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 |
|---|---|---|---|---|---|
| Sculati Wealth Management, LLC | 9,770 | $195.2 萬 | 1.04% | +583+6.3% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 9,771 | $195.2 萬 | 0.59% | −628−6.0% | 減碼 |
| Cohen Investment Advisors LLC | 9,939 | $198.6 萬 | 1.57% | −10−0.1% | 減碼 |
| Cyndeo Wealth Partners, LLC | 9,951 | $198.8 萬 | 0.21% | +5,853+142.8% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 9,983 | $199.4 萬 | 1.43% | +9,983 | 新進 |
| PKO Investment Management Joint-Stock Co | 10,000 | $199.8 萬 | 0.26% | −30,000−75.0% | 減碼 |
| TD Private Client Wealth LLC | 10,068 | $201.1 萬 | 0.09% | +885+9.6% | 加碼 |
| SeaCrest Wealth Management, LLC | 10,155 | $202.9 萬 | 0.27% | −266−2.6% | 減碼 |
| Welch & Forbes LLC | 10,197 | $203.7 萬 | 0.03% | −298−2.8% | 減碼 |
| Acorn Financial Advisory Services Inc | 10,303 | $205.8 萬 | 0.40% | +238+2.4% | 加碼 |
| Herbst Group, LLC | 10,305 | $205.9 萬 | 1.45% | −600−5.5% | 減碼 |
| Eagle Asset Management Inc | 10,318 | $206.1 萬 | 0.01% | +2,055+24.9% | 加碼 |
| GPM Growth Investors, Inc. | 10,364 | $207.1 萬 | 1.20% | −152−1.4% | 減碼 |
| Ingalls & Snyder LLC | 10,379 | $207.4 萬 | 0.11% | −174−1.6% | 減碼 |
| Hancock Whitney Corp | 10,480 | $209.4 萬 | 0.08% | −56−0.5% | 減碼 |
| Boltwood Capital Management | 10,526 | $210.3 萬 | 0.79% | −45−0.4% | 減碼 |
| Pinnacle Holdings, LLC | 10,543 | $210.6 萬 | 0.98% | +38+0.4% | 加碼 |
| Savant Capital, LLC | 10,557 | $210.9 萬 | 0.04% | +1,119+11.9% | 加碼 |
| Lake Street Advisors Group, LLC | 10,568 | $211.1 萬 | 0.13% | +10,568 | 新進 |
| Jackson Hole Capital Partners, LLC | 10,729 | $211.5 萬 | 0.56% | −29−0.3% | 減碼 |
| Merit Financial Group, LLC | 10,587 | $211.5 萬 | 0.08% | +785+8.0% | 加碼 |
| Two Sigma Investments, LP | 10,600 | $211.8 萬 | 0.01% | −1,364,268−99.2% | 減碼 |
| Roberts Wealth Advisors, LLC | 10,760 | $212.2 萬 | 0.97% | −5,404−33.4% | 減碼 |
| Finer Wealth Management, Inc. | 10,643 | $212.6 萬 | 1.80% | +176+1.7% | 加碼 |
| Courier Capital LLC | 10,651 | $212.8 萬 | 0.24% | −161−1.5% | 減碼 |
| Mission Wealth Management, LP | 10,681 | $213.4 萬 | 0.09% | +29+0.3% | 加碼 |
| Quattro Financial Advisors LLC | 10,690 | $213.6 萬 | 0.88% | −4,190−28.2% | 減碼 |
| Sunbelt Securities, Inc. | 10,905 | $214.4 萬 | 0.34% | −5,525−33.6% | 減碼 |
| Bank Ozk | 10,745 | $214.7 萬 | 1.06% | −615−5.4% | 減碼 |
| Duff & Phelps Investment Management Co | 10,775 | $215.3 萬 | 0.03% | 00.0% | 不變 |
| E Fund Management Co., Ltd. | 10,792 | $215.6 萬 | 0.16% | +785+7.8% | 加碼 |
| Intellectus Partners, LLC | 10,831 | $216.4 萬 | 0.68% | −383−3.4% | 減碼 |
| Canal Capital Management, LLC | 10,845 | $216.7 萬 | 0.48% | +1,694+18.5% | 加碼 |
| V Wealth Advisors LLC | 10,997 | $219.7 萬 | 0.41% | +1,700+18.3% | 加碼 |
| HB Wealth Management, LLC | 11,013 | $220.0 萬 | 0.04% | +2,360+27.3% | 加碼 |
| Qtron Investments LLC | 11,030 | $220.4 萬 | 0.45% | +1,138+11.5% | 加碼 |
| 180 Wealth Advisors, LLC | 11,033 | $220.4 萬 | 0.51% | +867+8.5% | 加碼 |
| Wellington Shields Capital Management, LLC | 90,561 | $220.7 萬 | 0.27% | +25,676+39.6% | 加碼 |
| WSFS Capital Management, LLC | 11,057 | $220.9 萬 | 0.23% | +57+0.5% | 加碼 |
| Kelly Lawrence W & Associates Inc | 11,125 | $222.3 萬 | 0.60% | 00.0% | 不變 |
| Fulton Bank, N.A. | 11,253 | $224.8 萬 | 0.12% | −604−5.1% | 減碼 |
| Connective Portfolio Management, LLC | 11,365 | $225.2 萬 | 7.14% | +11,365 | 新進 |
| Northeast Financial Consultants Inc | 11,296 | $225.7 萬 | 0.14% | −3,397−23.1% | 減碼 |
| We Are One Seven, LLC | 11,350 | $226.8 萬 | 0.14% | +3,364+42.1% | 加碼 |
| IPG Investment Advisors LLC | 11,403 | $227.8 萬 | 0.52% | +2,644+30.2% | 加碼 |
| Wedmont Private Capital | 11,957 | $229.0 萬 | 0.30% | +1,322+12.4% | 加碼 |
| Ballentine Partners, LLC | 11,489 | $229.5 萬 | 0.06% | +3,464+43.2% | 加碼 |
| Citizens & Northern Corp | 11,499 | $229.7 萬 | 0.90% | −29−0.3% | 減碼 |
| Caliber Wealth Management, LLC | 11,517 | $230.1 萬 | 1.72% | +2,018+21.2% | 加碼 |
| Equitable Holdings, Inc. | 11,522 | $230.2 萬 | 0.04% | −221−1.9% | 減碼 |
| Apollon Wealth Management, LLC | 11,554 | $230.8 萬 | 0.14% | −818−6.6% | 減碼 |
| Meeder Advisory Services, Inc. | 11,564 | $231.0 萬 | 0.27% | +2,408+26.3% | 加碼 |
| Houlihan Financial Resource Group, Ltd. | 11,570 | $231.1 萬 | 1.26% | +195+1.7% | 加碼 |
| Trust Asset Management LLC | 11,587 | $231.5 萬 | 0.26% | +263+2.3% | 加碼 |
| Central Asset Investments & Management Holdings (HK) Ltd | 11,645 | $232.6 萬 | 2.47% | +11,645 | 新進 |
| Northcape Capital Pty Ltd | 11,695 | $233.6 萬 | 0.29% | +2,910+33.1% | 加碼 |
| Modus Advisors, LLC | 11,748 | $234.7 萬 | 1.08% | −314−2.6% | 減碼 |
| Sowell Financial Services LLC | 11,806 | $235.9 萬 | 0.18% | −5,285−30.9% | 減碼 |
| Cigna Investments Inc | 11,813 | $235.9 萬 | 0.47% | −219−1.8% | 減碼 |
| ABN AMRO Bank N.V. | 11,923 | $238.5 萬 | 0.05% | +11,923 | 新進 |
| Richelieu Gestion PLC | 11,945 | $238.6 萬 | 2.16% | +11,945 | 新進 |
| Two Sigma Securities, LLC | 11,999 | $239.7 萬 | 0.20% | +6,813+131.4% | 加碼 |
| Ergoteles LLC | 12,020 | $240.1 萬 | 0.09% | −44,125−78.6% | 減碼 |
| Grove Bank & Trust | 12,030 | $240.3 萬 | 0.51% | −101−0.8% | 減碼 |
| WealthShield Partners, LLC | 12,033 | $240.4 萬 | 0.39% | −1,081−8.2% | 減碼 |
| Coldstream Capital Management Inc | 12,100 | $241.7 萬 | 0.08% | +2,693+28.6% | 加碼 |
| Fund Management at Engine No. 1 LLC | 12,129 | $242.3 萬 | 0.49% | +1,120+10.2% | 加碼 |
| Glynn Capital Management LLC | 12,197 | $243.7 萬 | 0.58% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 12,201 | $243.8 萬 | 0.10% | 00.0% | 不變 |
| Lombard Odier Asset Management (Switzerland) SA | 12,253 | $244.8 萬 | 0.21% | +1,738+16.5% | 加碼 |
| Enterprise Bank & Trust Co | 12,298 | $245.7 萬 | 1.06% | +221+1.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 12,321 | $246.1 萬 | 0.13% | −776−5.9% | 減碼 |
| Wahed Invest LLC | 12,338 | $246.5 萬 | 1.07% | −157−1.3% | 減碼 |
| Executive Wealth Management, LLC | 12,340 | $246.5 萬 | 0.27% | −326−2.6% | 減碼 |
| Red Door Wealth Management, LLC | 12,396 | $247.6 萬 | 0.78% | +195+1.6% | 加碼 |
| Wealth Alliance | 12,506 | $249.8 萬 | 0.40% | +4,400+54.3% | 加碼 |
| Connable Office Inc | 12,602 | $251.8 萬 | 0.37% | −42−0.3% | 減碼 |
| Nippon Life Global Investors Americas, Inc. | 12,610 | $251.9 萬 | 0.16% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 12,619 | $252.1 萬 | 0.18% | −1,038−7.6% | 減碼 |
| Asset Dedication, LLC | 12,616 | $253.4 萬 | 0.23% | +3,473+38.0% | 加碼 |
| Capital Analysts, LLC | 12,692 | $253.5 萬 | 0.15% | −815−6.0% | 減碼 |
| Copperwynd Financial, LLC | 12,738 | $254.5 萬 | 1.30% | +10,322+427.2% | 加碼 |
| Capital Wealth Planning, LLC | 12,757 | $254.9 萬 | 0.03% | −3,993−23.8% | 減碼 |
| Resources Investment Advisors, LLC. | 12,763 | $255.0 萬 | 0.06% | +379+3.1% | 加碼 |
| Bailard, Inc. | 12,777 | $255.3 萬 | 0.09% | −195−1.5% | 減碼 |
| Caz Investments LP | 12,800 | $255.7 萬 | 7.46% | −3,000−19.0% | 減碼 |
| Hixon Zuercher, LLC | 12,822 | $256.2 萬 | 1.52% | −2,466−16.1% | 減碼 |
| Aspiriant, LLC | 12,842 | $256.6 萬 | 0.13% | −533−4.0% | 減碼 |
| Diversified Trust Co | 12,855 | $256.8 萬 | 0.10% | −67−0.5% | 減碼 |
| Trust Co of Toledo NA | 12,872 | $257.2 萬 | 0.46% | +77+0.6% | 加碼 |
| Winch Advisory Services, LLC | 12,903 | $257.8 萬 | 1.00% | −166−1.3% | 減碼 |
| Cable Hill Partners, LLC | 12,912 | $258.0 萬 | 0.42% | +164+1.3% | 加碼 |
| Harrell Investment Partners, LLC | 13,175 | $258.0 萬 | 0.92% | +853+6.9% | 加碼 |
| Vident Investment Advisory, LLC | 12,922 | $258.2 萬 | 0.08% | −695−5.1% | 減碼 |
| Maxi Investments CY Ltd | 12,970 | $259.1 萬 | 2.09% | 00.0% | 不變 |
| Verde Capital Management | 13,024 | $260.2 萬 | 1.09% | +68+0.5% | 加碼 |
| Flagship Harbor Advisors, LLC | 13,039 | $260.5 萬 | 0.25% | −1,955−13.0% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 13,054 | $260.8 萬 | 0.27% | 00.0% | 不變 |
| Independence Bank of Kentucky | 13,106 | $261.8 萬 | 1.14% | −890−6.4% | 減碼 |
| Capstone Investment Advisors, LLC | 13,123 | $262.2 萬 | 0.08% | −6,080−31.7% | 減碼 |