | VSM Wealth Advisory#2353 · 114 sh | 114 | $17.9K | <0.01% | 0.0% |
| 2354 | Bernard Wealth Management#2354 · 114 sh | 114 | $17.9K | <0.01% | New |
| 2355 | Aspect Partners#2355 · 113 sh | 113 | $17.7K | — | +2.7% |
| 2356 | Bruce G. Allen Investments#2356 · 109 sh | 109 | $17.1K | 0.01% | -61.5% |
| 2357 | Fortitude Family Office#2357 · 108 sh | 108 | $16.9K | — | -32.1% |
| 2358 | Pflug Koory#2358 · 105 sh | 105 | $16.4K | — | +23.5% |
| 2359 | Dogwood Wealth Management#2359 · 104 sh | 104 | $16.3K | <0.01% | -13.3% |
| 2360 | Corsicana#2360 · 103 sh | 103 | $16.1K | <0.01% | +347.8% |
| 2361 | Birchwood Financial Partners#2361 · 103 sh | 103 | $16.1K | 0.01% | 0.0% |
| 2362 | Robinswood Financial#2362 · 102 sh | 102 | $16.1K | — | 0.0% |
| 2363 | CHESAPEAKE ASSET MANAGEMENT#2363 · 101 sh | 101 | $15.9K | 0.01% | 0.0% |
| 2364 | 1620 INVESTMENT ADVISORS#2364 · 101 sh | 101 | $15.8K | <0.01% | -79.6% |
| 2365 | TD Capital Management#2365 · 100 sh | 100 | $15.7K | <0.01% | -8.3% |
| 2366 | Wellington Shields#2366 · 100 sh | 100 | $15.7K | <0.01% | 0.0% |
| 2367 | PETERSON WEALTH MANAGEMENT#2367 · 100 sh | 100 | $15.7K | <0.01% | New |
| 2368 | GILPIN WEALTH MANAGEMENT#2368 · 100 sh | 100 | $15.7K | — | 0.0% |
| 2369 | Halbert, Hargrove/Russell#2369 · 97 sh | 97 | $15.2K | — | +4.3% |
| 2370 | Collier Financial#2370 · 95 sh | 95 | $14.9K | 0.01% | 0.0% |
| 2371 | Quest 10 Wealth Builders#2371 · 94 sh | 94 | $14.7K | 0.01% | -19.0% |
| 2372 | Strategic Investment Solutions#2372 · 93 sh | 93 | $14.6K | <0.01% | 0.0% |
| 2373 | Asset Planning#2373 · 93 sh | 93 | $14.6K | — | 0.0% |
| 2374 | Tradewinds Capital Management#2374 · 90 sh | 90 | $14.0K | — | -15.9% |
| 2375 | GROESBECK INVESTMENT MANAGEMENT#2375 · 89 sh | 89 | $14.0K | — | 0.0% |
| 2376 | Retirement Wealth Solutions#2376 · 88 sh | 88 | $13.8K | — | -15.4% |
| 2377 | BLUE BELL PRIVATE WEALTH MANAGEMENT#2377 · 86 sh | 86 | $13.5K | <0.01% | 0.0% |
| 2378 | BELLEVUE ASSET MANAGEMENT#2378 · 84 sh | 84 | $13.2K | <0.01% | +20.0% |
| 2379 | Kingdom Financial Group#2379 · 84 sh | 84 | $13.2K | <0.01% | -40.0% |
| 2380 | Coston, McIsaac & Partners#2380 · 89 sh | 89 | $13.0K | <0.01% | -10.1% |
| 2381 | Altshuler Shaham Ltd#2381 · 82 sh | 82 | $12.8K | <0.01% | +67.3% |
| 2382 | HighMark Wealth Management#2382 · 81 sh | 81 | $12.7K | <0.01% | +131.4% |
| 2383 | Key Capital Management#2383 · 81 sh | 81 | $12.7K | <0.01% | +17.4% |
| 2384 | MASECO LLP#2384 · 80 sh | 80 | $12.5K | — | -42.4% |
| 2385 | Boreal Capital Management#2385 · 79 sh | 79 | $12.4K | <0.01% | -80.4% |
| 2386 | Wiser Advisor Group#2386 · 78 sh | 78 | $12.2K | 0.01% | 0.0% |
| 2387 | Knott David M Jr#2387 · 77 sh | 77 | $12.1K | <0.01% | 0.0% |
| 2388 | Paladin Partners#2388 · 76 sh | 76 | $11.9K | — | -39.7% |
| 2389 | SJS Investment Consulting#2389 · 75 sh | 75 | $11.8K | — | -7.4% |
| 2390 | Spectrum Wealth Advisory Group#2390 · 75 sh | 75 | $11.8K | <0.01% | New |
| 2391 | Jackson, Grant Investment Advisers#2391 · 75 sh | 75 | $11.8K | <0.01% | -22.7% |
| 2392 | Guardian Partners#2392 · 75 sh | 75 | $11.8K | — | New |
| 2393 | RAELIPSKIE PARTNERSHIP#2393 · 75 sh | 75 | $11.8K | <0.01% | -57.1% |
| 2394 | Atlantic Edge Private Wealth Management#2394 · 74 sh | 74 | $11.6K | — | 0.0% |
| 2395 | Principia Wealth Advisory#2395 · 74 sh | 74 | $11.6K | <0.01% | +17.5% |
| 2396 | Vermillion Wealth Management#2396 · 73 sh | 73 | $11.4K | — | -7.6% |
| 2397 | Buck Wealth Strategies#2397 · 72 sh | 72 | $11.4K | <0.01% | New |
| 2398 | DiNuzzo Private Wealth#2398 · 72 sh | 72 | $11.3K | — | -18.2% |
| 2399 | Valued Wealth Advisors#2399 · 69 sh | 69 | $10.9K | <0.01% | -28.9% |
| 2400 | CBIZ Investment Advisory Services#2400 · 58 sh | 58 | $10.8K | <0.01% | 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.