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 |
|---|---|---|---|---|---|
| WD Rutherford LLC | 9,319 | $186.2 萬 | 1.31% | −4,910−34.5% | 減碼 |
| Baystate Wealth Management LLC | 9,310 | $186.0 萬 | 0.16% | +2,081+28.8% | 加碼 |
| Axxcess Wealth Management, LLC | 9,249 | $184.8 萬 | 0.15% | +2,338+33.8% | 加碼 |
| Ritholtz Wealth Management | 9,202 | $183.8 萬 | 0.09% | +4,425+92.6% | 加碼 |
| Old North State Wealth Management, LLC | 9,185 | $183.5 萬 | 1.72% | −595−6.1% | 減碼 |
| Berkshire Bank | 9,178 | $183.4 萬 | 0.54% | −710−7.2% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 9,136 | $182.5 萬 | 0.66% | +1,018+12.5% | 加碼 |
| Bell Bank | 9,094 | $181.7 萬 | 0.19% | −443−4.6% | 減碼 |
| Personal Cfo Solutions, LLC | 9,060 | $181.0 萬 | 0.37% | +469+5.5% | 加碼 |
| Pictet Bank & Trust Ltd | 9,045 | $180.7 萬 | 1.26% | +240+2.7% | 加碼 |
| Geneva Capital Management LLC | 9,026 | $180.3 萬 | 0.04% | −3,288−26.7% | 減碼 |
| Beaumont Asset Management, L.L.C. | 9,008 | $180.0 萬 | 1.32% | −4,847−35.0% | 減碼 |
| Procyon Private Wealth Partners, LLC | 8,988 | $179.6 萬 | 0.30% | +360+4.2% | 加碼 |
| Bangor Savings Bank | 8,916 | $178.1 萬 | 0.21% | +206+2.4% | 加碼 |
| Principle Wealth Partners LLC | 8,885 | $177.5 萬 | 0.19% | −40−0.4% | 減碼 |
| Vetamer Capital Management, L.P. | 8,842 | $176.6 萬 | 2.43% | +8,842 | 新進 |
| Segall Bryant & Hamill, LLC | 8,779 | $175.3 萬 | 0.02% | −446−4.8% | 減碼 |
| Gs Investments, Inc. | 8,733 | $174.5 萬 | 1.01% | +1,047+13.6% | 加碼 |
| Wrapmanager Inc | 8,731 | $174.4 萬 | 0.54% | +2,143+32.5% | 加碼 |
| Comerica Securities,inc. | 8,712 | $174.0 萬 | 0.13% | −3,658−29.6% | 減碼 |
| Park Place Capital Corp | 8,691 | $173.6 萬 | 0.49% | −457−5.0% | 減碼 |
| Legacy Private Trust Co. | 8,687 | $173.5 萬 | 0.15% | −181−2.0% | 減碼 |
| Optas, LLC | 8,603 | $171.9 萬 | 0.61% | −187−2.1% | 減碼 |
| L.M. Kohn & Company | 8,602 | $171.9 萬 | 0.71% | −72−0.8% | 減碼 |
| TrinityPoint Wealth, LLC | 8,547 | $170.8 萬 | 0.37% | +603+7.6% | 加碼 |
| Waldron Private Wealth LLC | 8,528 | $170.4 萬 | 0.08% | −2,205−20.5% | 減碼 |
| Hudson Canyon Capital Management | 8,526 | $170.3 萬 | 1.43% | +76+0.9% | 加碼 |
| Insigneo Advisory Services, LLC | 8,518 | $169.9 萬 | 0.54% | +945+12.5% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 8,449 | $168.8 萬 | 0.13% | +1,967+30.3% | 加碼 |
| Wolf Group Capital Advisors | 8,400 | $167.8 萬 | 0.83% | −671−7.4% | 減碼 |
| Bayesian Capital Management, LP | 8,400 | $167.8 萬 | 0.21% | +8,400 | 新進 |
| Krilogy Financial LLC | 8,347 | $166.8 萬 | 0.14% | +3,397+68.6% | 加碼 |
| Bridges Investment Management Inc | 8,328 | $166.4 萬 | 0.06% | −59,709−87.8% | 減碼 |
| F/M Investments LLC | 8,316 | $166.1 萬 | 1.68% | +8,316 | 新進 |
| Financial Engines Advisors L.L.C. | 8,268 | $165.2 萬 | 0.00% | −963−10.4% | 減碼 |
| Navalign, LLC | 8,264 | $165.1 萬 | 0.69% | +1,888+29.6% | 加碼 |
| Coastwise Capital Group, LLC | 8,251 | $164.8 萬 | 1.88% | −211−2.5% | 減碼 |
| Graypoint LLC | 8,247 | $164.8 萬 | 0.18% | +2,225+36.9% | 加碼 |
| Edge Capital Group, LLC | 8,193 | $163.7 萬 | 0.10% | −320−3.8% | 減碼 |
| VeraBank, N.A. | 8,176 | $163.3 萬 | 0.76% | −906−10.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 8,143 | $162.7 萬 | 0.08% | +902+12.5% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 8,108 | $162.0 萬 | 0.22% | +241+3.1% | 加碼 |
| Field & Main Bank | 8,094 | $161.7 萬 | 0.96% | +226+2.9% | 加碼 |
| IMA Wealth, Inc. | 8,093 | $161.7 萬 | 0.42% | −14−0.2% | 減碼 |
| Change Path, LLC | 8,079 | $161.4 萬 | 0.08% | +1,434+21.6% | 加碼 |
| Partners Capital Investment Group, LLP | 8,040 | $160.6 萬 | 0.07% | −517−6.0% | 減碼 |
| Forum Financial Management, LP | 8,016 | $160.1 萬 | 0.05% | +1,404+21.2% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $159.8 萬 | 0.62% | 00.0% | 不變 |
| Grandview Asset Management LLC | 7,984 | $159.5 萬 | 0.94% | −972−10.9% | 減碼 |
| IHT Wealth Management, LLC | 7,974 | $159.3 萬 | 0.09% | +391+5.2% | 加碼 |
| Private Trust Co NA | 7,972 | $159.3 萬 | 0.22% | +1,092+15.9% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,953 | $158.9 萬 | 1.64% | −1,222−13.3% | 減碼 |
| Kaizen Financial Strategies | 7,905 | $157.9 萬 | 1.56% | −342−4.1% | 減碼 |
| Rosenbaum Jay D. | 7,895 | $157.7 萬 | 2.90% | +661+9.1% | 加碼 |
| Shepherd Financial Partners LLC | 7,888 | $157.6 萬 | 0.26% | +1,875+31.2% | 加碼 |
| Kovack Advisors, Inc. | 7,869 | $157.2 萬 | 0.21% | −1,045−11.7% | 減碼 |
| Allworth Financial LP | 7,857 | $157.0 萬 | 0.02% | +2,233+39.7% | 加碼 |
| Harbour Investments, Inc. | 7,843 | $156.7 萬 | 0.09% | +401+5.4% | 加碼 |
| Industrial Alliance Investment Management Inc. | 7,769 | $155.2 萬 | 0.04% | −32,760−80.8% | 減碼 |
| Douglass Winthrop Advisors, LLC | 7,753 | $154.9 萬 | 0.04% | −31,815−80.4% | 減碼 |
| Cypress Capital Group | 7,711 | $154.1 萬 | 0.24% | −1,389−15.3% | 減碼 |
| Virginia Retirement Systems Et Al | 7,701 | $153.9 萬 | 0.02% | −39,999−83.9% | 減碼 |
| Kistler-Tiffany Companies, LLC | 7,679 | $153.4 萬 | 0.29% | +74+1.0% | 加碼 |
| Amica Retiree Medical Trust | 7,665 | $153.1 萬 | 1.62% | −2,330−23.3% | 減碼 |
| Nilsine Partners, LLC | 7,647 | $152.8 萬 | 0.24% | +7,647 | 新進 |
| YHB Investment Advisors, Inc. | 7,636 | $152.6 萬 | 0.15% | +1,710+28.9% | 加碼 |
| Financial Advocates Investment Management | 7,632 | $152.5 萬 | 0.12% | −231−2.9% | 減碼 |
| Charter Research & Investment Group, Inc. | 7,612 | $152.1 萬 | 1.33% | −20−0.3% | 減碼 |
| Steinberg Asset Management LLC | 7,595 | $151.7 萬 | 1.54% | −68−0.9% | 減碼 |
| Sturgeon Ventures LLP | 7,550 | $150.8 萬 | 2.30% | +7,550 | 新進 |
| RIA Advisory Group LLC | 7,481 | $150.4 萬 | 0.69% | +7,481 | 新進 |
| DoubleLine ETF Adviser LP | 7,506 | $150.0 萬 | 0.64% | +1,238+19.8% | 加碼 |
| Islet Management, LP | 7,500 | $149.8 萬 | 5.49% | −2,500−25.0% | 減碼 |
| Stansberry Asset Management, LLC | 7,490 | $149.6 萬 | 0.29% | −451−5.7% | 減碼 |
| Intrust Bank NA | 7,475 | $149.3 萬 | 0.19% | +1,118+17.6% | 加碼 |
| Bard Financial Services, Inc. | 7,460 | $149.0 萬 | 0.12% | +450+6.4% | 加碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,558 | $148.6 萬 | 0.39% | +688+10.0% | 加碼 |
| Elmwood Wealth Management, Inc. | 7,422 | $148.3 萬 | 0.70% | −851−10.3% | 減碼 |
| WP Advisors, LLC | 7,421 | $148.3 萬 | 0.61% | +57+0.8% | 加碼 |
| MidWestOne Financial Group, Inc. | 7,398 | $147.8 萬 | 0.33% | +578+8.5% | 加碼 |
| Chickasaw Capital Management LLC | 7,384 | $147.5 萬 | 0.08% | 00.0% | 不變 |
| Phoenix Holdings Ltd. | 7,376 | $147.4 萬 | 0.03% | −251,548−97.2% | 減碼 |
| Nikulski Financial, Inc. | 7,373 | $147.3 萬 | 0.65% | +705+10.6% | 加碼 |
| Center for Financial Planning, Inc. | 7,324 | $146.3 萬 | 0.34% | 00.0% | 不變 |
| Bay Rivers Group | 7,298 | $145.8 萬 | 1.27% | +4+0.1% | 加碼 |
| Chicago Partners Investment Group LLC | 7,470 | $145.6 萬 | 0.08% | −4,306−36.6% | 減碼 |
| Stonnington Group, LLC | 7,500 | $145.5 萬 | 0.38% | +4,350+138.1% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 7,438 | $145.0 萬 | 0.60% | −25,126−77.2% | 減碼 |
| NVWM, LLC | 7,225 | $144.3 萬 | 0.48% | +482+7.1% | 加碼 |
| Trillium Asset Management, LLC | 7,271 | $144.2 萬 | 0.04% | −72,195−90.9% | 減碼 |
| Shikiar Asset Management Inc | 7,200 | $143.8 萬 | 0.51% | +7,200 | 新進 |
| Bristlecone Advisors, LLC | 7,139 | $142.6 萬 | 0.16% | +203+2.9% | 加碼 |
| Boyd Watterson Asset Management LLC | 7,133 | $142.5 萬 | 0.58% | +16+0.2% | 加碼 |
| Integrated Advisors Network LLC | 7,128 | $142.4 萬 | 0.09% | +900+14.5% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 7,125 | $142.3 萬 | 0.84% | +200+2.9% | 加碼 |
| Van Hulzen Asset Management, LLC | 7,114 | $142.1 萬 | 0.13% | −175−2.4% | 減碼 |
| Northstar Group, Inc. | 7,097 | $141.8 萬 | 0.36% | −75−1.0% | 減碼 |
| Schmidt P J Investment Management Inc | 7,223 | $141.5 萬 | 0.30% | −727−9.1% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 7,067 | $141.2 萬 | 0.48% | +2,762+64.2% | 加碼 |
| Next Century Growth Investors LLC | 7,062 | $141.1 萬 | 0.16% | +3,253+85.4% | 加碼 |