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 |
|---|---|---|---|---|---|
| Castle Rock Wealth Management, LLC | 1,027 | $21.9 萬 | 0.07% | −10−1.0% | 減碼 |
| Trinity Financial Advisors LLC | 1,039 | $21.9 萬 | 0.12% | +1,039 | 新進 |
| Gordian Capital Singapore Pte Ltd | 1,042 | $22.0 萬 | 0.31% | −550−34.5% | 減碼 |
| Morris Retirement Advisors, LLC | 1,042 | $22.0 萬 | 0.15% | −186−15.1% | 減碼 |
| Endurance Wealth Management, Inc. | 1,047 | $22.1 萬 | 0.03% | 00.0% | 不變 |
| Vestor Capital, LLC | 1,047 | $22.1 萬 | 0.02% | +444+73.6% | 加碼 |
| Trellis Advisors, LLC | 1,049 | $22.2 萬 | 0.10% | +3+0.3% | 加碼 |
| BIP Wealth, LLC | 1,052 | $22.2 萬 | 0.02% | +1,052 | 新進 |
| Ancora Advisors, LLC | 1,054 | $22.3 萬 | 0.01% | +26+2.5% | 加碼 |
| Guardian Wealth Advisors, LLC | 1,054 | $22.3 萬 | 0.04% | +1,054 | 新進 |
| C2C Wealth Management, LLC | 973 | $22.3 萬 | 0.03% | +973 | 新進 |
| Three Bridge Wealth Advisors, LLC | 1,056 | $22.3 萬 | 0.09% | 00.0% | 不變 |
| Callan Capital, LLC | 1,058 | $22.4 萬 | 0.02% | +10+1.0% | 加碼 |
| Northeast Investment Management | 1,063 | $22.5 萬 | 0.01% | 00.0% | 不變 |
| Traverso Chambers Private Wealth Management, LLC | 1,063 | $22.5 萬 | 0.06% | 00.0% | 不變 |
| North Star Investment Management Corp. | 1,069 | $22.6 萬 | 0.02% | 00.0% | 不變 |
| Independent Solutions Wealth Management, LLC | 1,072 | $22.6 萬 | 0.06% | +1,072 | 新進 |
| Advisors Capital Management, LLC | 1,081 | $22.8 萬 | 0.01% | +1,081 | 新進 |
| Westmount Partners, LLC | 1,081 | $22.8 萬 | 0.10% | −51−4.5% | 減碼 |
| NFP Retirement, Inc. | 1,081 | $22.8 萬 | 0.04% | +23+2.2% | 加碼 |
| Carson Advisory Inc. | 1,082 | $22.9 萬 | 0.19% | +1,082 | 新進 |
| Benedetti & Gucer, Inc. | 1,083 | $22.9 萬 | 0.12% | +1,083 | 新進 |
| JB Capital LLC | 1,084 | $22.9 萬 | 0.02% | +70+6.9% | 加碼 |
| Summit X, LLC | 1,084 | $22.9 萬 | 0.06% | +50+4.8% | 加碼 |
| Epiq Partners, LLC | 1,091 | $23.0 萬 | 0.16% | 00.0% | 不變 |
| Tilia Fiduciary Partners, Inc. | 1,092 | $23.1 萬 | 0.21% | −3,461−76.0% | 減碼 |
| Belfer Management LLC | 1,096 | $23.2 萬 | 6.15% | 00.0% | 不變 |
| WealthBridge Capital Management, LLC | 1,098 | $23.2 萬 | 0.09% | +17+1.6% | 加碼 |
| Dohj, LLC | 1,099 | $23.2 萬 | 0.10% | 00.0% | 不變 |
| McAlister, Sweet & Associates, Inc. | 1,101 | $23.3 萬 | 0.20% | 00.0% | 不變 |
| Raleigh Capital Management Inc. | 1,109 | $23.4 萬 | 0.12% | +1,063+2,310.9% | 加碼 |
| Evanson Asset Management, LLC | 1,116 | $23.6 萬 | 0.02% | +1,116 | 新進 |
| Holderness Investments Co | 1,117 | $23.6 萬 | 0.09% | +25+2.3% | 加碼 |
| Cypress Capital Management LLC (WY) | 1,120 | $23.7 萬 | 0.26% | −300−21.1% | 減碼 |
| Delta Financial Group, Inc. | 1,121 | $23.7 萬 | 0.28% | +1,121 | 新進 |
| Phillips Wealth Planners LLC | 1,122 | $23.7 萬 | 0.31% | −5−0.4% | 減碼 |
| Forte Asset Management LLC | 1,125 | $23.8 萬 | 0.15% | 00.0% | 不變 |
| Opal Wealth Advisors, LLC | 1,129 | $23.9 萬 | 0.12% | −256−18.5% | 減碼 |
| Inspirion Wealth Advisors, LLC | 1,131 | $23.9 萬 | 0.05% | −23−2.0% | 減碼 |
| Clear Creek Financial Management, LLC | 1,134 | $24.0 萬 | 0.04% | −69−5.7% | 減碼 |
| SevenBridge Financial Group, LLC | 1,135 | $24.0 萬 | 0.06% | 00.0% | 不變 |
| McDaniel Terry & Co | 1,135 | $24.0 萬 | 0.02% | −30−2.6% | 減碼 |
| Peddock Capital Advisors, LLC | 1,137 | $24.0 萬 | 0.08% | +8+0.7% | 加碼 |
| Outlook Wealth Advisors, LLC | 1,139 | $24.1 萬 | 0.09% | +1,139 | 新進 |
| Chilton Investment Co LLC | 1,140 | $24.1 萬 | 0.01% | +1,140 | 新進 |
| Windsor Group LTD | 1,140 | $24.1 萬 | 0.04% | +2+0.2% | 加碼 |
| Hamilton Capital, LLC | 1,142 | $24.1 萬 | 0.02% | +1,142 | 新進 |
| Vawter Financial, Ltd. | 1,143 | $24.1 萬 | 0.21% | 00.0% | 不變 |
| Reuter James Wealth Management, LLC | 1,144 | $24.2 萬 | 0.29% | −55−4.6% | 減碼 |
| Highview Capital Management LLC | 1,144 | $24.2 萬 | 0.13% | +39+3.5% | 加碼 |
| Lantz Financial LLC | 1,147 | $24.2 萬 | 0.09% | +95+9.0% | 加碼 |
| First Growth Investment Manager LP | 1,150 | $24.3 萬 | 0.42% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 1,150 | $24.3 萬 | 0.06% | +615+115.0% | 加碼 |
| Rathbone Brothers plc | 1,152 | $24.3 萬 | 0.00% | −1,503−56.6% | 減碼 |
| WBH Advisory Inc | 1,162 | $24.5 萬 | 0.03% | 00.0% | 不變 |
| Emfo, LLC | 1,163 | $24.6 萬 | 0.22% | 00.0% | 不變 |
| Financial Partners Group, Inc | 1,154 | $24.8 萬 | 0.05% | −22−1.9% | 減碼 |
| Journey Strategic Wealth LLC | 1,180 | $24.9 萬 | 0.01% | −911−43.6% | 減碼 |
| Evolutionary Tree Capital Management, LLC | 1,180 | $24.9 萬 | 0.30% | 00.0% | 不變 |
| Talisman Wealth Advisors LLC | 1,182 | $25.0 萬 | 0.43% | +5+0.4% | 加碼 |
| Yoder Wealth Management, Inc. | 1,182 | $25.0 萬 | 0.20% | +60+5.3% | 加碼 |
| City State Bank | 1,182 | $25.0 萬 | 0.13% | 00.0% | 不變 |
| Spotlight Asset Group, Inc. | 1,184 | $25.0 萬 | 0.22% | −1,564−56.9% | 減碼 |
| DSC Advisors, L.P. | 1,184 | $25.0 萬 | 0.39% | +130+12.3% | 加碼 |
| Zhang Financial LLC | 1,138 | $25.0 萬 | 0.03% | +1,138 | 新進 |
| Klingenstein Fields & Co LP | 1,189 | $25.1 萬 | 0.01% | 00.0% | 不變 |
| Indiana Trust & Investment Management CO | 1,189 | $25.1 萬 | 0.13% | 00.0% | 不變 |
| Landmark Financial Advisors, LLC | 1,191 | $25.2 萬 | 0.10% | +79+7.1% | 加碼 |
| Five Oceans Advisors | 1,192 | $25.2 萬 | 0.16% | +3+0.3% | 加碼 |
| Formidable Asset Management, LLC | 1,191 | $25.2 萬 | 0.05% | −44−3.6% | 減碼 |
| Traynor Capital Management, Inc. | 1,194 | $25.2 萬 | 0.03% | −90−7.0% | 減碼 |
| Princeton Capital Management LLC | 1,198 | $25.3 萬 | 0.11% | +25+2.1% | 加碼 |
| Abacus Planning Group, Inc. | 1,199 | $25.3 萬 | 0.06% | 00.0% | 不變 |
| Deltec Asset Management LLC | 1,200 | $25.4 萬 | 0.06% | 00.0% | 不變 |
| Werlinich Asset Management, LLC | 1,208 | $25.5 萬 | 0.20% | 00.0% | 不變 |
| Mather Group, LLC. | 1,211 | $25.6 萬 | 0.00% | −229−15.9% | 減碼 |
| Capital Planning Advisors, LLC | 1,214 | $25.6 萬 | 0.05% | −14−1.1% | 減碼 |
| Heritage Wealth Advisors | 1,214 | $25.6 萬 | 0.01% | −11−0.9% | 減碼 |
| Bedel Financial Consulting, Inc. | 1,220 | $25.8 萬 | 0.05% | −22−1.8% | 減碼 |
| Thrive Capital Management, LLC | 1,220 | $25.8 萬 | 0.15% | +1,220 | 新進 |
| JSF Financial, LLC | 1,223 | $25.8 萬 | 0.09% | +20+1.7% | 加碼 |
| Terry L. Blaker | 1,224 | $25.9 萬 | 0.02% | +1+0.1% | 加碼 |
| Bellecapital International Ltd. | 1,224 | $25.9 萬 | 0.06% | −2,008−62.1% | 減碼 |
| Glassy Mountain Advisors, Inc. | 1,224 | $25.9 萬 | 0.12% | +1,224 | 新進 |
| TBH Global Asset Management, LLC | 1,232 | $26.0 萬 | 0.05% | −105−7.9% | 減碼 |
| Glassman Wealth Services | 1,235 | $26.1 萬 | 0.04% | +41+3.4% | 加碼 |
| Forte Capital LLC | 1,236 | $26.1 萬 | 0.04% | 00.0% | 不變 |
| Buffington Mohr McNeal | 1,241 | $26.2 萬 | 0.06% | +125+11.2% | 加碼 |
| JJJ Advisors Inc. | 1,243 | $26.3 萬 | 0.07% | +20+1.6% | 加碼 |
| FFT Wealth Management LLC | 1,244 | $26.3 萬 | 0.03% | +11+0.9% | 加碼 |
| Concord Wealth Partners | 1,247 | $26.3 萬 | 0.06% | +111+9.8% | 加碼 |
| Gemmer Asset Management LLC | 1,249 | $26.4 萬 | 0.04% | +125+11.1% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 1,249 | $26.4 萬 | 0.24% | +1,249 | 新進 |
| Beaton Management Co. Inc. | 1,250 | $26.4 萬 | 0.17% | 00.0% | 不變 |
| Prosperity Financial Group, Inc. | 1,254 | $26.5 萬 | 0.23% | +1,254 | 新進 |
| Benjamin Edwards Inc | 1,260 | $26.6 萬 | 0.06% | −309−19.7% | 減碼 |
| Element Wealth, LLC | 1,260 | $26.6 萬 | 0.19% | 00.0% | 不變 |
| Fortune Financial Advisors, LLC | 1,261 | $26.6 萬 | 0.20% | +1,261 | 新進 |
| Seven Mile Advisory | 1,264 | $26.7 萬 | 0.31% | +1,264 | 新進 |
| Sitrin Capital Management LLC | 1,266 | $26.7 萬 | 0.15% | −236−15.7% | 減碼 |