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 2,492 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 2 季 13F 持有人
Salesforce, Inc. 在 2023/6/30 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
- 2,301
- 較 2023 年第 1 季 +133 家
- 持有股數
- 7.68 億
- 較 2023 年第 1 季 −3,843 萬 (−4.8%)
- 總市值
- $1,617 億
- 較 2023 年第 1 季 +$84.7 億 (+5.5%)
- 新進機構
- 232
- 另有 884 家加碼
- 清倉機構
- 99
- 另有 932 家減碼
另有 15 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 | 2,492 | $1,095 億 |
| 2026 年第 1 季 | 2,696 | $1,379 億 |
| 2025 年第 4 季 | 2,959 | $2,019 億 |
| 2025 年第 3 季 | 2,816 | $1,798 億 |
| 2025 年第 2 季 | 2,960 | $2,100 億 |
| 2025 年第 1 季 | 2,956 | $2,091 億 |
| 2024 年第 4 季 | 3,110 | $2,587 億 |
| 2024 年第 3 季 | 2,657 | $2,091 億 |
| 2024 年第 2 季 | 2,630 | $1,988 億 |
| 2024 年第 1 季 | 2,769 | $2,357 億 |
| 2023 年第 4 季 | 2,601 | $2,048 億 |
| 2023 年第 3 季 | 2,294 | $1,551 億 |
| 2023 年第 2 季 | 2,301 | $1,617 億 |
| 2023 年第 1 季 | 2,183 | $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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 3,905 | $82.5 萬 | 0.18% | +324+9.0% | 加碼 |
| Virtus ETF Advisers LLC | 3,916 | $82.7 萬 | 0.49% | +3,916 | 新進 |
| Maven Securities LTD | 3,916 | $82.7 萬 | 0.12% | +3,916 | 新進 |
| Midwest Financial Group LLC | 3,939 | $83.2 萬 | 0.71% | 00.0% | 不變 |
| Texas Yale Capital Corp. | 3,941 | $83.3 萬 | 0.04% | −222−5.3% | 減碼 |
| Bond & Devick Financial Network, Inc. | 3,947 | $83.4 萬 | 0.52% | −50−1.3% | 減碼 |
| Sentry Investment Management LLC | 3,949 | $83.4 萬 | 0.32% | −555−12.3% | 減碼 |
| Brady Family Wealth, LLC | 3,956 | $83.6 萬 | 0.31% | +6+0.2% | 加碼 |
| Nichols & Pratt Advisers LLP | 3,980 | $84.1 萬 | 0.06% | +2,500+168.9% | 加碼 |
| Vahanian & Associates Financial Planning Inc. | 3,985 | $84.2 萬 | 2.66% | +1,880+89.3% | 加碼 |
| Campbell & CO Investment Adviser LLC | 3,987 | $84.2 萬 | 0.15% | +3,987 | 新進 |
| HBK Sorce Advisory LLC | 3,999 | $84.5 萬 | 0.04% | −32−0.8% | 減碼 |
| TCG Advisory Services, LLC | 4,002 | $84.5 萬 | 0.14% | −151−3.6% | 減碼 |
| K.J. Harrison & Partners Inc | 4,023 | $84.7 萬 | 0.15% | +1,023+34.1% | 加碼 |
| FinTrust Capital Advisors, LLC | 6,412 | $85.0 萬 | 0.20% | 00.0% | 不變 |
| Northstar Asset Management LLC | 4,027 | $85.1 萬 | 0.23% | −442−9.9% | 減碼 |
| PDS Planning, Inc | 4,056 | $85.7 萬 | 0.11% | +699+20.8% | 加碼 |
| Moloney Securities Asset Management, LLC | 4,080 | $86.2 萬 | 0.15% | +116+2.9% | 加碼 |
| JT Stratford LLC | 4,082 | $86.2 萬 | 0.23% | +2,992+274.5% | 加碼 |
| Jmac Enterprises LLC | 4,083 | $86.3 萬 | 0.21% | −25−0.6% | 減碼 |
| Sage Rhino Capital LLC | 4,084 | $86.3 萬 | 0.24% | +34+0.8% | 加碼 |
| First United Bank Trust | 4,087 | $86.3 萬 | 0.38% | −40−1.0% | 減碼 |
| KG&L Capital Management,LLC | 4,088 | $86.4 萬 | 0.41% | −549−11.8% | 減碼 |
| Avitas Wealth Management LLC | 4,123 | $87.1 萬 | 0.16% | −59−1.4% | 減碼 |
| Dark Forest Capital Management LP | 4,123 | $87.1 萬 | 0.09% | +4,123 | 新進 |
| Perennial Investment Advisors, LLC | 4,128 | $87.2 萬 | 0.16% | −129−3.0% | 減碼 |
| Central Bank & Trust Co | 4,136 | $87.4 萬 | 0.15% | +466+12.7% | 加碼 |
| Williams Jones Wealth Management, LLC. | 4,138 | $87.4 萬 | 0.01% | −972−19.0% | 減碼 |
| Romano Brothers and Company | 4,178 | $88.3 萬 | 0.13% | +100+2.5% | 加碼 |
| Avestar Capital, LLC | 4,194 | $88.6 萬 | 0.15% | +302+7.8% | 加碼 |
| 626 Financial, LLC | 4,219 | $89.1 萬 | 0.57% | −72−1.7% | 減碼 |
| Great Lakes Retirement, Inc. | 4,228 | $89.3 萬 | 0.16% | −102−2.4% | 減碼 |
| Chemistry Wealth Management LLC | 4,236 | $89.5 萬 | 0.29% | +96+2.3% | 加碼 |
| Strengthening Families & Communities, LLC | 4,253 | $89.8 萬 | 0.39% | +1,999+88.7% | 加碼 |
| Investors Research Corp | 4,287 | $90.6 萬 | 0.23% | 00.0% | 不變 |
| 1st Source Bank | 4,304 | $90.9 萬 | 0.06% | −124−2.8% | 減碼 |
| CIC Wealth, LLC | 4,306 | $91.0 萬 | 0.31% | −10.0% | 減碼 |
| Meridian Financial Partners LLC | 3,998 | $91.2 萬 | 0.55% | +90+2.3% | 加碼 |
| Essex Savings Bank | 4,326 | $91.4 萬 | 0.31% | −547−11.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 4,333 | $91.5 萬 | 0.07% | +1,660+62.1% | 加碼 |
| Ascent Group, LLC | 4,365 | $92.4 萬 | 0.10% | −325−6.9% | 減碼 |
| Wright Investors Service Inc | 4,390 | $92.7 萬 | 0.26% | −284−6.1% | 減碼 |
| Ergoteles LLC | 4,425 | $93.5 萬 | 0.04% | −7,595−63.2% | 減碼 |
| PSI Advisors, LLC | 4,432 | $93.6 萬 | 0.41% | −800−15.3% | 減碼 |
| Coastline Trust Co | 4,448 | $94.0 萬 | 0.13% | +4,448 | 新進 |
| Renasant Bank | 4,456 | $94.1 萬 | 0.77% | −2,117−32.2% | 減碼 |
| Goodman Advisory Group, LLC | 4,465 | $94.3 萬 | 0.35% | −9,862−68.8% | 減碼 |
| BFSG, LLC | 4,467 | $94.4 萬 | 0.16% | +167+3.9% | 加碼 |
| Bridges Investment Management Inc | 4,469 | $94.4 萬 | 0.03% | −3,859−46.3% | 減碼 |
| Monetta Financial Services Inc | 4,500 | $95.1 萬 | 0.93% | +1,000+28.6% | 加碼 |
| Western Pacific Wealth Management, LP | 4,531 | $95.7 萬 | 0.73% | −14−0.3% | 減碼 |
| Financial Architects, Inc | 4,540 | $95.9 萬 | 0.14% | +45+1.0% | 加碼 |
| Geller Advisors LLC | 4,555 | $96.2 萬 | 0.12% | +3,022+197.1% | 加碼 |
| Moseley Investment Management Inc | 4,559 | $96.3 萬 | 0.56% | −176−3.7% | 減碼 |
| HM Payson & Co | 4,566 | $96.5 萬 | 0.02% | +411+9.9% | 加碼 |
| SYSTM Wealth Solutions LLC | 4,572 | $96.6 萬 | 0.13% | +1,430+45.5% | 加碼 |
| Smith, Salley & Associates | 4,590 | $97.0 萬 | 0.07% | −80−1.7% | 減碼 |
| Sargent Investment Group, LLC | 4,595 | $97.1 萬 | 0.24% | +35+0.8% | 加碼 |
| Vista Private Wealth Partners. LLC | 4,554 | $97.5 萬 | 0.40% | +4+0.1% | 加碼 |
| Nations Financial Group Inc, | 4,618 | $97.6 萬 | 0.10% | +77+1.7% | 加碼 |
| Ellevest, Inc. | 4,629 | $97.8 萬 | 0.07% | +659+16.6% | 加碼 |
| Wade G W & Inc | 4,632 | $97.9 萬 | 0.04% | −36−0.8% | 減碼 |
| Legacy Capital Group California, Inc. | 4,661 | $98.5 萬 | 0.41% | +4,661 | 新進 |
| Seven Springs Wealth Group, LLC | 4,665 | $98.6 萬 | 0.47% | +417+9.8% | 加碼 |
| Westside Investment Management, Inc. | 4,670 | $98.7 萬 | 0.28% | −60−1.3% | 減碼 |
| Ascension Asset Management LLC | 4,690 | $99.1 萬 | 0.61% | +4,690 | 新進 |
| Peterson Wealth Management | 4,692 | $99.1 萬 | 0.79% | +4,692 | 新進 |
| Old Well Partners, LLC | 4,700 | $99.3 萬 | 0.90% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 4,700 | $99.3 萬 | 0.41% | +150+3.3% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 4,719 | $99.7 萬 | 0.45% | +165+3.6% | 加碼 |
| First Citizens Bank & Trust Co | 4,729 | $99.9 萬 | 0.02% | +409+9.5% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,731 | $99.9 萬 | 0.19% | −1,643−25.8% | 減碼 |
| Cornerstone Wealth Management, LLC | 4,746 | $100.3 萬 | 0.09% | +441+10.2% | 加碼 |
| Fortitude Advisory Group L.L.C. | 4,758 | $100.5 萬 | 0.74% | −470−9.0% | 減碼 |
| RIA Advisory Group LLC | 4,767 | $100.7 萬 | 0.43% | −2,714−36.3% | 減碼 |
| Paces Ferry Wealth Advisors, LLC | 4,778 | $100.9 萬 | 0.76% | −147−3.0% | 減碼 |
| Brown Capital Management LLC | 4,795 | $101.3 萬 | 0.01% | 00.0% | 不變 |
| Highlander Capital Management, LLC | 4,842 | $102.3 萬 | 0.47% | −400−7.6% | 減碼 |
| Wealth Advisors of Iowa, LLC | 4,844 | $102.3 萬 | 0.75% | −602−11.1% | 減碼 |
| CWA Asset Management Group, LLC | 4,852 | $102.5 萬 | 0.07% | +373+8.3% | 加碼 |
| Focus Financial Network, Inc. | 4,857 | $102.6 萬 | 0.06% | +1,042+27.3% | 加碼 |
| Octavia Wealth Advisors, LLC | 4,869 | $102.9 萬 | 0.21% | +676+16.1% | 加碼 |
| Diligent Investors, LLC | 4,878 | $103.1 萬 | 0.30% | 00.0% | 不變 |
| Rainsberger Wealth Advisors, Inc. | 4,887 | $103.2 萬 | 0.62% | −71−1.4% | 減碼 |
| Exencial Wealth Advisors, LLC | 4,904 | $103.6 萬 | 0.05% | −398−7.5% | 減碼 |
| Congress Asset Management Co | 4,916 | $103.9 萬 | 0.01% | −585−10.6% | 減碼 |
| Pier 88 Investment Partners LLC | 4,920 | $103.9 萬 | 0.26% | −13,563−73.4% | 減碼 |
| Parcion Private Wealth LLC | 4,922 | $104.0 萬 | 0.10% | +92+1.9% | 加碼 |
| Cooper Financial Group | 4,923 | $104.0 萬 | 0.26% | +736+17.6% | 加碼 |
| BerganKDV Wealth Management, LLC | 4,933 | $104.2 萬 | 0.10% | +376+8.3% | 加碼 |
| International Assets Investment Management, LLC | 4,942 | $104.4 萬 | 0.14% | −397−7.4% | 減碼 |
| AMG National Trust Bank | 4,947 | $104.5 萬 | 0.03% | +3,152+175.6% | 加碼 |
| Claybrook Capital, LLC | 4,950 | $104.6 萬 | 0.56% | −100−2.0% | 減碼 |
| Paradigm Asset Management Co LLC | 4,950 | $104.6 萬 | 0.28% | +4,500+1,000.0% | 加碼 |
| Wolff Wiese Magana LLC | 4,959 | $104.8 萬 | 0.81% | −38−0.8% | 減碼 |
| RFG Advisory, LLC | 4,963 | $104.8 萬 | 0.05% | +859+20.9% | 加碼 |
| Atom Investors LP | 4,965 | $104.9 萬 | 0.40% | +1,259+34.0% | 加碼 |
| Great Diamond Partners, LLC | 4,967 | $104.9 萬 | 0.28% | +1,149+30.1% | 加碼 |
| Landscape Capital Management, L.L.C. | 4,974 | $105.1 萬 | 0.14% | −406−7.5% | 減碼 |
| Legacy Bridge, LLC | 4,974 | $105.1 萬 | 0.70% | +125+2.6% | 加碼 |