Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 6)

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 501 to 600. 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 501–600 of 2,504

Institutional investors reporting a position in Salesforce, Inc. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
InstitutionValueQoQ
DIVERSIFY WEALTH MANAGEMENT#501 · 51,047 sh$8.9M+13.2%
RPG Investment Advisory#502 · 56,031 sh$8.8M+1.2%
W.G. Shaheen & Associates DBA Whitney#503 · 55,997 sh$8.8M+2.8%
Saudi Central Bank#504 · 55,832 sh$8.7M+61.4%
UNIVEST FINANCIAL#505 · 55,576 sh$8.7M-5.3%
Norinchukin Bank, The#506 · 55,047 sh$8.6M-15.2%
Positano Wealth Management Ltd#507 · 54,462 sh$8.5M+29.2%
LOUISBOURG INVESTMENTS#508 · 68,166 sh$8.4M+25.9%
Equitable#509 · 53,688 sh$8.4M-5.5%
Hudson Bay Capital Management#510 · 53,634 sh$8.4M+1923.9%
Employees Retirement System of Texas#511 · 53,570 sh$8.4M0.0%
EQUITABLE#512 · 53,296 sh$8.3M+235.6%
Horizon Investments#513 · 52,455 sh$8.2M-35.2%
Paragon Capital Management Ltd#514 · 52,139 sh$8.2M0.0%
CX Institutional#515 · 51,782 sh$8.1M-4.4%
Veritas Asset Management LLP#516 · 51,741 sh$8.1M-97.7%
LOCKHEED MARTIN INVESTMENT MANAGEMENT#517 · 51,600 sh$8.1M-12.8%
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP#518 · 51,497 sh$8.1M-60.0%
Jump Financial#519 · 51,464 sh$8.1MNew
Riverview Capital Advisers#520 · 51,438 sh$8.1M+22.3%
Nemes Rush Group#521 · 51,333 sh$8.0M+3.0%
HEALTHCARE OF ONTARIO PENSION PLAN FUND#522 · 51,144 sh$8.0M-13.1%
ALTRINSIC GLOBAL ADVISORS#523 · 51,002 sh$8.0M-8.4%
Parallel Advisors#524 · 50,944 sh$8.0M-15.3%
Arkadios Wealth Advisors#525 · 50,708 sh$7.9M+1.1%
Prospera Financial Services#526 · 50,677 sh$7.9M+14.5%
Jasper Ridge Partners, L.P.#527 · 50,574 sh$7.9M-2.5%
Bragg Financial Advisors#528 · 50,563 sh$7.9M-2.1%
TCG Advisory Services#529 · 50,268 sh$7.9M+4.0%
TWO SIGMA INVESTMENTS#530 · 49,919 sh$7.8M+917.7%
Summit Trail Advisors#531 · 49,518 sh$7.8M+1.4%
Krane Funds Advisors#532 · 49,379 sh$7.7M+218.9%
WEITZ INVESTMENT MANAGEMENT#533 · 49,300 sh$7.7M-39.5%
OAK ASSOCIATES LTD#534 · 48,893 sh$7.7M-0.8%
Atria Investments#535 · 48,464 sh$7.6M-11.7%
Graham Capital Management, L.P.#536 · 48,274 sh$7.6M-71.2%
Mountain Hill Investment Partners#537 · 47,578 sh$7.5M0.0%
Pallas Capital Advisors#538 · 47,547 sh$7.4M+8.8%
Montaka Global Pty Ltd#539 · 47,215 sh$7.4M+24.0%
Twin Tree Management#540 · 47,195 sh$7.4MNew
Westchester Capital Management#541 · 47,024 sh$7.4M+1.8%
MOTCO#542 · 46,791 sh$7.3M+5.3%
NEW MEXICO EDUCATIONAL RETIREMENT BOARD#543 · 46,686 sh$7.3M+5.9%
MAI Capital Management#544 · 46,493 sh$7.3M+14.5%
JENNISON ASSOCIATES#545 · 46,459 sh$7.3M+6.9%
BOKF, NA#546 · 46,295 sh$7.3M-2.6%
Lombard Odier Asset Management (Europe) Ltd#547 · 46,269 sh$7.2M+13.0%
Leonteq Securities AG#548 · 46,146 sh$7.2MNew
LaFleur & Godfrey#549 · 45,803 sh$7.2MNew
Vestcor#550 · 45,787 sh$7.2M+75.2%
New Age Alpha Advisors#551 · 45,505 sh$7.1M+54.6%
HARTFORD INVESTMENT MANAGEMENT#552 · 45,277 sh$7.1M-15.2%
JACOBS#553 · 45,212 sh$7.1M+3.0%
Boston Common Asset Management#554 · 44,954 sh$7.0M-39.2%
Stamos Capital Partners, L.P.#555 · 44,715 sh$7.0M+24.9%
Campbell & Investment Adviser#556 · 44,668 sh$7.0MNew
CAISSE DES DEPOTS ET CONSIGNATIONS#557 · 43,872 sh$6.9M+1.3%
Envestnet Portfolio Solutions#558 · 43,398 sh$6.8M+11.9%
Maryland State Retirement & Pension System#559 · 43,061 sh$6.7M-6.3%
Aptus Capital Advisors#560 · 43,060 sh$6.7M-12.0%
River Road Asset Management#561 · 43,008 sh$6.7M-7.0%
Alphadyne Asset Management#562 · 42,302 sh$6.6M-42.4%
Poehling Capital Management#563 · 42,243 sh$6.6M+33.9%
Louisiana State Employees Retirement System#564 · 41,800 sh$6.5M-12.6%
HUNTINGTON NATIONAL BANK#565 · 41,395 sh$6.5M-37.1%
ICICI Prudential Asset Management Ltd#566 · 41,395 sh$6.5M-21.1%
Baker Avenue Asset Management#567 · 41,230 sh$6.5M-2.8%
LGT Fund Management Ltd.#568 · 41,140 sh$6.4M-9.9%
D.A. DAVIDSON#569 · 40,980 sh$6.4M+4.8%
Ironwood Investment Counsel#570 · 40,315 sh$6.3M+77.4%
Fortis Capital Management#571 · 40,293 sh$6.3M+31.4%
Mandatum Life Insurance Ltd#572 · 40,230 sh$6.3M+150.1%
COLDSTREAM CAPITAL MANAGEMENT#573 · 40,061 sh$6.3M-45.8%
EFG International AG#574 · 40,021 sh$6.3M+31.3%
MMBG INVESTMENT ADVISORS#575 · 39,720 sh$6.2M-35.3%
Marietta Wealth Management#576 · 39,772 sh$6.2M+13.4%
Bank Julius Baer & Ltd, Zurich#577 · 39,506 sh$6.2M-44.3%
ALLSTATE#578 · 39,512 sh$6.2M-61.3%
Private Advisor Group#579 · 39,473 sh$6.2M-19.6%
INTECH INVESTMENT MANAGEMENT#580 · 39,446 sh$6.2M-20.3%
S-Bank Fund Management Ltd#581 · 39,299 sh$6.2M-26.0%
Allworth Financial#582 · 39,089 sh$6.1M-24.4%
Squarepoint Ops#583 · 38,904 sh$6.1M+56.2%
71 West Capital Partners#584 · 38,828 sh$6.1M+3.8%
Advisory Resource Group#585 · 38,692 sh$6.1M+8.8%
GROUPAMA ASSET MANAGMENT#586 · 38,422 sh$6.0M+1.5%
ABN AMRO Bank N.V.#587 · 38,335 sh$6.0M-0.8%
WCG Wealth Advisors#588 · 38,421 sh$6.0M+26.1%
DNCA FINANCE#589 · 38,200 sh$6.0M-35.3%
Wealthspire Advisors#590 · 38,180 sh$6.0M+6.6%
Advisors Asset Management#591 · 38,083 sh$6.0M-1.7%
Blue Zone Wealth Advisors#592 · 37,977 sh$5.9M-1.5%
Capital Group Private Client Services#593 · 37,760 sh$5.9M-21.8%
TOCQUEVILLE ASSET MANAGEMENT L.P.#594 · 37,643 sh$5.9M-5.5%
ROSENBLUM SILVERMAN SUTTON S F#595 · 37,572 sh$5.9M-6.2%
LEVEL FOUR ADVISORY SERVICES#596 · 37,313 sh$5.8M-8.7%
Clean Yield Group#597 · 37,243 sh$5.8M+21.0%
FEDERATED HERMES#598 · 37,180 sh$5.8M-95.6%
PRINCIPAL SECURITIES#599 · 37,173 sh$5.8M-6.9%
DAYMARK WEALTH PARTNERS#600 · 37,033 sh$5.8M+2.9%

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.