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 |
|---|---|---|---|---|---|
| Wambolt & Associates, LLC | 901,077 | $111.2 萬 | 0.39% | −480.0% | 減碼 |
| Oxler Private Wealth LLC | 5,557 | $111.0 萬 | 0.55% | −10−0.2% | 減碼 |
| St. Johns Investment Management Company, LLC | 5,557 | $111.0 萬 | 0.64% | −70−1.2% | 減碼 |
| Thrive Wealth Management, LLC | 5,539 | $110.7 萬 | 0.28% | +118+2.2% | 加碼 |
| Dakota Wealth Management | 5,508 | $110.0 萬 | 0.07% | −23−0.4% | 減碼 |
| Congress Asset Management Co | 5,501 | $109.9 萬 | 0.01% | −242−4.2% | 減碼 |
| Michael B. Yongue | 5,495 | $109.8 萬 | 1.05% | +239+4.5% | 加碼 |
| Fortis Capital Management LLC | 5,459 | $109.1 萬 | 0.44% | +1,202+28.2% | 加碼 |
| Wealth Advisors of Iowa, LLC | 5,446 | $108.8 萬 | 0.85% | +5,446 | 新進 |
| Doliver Advisors, LP | 5,438 | $108.6 萬 | 0.34% | −1,196−18.0% | 減碼 |
| Harvest Volatility Management LLC | 5,511 | $108.3 萬 | 0.22% | −359−6.1% | 減碼 |
| Landscape Capital Management, L.L.C. | 5,380 | $107.5 萬 | 0.15% | −79−1.4% | 減碼 |
| Greenland Capital Management LP | 5,365 | $107.2 萬 | 0.13% | −1,488−21.7% | 減碼 |
| Balentine LLC | 5,365 | $107.2 萬 | 0.04% | +2,443+83.6% | 加碼 |
| Prudent Man Advisors, LLC | 5,355 | $107.0 萬 | 0.42% | +56+1.1% | 加碼 |
| Ballast, Inc. | 5,355 | $107.0 萬 | 0.44% | +379+7.6% | 加碼 |
| Avantax Planning Partners, Inc. | 5,341 | $106.7 萬 | 0.04% | −1,623−23.3% | 減碼 |
| International Assets Investment Management, LLC | 5,339 | $106.7 萬 | 0.15% | −3,299−38.2% | 減碼 |
| Secure Asset Management, LLC | 5,339 | $106.7 萬 | 0.36% | −1,706−24.2% | 減碼 |
| Orion Capital Management LLC | 5,339 | $106.7 萬 | 0.72% | −200−3.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 5,324 | $106.4 萬 | 0.01% | −676−11.3% | 減碼 |
| Joseph Group Capital Management | 5,303 | $105.9 萬 | 0.93% | +5,303 | 新進 |
| Strategic Blueprint, LLC | 5,302 | $105.9 萬 | 0.11% | +34+0.6% | 加碼 |
| Exencial Wealth Advisors, LLC | 5,302 | $105.9 萬 | 0.05% | −1,311−19.8% | 減碼 |
| Fukoku Mutual Life Insurance Co | 5,282 | $105.5 萬 | 0.10% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 5,276 | $105.4 萬 | 0.11% | −7,414−58.4% | 減碼 |
| Aaron Wealth Advisors | 5,265 | $105.2 萬 | 0.14% | +718+15.8% | 加碼 |
| Highlander Capital Management, LLC | 5,242 | $104.7 萬 | 0.51% | +160+3.1% | 加碼 |
| PSI Advisors, LLC | 5,232 | $104.5 萬 | 0.50% | +150+3.0% | 加碼 |
| Fortitude Advisory Group L.L.C. | 5,228 | $104.4 萬 | 0.81% | −222−4.1% | 減碼 |
| Shorepoint Capital Partners LLC | 5,204 | $104.0 萬 | 0.30% | −21−0.4% | 減碼 |
| Compass Financial Advisors LLC | 5,199 | $103.9 萬 | 1.32% | −300−5.5% | 減碼 |
| Chicago Trust Co NA | 5,135 | $102.6 萬 | 0.26% | +591+13.0% | 加碼 |
| Raab & Moskowitz Asset Management LLC | 5,131 | $102.5 萬 | 0.37% | −235−4.4% | 減碼 |
| Asset Management Corp | 5,126 | $102.4 萬 | 0.80% | −625−10.9% | 減碼 |
| Williams Jones Wealth Management, LLC. | 5,110 | $102.1 萬 | 0.02% | −88,579−94.5% | 減碼 |
| Intact Investment Management Inc. | 5,110 | $102.1 萬 | 0.04% | +1,010+24.6% | 加碼 |
| CX Institutional | 5,168 | $102.0 萬 | 0.05% | +3,013+139.8% | 加碼 |
| Lumina Fund Management LLC | 5,100 | $101.9 萬 | 0.48% | 00.0% | 不變 |
| Tilt Investment Management Holdings, PBC | 5,315 | $101.7 萬 | 0.75% | +677+14.6% | 加碼 |
| Ycg, LLC | 5,076 | $101.4 萬 | 0.10% | 00.0% | 不變 |
| Parsec Financial Management, Inc. | 5,061 | $101.1 萬 | 0.04% | +509+11.2% | 加碼 |
| Claybrook Capital, LLC | 5,050 | $100.9 萬 | 0.56% | −45−0.9% | 減碼 |
| Legal Advantage Investments, Inc. | 5,050 | $100.9 萬 | 0.74% | 00.0% | 不變 |
| VELA Investment Management, LLC | 5,040 | $100.7 萬 | 0.46% | +283+5.9% | 加碼 |
| Saturna Capital CORP | 5,040 | $100.7 萬 | 0.02% | +595+13.4% | 加碼 |
| Guerra Pan Advisors, LLC | 5,039 | $100.7 萬 | 1.26% | −280−5.3% | 減碼 |
| Thomas White International Ltd | 5,001 | $99.9 萬 | 0.21% | +1,773+54.9% | 加碼 |
| Fund 1 Investments, LLC | 5,000 | $99.9 萬 | 0.35% | −5,000−50.0% | 減碼 |
| Wolff Wiese Magana LLC | 4,997 | $99.8 萬 | 0.81% | +136+2.8% | 加碼 |
| Etesian Wealth Advisors, Inc. | 4,985 | $99.6 萬 | 0.66% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 4,971 | $99.3 萬 | 0.09% | −550−10.0% | 減碼 |
| Rainsberger Wealth Advisors, Inc. | 4,958 | $99.1 萬 | 0.59% | −60−1.2% | 減碼 |
| Lindbrook Capital, LLC | 4,954 | $99.0 萬 | 0.12% | +1,275+34.7% | 加碼 |
| Argent Advisors, Inc. | 4,952 | $98.9 萬 | 0.47% | +54+1.1% | 加碼 |
| Fidelis Capital Partners, LLC | 4,990 | $98.6 萬 | 0.42% | +3,376+209.2% | 加碼 |
| Camden Capital, LLC | 4,928 | $98.5 萬 | 0.15% | −142−2.8% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 4,925 | $98.4 萬 | 0.79% | +964+24.3% | 加碼 |
| M Holdings Securities, Inc. | 4,889 | $97.6 萬 | 0.10% | −308−5.9% | 減碼 |
| Diligent Investors, LLC | 4,878 | $97.5 萬 | 0.30% | −125−2.5% | 減碼 |
| Essex Savings Bank | 4,873 | $97.4 萬 | 0.34% | +218+4.7% | 加碼 |
| Legacy Bridge, LLC | 4,849 | $96.9 萬 | 0.68% | 00.0% | 不變 |
| Parcion Private Wealth LLC | 4,830 | $96.5 萬 | 0.10% | +36+0.8% | 加碼 |
| StoneX Group Inc. | 4,827 | $96.3 萬 | 0.11% | −313−6.1% | 減碼 |
| Thompson Siegel & Walmsley LLC | 4,800 | $95.9 萬 | 0.02% | +4,791+53,233.3% | 加碼 |
| Brown Capital Management LLC | 4,795 | $95.8 萬 | 0.01% | +206+4.5% | 加碼 |
| RMR Wealth Builders | 4,764 | $95.2 萬 | 0.18% | −103−2.1% | 減碼 |
| Moseley Investment Management Inc | 4,735 | $94.6 萬 | 0.61% | +77+1.7% | 加碼 |
| Westside Investment Management, Inc. | 4,730 | $94.5 萬 | 0.28% | −40−0.8% | 減碼 |
| Old Well Partners, LLC | 4,700 | $93.9 萬 | 0.74% | +4,700 | 新進 |
| Naviter Wealth, LLC | 4,690 | $93.7 萬 | 0.33% | −799−14.6% | 減碼 |
| Ascent Group, LLC | 4,690 | $93.7 萬 | 0.10% | +561+13.6% | 加碼 |
| Wright Investors Service Inc | 4,674 | $93.4 萬 | 0.27% | +4,674 | 新進 |
| Smith, Salley & Associates | 4,670 | $93.3 萬 | 0.07% | +1,442+44.7% | 加碼 |
| Wade G W & Inc | 4,668 | $93.3 萬 | 0.04% | −256−5.2% | 減碼 |
| 9258 Wealth Management, LLC | 4,669 | $93.3 萬 | 0.19% | −163−3.4% | 減碼 |
| Marex Group plc | 4,666 | $93.2 萬 | 0.12% | −44,689−90.5% | 減碼 |
| Ayrshire Capital Management LLC | 4,666 | $93.2 萬 | 0.64% | −22−0.5% | 減碼 |
| KG&L Capital Management,LLC | 4,637 | $92.6 萬 | 0.49% | −758−14.1% | 減碼 |
| BerganKDV Wealth Management, LLC | 4,557 | $91.0 萬 | 0.09% | +841+22.6% | 加碼 |
| Mirabella Financial Services LLP | 4,556 | $91.0 萬 | 0.19% | −14,125−75.6% | 減碼 |
| Brown, Lisle/Cummings, Inc. | 4,554 | $91.0 萬 | 0.46% | +30+0.7% | 加碼 |
| Tilia Fiduciary Partners, Inc. | 4,553 | $91.0 萬 | 0.87% | −1,211−21.0% | 減碼 |
| Aft, Forsyth & Sober, LLC | 4,550 | $90.9 萬 | 0.46% | −150−3.2% | 減碼 |
| Western Pacific Wealth Management, LP | 4,545 | $90.8 萬 | 0.69% | +53+1.2% | 加碼 |
| Nations Financial Group Inc, | 4,541 | $90.7 萬 | 0.10% | −4,870−51.7% | 減碼 |
| Tectonic Advisors LLC | 4,541 | $90.7 萬 | 0.12% | −10.0% | 減碼 |
| M&R Capital Management Inc | 4,512 | $90.1 萬 | 0.25% | +2,578+133.3% | 加碼 |
| Sentry Investment Management LLC | 4,504 | $90.0 萬 | 0.37% | −846−15.8% | 減碼 |
| Vista Private Wealth Partners. LLC | 4,550 | $89.8 萬 | 0.40% | −10−0.2% | 減碼 |
| Financial Architects, Inc | 4,495 | $89.8 萬 | 0.14% | +33+0.7% | 加碼 |
| Sargent Investment Group, LLC | 4,560 | $89.6 萬 | 0.24% | +45+1.0% | 加碼 |
| CWA Asset Management Group, LLC | 4,479 | $89.5 萬 | 0.07% | −1,632−26.7% | 減碼 |
| Blueshift Asset Management, LLC | 4,475 | $89.4 萬 | 0.37% | +4,475 | 新進 |
| Northstar Asset Management LLC | 4,469 | $89.3 萬 | 0.26% | −1,248−21.8% | 減碼 |
| FirstPurpose Wealth LLC | 4,445 | $88.8 萬 | 0.44% | +788+21.5% | 加碼 |
| 1st Source Bank | 4,428 | $88.5 萬 | 0.06% | −215−4.6% | 減碼 |
| Citizens Financial Group Inc | 4,426 | $88.4 萬 | 0.03% | +704+18.9% | 加碼 |
| BigSur Wealth Management LLC | 4,400 | $87.9 萬 | 0.41% | −600−12.0% | 減碼 |
| Interchange Capital Partners, LLC | 4,368 | $87.9 萬 | 0.48% | +2,146+96.6% | 加碼 |