Salesforce, Inc.
CRM- 交易所
- NYSE
- 產業
- Services-Prepackaged Software
- SEC CIK
- 0001108524
近 90 天，Salesforce, Inc. 內部人申報 1 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 2,493 家機構在 13F 申報持有，市值合計 $1,095 億；Oakmark（Harris Associates）、ValueAct 資本等 4 位大師持有。
2023 年第 1 季 13F 持有人
Salesforce, Inc. 在 2023/3/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,182
- 較 2022 年第 4 季 +197 家
- 持有股數
- 8.07 億
- 較 2022 年第 4 季 +4,803 萬 (+6.3%)
- 總市值
- $1,533 億
- 較 2022 年第 4 季 +$526.4 億 (+52.3%)
- 新進機構
- 346
- 另有 837 家加碼
- 清倉機構
- 149
- 另有 793 家減碼
另有 42 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CRM 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,493 | $1,095 億 |
| 2026 年第 1 季 | 2,695 | $1,379 億 |
| 2025 年第 4 季 | 2,958 | $2,019 億 |
| 2025 年第 3 季 | 2,815 | $1,798 億 |
| 2025 年第 2 季 | 2,959 | $2,100 億 |
| 2025 年第 1 季 | 2,955 | $2,091 億 |
| 2024 年第 4 季 | 3,109 | $2,587 億 |
| 2024 年第 3 季 | 2,656 | $2,091 億 |
| 2024 年第 2 季 | 2,629 | $1,988 億 |
| 2024 年第 1 季 | 2,768 | $2,357 億 |
| 2023 年第 4 季 | 2,600 | $2,048 億 |
| 2023 年第 3 季 | 2,293 | $1,551 億 |
| 2023 年第 2 季 | 2,300 | $1,617 億 |
| 2023 年第 1 季 | 2,182 | $1,533 億 |
| 2022 年第 4 季 | 2,027 | $1,008 億 |
| 2022 年第 3 季 | 2,060 | $1,114 億 |
| 2022 年第 2 季 | 2,140 | $1,282 億 |
| 2022 年第 1 季 | 2,282 | $1,630 億 |
| 2021 年第 4 季 | 2,356 | $1,955 億 |
| 2021 年第 3 季 | 2,188 | $2,078 億 |
| 2021 年第 2 季 | 2,071 | $1,781 億 |
| 2021 年第 1 季 | 1,989 | $1,513 億 |
2023 年第 1 季持有機構
每家機構持有 Salesforce, Inc. 的股數、市值與佔組合比重；股數變化跟 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Werba Rubin Papier Wealth Management | 5,836 | $116.6 萬 | 0.46% | +1,441+32.8% | 加碼 |
| Charter Oak Capital Management, LLC | 5,840 | $116.7 萬 | 0.16% | −47−0.8% | 減碼 |
| Mainstay Capital Management LLC | 5,843 | $116.7 萬 | 0.23% | −183−3.0% | 減碼 |
| Capital Investment Advisors, LLC | 5,881 | $117.5 萬 | 0.03% | +10.0% | 加碼 |
| Cito Capital Group, LLC | 5,890 | $117.7 萬 | 0.59% | −1,710−22.5% | 減碼 |
| Scott & Selber, Inc. | 5,919 | $118.2 萬 | 0.50% | +5+0.1% | 加碼 |
| Mission Creek Capital Partners, Inc. | 5,929 | $118.4 萬 | 0.40% | +897+17.8% | 加碼 |
| Birinyi Associates Inc | 5,940 | $118.7 萬 | 0.49% | −400−6.3% | 減碼 |
| Voya Financial Advisors, Inc. | 6,065 | $119.2 萬 | 0.15% | −1,085−15.2% | 減碼 |
| ProVise Management Group, LLC | 5,982 | $119.5 萬 | 0.11% | +484+8.8% | 加碼 |
| Ardsley Advisory Partners LP | 6,000 | $119.9 萬 | 0.26% | −850−12.4% | 減碼 |
| Ironwood Investment Management LLC | 6,012 | $120.1 萬 | 0.75% | −507−7.8% | 減碼 |
| NorthRock Partners, LLC | 6,015 | $120.2 萬 | 0.13% | +988+19.7% | 加碼 |
| RSM US Wealth Management LLC | 6,023 | $120.3 萬 | 0.04% | +6,023 | 新進 |
| Foundations Investment Advisors, LLC | 6,083 | $121.5 萬 | 0.04% | +3,136+106.4% | 加碼 |
| Carr Financial Group Corp | 6,090 | $121.7 萬 | 0.54% | −57−0.9% | 減碼 |
| Ronald Blue Trust, Inc. | 9,260 | $122.7 萬 | 0.02% | −638−6.4% | 減碼 |
| Capricorn Fund Managers Ltd | 6,143 | $122.7 萬 | 0.37% | −13,515−68.8% | 減碼 |
| First County Bank | 6,164 | $123.1 萬 | 0.60% | +1,059+20.7% | 加碼 |
| Stonegate Investment Group, LLC | 6,182 | $123.5 萬 | 0.05% | −5,176−45.6% | 減碼 |
| Ameritas Advisory Services, LLC | 6,293 | $123.5 萬 | 0.06% | −311−4.7% | 減碼 |
| Atlas Brown,Inc. | 6,193 | $123.7 萬 | 0.57% | +273+4.6% | 加碼 |
| V-Square Quantitative Management LLC | 6,197 | $123.8 萬 | 1.14% | +6,197 | 新進 |
| Leelyn Smith, LLC | 6,199 | $123.8 萬 | 0.32% | +405+7.0% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 6,224 | $124.3 萬 | 0.70% | +399+6.8% | 加碼 |
| Wallace Advisory Group, LLC | 6,235 | $124.6 萬 | 0.95% | +1,609+34.8% | 加碼 |
| First Pacific Financial | 6,248 | $124.8 萬 | 0.58% | −199−3.1% | 減碼 |
| EFG Asset Management (North America) Corp. | 6,254 | $125.0 萬 | 0.28% | +2,844+83.4% | 加碼 |
| Aviance Capital Partners, LLC | 6,268 | $125.2 萬 | 0.28% | +6,268 | 新進 |
| Rossmore Private Capital | 6,275 | $125.4 萬 | 0.20% | −113−1.8% | 減碼 |
| 1776 Wealth LLC | 6,345 | $126.8 萬 | 0.76% | +755+13.5% | 加碼 |
| Wealthspire Advisors, LLC | 6,350 | $126.9 萬 | 0.02% | −1,774−21.8% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 6,502 | $127.1 萬 | 0.19% | +6,502 | 新進 |
| Donaldson Capital Management, LLC | 6,364 | $127.1 萬 | 0.06% | −203−3.1% | 減碼 |
| GPS Wealth Strategies Group, LLC | 6,374 | $127.3 萬 | 0.26% | +6,374 | 新進 |
| TRUE Private Wealth Advisors | 6,375 | $127.4 萬 | 0.19% | +19+0.3% | 加碼 |
| Jacobi Capital Management LLC | 6,382 | $127.5 萬 | 0.15% | −459−6.7% | 減碼 |
| Altfest L J & Co Inc | 6,401 | $127.9 萬 | 0.20% | +191+3.1% | 加碼 |
| Aldebaran Financial Inc. | 6,406 | $128.0 萬 | 1.72% | −2,117−24.8% | 減碼 |
| Keeler Thomas Management LLC | 6,408 | $128.0 萬 | 0.60% | −1,461−18.6% | 減碼 |
| Bridgewater Associates, LP | 6,419 | $128.2 萬 | 0.01% | +6,419 | 新進 |
| Global Retirement Partners, LLC | 6,671 | $128.5 萬 | 0.07% | +1,491+28.8% | 加碼 |
| Occidental Asset Management, LLC | 6,453 | $128.9 萬 | 0.32% | +856+15.3% | 加碼 |
| Exchange Traded Concepts, LLC | 6,456 | $129.0 萬 | 0.04% | −1,698−20.8% | 減碼 |
| TLWM | 6,488 | $129.6 萬 | 0.41% | +753+13.1% | 加碼 |
| Redmond Asset Management, LLC | 6,509 | $130.0 萬 | 0.45% | +150+2.4% | 加碼 |
| Burns J W & Co Inc | 6,512 | $130.1 萬 | 0.22% | +269+4.3% | 加碼 |
| Heritage Trust Co | 6,557 | $131.0 萬 | 0.21% | −900−12.1% | 減碼 |
| Cornerstone National Bank & Trust Co | 6,560 | $131.1 萬 | 0.71% | −2,573−28.2% | 減碼 |
| Renasant Bank | 6,573 | $131.3 萬 | 1.02% | −638−8.8% | 減碼 |
| Eagle Strategies LLC | 6,578 | $131.4 萬 | 0.33% | +20.0% | 加碼 |
| EPG Wealth Management LLC | 6,583 | $131.5 萬 | 0.41% | −63−0.9% | 減碼 |
| Norway Savings Bank | 6,616 | $132.2 萬 | 0.67% | +610+10.2% | 加碼 |
| Keudell/Morrison Wealth Management | 6,628 | $132.4 萬 | 0.39% | +1,072+19.3% | 加碼 |
| Wealthsource Partners, LLC | 6,647 | $132.8 萬 | 0.09% | −561−7.8% | 減碼 |
| Clark Capital Management Group, Inc. | 6,682 | $133.5 萬 | 0.01% | +39+0.6% | 加碼 |
| Andra AP-fonden | 6,698 | $133.8 萬 | 0.03% | −26,300−79.7% | 減碼 |
| Laffer Tengler Investments | 6,699 | $133.8 萬 | 0.36% | −4,280−39.0% | 減碼 |
| Columbia Trust Co 01012016 | 6,744 | $134.7 萬 | 0.78% | +633+10.4% | 加碼 |
| Midwest Professional Planners, LTD. | 6,776 | $135.4 萬 | 0.66% | +549+8.8% | 加碼 |
| Wealth Management Partners, LLC | 6,782 | $135.5 萬 | 0.95% | −218−3.1% | 減碼 |
| Conning Inc. | 6,806 | $136.0 萬 | 0.05% | −174−2.5% | 減碼 |
| Capstone Triton Financial Group, LLC | 6,816 | $136.2 萬 | 1.02% | −273−3.9% | 減碼 |
| Ascent Wealth Partners, LLC | 6,841 | $136.7 萬 | 0.27% | +246+3.7% | 加碼 |
| Quadrant Capital Group LLC | 6,843 | $136.7 萬 | 0.14% | +2,492+57.3% | 加碼 |
| Albion Financial Group | 6,847 | $136.8 萬 | 0.13% | +787+13.0% | 加碼 |
| Blackhawk Capital Partners LLC. | 6,856 | $137.0 萬 | 1.00% | +6,856 | 新進 |
| Penobscot Investment Management Company, Inc. | 6,869 | $137.2 萬 | 0.24% | +311+4.7% | 加碼 |
| Wealthcare Advisory Partners LLC | 6,885 | $137.6 萬 | 0.06% | +112+1.7% | 加碼 |
| Missouri Trust & Investment Co | 6,906 | $138.0 萬 | 0.89% | −462−6.3% | 減碼 |
| Brandywine Managers, LLC | 6,913 | $138.1 萬 | 0.98% | 00.0% | 不變 |
| Signature Wealth Management Group | 6,917 | $138.2 萬 | 0.66% | +242+3.6% | 加碼 |
| Alpha DNA Investment Management LLC | 6,963 | $139.1 萬 | 0.71% | +6,963 | 新進 |
| Baker Avenue Asset Management, LP | 6,974 | $139.3 萬 | 0.08% | +6,199+799.9% | 加碼 |
| Nicholas Investment Partners, LP | 6,986 | $139.6 萬 | 0.11% | +6,986 | 新進 |
| Laidlaw Wealth Management LLC | 6,994 | $139.7 萬 | 0.29% | −630−8.3% | 減碼 |
| Arrowroot Family Office, LLC | 7,019 | $140.2 萬 | 1.20% | +7,019 | 新進 |
| Stock Yards Bank & Trust Co | 7,021 | $140.3 萬 | 0.05% | −952−11.9% | 減碼 |
| Nicolet Bankshares Inc | 10,171 | $140.5 萬 | 0.46% | +7+0.1% | 加碼 |
| Tiedemann Advisors, LLC | 7,037 | $140.6 萬 | 0.06% | +1,375+24.3% | 加碼 |
| Next Century Growth Investors LLC | 7,062 | $141.1 萬 | 0.16% | +3,253+85.4% | 加碼 |
| Bank Pictet & Cie (Asia) Ltd | 7,067 | $141.2 萬 | 0.48% | +2,762+64.2% | 加碼 |
| Schmidt P J Investment Management Inc | 7,223 | $141.5 萬 | 0.30% | −727−9.1% | 減碼 |
| Northstar Group, Inc. | 7,097 | $141.8 萬 | 0.36% | −75−1.0% | 減碼 |
| Van Hulzen Asset Management, LLC | 7,114 | $142.1 萬 | 0.13% | −175−2.4% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 7,125 | $142.3 萬 | 0.84% | +200+2.9% | 加碼 |
| Integrated Advisors Network LLC | 7,128 | $142.4 萬 | 0.09% | +900+14.5% | 加碼 |
| Boyd Watterson Asset Management LLC | 7,133 | $142.5 萬 | 0.58% | +16+0.2% | 加碼 |
| Bristlecone Advisors, LLC | 7,139 | $142.6 萬 | 0.16% | +203+2.9% | 加碼 |
| Shikiar Asset Management Inc | 7,200 | $143.8 萬 | 0.51% | +7,200 | 新進 |
| Trillium Asset Management, LLC | 7,271 | $144.2 萬 | 0.04% | −72,195−90.9% | 減碼 |
| NVWM, LLC | 7,225 | $144.3 萬 | 0.48% | +482+7.1% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 7,438 | $145.0 萬 | 0.60% | −25,126−77.2% | 減碼 |
| Stonnington Group, LLC | 7,500 | $145.5 萬 | 0.38% | +4,350+138.1% | 加碼 |
| Chicago Partners Investment Group LLC | 7,470 | $145.6 萬 | 0.08% | −4,306−36.6% | 減碼 |
| Bay Rivers Group | 7,298 | $145.8 萬 | 1.27% | +4+0.1% | 加碼 |
| Center for Financial Planning, Inc. | 7,324 | $146.3 萬 | 0.34% | 00.0% | 不變 |
| Nikulski Financial, Inc. | 7,373 | $147.3 萬 | 0.65% | +705+10.6% | 加碼 |
| Phoenix Holdings Ltd. | 7,376 | $147.4 萬 | 0.03% | −251,548−97.2% | 減碼 |
| Chickasaw Capital Management LLC | 7,384 | $147.5 萬 | 0.08% | 00.0% | 不變 |