Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 25)
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 2,401 to 2,500. 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 2,401–2,500 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 2401 | TOTH FINANCIAL ADVISORY#2401 · 66 sh | 66 | $10.3K | — | 0.0% |
| 2402 | Signature Resources Capital Management#2402 · 64 sh | 64 | $10.0K | — | -47.1% |
| 2403 | Caitlin John#2403 · 61 sh | 61 | $9.6K | <0.01% | +35.6% |
| 2404 | PFS Partners#2404 · 59 sh | 59 | $9.2K | — | 0.0% |
| 2405 | Quaker Wealth Management#2405 · 56 sh | 56 | $8.8K | — | +80.6% |
| 2406 | Cedar Mountain Advisors#2406 · 55 sh | 55 | $8.6K | — | -45.0% |
| 2407 | COUNTRY BANK#2407 · 54 sh | 54 | $8.5K | <0.01% | +86.2% |
| 2408 | Bulwark Capital#2408 · 53 sh | 53 | $8.3K | — | +112.0% |
| 2409 | Atomic Invest#2409 · 51 sh | 51 | $8.1K | <0.01% | -56.4% |
| 2410 | Clal Insurance Enterprises Ltd#2410 · 53 sh | 53 | $8.0K | 0.00% | -61.9% |
| 2411 | Bollard Group#2411 · 51 sh | 51 | $8.0K | <0.01% | +15.9% |
| 2412 | Piscataqua Savings Bank#2412 · 50 sh | 50 | $7.8K | — | -24.2% |
| 2413 | Midway Capital Research & Management#2413 · 50 sh | 50 | $7.8K | — | -50.0% |
| 2414 | MJT & Associates Financial Advisory Group#2414 · 46 sh | 46 | $7.2K | — | 0.0% |
| 2415 | Colonial Advisors#2415 · 45 sh | 45 | $7.1K | <0.01% | 0.0% |
| 2416 | PIN OAK INVESTMENT ADVISORS#2416 · 35 sh | 35 | $7.0K | <0.01% | 0.0% |
| 2417 | MARSHALL INVESTMENT MANAGEMENT#2417 · 41 sh | 41 | $6.4K | <0.01% | New |
| 2418 | Oakmont Advisory Group#2418 · 40 sh | 40 | $6.3K | <0.01% | New |
| 2419 | Decker Retirement Planning#2419 · 39 sh | 39 | $6.1K | — | 0.0% |
| 2420 | POM Investment Strategies#2420 · 37 sh | 37 | $5.8K | — | -7.5% |
| 2421 | Richardson Capital Management#2421 · 37 sh | 37 | $5.8K | — | -58.9% |
| 2422 | Ankerstar Wealth#2422 · 36 sh | 36 | $5.7K | <0.01% | -29.4% |
| 2423 | VIMA#2423 · 36 sh | 36 | $5.6K | — | — |
| 2424 | GODSEY & GIBB#2424 · 34 sh | 34 | $5.3K | — | 0.0% |
| 2425 | Delos Wealth Advisors#2425 · 32 sh | 32 | $5.0K | <0.01% | 0.0% |
| 2426 | Bay Harbor Wealth Management#2426 · 32 sh | 32 | $5.0K | <0.01% | 0.0% |
| 2427 | Gold Investment Management Ltd.#2427 · 31 sh | 31 | $4.9K | — | 0.0% |
| 2428 | BAYBAN#2428 · 31 sh | 31 | $4.9K | <0.01% | 0.0% |
| 2429 | Hartford Financial Management#2429 · 30 sh | 30 | $4.7K | — | 0.0% |
| 2430 | Luminist Capital#2430 · 29 sh | 29 | $4.5K | <0.01% | New |
| 2431 | Davidson Capital Management#2431 · 28 sh | 28 | $4.4K | — | -99.5% |
| 2432 | Banque de Luxembourg S.A.#2432 · 28 sh | 28 | $4.4K | — | -75.0% |
| 2433 | MCGUIRE CAPITAL ADVISORS#2433 · 28 sh | 28 | $4.4K | <0.01% | 0.0% |
| 2434 | Olistico Wealth#2434 · 27 sh | 27 | $4.2K | — | -68.6% |
| 2435 | KERR FINANCIAL PLANNING#2435 · 27 sh | 27 | $4.2K | <0.01% | 0.0% |
| 2436 | Golden State Equity Partners#2436 · 27 sh | 27 | $4.2K | 0.01% | -99.9% |
| 2437 | S&T BANK#2437 · 26 sh | 26 | $4.1K | <0.01% | -65.3% |
| 2438 | Monetary Solutions, Ltd#2438 · 26 sh | 26 | $4.1K | — | 0.0% |
| 2439 | Marshall & Sterling Wealth Advisors#2439 · 25 sh | 25 | $3.9K | <0.01% | +150.0% |
| 2440 | BARD ASSOCIATES#2440 · 25 sh | 25 | $3.9K | <0.01% | New |
| 2441 | Davis Capital Management#2441 · 25 sh | 25 | $3.9K | — | +108.3% |
| 2442 | Darwin Wealth Management#2442 · 22 sh | 22 | $3.5K | <0.01% | +4.8% |
| 2443 | Creative Capital Management Investments#2443 · 22 sh | 22 | $3.4K | <0.01% | New |
| 2444 | United Financial Planning Group#2444 · 20 sh | 20 | $3.1K | <0.01% | -78.7% |
| 2445 | Merrithew & Thorsten#2445 · 21 sh | 21 | $3.0K | <0.01% | 0.0% |
| 2446 | EVOLUTION WEALTH MANAGEMENT#2446 · 19 sh | 19 | $3.0K | <0.01% | +171.4% |
| 2447 | Torren Management#2447 · 18 sh | 18 | $2.9K | <0.01% | -25.0% |
| 2448 | Sunrise Financial Services#2448 · 18 sh | 18 | $2.8K | — | New |
| 2449 | HHM Wealth Advisors#2449 · 17 sh | 17 | $2.7K | <0.01% | 0.0% |
| 2450 | Markowski Investments#2450 · 16 sh | 16 | $2.6K | <0.01% | — |
| 2451 | Lummis Asset Management#2451 · 16 sh | 16 | $2.5K | <0.01% | 0.0% |
| 2452 | Morse Asset Management#2452 · 15 sh | 15 | $2.4K | <0.01% | 0.0% |
| 2453 | William B. Walkup & Associates#2453 · 15 sh | 15 | $2.4K | <0.01% | New |
| 2454 | Reyes Financial Architecture#2454 · 15 sh | 15 | $2.4K | — | -80.0% |
| 2455 | PayPay Securities#2455 · 14 sh | 14 | $2.2K | — | -17.6% |
| 2456 | Granite FO#2456 · 14 sh | 14 | $2.2K | — | 0.0% |
| 2457 | HAGER INVESTMENT MANAGEMENT SERVICES#2457 · 13 sh | 13 | $2.0K | <0.01% | 0.0% |
| 2458 | Napier Financial#2458 · 13 sh | 13 | $2.0K | <0.01% | -31.6% |
| 2459 | New England Capital Financial Advisors#2459 · 12 sh | 12 | $1.9K | <0.01% | 0.0% |
| 2460 | Rachor Investment Advisory Services#2460 · 12 sh | 12 | $1.9K | <0.01% | -33.3% |
| 2461 | Whipplewood Advisors#2461 · 12 sh | 12 | $1.9K | — | -88.9% |
| 2462 | Barnes Dennig Private Wealth Management#2462 · 12 sh | 12 | $1.9K | <0.01% | +300.0% |
| 2463 | Lloyd Advisory Services#2463 · 11 sh | 11 | $1.7K | <0.01% | -92.1% |
| 2464 | HFM Investment Advisors#2464 · 11 sh | 11 | $1.7K | <0.01% | -78.8% |
| 2465 | Highland Investment Advisors#2465 · 11 sh | 11 | $1.7K | <0.01% | — |
| 2466 | 1 NORTH WEALTH SERVICES#2466 · 10 sh | 10 | $1.6K | <0.01% | 0.0% |
| 2467 | FIDUCIARY ADVISORS#2467 · 10 sh | 10 | $1.6K | — | New |
| 2468 | Community Financial Services Group#2468 · 9 sh | 9 | $1.5K | — | -40.0% |
| 2469 | Twin Lakes Capital Management#2469 · 8 sh | 8 | $1.3K | <0.01% | 0.0% |
| 2470 | Harborfront Financial Group#2470 · 8 sh | 8 | $1.3K | <0.01% | — |
| 2471 | Beacon Financial Strategies#2471 · 8 sh | 8 | $1.3K | — | 0.0% |
| 2472 | CKW FINANCIAL GROUP#2472 · 4 sh | 4 | $1.0K | <0.01% | New |
| 2473 | INVESTMENT COUNSEL OF NEVADA#2473 · 6 sh | 6 | $940.00 | <0.01% | 0.0% |
| 2474 | Advocate Investing Services#2474 · 6 sh | 6 | $940.00 | — | 0.0% |
| 2475 | DecisionPoint Financial#2475 · 5 sh | 5 | $817.00 | <0.01% | -28.6% |
| 2476 | Breakwater Investment Management#2476 · 5 sh | 5 | $784.00 | — | -86.1% |
| 2477 | Seneschal Advisors#2477 · 5 sh | 5 | $784.00 | <0.01% | 0.0% |
| 2478 | Morton Brown Family Wealth#2478 · 5 sh | 5 | $783.00 | — | -88.6% |
| 2479 | Central Pacific Bank - Division#2479 · 5 sh | 5 | $783.00 | — | New |
| 2480 | VANGUARD ADVISERS#2480 · 5 sh | 5 | $783.00 | 0.00% | New |
| 2481 | NorthAvenue#2481 · 4 sh | 4 | $636.00 | <0.01% | -33.3% |
| 2482 | 3 FACTOR INDEXING#2482 · 4 sh | 4 | $627.00 | — | +33.3% |
| 2483 | IFS Advisors#2483 · 4 sh | 4 | $626.00 | — | 0.0% |
| 2484 | Clark Wealth Partners#2484 · 3 sh | 3 | $574.00 | — | -94.4% |
| 2485 | Meramec Financial Planners#2485 · 3 sh | 3 | $521.00 | <0.01% | 0.0% |
| 2486 | DUNCKER STREETT#2486 · 3 sh | 3 | $470.00 | <0.01% | 0.0% |
| 2487 | Cherry Tree Wealth Management#2487 · 3 sh | 3 | $470.00 | — | 0.0% |
| 2488 | ROSS\JOHNSON & Associates#2488 · 3 sh | 3 | $470.00 | <0.01% | +50.0% |
| 2489 | Provenance Wealth Advisors#2489 · 3 sh | 3 | $470.00 | 0.00% | -97.2% |
| 2490 | Networth Advisors#2490 · 3 sh | 3 | $470.00 | <0.01% | 0.0% |
| 2491 | CHELSEA COUNSEL#2491 · 2 sh | 2 | $315.00 | <0.01% | 0.0% |
| 2492 | IMG Wealth Management#2492 · 2 sh | 2 | $313.00 | — | -75.0% |
| 2493 | 1015 Capital Partners#2493 · 2 sh | 2 | $313.00 | <0.01% | -99.3% |
| 2494 | Hurley Capital#2494 · 1 sh | 1 | $157.00 | <0.01% | -97.5% |
| 2495 | MARYLAND CAPITAL ADVISORS#2495 · 1 sh | 1 | $157.00 | — | — |
| 2496 | Freestone Grove Partners#2496 · 1 sh | 1 | $157.00 | 0.00% | New |
| 2497 | TOP Private Wealth#2497 · 1 sh | 1 | $157.00 | <0.01% | — |
| 2498 | Turim 21 Investimentos Ltda.#2498 · 2,420 sh | 2,420 | $1.00 | 0.00% | 0.0% |
| 2499 | Evolution Advisers#2499 · 3 sh | 3 | $0.00 | 0.00% | -94.0% |
| 2500 | Navigoe#2500 · 2 sh | 2 | $0.00 | 0.00% | New |
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.