Filing Research | CRM - SALESFORCE INC Institutional Holdings

Snapshot holdings

50 / 755 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	1.2MSH	$190.0M
2	Swedbank AB	Shares	994.0KSH	$155.7M
3	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	900.3KSH	$141.0M
4	Alecta Tjanstepension Omsesidigt	Shares	821.0KSH	$128.6M
5	Robeco Institutional Asset Management B.V.	Shares	514.1KSH	$80.5M
6	Value Partners Investments Inc.	Shares	442.2KSH	$69.2M
7	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	Shares	380.0KSH	$59.5M
8	Vest Financial, LLC	Shares	374.0KSH	$58.6M
9	Douglas Lane & Associates, LLC	Shares	363.6KSH	$57.0M
10	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	360.1KSH	$56.4M
11	BANQUE PICTET & CIE SA	Shares	341.9KSH	$53.6M
12	Mirae Asset Global Investments Co., Ltd.	Shares	285.0KSH	$44.6M
13	OFI INVEST ASSET MANAGEMENT	Shares	288.0KSH	$39.6M
14	Czech National Bank	Shares	232.8KSH	$36.5M
15	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	231.6KSH	$36.4M
16	Bank Pictet & Cie (Europe) AG	Shares	230.8KSH	$36.2M
17	Y-Intercept (Hong Kong) Ltd	Shares	226.5KSH	$35.5M
18	SUMMITRY LLC	Shares	222.9KSH	$34.9M
19	Rathbones Group PLC	Shares	213.4KSH	$33.4M
20	EXCHANGE TRADED CONCEPTS, LLC	Shares	199.5KSH	$31.2M
21	Sequoia Financial Advisors, LLC	Shares	191.1KSH	$29.9M
22	E. Ohman J:or Asset Management AB	Shares	189.1KSH	$29.6M
23	PensionDanmark Pensionsforsikringsaktieselskab	Shares	189.0KSH	$29.6M
24	PARK NATIONAL CORP /OH/	Shares	188.7KSH	$29.6M
25	IFM Investors Pty Ltd	Shares	186.3KSH	$29.2M
26	MOGY JOEL R INVESTMENT COUNSEL INC	Shares	186.0KSH	$29.1M
27	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	180.7KSH	$28.3M
28	WestEnd Advisors, LLC	Shares	171.5KSH	$26.9M
29	PENN DAVIS MCFARLAND INC	Shares	157.0KSH	$24.6M
30	Generali Powszechne Towarzystwo Emerytalne	Shares	145.8KSH	$22.8M
31	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	138.8KSH	$21.8M
32	Fisher Funds Management LTD	Shares	133.9KSH	$21.0M
33	QRG CAPITAL MANAGEMENT, INC.	Shares	130.2KSH	$20.4M
34	COMMUNITY TRUST & INVESTMENT CO	Shares	129.3KSH	$20.2M
35	Howard Capital Management Group, LLC	Shares	128.0KSH	$20.1M
36	Crossmark Global Holdings, Inc.	Shares	127.5KSH	$20.0M
37	Thomasville National Bank	Shares	126.8KSH	$19.9M
38	Mediolanum International Funds Ltd	Shares	124.1KSH	$19.6M
39	Police & Firemen's Retirement System of New Jersey	Shares	118.7KSH	$18.6M
40	Foster Victor Wealth Advisors, LLC	Shares	102.1KSH	$17.1M
41	ASR Vermogensbeheer N.V.	Shares	106.4KSH	$16.7M
42	GREENLEAF TRUST	Shares	102.7KSH	$16.1M
43	BARLOW WEALTH PARTNERS, LLC	Shares	95.9KSH	$16.0M
44	Canada Post Corp Registered Pension Plan	Shares	101.6KSH	$15.9M
45	RIVERBRIDGE PARTNERS LLC	Shares	101.2KSH	$15.9M
46	Mesirow Financial Investment Management, Inc.	Shares	101.0KSH	$15.8M
47	FARMERS & MERCHANTS INVESTMENTS INC	Shares	100.6KSH	$15.8M
48	Talbot Financial, LLC	Shares	98.5KSH	$15.4M
49	Fideuram Asset Management (Ireland) dac	Shares	87.9KSH	$15.4M
50	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	163.4KSH	$14.9M

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Manager changes2026-06-30 vs 2026-03-31

50 / 874 loaded

#		Instrument
1	Y-Intercept (Hong Kong) Ltd added	Shares	+163.4K	+$23.7M	$35.5M
2	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. added	Shares	+150.4K	+$16.7M	$59.5M
3	Fideuram Asset Management (Ireland) dac added	Shares	+83.3K	+$14.4M	$15.4M
4	OFI INVEST ASSET MANAGEMENT added	Shares	+90.3K	+$7.4M	$39.6M
5	LaFleur & Godfrey LLC new	Shares	+45.8K	+$7.2M	$7.2M
6	BANQUE PICTET & CIE SA added	Shares	+85.8K	+$5.8M	$53.6M
7	ARDSLEY ADVISORY PARTNERS LP new	Shares	+36.0K	+$5.6M	$5.6M
8	EQUITABLE TRUST CO added	Shares	+37.4K	+$5.4M	$8.3M
9	Chesley Taft & Associates LLC added	Shares	+41.8K	+$5.3M	$13.3M
10	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+59.5K	+$5.1M	$31.2M
11	Exane Asset Management new	Shares	+23.8K	+$4.3M	$4.3M
12	BARLOW WEALTH PARTNERS, LLC added	Shares	+29.3K	+$3.8M	$16.0M
13	Kessler Investment Group, LLC added	Shares	+33.1K	+$3.7M	$12.8M
14	BUTENSKY & COHEN FINANCIAL SECURITY, INC new	Shares	+18.8K	+$2.9M	$2.9M
15	Foster Victor Wealth Advisors, LLC added	Shares	+17.8K	+$2.7M	$17.1M
16	Crossmark Global Holdings, Inc. added	Shares	+34.1K	+$2.5M	$20.0M
17	Sava Infond d.o.o. added	Shares	+26.4K	+$2.4M	$13.0M
18	Vest Financial, LLC added	Shares	+72.9K	+$2.4M	$58.6M
19	Fluent Financial, LLC new	Shares	+14.5K	+$2.3M	$2.3M
20	Canvas Wealth Advisors, LLC new	Shares	+13.4K	+$2.1M	$2.1M
21	Curated Wealth Partners LLC added	Shares	+667.9K	+$2.0M	$2.9M
22	Rezny Wealth Management, Inc. new	Shares	+11.6K	+$1.8M	$1.8M
23	Trust Asset Management LLC added	Shares	+10.1K	+$1.8M	$3.8M
24	GHP Investment Advisors, Inc. added	Shares	+11.3K	+$1.8M	$1.8M
25	Apollon Wealth Management, LLC added	Shares	+20.3K	+$1.7M	$10.9M
26	Mediolanum International Funds Ltd added	Shares	+26.9K	+$1.6M	$19.6M
27	Generali Investments Towarzystwo Funduszy Inwestycyjnych added	Shares	+10.6K	+$1.5M	$2.4M
28	Williams & Novak, LLC added	PUT	+100	+$1.4M	$1.7M
29	Farther Finance Advisors, LLC added	Shares	+17.1K	+$1.4M	$9.5M
30	Generali Powszechne Towarzystwo Emerytalne added	Shares	+30.0K	+$1.2M	$22.8M
31	St. Louis Financial Planners Asset Management, LLC added	Shares	+7.7K	+$987.7K	$3.6M
32	Covenant Asset Management, LLC new	Shares	+6.1K	+$949.7K	$949.7K
33	Chapman Investment Management, LLC new	PUT	+5.3K	+$823.6K	$823.6K
34	Pictet North America Advisors SA added	Shares	+6.1K	+$765.1K	$2.0M
35	Poehling Capital Management, INC. added	Shares	+10.7K	+$729.3K	$6.6M
36	Simplify Asset Management Inc. new	Shares	+4.4K	+$692.4K	$692.4K
37	Positano Wealth Management Ltd added	Shares	+12.3K	+$664.6K	$8.5M
38	FARMERS & MERCHANTS INVESTMENTS INC added	Shares	+19.5K	+$626.9K	$15.8M
39	Comprehensive Financial Consultants Institutional, Inc. added	Shares	+5.8K	+$587.3K	$2.6M
40	Chemistry Wealth Management LLC added	Shares	+5.1K	+$550.3K	$2.1M
41	PROFFITT & GOODSON INC new	Shares	+3.2K	+$507.4K	$507.4K
42	ONE WEALTH CAPITAL MANAGEMENT, LLC added	Shares	+3.7K	+$506.6K	$1.1M
43	Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna added	Shares	+7.0K	+$476.7K	$4.4M
44	PARK NATIONAL CORP /OH/ added	Shares	+32.9K	+$470.3K	$29.6M
45	GK Wealth Management LLC new	Shares	+2.9K	+$459.4K	$459.4K
46	FOUNDERS GROVE WEALTH PARTNERS, LLC new	Shares	+2.9K	+$451.0K	$451.0K
47	LOUISBOURG INVESTMENTS INC. added	Shares	+14.0K	+$450.6K	$8.4M
48	Summit Financial Wealth Advisors, LLC new	Shares	+2.8K	+$445.8K	$445.8K
49	Symmetry Partners, LLC new	Shares	+2.3K	+$357.7K	$357.7K
50	Wealthcare Advisory Partners LLC added	Shares	+4.7K	+$349.5K	$2.7M

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