Salesforce, Inc. (CRM) — Institutional Holders, Q2 2026 (page 9)
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 801 to 900. 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 801–900 of 2,504
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 801 | WP Advisors#801 · 19,650 sh | 19,650 | $3.1M | — | +118.9% |
| 802 | TEMA ETFS#802 · 19,635 sh | 19,635 | $3.1M | — | +10.6% |
| 803 | PETREDIS INVESTMENT ADVISORS#803 · 19,621 sh | 19,621 | $3.1M | — | -0.2% |
| 804 | Portside Wealth Group#804 · 19,588 sh | 19,588 | $3.1M | — | +13.2% |
| 805 | Huntleigh Advisors#805 · 19,551 sh | 19,551 | $3.1M | 0.43% | +6.5% |
| 806 | Valeo Financial Advisors#806 · 19,443 sh | 19,443 | $3.0M | — | -5.0% |
| 807 | Arlington Financial Advisors#807 · 19,326 sh | 19,326 | $3.0M | — | +9.8% |
| 808 | CENTRAL#808 · 19,269 sh | 19,269 | $3.0M | 0.05% | -9.6% |
| 809 | CORRECT CAPITAL WEALTH MANAGEMENT#809 · 19,236 sh | 19,236 | $3.0M | 0.52% | -0.6% |
| 810 | Sawyer & Company#810 · 19,189 sh | 19,189 | $3.0M | — | +0.1% |
| 811 | Iowa State Bank#811 · 19,085 sh | 19,085 | $3.0M | — | -1.3% |
| 812 | WHALEROCK POINT PARTNERS#812 · 19,078 sh | 19,078 | $3.0M | 0.51% | +1.1% |
| 813 | PARR MCKNIGHT WEALTH MANAGEMENT GROUP#813 · 19,029 sh | 19,029 | $3.0M | 0.35% | +76.1% |
| 814 | JOHNSON INVESTMENT COUNSEL#814 · 19,001 sh | 19,001 | $3.0M | 0.02% | -14.3% |
| 815 | Ashton Thomas Private Wealth#815 · 18,993 sh | 18,993 | $3.0M | 0.06% | -18.6% |
| 816 | HOHIMER WEALTH MANAGEMENT#816 · 18,954 sh | 18,954 | $3.0M | 0.30% | +4.5% |
| 817 | Wahed Invest#817 · 18,916 sh | 18,916 | $3.0M | 0.31% | -17.4% |
| 818 | Sigma Planning#818 · 18,891 sh | 18,891 | $3.0M | — | +8.7% |
| 819 | SBI Securities , Ltd.#819 · 18,833 sh | 18,833 | $3.0M | — | +1.6% |
| 820 | COLRAIN CAPITAL#820 · 18,770 sh | 18,770 | $2.9M | 1.00% | New |
| 821 | WEDBUSH SECURITIES#821 · 18,805 sh | 18,805 | $2.9M | — | -11.7% |
| 822 | Caprock Group#822 · 18,706 sh | 18,706 | $2.9M | 0.06% | -34.7% |
| 823 | Pine Valley Investments Ltd Liability#823 · 18,778 sh | 18,778 | $2.9M | 0.12% | +14.1% |
| 824 | BUTENSKY & COHEN FINANCIAL SECURITY#824 · 18,776 sh | 18,776 | $2.9M | — | New |
| 825 | WEBSTER BANK, N. A.#825 · 18,672 sh | 18,672 | $2.9M | 0.25% | -18.4% |
| 826 | Checchi Capital Advisers#826 · 18,662 sh | 18,662 | $2.9M | 0.13% | -7.4% |
| 827 | CARY STREET PARTNERS FINANCIAL#827 · 18,521 sh | 18,521 | $2.9M | 0.06% | -15.1% |
| 828 | Nelson, Van Denburg & Campbell Wealth Management Group#828 · 18,465 sh | 18,465 | $2.9M | — | +1.3% |
| 829 | Roberts Wealth Advisors#829 · 18,452 sh | 18,452 | $2.9M | — | +0.3% |
| 830 | EVOLVE PRIVATE WEALTH#830 · 18,335 sh | 18,335 | $2.9M | 0.18% | +4.8% |
| 831 | COURIER CAPITAL#831 · 18,373 sh | 18,373 | $2.9M | — | -0.8% |
| 832 | KMG FIDUCIARY PARTNERS#832 · 18,239 sh | 18,239 | $2.9M | — | -40.1% |
| 833 | NewEdge Wealth#833 · 18,161 sh | 18,161 | $2.8M | 0.03% | -91.8% |
| 834 | Kovitz Investment Group Partners#834 · 18,140 sh | 18,140 | $2.8M | 0.06% | -89.7% |
| 835 | ARROW FINANCIAL#835 · 18,092 sh | 18,092 | $2.8M | — | +4.0% |
| 836 | Vickerman Investment Advisors#836 · 18,088 sh | 18,088 | $2.8M | 0.55% | +0.3% |
| 837 | WOODMONT INVESTMENT COUNSEL#837 · 18,079 sh | 18,079 | $2.8M | 0.15% | +3.6% |
| 838 | Ascent Group#838 · 18,077 sh | 18,077 | $2.8M | 0.08% | -7.9% |
| 839 | Anchor Investment Management#839 · 17,983 sh | 17,983 | $2.8M | 0.21% | +184.5% |
| 840 | Global Retirement Partners#840 · 17,943 sh | 17,943 | $2.8M | 0.04% | — |
| 841 | Odyssean#841 · 17,920 sh | 17,920 | $2.8M | 0.46% | +141.0% |
| 842 | Arete Wealth Advisors#842 · 17,905 sh | 17,905 | $2.8M | 0.09% | New |
| 843 | Callahan Advisors#843 · 17,769 sh | 17,769 | $2.8M | 0.21% | -22.8% |
| 844 | BEACON INVESTMENT ADVISORY SERVICES#844 · 17,694 sh | 17,694 | $2.8M | — | -10.7% |
| 845 | NorthRock Partners#845 · 17,677 sh | 17,677 | $2.8M | 0.04% | +26.9% |
| 846 | Fifth Third Wealth Advisors#846 · 17,597 sh | 17,597 | $2.8M | — | -6.8% |
| 847 | MISSION WEALTH MANAGEMENT#847 · 17,471 sh | 17,471 | $2.7M | — | +28.9% |
| 848 | Cove Private Wealth#848 · 17,455 sh | 17,455 | $2.7M | 0.53% | +38.0% |
| 849 | RWA WEALTH PARTNERS#849 · 17,415 sh | 17,415 | $2.7M | 0.03% | -3.4% |
| 850 | Advisors Capital Management#850 · 17,375 sh | 17,375 | $2.7M | 0.03% | -83.4% |
| 851 | Wealthcare Advisory Partners#851 · 17,364 sh | 17,364 | $2.7M | — | +36.7% |
| 852 | First Financial Bank - Division#852 · 17,315 sh | 17,315 | $2.7M | — | -15.7% |
| 853 | LM Advisors#853 · 17,101 sh | 17,101 | $2.7M | 0.31% | +408.1% |
| 854 | South Dakota Investment Council#854 · 17,053 sh | 17,053 | $2.7M | 0.05% | +15.5% |
| 855 | Hixon Zuercher#855 · 16,995 sh | 16,995 | $2.7M | — | -0.3% |
| 856 | ADVOCATE GROUP#856 · 16,933 sh | 16,933 | $2.7M | — | +20.2% |
| 857 | Simmons Bank#857 · 16,543 sh | 16,543 | $2.6M | 0.15% | -21.1% |
| 858 | Community Bank, N.A.#858 · 16,468 sh | 16,468 | $2.6M | 0.28% | +20.8% |
| 859 | Smith, Salley & Associates#859 · 16,453 sh | 16,453 | $2.6M | 0.11% | +2.8% |
| 860 | AustralianSuper Pty Ltd#860 · 16,400 sh | 16,400 | $2.6M | 0.01% | +5.4% |
| 861 | Smartleaf Asset Management#861 · 16,232 sh | 16,232 | $2.6M | 0.08% | 0.0% |
| 862 | Institute for Wealth Management#862 · 16,328 sh | 16,328 | $2.6M | 0.23% | -3.2% |
| 863 | Comprehensive Financial Consultants Institutional#863 · 16,322 sh | 16,322 | $2.6M | — | +54.7% |
| 864 | BFSG#864 · 16,249 sh | 16,249 | $2.5M | 0.23% | +6.8% |
| 865 | Investment Research & Advisory Group#865 · 16,192 sh | 16,192 | $2.5M | — | -0.1% |
| 866 | BAILARD#866 · 16,071 sh | 16,071 | $2.5M | — | +8.2% |
| 867 | Kentucky Farm Bureau Mutual Insurance#867 · 16,000 sh | 16,000 | $2.5M | 0.70% | 0.0% |
| 868 | Neo Ivy Capital Management#868 · 15,991 sh | 15,991 | $2.5M | 0.58% | New |
| 869 | Phoenix Financial Ltd.#869 · 15,969 sh | 15,969 | $2.5M | 0.02% | -5.7% |
| 870 | Prime Capital Investment Advisors#870 · 15,983 sh | 15,983 | $2.5M | — | -68.3% |
| 871 | Generali Investments CEE, investicni spolecnost, a.s.#871 · 15,937 sh | 15,937 | $2.5M | — | +3.1% |
| 872 | MORTON COMMUNITY BANK#872 · 15,917 sh | 15,917 | $2.5M | 0.51% | +4.2% |
| 873 | Optas#873 · 15,873 sh | 15,873 | $2.5M | 0.35% | -4.3% |
| 874 | Ballentine Partners#874 · 15,810 sh | 15,810 | $2.5M | 0.03% | -13.0% |
| 875 | NAPLES GLOBAL ADVISORS#875 · 15,684 sh | 15,684 | $2.5M | 0.15% | -19.2% |
| 876 | PRAXIS INVESTMENT MANAGEMENT#876 · 15,728 sh | 15,728 | $2.5M | 0.13% | -29.1% |
| 877 | NBT BANK N A#877 · 15,716 sh | 15,716 | $2.5M | — | -4.9% |
| 878 | 180 WEALTH ADVISORS#878 · 15,692 sh | 15,692 | $2.5M | 0.25% | +13.4% |
| 879 | INVESTMENT HOUSE#879 · 15,662 sh | 15,662 | $2.5M | — | +1205.2% |
| 880 | Systematic Alpha Investments#880 · 15,624 sh | 15,624 | $2.4M | 0.07% | 0.0% |
| 881 | RV Capital AG#881 · 15,511 sh | 15,511 | $2.4M | 0.63% | 0.0% |
| 882 | Capital Group Investment Management Pte. Ltd.#882 · 15,483 sh | 15,483 | $2.4M | 0.37% | -5.0% |
| 883 | Sepio Capital#883 · 15,432 sh | 15,432 | $2.4M | — | -9.4% |
| 884 | Beech Hill Advisors#884 · 15,366 sh | 15,366 | $2.4M | 1.06% | +12.4% |
| 885 | Wealth Advisors of Tampa Bay#885 · 15,315 sh | 15,315 | $2.4M | 0.73% | +0.4% |
| 886 | AZZAD ASSET MANAGEMENT#886 · 15,269 sh | 15,269 | $2.4M | 0.21% | -6.9% |
| 887 | Gilliland Jeter Wealth Management#887 · 15,260 sh | 15,260 | $2.4M | 0.63% | -4.3% |
| 888 | Generali Investments Towarzystwo Funduszy Inwestycyjnych#888 · 15,250 sh | 15,250 | $2.4M | 0.96% | +228.0% |
| 889 | RITHOLTZ WEALTH MANAGEMENT#889 · 15,182 sh | 15,182 | $2.4M | 0.04% | -6.8% |
| 890 | GREAT VALLEY ADVISOR GROUP#890 · 15,150 sh | 15,150 | $2.4M | 0.04% | -2.1% |
| 891 | LEUCADIA NATIONAL#891 · 15,143 sh | 15,143 | $2.4M | 0.02% | +21.0% |
| 892 | Lafayette Investments#892 · 15,090 sh | 15,090 | $2.4M | 0.44% | +20.4% |
| 893 | Truffle Hound Capital#893 · 15,000 sh | 15,000 | $2.3M | 0.50% | New |
| 894 | TWIN CAPITAL MANAGEMENT#894 · 14,983 sh | 14,983 | $2.3M | 0.26% | +23.3% |
| 895 | GAMMA Investing#895 · 14,953 sh | 14,953 | $2.3M | — | +0.4% |
| 896 | CANANDAIGUA NATIONAL BANK#896 · 14,900 sh | 14,900 | $2.3M | — | — |
| 897 | GATEWAY INVESTMENT ADVISERS#897 · 14,867 sh | 14,867 | $2.3M | — | -14.1% |
| 898 | Robertson Stephens Wealth Management#898 · 14,817 sh | 14,817 | $2.3M | — | +89.9% |
| 899 | J.W. COLE ADVISORS#899 · 14,746 sh | 14,746 | $2.3M | 0.04% | -3.1% |
| 900 | BANK HAPOALIM BM#900 · 14,741 sh | 14,741 | $2.3M | 0.15% | -6.5% |
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.