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 |
|---|---|---|---|---|---|
| Dover Advisors, LLC | 2,674 | $53.4 萬 | 0.51% | +97+3.8% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 2,673 | $53.4 萬 | 0.05% | −87−3.2% | 減碼 |
| Northern Oak Wealth Management Inc | 2,672 | $53.4 萬 | 0.06% | −2,562−48.9% | 減碼 |
| True Capital Management | 2,672 | $53.4 萬 | 0.37% | +39+1.5% | 加碼 |
| Rathbone Brothers plc | 2,655 | $53.0 萬 | 0.01% | −125−4.5% | 減碼 |
| Masso Torrence Wealth Management Inc. | 2,630 | $52.5 萬 | 0.42% | −461−14.9% | 減碼 |
| Truadvice, LLC | 2,644 | $52.4 萬 | 0.21% | +2,644 | 新進 |
| Angeles Wealth Management, LLC | 2,624 | $52.4 萬 | 0.08% | +467+21.7% | 加碼 |
| Allred Capital Management, LLC | 2,608 | $52.1 萬 | 0.28% | −42−1.6% | 減碼 |
| Donoghue Forlines LLC | 2,600 | $51.9 萬 | 0.19% | −277−9.6% | 減碼 |
| Walkner Condon Financial Advisors LLC | 2,599 | $51.9 萬 | 0.15% | +51+2.0% | 加碼 |
| Legacy Advisors, LLC | 2,597 | $51.9 萬 | 0.10% | +363+16.2% | 加碼 |
| AdvisorNet Financial, Inc | 2,582 | $51.6 萬 | 0.05% | +184+7.7% | 加碼 |
| Alpha Cubed Investments, LLC | 2,568 | $51.3 萬 | 0.04% | −583−18.5% | 減碼 |
| Financial Advisory Service, Inc. | 2,566 | $51.3 萬 | 0.06% | −63−2.4% | 減碼 |
| Perfromance Wealth Partners, LLC | 2,553 | $51.0 萬 | 0.03% | +2,553 | 新進 |
| Aspen Wealth Strategies, LLC | 2,546 | $50.9 萬 | 0.39% | +10+0.4% | 加碼 |
| Consolidated Portfolio Review Corp | 2,542 | $50.8 萬 | 0.14% | +2,542 | 新進 |
| Commons Capital, LLC | 2,530 | $50.5 萬 | 0.81% | −113−4.3% | 減碼 |
| Headinvest, LLC | 2,528 | $50.5 萬 | 0.11% | −2,432−49.0% | 減碼 |
| Blue Barn Wealth, LLC | 2,526 | $50.5 萬 | 0.31% | +2,526 | 新進 |
| Montag A & Associates Inc | 2,513 | $50.2 萬 | 0.03% | 00.0% | 不變 |
| Key Financial Inc | 2,507 | $50.1 萬 | 0.18% | 00.0% | 不變 |
| Nwam LLC | 2,501 | $50.0 萬 | 0.05% | −340−12.0% | 減碼 |
| IVC Wealth Advisors LLC | 2,493 | $49.8 萬 | 0.35% | −9−0.4% | 減碼 |
| Carnegie Capital Asset Management, LLC | 2,492 | $49.8 萬 | 0.02% | +142+6.0% | 加碼 |
| Park National Corp | 2,487 | $49.7 萬 | 0.02% | +5+0.2% | 加碼 |
| RAM Investment Partners, LLC | 2,486 | $49.7 萬 | 0.27% | +91+3.8% | 加碼 |
| Baxter Bros Inc | 2,483 | $49.6 萬 | 0.08% | −2,034−45.0% | 減碼 |
| Simon Quick Advisors, LLC | 2,483 | $49.6 萬 | 0.05% | −60−2.4% | 減碼 |
| Sonata Capital Group Inc | 2,482 | $49.6 萬 | 0.27% | 00.0% | 不變 |
| Zacks Investment Management | 2,455 | $49.1 萬 | 0.01% | +767+45.4% | 加碼 |
| Essex Financial Services, Inc. | 2,429 | $48.5 萬 | 0.05% | +220+10.0% | 加碼 |
| Kozak & Associates, Inc. | 2,427 | $48.5 萬 | 0.22% | +1,252+106.6% | 加碼 |
| BSW Wealth Partners | 2,426 | $48.5 萬 | 0.10% | −2,934−54.7% | 減碼 |
| Parkside Advisors LLC | 2,423 | $48.4 萬 | 0.16% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 2,416 | $48.4 萬 | 0.40% | −300−11.0% | 減碼 |
| Eads & Heald Wealth Management | 2,421 | $48.4 萬 | 0.24% | −205−7.8% | 減碼 |
| Quent Capital, LLC | 2,421 | $48.2 萬 | 0.08% | −157−6.1% | 減碼 |
| Boston Trust Walden Corp | 2,411 | $48.2 萬 | 0.00% | −532−18.1% | 減碼 |
| Washington Trust Advisors, Inc. | 2,411 | $48.2 萬 | 0.05% | +104+4.5% | 加碼 |
| Solstein Capital, LLC | 2,401 | $48.0 萬 | 0.42% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 2,393 | $47.8 萬 | 0.25% | +46+2.0% | 加碼 |
| Keel Point, LLC | 2,392 | $47.8 萬 | 0.07% | +680+39.7% | 加碼 |
| Circle Wealth Management, LLC | 2,388 | $47.7 萬 | 0.07% | +9+0.4% | 加碼 |
| Proficio Capital Partners LLC | 2,378 | $47.5 萬 | 0.08% | +283+13.5% | 加碼 |
| Regent Peak Wealth Advisors LLC | 2,375 | $47.4 萬 | 0.15% | +436+22.5% | 加碼 |
| Roberts Glore & Co Inc | 2,372 | $47.4 萬 | 0.16% | −386−14.0% | 減碼 |
| Insight Advisors, LLC | 2,365 | $47.2 萬 | 0.11% | −1,561−39.8% | 減碼 |
| Virtue Capital Management, LLC | 2,467 | $47.2 萬 | 0.08% | −1,016−29.2% | 減碼 |
| Valmark Advisers, Inc. | 2,353 | $47.0 萬 | 0.01% | +5+0.2% | 加碼 |
| Silicon Hills Wealth Management, LLC | 2,349 | $46.9 萬 | 0.28% | 00.0% | 不變 |
| Sunflower Bank, N.A. | 2,349 | $46.9 萬 | 0.11% | +89+3.9% | 加碼 |
| HighTower Trust Services, LTA | 2,703 | $46.8 萬 | 0.05% | −290−9.7% | 減碼 |
| Sonora Investment Management Group, LLC | 2,340 | $46.7 萬 | 0.04% | −5−0.2% | 減碼 |
| Financial Insights, Inc. | 2,340 | $46.7 萬 | 0.19% | +2,340 | 新進 |
| Atomi Financial Group, Inc. | 2,336 | $46.7 萬 | 0.26% | +2,336 | 新進 |
| First Financial Corp | 2,326 | $46.5 萬 | 0.29% | 00.0% | 不變 |
| Delphia (USA) Inc. | 2,311 | $46.2 萬 | 0.57% | +731+46.3% | 加碼 |
| SageView Advisory Group, LLC | 2,308 | $46.1 萬 | 0.03% | +136+6.3% | 加碼 |
| Anchor Investment Management, LLC | 2,301 | $46.0 萬 | 0.06% | −164−6.7% | 減碼 |
| L2 Asset Management, LLC | 2,301 | $46.0 萬 | 0.28% | +99+4.5% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 2,298 | $45.9 萬 | 0.05% | +31+1.4% | 加碼 |
| Gilbert & Cook, Inc. | 2,296 | $45.9 萬 | 0.08% | +2,296 | 新進 |
| Saiph Capital, LLC | 2,280 | $45.5 萬 | 0.27% | +174+8.3% | 加碼 |
| Brandywine Oak Private Wealth LLC | 2,275 | $45.5 萬 | 0.05% | −293−11.4% | 減碼 |
| Hengehold Capital Management LLC | 2,275 | $45.5 萬 | 0.06% | −50−2.2% | 減碼 |
| Lumature Wealth Partners, LLC | 2,272 | $45.4 萬 | 0.25% | −525−18.8% | 減碼 |
| Meridian Investment Counsel Inc. | 2,272 | $45.4 萬 | 0.17% | 00.0% | 不變 |
| Prana Capital Management, LP | 2,263 | $45.2 萬 | 0.04% | +2,263 | 新進 |
| Strategic Wealth Partners, Ltd. | 2,262 | $45.2 萬 | 0.07% | −728−24.3% | 減碼 |
| David J Yvars Group | 2,260 | $45.2 萬 | 0.41% | 00.0% | 不變 |
| M&G Investment Management Ltd | 2,256 | $45.1 萬 | 0.00% | 00.0% | 不變 |
| Greenwich Wealth Management LLC | 2,251 | $45.0 萬 | 0.05% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 2,249 | $44.9 萬 | 0.23% | +41+1.9% | 加碼 |
| Stokes Family Office, LLC | 2,237 | $44.7 萬 | 0.06% | −606−21.3% | 減碼 |
| WESPAC Advisors SoCal, LLC | 2,234 | $44.6 萬 | 0.15% | −135−5.7% | 減碼 |
| Prentice Wealth Management LLC | 2,230 | $44.6 萬 | 0.21% | +132+6.3% | 加碼 |
| Centurion Wealth Management LLC | 2,230 | $44.6 萬 | 0.23% | +612+37.8% | 加碼 |
| Spotlight Asset Group, Inc. | 2,748 | $44.0 萬 | 0.44% | +2,748 | 新進 |
| Redwood Financial Network Corp | 2,194 | $43.8 萬 | 0.45% | −9−0.4% | 減碼 |
| Sustainable Insight Capital Management, LLC | 2,192 | $43.8 萬 | 0.44% | +441+25.2% | 加碼 |
| Sage Mountain Advisors LLC | 2,186 | $43.7 萬 | 0.07% | +652+42.5% | 加碼 |
| Smithfield Trust Co | 2,179 | $43.5 萬 | 0.03% | −942−30.2% | 減碼 |
| Angeles Investment Advisors, LLC | 2,169 | $43.3 萬 | 0.04% | +160+8.0% | 加碼 |
| Jackson Creek Investment Advisors LLC | 2,161 | $43.2 萬 | 0.18% | +2,161 | 新進 |
| SOA Wealth Advisors, LLC. | 2,154 | $43.0 萬 | 0.11% | −110−4.9% | 減碼 |
| Waterloo Capital, L.P. | 2,153 | $43.0 萬 | 0.13% | +2,153 | 新進 |
| Cim Investment Mangement Inc | 2,149 | $42.9 萬 | 0.16% | −2,717−55.8% | 減碼 |
| Garner Asset Management Corp | 2,144 | $42.8 萬 | 0.20% | +100+4.9% | 加碼 |
| Austin Private Wealth, LLC | 2,136 | $42.7 萬 | 0.07% | +263+14.0% | 加碼 |
| Amussen Hunsaker Associates LLC | 2,134 | $42.6 萬 | 0.11% | −129−5.7% | 減碼 |
| Tolleson Wealth Management, Inc. | 2,129 | $42.5 萬 | 0.11% | −500−19.0% | 減碼 |
| Salvus Wealth Management, LLC | 2,119 | $42.3 萬 | 0.34% | +299+16.4% | 加碼 |
| Intrua Financial, LLC | 2,087 | $42.1 萬 | 0.09% | −382−15.5% | 減碼 |
| Capital Investment Advisory Services, LLC | 2,105 | $42.1 萬 | 0.05% | −351−14.3% | 減碼 |
| Vahanian & Associates Financial Planning Inc. | 2,105 | $42.1 萬 | 1.17% | +2,105 | 新進 |
| Bremer Bank National Association | 2,101 | $42.0 萬 | 0.08% | −105−4.8% | 減碼 |
| Collective Family Office LLC | 2,101 | $42.0 萬 | 0.17% | −23−1.1% | 減碼 |
| Redwood Investments, LLC | 2,094 | $41.8 萬 | 0.05% | −114−5.2% | 減碼 |