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 |
|---|---|---|---|---|---|
| ARS Wealth Advisors Group, LLC | 4,360 | $87.1 萬 | 0.16% | −1,047−19.4% | 減碼 |
| Great Lakes Retirement, Inc. | 4,330 | $86.5 萬 | 0.16% | +313+7.8% | 加碼 |
| First Citizens Bank & Trust Co | 4,320 | $86.3 萬 | 0.02% | +1,204+38.6% | 加碼 |
| CIC Wealth, LLC | 4,307 | $86.0 萬 | 0.32% | −41−0.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,305 | $86.0 萬 | 0.08% | +4,305 | 新進 |
| Blueprint Investment Partners LLC | 4,303 | $86.0 萬 | 0.20% | +4,303 | 新進 |
| BFSG, LLC | 4,300 | $85.9 萬 | 0.16% | +4,300 | 新進 |
| 626 Financial, LLC | 4,291 | $85.7 萬 | 0.57% | +2,659+162.9% | 加碼 |
| Investors Research Corp | 4,287 | $85.6 萬 | 0.22% | −76−1.7% | 減碼 |
| Plancorp, LLC | 4,257 | $85.0 萬 | 0.05% | +268+6.7% | 加碼 |
| FinTrust Capital Advisors, LLC | 6,412 | $85.0 萬 | 0.21% | 00.0% | 不變 |
| Perennial Investment Advisors, LLC | 4,257 | $85.0 萬 | 0.16% | +1,344+46.1% | 加碼 |
| Seven Springs Wealth Group, LLC | 4,248 | $84.9 萬 | 0.42% | +120+2.9% | 加碼 |
| Lavaca Capital LLC | 5,000 | $84.0 萬 | 0.20% | 00.0% | 不變 |
| AM Squared Ltd | 4,200 | $83.9 萬 | 0.65% | −2,500−37.3% | 減碼 |
| Octavia Wealth Advisors, LLC | 4,193 | $83.8 萬 | 0.19% | +77+1.9% | 加碼 |
| Cooper Financial Group | 4,187 | $83.6 萬 | 0.23% | +764+22.3% | 加碼 |
| Avitas Wealth Management LLC | 4,182 | $83.5 萬 | 0.16% | +851+25.5% | 加碼 |
| Texas Yale Capital Corp. | 4,163 | $83.2 萬 | 0.04% | +80+2.0% | 加碼 |
| HM Payson & Co | 4,155 | $83.0 萬 | 0.02% | +534+14.7% | 加碼 |
| TCG Advisory Services, LLC | 4,153 | $83.0 萬 | 0.17% | +4,153 | 新進 |
| Chemistry Wealth Management LLC | 4,140 | $82.7 萬 | 0.29% | +888+27.3% | 加碼 |
| Tudor Investment Corp Et Al | 4,129 | $82.5 萬 | 0.02% | −1,603−28.0% | 減碼 |
| First United Bank Trust | 4,127 | $82.4 萬 | 0.39% | −215−5.0% | 減碼 |
| Oder Investment Management, LLC | 4,120 | $82.3 萬 | 0.96% | +176+4.5% | 加碼 |
| Jmac Enterprises LLC | 4,108 | $82.1 萬 | 0.21% | +59+1.5% | 加碼 |
| RFG Advisory, LLC | 4,104 | $82.0 萬 | 0.04% | −472−10.3% | 減碼 |
| Cumberland Partners Ltd | 4,100 | $81.9 萬 | 0.08% | +4,100 | 新進 |
| Romano Brothers and Company | 4,078 | $81.5 萬 | 0.13% | −170−4.0% | 減碼 |
| Israel Discount Bank of New York | 4,064 | $81.2 萬 | 0.61% | −217−5.1% | 減碼 |
| Sage Rhino Capital LLC | 4,050 | $80.9 萬 | 0.24% | +172+4.4% | 加碼 |
| HBK Sorce Advisory LLC | 4,031 | $80.5 萬 | 0.04% | −4,165−50.8% | 減碼 |
| Roman Butler Fullerton & Co | 4,221 | $80.5 萬 | 0.40% | +2,674+172.9% | 加碼 |
| Harvest Fund Management Co., Ltd | 4,007 | $80.0 萬 | 0.18% | +4,007 | 新進 |
| Brasada Capital Management, LP | 4,000 | $79.9 萬 | 0.18% | +4,000 | 新進 |
| Bond & Devick Financial Network, Inc. | 3,997 | $79.9 萬 | 0.51% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 6,021 | $79.8 萬 | 0.28% | 00.0% | 不變 |
| Strait & Sound Wealth Management LLC | 3,975 | $79.4 萬 | 0.79% | −23−0.6% | 減碼 |
| Ellevest, Inc. | 3,970 | $79.3 萬 | 0.06% | +1,193+43.0% | 加碼 |
| Moloney Securities Asset Management, LLC | 3,964 | $79.2 萬 | 0.15% | −1,606−28.8% | 減碼 |
| Brady Family Wealth, LLC | 3,950 | $78.9 萬 | 0.31% | 00.0% | 不變 |
| Congress Wealth Management LLC | 3,942 | $78.8 萬 | 0.02% | +72+1.9% | 加碼 |
| Midwest Financial Group LLC | 3,939 | $78.7 萬 | 0.73% | +3,939 | 新進 |
| Newman Dignan & Sheerar, Inc. | 3,900 | $77.9 萬 | 0.25% | +3,900 | 新進 |
| Avestar Capital, LLC | 3,892 | $77.8 萬 | 0.16% | +107+2.8% | 加碼 |
| Meridian Financial Partners LLC | 3,908 | $77.6 萬 | 0.88% | +82+2.1% | 加碼 |
| BFT Financial Group, LLC | 3,881 | $77.5 萬 | 0.12% | +3,881 | 新進 |
| High Net Worth Advisory Group LLC | 3,870 | $77.3 萬 | 0.32% | −1,685−30.3% | 減碼 |
| Augustine Asset Management Inc | 3,868 | $77.3 萬 | 0.38% | +23+0.6% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,857 | $77.1 萬 | 0.03% | +1,766+84.5% | 加碼 |
| Calamos Wealth Management LLC | 3,853 | $77.0 萬 | 0.06% | −3,921−50.4% | 減碼 |
| Sky Investment Group LLC | 3,851 | $76.9 萬 | 0.18% | −894−18.8% | 減碼 |
| HF Advisory Group, LLC | 3,844 | $76.8 萬 | 0.68% | −44−1.1% | 減碼 |
| Pinnbrook Capital Management LP | 3,843 | $76.8 萬 | 0.45% | +3,843 | 新進 |
| Avory & Company, LLC | 3,840 | $76.7 萬 | 0.53% | +399+11.6% | 加碼 |
| Great Diamond Partners, LLC | 3,818 | $76.3 萬 | 0.22% | +1,059+38.4% | 加碼 |
| Focus Financial Network, Inc. | 3,815 | $76.2 萬 | 0.05% | −75−1.9% | 減碼 |
| Community Bank & Trust, Waco, Texas | 3,813 | $76.2 萬 | 0.24% | −53−1.4% | 減碼 |
| Symmetry Partners, LLC | 3,810 | $76.1 萬 | 0.04% | 00.0% | 不變 |
| Valley Brook Capital Group | 3,799 | $75.9 萬 | 0.70% | +104+2.8% | 加碼 |
| Glen Eagle Advisors, LLC | 3,796 | $75.8 萬 | 0.19% | +110+3.0% | 加碼 |
| Riverview Trust Co | 3,777 | $75.5 萬 | 0.69% | −192−4.8% | 減碼 |
| Fulcrum Capital LLC | 3,769 | $75.3 萬 | 0.20% | +1,680+80.4% | 加碼 |
| Proequities, Inc. | 3,761 | $75.1 萬 | 0.06% | −1,387−26.9% | 減碼 |
| Curbstone Financial Management Corp | 3,756 | $75.0 萬 | 0.18% | 00.0% | 不變 |
| Ropes Wealth Advisors LLC | 3,716 | $74.2 萬 | 0.13% | +27+0.7% | 加碼 |
| PFG Investments, LLC | 3,709 | $74.1 萬 | 0.15% | +3,709 | 新進 |
| Atom Investors LP | 3,706 | $74.0 萬 | 0.40% | +3,706 | 新進 |
| Paradigm Financial Partners, LLC | 3,703 | $74.0 萬 | 0.20% | +9+0.2% | 加碼 |
| Credential Qtrade Securities Inc. | 3,689 | $73.7 萬 | 0.05% | −906−19.7% | 減碼 |
| Seaport Global Advisors, LLC | 3,675 | $73.4 萬 | 2.32% | +90+2.5% | 加碼 |
| Echo Street Capital Management LLC | 3,670 | $73.3 萬 | 0.01% | −15,840−81.2% | 減碼 |
| Central Bank & Trust Co | 3,670 | $73.3 萬 | 0.13% | +87+2.4% | 加碼 |
| Bordeaux Wealth Advisors LLC | 3,669 | $73.3 萬 | 0.38% | +164+4.7% | 加碼 |
| Silicon Valley Capital Partners | 3,662 | $73.2 萬 | 0.15% | +1,044+39.9% | 加碼 |
| Arden Trust Co | 3,652 | $73.0 萬 | 0.13% | +286+8.5% | 加碼 |
| Claro Advisors LLC | 3,652 | $73.0 萬 | 0.21% | −382−9.5% | 減碼 |
| Seed Wealth Management, Inc. | 3,650 | $72.9 萬 | 0.83% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 3,647 | $72.9 萬 | 0.10% | −122−3.2% | 減碼 |
| Ipswich Investment Management Co., Inc. | 3,621 | $72.3 萬 | 0.20% | −361−9.1% | 減碼 |
| Allstate Corp | 3,613 | $72.2 萬 | 0.05% | −39,730−91.7% | 減碼 |
| Kraematon Investment Advisors, Inc | 3,601 | $71.9 萬 | 0.83% | −200−5.3% | 減碼 |
| Duality Advisers, LP | 3,600 | $71.9 萬 | 0.08% | −15,325−81.0% | 減碼 |
| First Foundation Advisors | 3,597 | $71.9 萬 | 0.03% | −1,461−28.9% | 減碼 |
| Farther Finance Advisors, LLC | 3,581 | $71.5 萬 | 0.21% | +2,311+182.0% | 加碼 |
| First National Bank | 3,567 | $71.3 萬 | 0.61% | −3−0.1% | 減碼 |
| Investment House LLC | 3,555 | $71.0 萬 | 0.06% | −2,370−40.0% | 減碼 |
| LCM Capital Management Inc | 3,535 | $70.6 萬 | 0.62% | +148+4.4% | 加碼 |
| Northstar Advisory Group, LLC | 3,518 | $70.3 萬 | 0.53% | +3,518 | 新進 |
| Legacy Financial Advisors, Inc. | 3,507 | $70.1 萬 | 0.14% | +1,228+53.9% | 加碼 |
| Monetta Financial Services Inc | 3,500 | $69.9 萬 | 0.75% | +3,500 | 新進 |
| Glenview Trust Co | 3,465 | $69.2 萬 | 0.02% | +167+5.1% | 加碼 |
| Platform Technology Partners | 3,447 | $68.9 萬 | 0.34% | +167+5.1% | 加碼 |
| Cascade Investment Group, Inc. | 3,423 | $68.4 萬 | 0.67% | 00.0% | 不變 |
| Morse Asset Management, Inc | 3,417 | $68.3 萬 | 0.23% | −1,340−28.2% | 減碼 |
| ETF Managers Group, LLC | 3,398 | $67.9 萬 | 0.02% | +50+1.5% | 加碼 |
| Hillsdale Investment Management Inc. | 3,395 | $67.8 萬 | 0.06% | +225+7.1% | 加碼 |
| Davenport & Co LLC | 3,381 | $67.5 萬 | 0.01% | −113−3.2% | 減碼 |
| Principal Street Partners, LLC | 3,368 | $67.3 萬 | 0.17% | +3,368 | 新進 |
| Bowman & Co S.C. | 3,362 | $67.2 萬 | 0.49% | +939+38.8% | 加碼 |