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 |
|---|---|---|---|---|---|
| Arbor Trust Wealth Advisors, LLC | 6,145 | $129.8 萬 | 0.83% | +370+6.4% | 加碼 |
| Echo Street Capital Management LLC | 6,147 | $129.9 萬 | 0.01% | +2,477+67.5% | 加碼 |
| First Pacific Financial | 6,153 | $130.0 萬 | 0.55% | −95−1.5% | 減碼 |
| Cynosure Management, LLC | 6,220 | $131.4 萬 | 0.40% | +6,220 | 新進 |
| Western Wealth Management, LLC | 6,226 | $131.5 萬 | 0.11% | +414+7.1% | 加碼 |
| Leelyn Smith, LLC | 6,232 | $131.7 萬 | 0.32% | +33+0.5% | 加碼 |
| Atlas Brown,Inc. | 6,237 | $131.8 萬 | 0.58% | +44+0.7% | 加碼 |
| Rossmore Private Capital | 6,269 | $132.4 萬 | 0.20% | −6−0.1% | 減碼 |
| TRUE Private Wealth Advisors | 6,272 | $132.5 萬 | 0.20% | −103−1.6% | 減碼 |
| V-Square Quantitative Management LLC | 6,278 | $132.6 萬 | 0.97% | +81+1.3% | 加碼 |
| Thompson Siegel & Walmsley LLC | 6,300 | $133.1 萬 | 0.02% | +1,500+31.3% | 加碼 |
| Fukoku Mutual Life Insurance Co | 6,305 | $133.2 萬 | 0.13% | +1,023+19.4% | 加碼 |
| Knollwood Investment Advisory, LLC | 6,330 | $133.7 萬 | 0.45% | +4,939+355.1% | 加碼 |
| Archford Capital Strategies, LLC | 5,937 | $134.0 萬 | 0.25% | +71+1.2% | 加碼 |
| Altfest L J & Co Inc | 6,342 | $134.0 萬 | 0.20% | −59−0.9% | 減碼 |
| Keudell/Morrison Wealth Management | 6,349 | $134.1 萬 | 0.39% | −279−4.2% | 減碼 |
| Cito Capital Group, LLC | 6,350 | $134.2 萬 | 0.61% | +460+7.8% | 加碼 |
| Lake Street Financial LLC | 6,365 | $134.5 萬 | 0.24% | +4,904+335.7% | 加碼 |
| Eagle Strategies LLC | 6,372 | $134.6 萬 | 0.33% | −206−3.1% | 減碼 |
| Mirabella Financial Services LLP | 6,374 | $134.7 萬 | 0.16% | +1,818+39.9% | 加碼 |
| Northwest Bank & Trust Co | 6,377 | $134.7 萬 | 1.30% | +6,377 | 新進 |
| Global Wealth Management Investment Advisory, Inc. | 6,387 | $134.9 萬 | 0.37% | −3,384−34.6% | 減碼 |
| Signature Wealth Management Group | 6,416 | $135.5 萬 | 0.63% | −501−7.2% | 減碼 |
| Pine Valley Investments Ltd Liability Co | 6,424 | $135.7 萬 | 0.13% | −78−1.2% | 減碼 |
| Redmond Asset Management, LLC | 6,441 | $136.1 萬 | 0.44% | −68−1.0% | 減碼 |
| Occidental Asset Management, LLC | 6,453 | $136.3 萬 | 0.31% | 00.0% | 不變 |
| Columbia Trust Co 01012016 | 6,456 | $136.4 萬 | 0.77% | −288−4.3% | 減碼 |
| First County Bank | 6,493 | $137.2 萬 | 0.67% | +329+5.3% | 加碼 |
| Voya Financial Advisors, Inc. | 6,520 | $137.2 萬 | 0.16% | +455+7.5% | 加碼 |
| Jacobi Capital Management LLC | 6,496 | $137.2 萬 | 0.15% | +114+1.8% | 加碼 |
| Mission Creek Capital Partners, Inc. | 6,502 | $137.4 萬 | 0.44% | +573+9.7% | 加碼 |
| M&R Capital Management Inc | 6,506 | $137.4 萬 | 0.36% | +1,994+44.2% | 加碼 |
| Camarda Financial Advisors, LLC | 6,568 | $138.8 萬 | 0.69% | +6,568 | 新進 |
| Park Place Capital Corp | 6,570 | $138.8 萬 | 0.39% | −2,121−24.4% | 減碼 |
| TLWM | 6,573 | $138.9 萬 | 0.40% | +85+1.3% | 加碼 |
| Capstone Triton Financial Group, LLC | 6,616 | $139.8 萬 | 0.96% | −200−2.9% | 減碼 |
| Clark Capital Management Group, Inc. | 6,619 | $139.8 萬 | 0.01% | −63−0.9% | 減碼 |
| Modera Wealth Management, LLC | 6,630 | $140.1 萬 | 0.03% | +4,980+301.8% | 加碼 |
| Doliver Advisors, LP | 6,633 | $140.1 萬 | 0.43% | +1,195+22.0% | 加碼 |
| Change Path, LLC | 6,663 | $140.7 萬 | 0.07% | −1,416−17.5% | 減碼 |
| 1776 Wealth LLC | 6,681 | $141.1 萬 | 0.75% | +336+5.3% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 6,254 | $142.6 萬 | 0.75% | +30+0.5% | 加碼 |
| Lindbrook Capital, LLC | 6,782 | $143.3 萬 | 0.15% | +1,828+36.9% | 加碼 |
| Arrowroot Family Office, LLC | 6,787 | $143.4 萬 | 1.09% | −232−3.3% | 減碼 |
| Quadrant Capital Group LLC | 6,818 | $144.0 萬 | 0.14% | −25−0.4% | 減碼 |
| Laffer Tengler Investments | 6,829 | $144.3 萬 | 0.38% | +130+1.9% | 加碼 |
| Wealthspire Advisors, LLC | 6,831 | $144.3 萬 | 0.02% | +481+7.6% | 加碼 |
| Missouri Trust & Investment Co | 6,837 | $144.4 萬 | 0.81% | −69−1.0% | 減碼 |
| IMA Wealth, Inc. | 6,846 | $144.6 萬 | 0.37% | −1,247−15.4% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 6,855 | $144.8 萬 | 0.43% | −212−3.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 6,856 | $144.8 萬 | 0.24% | −13−0.2% | 減碼 |
| Wealthcare Advisory Partners LLC | 6,857 | $144.9 萬 | 0.06% | −28−0.4% | 減碼 |
| Heritage Trust Co | 6,880 | $145.3 萬 | 0.21% | +323+4.9% | 加碼 |
| Bard Financial Services, Inc. | 6,885 | $145.5 萬 | 0.11% | −575−7.7% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 6,891 | $145.6 萬 | 0.11% | −1,558−18.4% | 減碼 |
| Chicago Partners Investment Group LLC | 6,611 | $145.8 萬 | 0.08% | −859−11.5% | 減碼 |
| Brandywine Managers, LLC | 6,913 | $146.0 萬 | 0.96% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 6,940 | $146.6 萬 | 0.05% | +758+12.3% | 加碼 |
| EPG Wealth Management LLC | 6,975 | $147.4 萬 | 0.44% | +392+6.0% | 加碼 |
| Global Retirement Partners, LLC | 6,990 | $147.7 萬 | 0.07% | +319+4.8% | 加碼 |
| Northstar Group, Inc. | 7,022 | $148.3 萬 | 0.35% | −75−1.1% | 減碼 |
| Kistler-Tiffany Companies, LLC | 7,025 | $148.4 萬 | 0.24% | −654−8.5% | 減碼 |
| Stock Yards Bank & Trust Co | 7,062 | $149.2 萬 | 0.05% | +41+0.6% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 7,121 | $150.4 萬 | 0.65% | +7,121 | 新進 |
| Vantage Financial Partners Ltd., Inc. | 7,125 | $150.5 萬 | 0.83% | 00.0% | 不變 |
| Boyd Watterson Asset Management LLC | 7,129 | $150.6 萬 | 0.60% | −4−0.1% | 減碼 |
| Koshinski Asset Management, Inc. | 7,161 | $151.3 萬 | 0.16% | −2,554−26.3% | 減碼 |
| Ronald Blue Trust, Inc. | 7,573 | $151.3 萬 | 0.02% | −1,687−18.2% | 減碼 |
| Tiedemann Advisors, LLC | 7,167 | $151.4 萬 | 0.06% | +130+1.8% | 加碼 |
| Amica Retiree Medical Trust | 7,205 | $152.2 萬 | 1.70% | −460−6.0% | 減碼 |
| Elmwood Wealth Management, Inc. | 7,219 | $152.5 萬 | 0.71% | −203−2.7% | 減碼 |
| Bay Rivers Group | 7,220 | $152.5 萬 | 1.14% | −78−1.1% | 減碼 |
| Bristlecone Advisors, LLC | 7,234 | $152.8 萬 | 0.15% | +95+1.3% | 加碼 |
| Ascent Wealth Partners, LLC | 7,455 | $153.0 萬 | 0.27% | +614+9.0% | 加碼 |
| Rational Advisors LLC | 7,257 | $153.3 萬 | 0.13% | −6,938−48.9% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 7,266 | $153.5 萬 | 0.07% | −877−10.8% | 減碼 |
| Alterity Financial Group, LLC | 7,270 | $153.6 萬 | 2.22% | −2,100−22.4% | 減碼 |
| Charter Research & Investment Group, Inc. | 7,297 | $154.2 萬 | 1.28% | −315−4.1% | 減碼 |
| FOCUS Wealth Advisors, LLC | 7,317 | $154.6 萬 | 1.05% | +7,317 | 新進 |
| Center for Financial Planning, Inc. | 7,324 | $154.7 萬 | 0.32% | 00.0% | 不變 |
| Rosenbaum Jay D. | 7,350 | $155.3 萬 | 2.49% | −545−6.9% | 減碼 |
| Chickasaw Capital Management LLC | 7,384 | $156.0 萬 | 0.09% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 7,390 | $156.1 萬 | 0.20% | −718−8.9% | 減碼 |
| Wealth Management Partners, LLC | 7,390 | $156.1 萬 | 0.98% | +608+9.0% | 加碼 |
| Wintrust Investments LLC | 7,423 | $156.8 萬 | 0.16% | +7,423 | 新進 |
| Norway Savings Bank | 7,426 | $156.9 萬 | 0.86% | +810+12.2% | 加碼 |
| Cunning Capital Partners, LP | 0 | $157.9 萬 | 1.00% | 0 | 新進 |
| Steinberg Asset Management LLC | 7,496 | $158.4 萬 | 1.52% | −99−1.3% | 減碼 |
| Personal Cfo Solutions, LLC | 7,502 | $158.5 萬 | 0.32% | −1,558−17.2% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 7,503 | $158.5 萬 | 1.38% | −450−5.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 7,521 | $158.9 萬 | 0.04% | −2,131−22.1% | 減碼 |
| Intrust Bank NA | 7,554 | $159.6 萬 | 0.19% | +79+1.1% | 加碼 |
| Schmidt P J Investment Management Inc | 7,065 | $159.7 萬 | 0.32% | −158−2.2% | 減碼 |
| Wolf Group Capital Advisors | 7,534 | $160.4 萬 | 0.80% | −866−10.3% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,600 | $160.5 萬 | 0.35% | +202+2.7% | 加碼 |
| Cypress Capital Group | 7,608 | $160.7 萬 | 0.23% | −103−1.3% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,611 | $160.8 萬 | 0.39% | +53+0.7% | 加碼 |
| Burns J W & Co Inc | 7,614 | $160.9 萬 | 0.26% | +1,102+16.9% | 加碼 |
| WP Advisors, LLC | 7,625 | $161.1 萬 | 0.64% | +204+2.7% | 加碼 |
| Financial Advocates Investment Management | 7,653 | $161.7 萬 | 0.12% | +21+0.3% | 加碼 |