Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 7)
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 601 to 700. 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 601–700 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | EASTERLY INVESTMENT PARTNERS#601 · 37,025 sh | 37,025 | $5.8M | 0.30% | -5.4% |
| 602 | Peak Asset Management#602 · 36,928 sh | 36,928 | $5.8M | 0.85% | +14.4% |
| 603 | RNC CAPITAL MANAGEMENT#603 · 36,896 sh | 36,896 | $5.8M | 0.24% | +114.9% |
| 604 | STEPHENS#604 · 36,225 sh | 36,225 | $5.8M | 0.06% | -29.7% |
| 605 | Taikang Asset Management (Hong Kong) Ltd#605 · 36,743 sh | 36,743 | $5.8M | 0.52% | 0.0% |
| 606 | Perigon Wealth Management#606 · 36,566 sh | 36,566 | $5.7M | — | -3.3% |
| 607 | Integrated Wealth Concepts#607 · 36,398 sh | 36,398 | $5.7M | 0.03% | -6.0% |
| 608 | MassMutual Private Wealth & , FSB#608 · 36,222 sh | 36,222 | $5.7M | — | -3.4% |
| 609 | FLPUTNAM INVESTMENT MANAGEMENT#609 · 36,217 sh | 36,217 | $5.7M | 0.07% | +145.9% |
| 610 | Sompo Asset Management , Ltd.#610 · 36,155 sh | 36,155 | $5.7M | 0.93% | +15.4% |
| 611 | PKO BP BANKOWY Universal Pension Society JSC#611 · 36,000 sh | 36,000 | $5.6M | — | +20.0% |
| 612 | ARDSLEY ADVISORY PARTNERS#612 · 36,000 sh | 36,000 | $5.6M | 0.59% | New |
| 613 | THRIVENT FINANCIAL FOR LUTHERANS#613 · 35,822 sh | 35,822 | $5.6M | <0.01% | -60.0% |
| 614 | SRS Capital Advisors#614 · 35,784 sh | 35,784 | $5.6M | 0.04% | +265.5% |
| 615 | PHILADELPHIA#615 · 35,768 sh | 35,768 | $5.6M | 0.36% | +21.0% |
| 616 | Banque Cantonale Vaudoise#616 · 35,705 sh | 35,705 | $5.6M | 0.22% | -32.7% |
| 617 | THOMPSON INVESTMENT MANAGEMENT#617 · 35,631 sh | 35,631 | $5.6M | — | +16.7% |
| 618 | REGIONS FINANCIAL#618 · 35,484 sh | 35,484 | $5.6M | 0.03% | -27.5% |
| 619 | OPPENHEIMER#619 · 35,405 sh | 35,405 | $5.5M | — | -29.2% |
| 620 | HARBOR CAPITAL ADVISORS#620 · 35,402 sh | 35,402 | $5.5M | — | -0.1% |
| 621 | AG2R LA MONDIALE GESTION D'ACTIFS#621 · 35,142 sh | 35,142 | $5.5M | — | -7.6% |
| 622 | Snowden Capital Advisors#622 · 34,969 sh | 34,969 | $5.5M | 0.13% | +3.3% |
| 623 | Maxi Investments CY Ltd#623 · 35,000 sh | 35,000 | $5.5M | — | +7.0% |
| 624 | Laird Norton Wetherby Company#624 · 34,617 sh | 34,617 | $5.4M | 0.10% | -19.2% |
| 625 | IFP Advisors#625 · 34,622 sh | 34,622 | $5.4M | — | +9.8% |
| 626 | Catherine Avery Investment Management#626 · 34,593 sh | 34,593 | $5.4M | — | New |
| 627 | ALBION FINANCIAL GROUP#627 · 34,515 sh | 34,515 | $5.4M | — | +15.4% |
| 628 | Glenview#628 · 28,956 sh | 28,956 | $5.4M | 0.08% | 0.0% |
| 629 | MCRAE CAPITAL MANAGEMENT#629 · 34,425 sh | 34,425 | $5.4M | — | -45.7% |
| 630 | PROFUND ADVISORS#630 · 34,230 sh | 34,230 | $5.4M | 0.15% | +14.1% |
| 631 | Timber Creek Capital Management#631 · 33,928 sh | 33,928 | $5.3M | 1.08% | +2.3% |
| 632 | HB Wealth Management#632 · 33,897 sh | 33,897 | $5.3M | — | -9.3% |
| 633 | MERIDIAN MANAGEMENT#633 · 33,706 sh | 33,706 | $5.3M | 1.19% | +43.9% |
| 634 | Munich Reinsurance Stock in Munich#634 · 33,557 sh | 33,557 | $5.3M | 0.11% | -19.0% |
| 635 | Empirical Finance#635 · 33,277 sh | 33,277 | $5.2M | 0.22% | +3.2% |
| 636 | Advisory Services Network#636 · 33,166 sh | 33,166 | $5.2M | 0.06% | -8.8% |
| 637 | Hamilton Point Investment Advisors#637 · 33,016 sh | 33,016 | $5.2M | 0.73% | -1.4% |
| 638 | TOKIO MARINE ASSET MANAGEMENT LTD#638 · 32,996 sh | 32,996 | $5.2M | — | -50.2% |
| 639 | Vise Technologies#639 · 32,800 sh | 32,800 | $5.1M | 0.06% | +5.4% |
| 640 | Dai-ichi Life Insurance Company, Ltd#640 · 32,765 sh | 32,765 | $5.1M | 0.12% | -17.0% |
| 641 | NICOLET BANKSHARES#641 · 32,047 sh | 32,047 | $5.1M | 0.16% | +12.5% |
| 642 | Canoe Financial#642 · 32,500 sh | 32,500 | $5.1M | — | 0.0% |
| 643 | Ally Financial#643 · 32,500 sh | 32,500 | $5.1M | 0.66% | 0.0% |
| 644 | Niles Investment Management#644 · 32,475 sh | 32,475 | $5.1M | 4.12% | New |
| 645 | Convergence Investment Partners#645 · 32,218 sh | 32,218 | $5.0M | 0.48% | +2839.6% |
| 646 | Venture Visionary Partners#646 · 32,204 sh | 32,204 | $5.0M | — | -4.0% |
| 647 | Summit Financial#647 · 32,105 sh | 32,105 | $5.0M | 0.06% | -3.0% |
| 648 | Quilter Plc#648 · 32,084 sh | 32,084 | $5.0M | — | -15.9% |
| 649 | MUFG Securities EMEA plc#649 · 32,019 sh | 32,019 | $5.0M | 0.05% | -84.6% |
| 650 | Kintegral Advisory#650 · 31,892 sh | 31,892 | $5.0M | — | 0.0% |
| 651 | Occidental Asset Management#651 · 31,961 sh | 31,961 | $5.0M | 0.50% | +9.9% |
| 652 | BANK OF NOVA SCOTIA#652 · 31,865 sh | 31,865 | $5.0M | 0.41% | -8.9% |
| 653 | BRIGHTON JONES#653 · 31,864 sh | 31,864 | $5.0M | 0.09% | -16.4% |
| 654 | Guinness Atkinson Asset Management#654 · 31,825 sh | 31,825 | $5.0M | 2.24% | -2.1% |
| 655 | Bleakley Financial Group#655 · 31,532 sh | 31,532 | $4.9M | 0.06% | -22.7% |
| 656 | Callan Family Office#656 · 31,272 sh | 31,272 | $4.9M | 0.10% | +11.4% |
| 657 | J. Safra Sarasin Holding AG#657 · 33,487 sh | 33,487 | $4.9M | — | +366.8% |
| 658 | Argent#658 · 31,120 sh | 31,120 | $4.9M | 0.14% | -6.3% |
| 659 | BESSEMER GROUP#659 · 31,057 sh | 31,057 | $4.9M | <0.01% | -16.4% |
| 660 | First Nebraska#660 · 31,008 sh | 31,008 | $4.9M | 0.39% | +5.0% |
| 661 | WOLVERINE ASSET MANAGEMENT#661 · 30,905 sh | 30,905 | $4.8M | 0.04% | -32.4% |
| 662 | MASTERINVEST Kapitalanlage GmbH#662 · 30,866 sh | 30,866 | $4.8M | 0.42% | -10.1% |
| 663 | Deane Retirement Strategies#663 · 30,620 sh | 30,620 | $4.8M | — | +17.4% |
| 664 | Stratos Wealth Partners, LTD.#664 · 30,598 sh | 30,598 | $4.8M | 0.05% | +9.6% |
| 665 | Morningstar Investment Management#665 · 25,679 sh | 25,679 | $4.8M | 0.30% | 0.0% |
| 666 | Merit Financial Group#666 · 30,521 sh | 30,521 | $4.8M | 0.03% | -64.7% |
| 667 | CAXTON ASSOCIATES LLP#667 · 30,011 sh | 30,011 | $4.7M | 0.09% | +1922.3% |
| 668 | CMH Wealth Management#668 · 29,857 sh | 29,857 | $4.7M | — | -3.4% |
| 669 | McGinn Penninger Investment Management#669 · 29,749 sh | 29,749 | $4.7M | 2.83% | New |
| 670 | LMR Partners LLP#670 · 29,605 sh | 29,605 | $4.6M | 0.02% | +27.1% |
| 671 | INTACT INVESTMENT MANAGEMENT#671 · 29,400 sh | 29,400 | $4.6M | 0.13% | -6.4% |
| 672 | Mount Yale Investment Advisors#672 · 29,278 sh | 29,278 | $4.6M | 0.09% | +15.8% |
| 673 | CMT Capital Markets Trading GmbH#673 · 29,245 sh | 29,245 | $4.6M | 0.04% | -31.0% |
| 674 | Moran Wealth Management#674 · 29,093 sh | 29,093 | $4.6M | — | +4.7% |
| 675 | Hudson Capital Management#675 · 28,911 sh | 28,911 | $4.5M | — | +9.6% |
| 676 | FourThought Financial Partners#676 · 28,778 sh | 28,778 | $4.5M | 0.35% | +5.0% |
| 677 | WoodTrust Financial#677 · 28,629 sh | 28,629 | $4.5M | — | -11.7% |
| 678 | Ruffer LLP#678 · 28,582 sh | 28,582 | $4.5M | 0.16% | +30.5% |
| 679 | Virtu Financial#679 · 28,439 sh | 28,439 | $4.5M | 0.14% | New |
| 680 | Beaumont Financial Advisors#680 · 28,078 sh | 28,078 | $4.4M | — | -12.4% |
| 681 | Busey Wealth Management#681 · 27,964 sh | 27,964 | $4.4M | — | +3.1% |
| 682 | Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna#682 · 27,887 sh | 27,887 | $4.4M | — | +33.8% |
| 683 | WESBANCO BANK#683 · 27,806 sh | 27,806 | $4.4M | 0.11% | -21.2% |
| 684 | Sterling Capital Management#684 · 27,698 sh | 27,698 | $4.3M | — | +100.6% |
| 685 | MGO ONE SEVEN#685 · 27,689 sh | 27,689 | $4.3M | 0.07% | -15.4% |
| 686 | Orange Investment Advisors#686 · 27,549 sh | 27,549 | $4.3M | — | -7.9% |
| 687 | PINNACLE ASSOCIATES LTD#687 · 27,534 sh | 27,534 | $4.3M | — | -28.8% |
| 688 | Platform Wealth Management#688 · 27,484 sh | 27,484 | $4.3M | 1.58% | — |
| 689 | SIT INVESTMENT ASSOCIATES#689 · 27,481 sh | 27,481 | $4.3M | 0.08% | -51.3% |
| 690 | FIDUCIARY#690 · 27,444 sh | 27,444 | $4.3M | 0.05% | -19.9% |
| 691 | Lombard Odier Asset Management (Switzerland) SA#691 · 27,432 sh | 27,432 | $4.3M | 0.14% | -35.8% |
| 692 | Meridian Wealth Management#692 · 27,336 sh | 27,336 | $4.3M | 0.13% | -1.6% |
| 693 | Exane Asset Management#693 · 23,841 sh | 23,841 | $4.3M | — | New |
| 694 | Vision Capital Management#694 · 27,247 sh | 27,247 | $4.3M | — | -2.7% |
| 695 | ERSTE TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH S.A.#695 · 27,234 sh | 27,234 | $4.3M | 1.07% | 0.0% |
| 696 | BROWN BROTHERS HARRIMAN#696 · 27,151 sh | 27,151 | $4.3M | 0.02% | -20.1% |
| 697 | Chicago Capital#697 · 27,039 sh | 27,039 | $4.2M | — | -13.8% |
| 698 | Cohen Klingenstein#698 · 27,020 sh | 27,020 | $4.2M | — | 0.0% |
| 699 | KEYBANK NATIONAL ASSOCIATION#699 · 27,014 sh | 27,014 | $4.2M | 0.01% | -9.8% |
| 700 | PLIMOTH#700 · 26,902 sh | 26,902 | $4.2M | — | +3.6% |
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.