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
- 2,300
- 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 883 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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Asset Management (UK) Ltd. | 5,000 | $105.6 萬 | 0.68% | −13,000−72.2% | 減碼 |
| Thomas White International Ltd | 5,001 | $105.7 萬 | 0.22% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 5,008 | $105.8 萬 | 0.20% | +339+7.3% | 加碼 |
| Venturi Wealth Management, LLC | 5,010 | $105.8 萬 | 0.09% | +1,981+65.4% | 加碼 |
| Fox Run Management, L.L.C. | 5,018 | $106.0 萬 | 0.30% | +5,018 | 新進 |
| VELA Investment Management, LLC | 5,040 | $106.5 萬 | 0.49% | 00.0% | 不變 |
| Guerra Pan Advisors, LLC | 5,046 | $106.6 萬 | 1.18% | +7+0.1% | 加碼 |
| Naviter Wealth, LLC | 5,055 | $106.8 萬 | 0.27% | +365+7.8% | 加碼 |
| Lumina Fund Management LLC | 5,100 | $107.7 萬 | 0.48% | 00.0% | 不變 |
| Intact Investment Management Inc. | 5,110 | $108.0 萬 | 0.04% | 00.0% | 不變 |
| World Equity Group, Inc. | 5,110 | $108.0 萬 | 0.32% | −18,563−78.4% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 5,129 | $108.4 萬 | 0.37% | −20.0% | 減碼 |
| Aldebaran Financial Inc. | 5,129 | $108.4 萬 | 1.55% | −1,277−19.9% | 減碼 |
| EFG Asset Management (North America) Corp. | 5,136 | $108.5 萬 | 0.23% | −1,118−17.9% | 減碼 |
| Arete Wealth Advisors, LLC | 5,138 | $108.5 萬 | 0.10% | −628−10.9% | 減碼 |
| Clare Market Investments LLC | 5,140 | $108.6 萬 | 0.40% | +1,898+58.5% | 加碼 |
| Shikiar Asset Management Inc | 5,140 | $108.6 萬 | 0.35% | −2,060−28.6% | 減碼 |
| Okabena Investment Services Inc | 5,154 | $108.9 萬 | 0.80% | +5,154 | 新進 |
| Etesian Wealth Advisors, Inc. | 5,159 | $109.0 萬 | 0.71% | +174+3.5% | 加碼 |
| Ayrshire Capital Management LLC | 4,732 | $109.0 萬 | 0.69% | +66+1.4% | 加碼 |
| Belpointe Asset Management LLC | 5,165 | $109.1 萬 | 0.12% | −8,253−61.5% | 減碼 |
| Connective Portfolio Management, LLC | 5,170 | $109.2 萬 | 2.71% | −6,195−54.5% | 減碼 |
| Fidelis Capital Partners, LLC | 5,177 | $109.4 萬 | 0.40% | +187+3.7% | 加碼 |
| Avantax Planning Partners, Inc. | 5,196 | $109.8 萬 | 0.04% | −145−2.7% | 減碼 |
| Argent Advisors, Inc. | 5,201 | $109.9 萬 | 0.50% | +249+5.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,234 | $110.6 萬 | 0.18% | −477−8.4% | 減碼 |
| Coastwise Capital Group, LLC | 5,251 | $110.9 萬 | 1.26% | −3,000−36.4% | 減碼 |
| Prudent Man Advisors, LLC | 5,276 | $111.5 萬 | 0.42% | −79−1.5% | 減碼 |
| Michael B. Yongue | 5,279 | $111.5 萬 | 1.04% | −216−3.9% | 減碼 |
| Bank of Hawaii | 5,282 | $111.6 萬 | 0.06% | +2,490+89.2% | 加碼 |
| Strategic Investment Advisors | 5,306 | $112.1 萬 | 0.16% | +3,477+190.1% | 加碼 |
| Tilt Investment Management Holdings, PBC | 5,315 | $112.3 萬 | 0.74% | 00.0% | 不變 |
| Camden Capital, LLC | 5,346 | $112.9 萬 | 0.13% | +418+8.5% | 加碼 |
| Orion Capital Management LLC | 5,370 | $113.4 萬 | 0.75% | +31+0.6% | 加碼 |
| MRP Capital Investments, LLC | 5,377 | $113.6 萬 | 1.11% | +5,377 | 新進 |
| Kingswood Wealth Advisors, LLC | 5,396 | $114.0 萬 | 0.36% | +5,396 | 新進 |
| Wealthsource Partners, LLC | 5,402 | $114.1 萬 | 0.08% | −1,245−18.7% | 減碼 |
| Secure Asset Management, LLC | 5,412 | $114.3 萬 | 0.35% | +73+1.4% | 加碼 |
| Aaron Wealth Advisors | 5,445 | $115.0 萬 | 0.15% | +180+3.4% | 加碼 |
| Clear Harbor Asset Management, LLC | 5,448 | $115.1 萬 | 0.11% | +172+3.3% | 加碼 |
| Rehmann Capital Advisory Group | 5,456 | $115.3 萬 | 0.10% | −229−4.0% | 減碼 |
| Sciencast Management LP | 5,481 | $115.6 萬 | 0.94% | +5,481 | 新進 |
| Eqis Capital Management, Inc. | 5,496 | $116.1 萬 | 0.13% | −203−3.6% | 減碼 |
| Cornerstone National Bank & Trust Co | 5,497 | $116.1 萬 | 0.67% | −1,063−16.2% | 減碼 |
| Wambolt & Associates, LLC | 901,244 | $116.3 萬 | 0.41% | +1670.0% | 加碼 |
| Laidlaw Wealth Management LLC | 5,516 | $116.5 萬 | 0.23% | −1,478−21.1% | 減碼 |
| CX Institutional | 5,527 | $116.8 萬 | 0.06% | +359+6.9% | 加碼 |
| St. Johns Investment Management Company, LLC | 5,534 | $116.9 萬 | 0.64% | −23−0.4% | 減碼 |
| Oxler Private Wealth LLC | 5,557 | $117.4 萬 | 0.56% | 00.0% | 不變 |
| NorthRock Partners, LLC | 5,562 | $117.5 萬 | 0.13% | −453−7.5% | 減碼 |
| Carr Financial Group Corp | 5,565 | $117.6 萬 | 0.47% | −525−8.6% | 減碼 |
| Legal Advantage Investments, Inc. | 5,565 | $117.6 萬 | 0.78% | +515+10.2% | 加碼 |
| Cornell Pochily Investment Advisors, Inc. | 5,572 | $117.7 萬 | 0.48% | −10−0.2% | 減碼 |
| Eastover Investment Advisors LLC | 5,576 | $117.8 萬 | 0.63% | +5,576 | 新進 |
| Shorepoint Capital Partners LLC | 5,581 | $117.9 萬 | 0.33% | +377+7.2% | 加碼 |
| Alta Wealth Advisors LLC | 5,611 | $118.5 萬 | 0.70% | −83−1.5% | 減碼 |
| Mainstay Capital Management LLC | 5,613 | $118.6 萬 | 0.21% | −230−3.9% | 減碼 |
| Thrive Wealth Management, LLC | 5,621 | $118.7 萬 | 0.31% | +82+1.5% | 加碼 |
| Ballast, Inc. | 5,628 | $118.9 萬 | 0.46% | +273+5.1% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,629 | $118.9 萬 | 0.02% | +652+13.1% | 加碼 |
| KRS Capital Management, LLC | 5,666 | $119.7 萬 | 1.20% | +53+0.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 5,671 | $119.8 萬 | 0.13% | +5,671 | 新進 |
| Harvest Volatility Management LLC | 5,684 | $120.1 萬 | 0.24% | +173+3.1% | 加碼 |
| Balentine LLC | 5,687 | $120.1 萬 | 0.04% | +322+6.0% | 加碼 |
| Regatta Capital Group, LLC | 5,697 | $120.4 萬 | 0.38% | −324−5.4% | 減碼 |
| Dearborn Partners LLC | 5,700 | $120.4 萬 | 0.05% | +22+0.4% | 加碼 |
| RSM US Wealth Management LLC | 5,707 | $120.6 萬 | 0.04% | −316−5.2% | 減碼 |
| Capital Investment Advisors, LLC | 5,720 | $120.8 萬 | 0.04% | −161−2.7% | 減碼 |
| Albion Financial Group | 5,733 | $121.1 萬 | 0.11% | −1,114−16.3% | 減碼 |
| Compton Wealth Advisory Group, LLC | 5,733 | $121.1 萬 | 0.40% | +20+0.4% | 加碼 |
| Segment Wealth Management, LLC | 5,734 | $121.1 萬 | 0.12% | +37+0.6% | 加碼 |
| Plancorp, LLC | 5,736 | $121.2 萬 | 0.07% | +1,479+34.7% | 加碼 |
| Joseph Group Capital Management | 5,744 | $121.3 萬 | 1.02% | +441+8.3% | 加碼 |
| Intellectus Partners, LLC | 5,752 | $121.5 萬 | 0.36% | −5,079−46.9% | 減碼 |
| Country Club Bank | 5,778 | $121.6 萬 | 0.10% | +50+0.9% | 加碼 |
| Donaldson Capital Management, LLC | 5,770 | $121.9 萬 | 0.06% | −594−9.3% | 減碼 |
| Chicago Trust Co NA | 5,786 | $122.2 萬 | 0.29% | +651+12.7% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 5,812 | $122.8 萬 | 0.33% | +113+2.0% | 加碼 |
| Next Century Growth Investors LLC | 5,842 | $123.4 萬 | 0.12% | −1,220−17.3% | 減碼 |
| Werba Rubin Papier Wealth Management | 5,864 | $123.9 萬 | 0.43% | +28+0.5% | 加碼 |
| Riverview Capital Advisers, LLC | 5,864 | $123.9 萬 | 0.54% | +41+0.7% | 加碼 |
| Options Solutions, LLC | 5,867 | $123.9 萬 | 1.22% | +86+1.5% | 加碼 |
| Wallace Advisory Group, LLC | 6,235 | $124.6 萬 | 0.95% | 00.0% | 不變 |
| Ironwood Investment Management LLC | 5,901 | $124.7 萬 | 0.72% | −111−1.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 5,902 | $124.7 萬 | 0.01% | +578+10.9% | 加碼 |
| Axxcess Wealth Management, LLC | 5,903 | $124.7 萬 | 0.09% | −3,346−36.2% | 減碼 |
| Scott & Selber, Inc. | 5,910 | $124.9 萬 | 0.49% | −9−0.2% | 減碼 |
| Conning Inc. | 5,946 | $125.6 萬 | 0.04% | −860−12.6% | 減碼 |
| Keeler Thomas Management LLC | 5,955 | $125.8 萬 | 0.51% | −453−7.1% | 減碼 |
| River & Mercantile Asset Management LLP | 5,960 | $125.9 萬 | 0.25% | +160+2.8% | 加碼 |
| Charter Oak Capital Management, LLC | 5,974 | $126.2 萬 | 0.16% | +134+2.3% | 加碼 |
| PKO Investment Management Joint-Stock Co | 6,000 | $126.8 萬 | 0.16% | −4,000−40.0% | 減碼 |
| Absolute Capital Management, LLC | 6,001 | $126.8 萬 | 1.17% | +6,001 | 新進 |
| Trillium Asset Management, LLC | 6,006 | $126.9 萬 | 0.04% | −1,265−17.4% | 減碼 |
| EverSource Wealth Advisors, LLC | 6,013 | $127.0 萬 | 0.14% | +336+5.9% | 加碼 |
| Saturna Capital CORP | 6,020 | $127.2 萬 | 0.02% | +980+19.4% | 加碼 |
| Sanders Morris Harris LLC | 6,061 | $128.3 萬 | 0.28% | +6,061 | 新進 |
| InTrack Investment Management Inc | 6,073 | $128.3 萬 | 1.05% | +6,073 | 新進 |
| Morse Asset Management, Inc | 6,079 | $128.4 萬 | 0.39% | +2,662+77.9% | 加碼 |
| ProVise Management Group, LLC | 6,119 | $129.3 萬 | 0.12% | +137+2.3% | 加碼 |