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 |
|---|---|---|---|---|---|
| Clarity Wealth Advisors, LLC | 1,528 | $32.3 萬 | 0.15% | +40+2.7% | 加碼 |
| Sovereign Financial Group, Inc. | 1,532 | $32.4 萬 | 0.11% | −77−4.8% | 減碼 |
| Pathway Financial Advisors LLC | 1,532 | $32.4 萬 | 0.11% | 00.0% | 不變 |
| JNBA Financial Advisors | 1,533 | $32.4 萬 | 0.04% | 00.0% | 不變 |
| State of Wyoming | 1,533 | $32.4 萬 | 0.09% | +1,308+581.3% | 加碼 |
| Adirondack Trust Co | 1,441 | $32.4 萬 | 0.15% | +46+3.3% | 加碼 |
| Waypoint Wealth Partners Inc. | 1,546 | $32.7 萬 | 0.11% | 00.0% | 不變 |
| Meeder Asset Management Inc | 1,546 | $32.7 萬 | 0.02% | +28+1.8% | 加碼 |
| Ten Capital Wealth Advisors, LLC | 1,552 | $32.7 萬 | 0.09% | +177+12.9% | 加碼 |
| CNB Bank | 1,548 | $32.7 萬 | 0.19% | +193+14.2% | 加碼 |
| Ssi Investment Management LLC | 1,549 | $32.7 萬 | 0.02% | −315−16.9% | 減碼 |
| Kennedy Investment Group | 1,550 | $32.7 萬 | 0.19% | −495−24.2% | 減碼 |
| Pointe Capital Management LLC | 1,551 | $32.8 萬 | 0.25% | +1,221+370.0% | 加碼 |
| Salem Investment Counselors Inc | 1,556 | $32.9 萬 | 0.01% | −67−4.1% | 減碼 |
| Clear Street Markets LLC | 1,568 | $33.1 萬 | 0.14% | +829+112.2% | 加碼 |
| Hemenway Trust Co LLC | 1,585 | $33.5 萬 | 0.03% | 00.0% | 不變 |
| Capital Performance Advisors LLP | 1,587 | $33.5 萬 | 0.17% | −36−2.2% | 減碼 |
| Crewe Advisors LLC | 1,589 | $33.6 萬 | 0.05% | −346−17.9% | 減碼 |
| Insight Advisors, LLC | 1,593 | $33.7 萬 | 0.08% | −772−32.6% | 減碼 |
| Hartford Funds Management Co LLC | 1,599 | $33.8 萬 | 0.03% | +207+14.9% | 加碼 |
| Gyroscope Capital Management Group, LLC | 1,600 | $33.8 萬 | 0.08% | +200+14.3% | 加碼 |
| Brio Consultants, LLC | 1,605 | $33.9 萬 | 0.06% | −11−0.7% | 減碼 |
| Oxford Financial Group Ltd | 1,605 | $33.9 萬 | 0.03% | +499+45.1% | 加碼 |
| Arvest Trust Co N A | 1,508 | $33.9 萬 | 0.02% | +146+10.7% | 加碼 |
| Arcadia Investment Management Corp | 1,607 | $33.9 萬 | 0.07% | +157+10.8% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 1,611 | $34.0 萬 | 0.01% | 00.0% | 不變 |
| BlueCrest Capital Management Ltd | 1,613 | $34.1 萬 | 0.04% | +1,613 | 新進 |
| TCWP LLC | 1,617 | $34.2 萬 | 0.07% | −53−3.2% | 減碼 |
| Alliance Wealth Advisors, LLC | 1,618 | $34.2 萬 | 0.24% | −52−3.1% | 減碼 |
| D'Orazio & Associates, Inc. | 1,627 | $34.4 萬 | 0.08% | +439+37.0% | 加碼 |
| American State Bank (Iowa) | 1,631 | $34.5 萬 | 0.24% | +70+4.5% | 加碼 |
| CoreCap Advisors, LLC | 1,632 | $34.5 萬 | 0.02% | +1,632 | 新進 |
| Wayfinding Financial, LLC | 1,531 | $34.5 萬 | 0.24% | +28+1.9% | 加碼 |
| Smith, Moore & Co. | 1,637 | $34.6 萬 | 0.04% | +138+9.2% | 加碼 |
| VisionPoint Advisory Group, LLC | 1,644 | $34.7 萬 | 0.14% | −309−15.8% | 減碼 |
| MONECO Advisors, LLC | 1,648 | $34.8 萬 | 0.09% | −32−1.9% | 減碼 |
| SlateStone Wealth, LLC | 1,654 | $34.9 萬 | 0.07% | −102−5.8% | 減碼 |
| New Jersey Better Educational Savings Trust | 1,656 | $35.0 萬 | 0.82% | 00.0% | 不變 |
| Peninsula Wealth, LLC | 1,659 | $35.0 萬 | 0.09% | −14−0.8% | 減碼 |
| Hyperion Partners, LLC | 1,661 | $35.1 萬 | 0.30% | +53+3.3% | 加碼 |
| Koss-Olinger Consulting, LLC | 1,668 | $35.2 萬 | 0.04% | −34−2.0% | 減碼 |
| Wealth Dimensions Group, Ltd. | 1,666 | $35.2 萬 | 0.13% | +332+24.9% | 加碼 |
| Wallace Capital Management Inc. | 1,670 | $35.3 萬 | 0.05% | +1,670 | 新進 |
| True North Advisors, LLC | 1,674 | $35.4 萬 | 0.10% | +239+16.7% | 加碼 |
| Ameritas Advisory Services, LLC | 1,690 | $35.4 萬 | 0.05% | −4,603−73.1% | 減碼 |
| Apexium Financial, LP | 1,680 | $35.5 萬 | 0.03% | +22+1.3% | 加碼 |
| Zullo Investment Group, Inc. | 1,688 | $35.7 萬 | 0.20% | +98+6.2% | 加碼 |
| Balboa Wealth Partners | 1,689 | $35.7 萬 | 0.12% | +594+54.2% | 加碼 |
| Worth Financial Advisory Group, LLC | 1,692 | $35.7 萬 | 0.33% | −142−7.7% | 減碼 |
| Jeppson Wealth Management, LLC | 1,702 | $36.0 萬 | 0.16% | −187−9.9% | 減碼 |
| Jackson Creek Investment Advisors LLC | 1,707 | $36.1 萬 | 0.14% | −454−21.0% | 減碼 |
| Cedar Wealth Management, LLC | 1,712 | $36.2 萬 | 0.14% | +21+1.2% | 加碼 |
| Harvest Fund Management Co., Ltd | 1,712 | $36.2 萬 | 0.07% | −2,295−57.3% | 減碼 |
| Private Portfolio Partners LLC | 1,714 | $36.2 萬 | 0.09% | +3+0.2% | 加碼 |
| Mount Yale Investment Advisors, LLC | 1,722 | $36.4 萬 | 0.04% | +1,722 | 新進 |
| Lineweaver Wealth Advisors, LLC | 1,726 | $36.5 萬 | 0.10% | −101−5.5% | 減碼 |
| First Capital Advisors Group, LLC. | 1,732 | $36.6 萬 | 0.19% | −10−0.6% | 減碼 |
| Accurate Wealth Management, LLC | 1,604 | $36.8 萬 | 0.11% | +314+24.3% | 加碼 |
| Sonata Capital Group Inc | 1,744 | $36.8 萬 | 0.19% | −738−29.7% | 減碼 |
| Accel Wealth Management | 1,749 | $36.9 萬 | 0.20% | −16−0.9% | 減碼 |
| Wedge Capital Management L L P | 1,754 | $37.1 萬 | 0.01% | +1,754 | 新進 |
| Tennessee Valley Asset Management Partners | 1,756 | $37.1 萬 | 0.12% | +38+2.2% | 加碼 |
| Dougherty Wealth Advisers LLC | 1,760 | $37.2 萬 | 0.51% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 1,761 | $37.2 萬 | 0.08% | +169+10.6% | 加碼 |
| Pacific Sage Partners, LLC | 1,765 | $37.3 萬 | 0.11% | +95+5.7% | 加碼 |
| United Asset Strategies, Inc. | 1,765 | $37.3 萬 | 0.05% | +1,765 | 新進 |
| Deuterium Capital Management, LLC | 1,767 | $37.3 萬 | 0.52% | +1,767 | 新進 |
| Future Fund LLC | 1,768 | $37.4 萬 | 3.55% | +128+7.8% | 加碼 |
| Beverly Hills Private Wealth, LLC | 1,743 | $37.4 萬 | 0.06% | +1,743 | 新進 |
| Patron Partners Advisors, LLC | 1,772 | $37.4 萬 | 0.26% | +15+0.9% | 加碼 |
| WNY Asset Management, LLC | 1,777 | $37.5 萬 | 0.08% | −55−3.0% | 減碼 |
| Industrial Alliance Investment Management Inc. | 1,779 | $37.6 萬 | 0.20% | −5,990−77.1% | 減碼 |
| Proficio Capital Partners LLC | 1,784 | $37.7 萬 | 0.05% | −594−25.0% | 減碼 |
| Revolve Wealth Partners, LLC | 1,788 | $37.8 萬 | 0.09% | +77+4.5% | 加碼 |
| Ausdal Financial Partners, Inc. | 1,795 | $37.9 萬 | 0.05% | +99+5.8% | 加碼 |
| Colonial River Wealth Management, LLC | 1,799 | $38.0 萬 | 0.25% | −80−4.3% | 減碼 |
| Cubic Asset Management, LLC | 1,800 | $38.0 萬 | 0.10% | 00.0% | 不變 |
| Harvest Management LLC | 1,800 | $38.0 萬 | 0.39% | +500+38.5% | 加碼 |
| Pinnacle Bancorp, Inc. | 1,821 | $38.5 萬 | 0.13% | −39−2.1% | 減碼 |
| Berger Financial Group, Inc | 1,827 | $38.6 萬 | 0.04% | −140−7.1% | 減碼 |
| Global Trust Asset Management, LLC | 1,831 | $38.7 萬 | 0.17% | −251−12.1% | 減碼 |
| Perennial Advisors, LLC | 1,833 | $38.7 萬 | 0.10% | −243−11.7% | 減碼 |
| Bigelow Investment Advisors, LLC | 1,852 | $39.1 萬 | 0.21% | +130+7.5% | 加碼 |
| Avalon Trust Co | 1,856 | $39.2 萬 | 0.04% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 1,864 | $39.4 萬 | 0.08% | −103−5.2% | 減碼 |
| West Family Investments, Inc. | 1,875 | $39.6 萬 | 0.15% | +472+33.6% | 加碼 |
| Wealth Alliance Advisory Group, LLC | 1,876 | $39.6 萬 | 0.14% | +1,876 | 新進 |
| Ategra Capital Management, LLC | 1,880 | $39.7 萬 | 0.22% | 00.0% | 不變 |
| Baxter Bros Inc | 1,880 | $39.7 萬 | 0.06% | −603−24.3% | 減碼 |
| Mondrian Investment Partners LTD | 1,887 | $39.9 萬 | 0.01% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 1,889 | $39.9 萬 | 0.22% | +13+0.7% | 加碼 |
| Silverlake Wealth Management LLC | 1,893 | $40.0 萬 | 0.22% | 00.0% | 不變 |
| PFG Advisors | 1,903 | $40.2 萬 | 0.03% | +731+62.4% | 加碼 |
| Encompass Wealth Advisors, LLC | 1,904 | $40.2 萬 | 0.13% | −143−7.0% | 減碼 |
| Peterson Wealth Services | 1,904 | $40.2 萬 | 0.19% | +40+2.1% | 加碼 |
| Arcataur Capital Management LLC | 1,905 | $40.2 萬 | 0.16% | +1,905 | 新進 |
| OneAscent Wealth Management LLC | 1,913 | $40.4 萬 | 0.19% | +1,913 | 新進 |
| GYL Financial Synergies, LLC | 1,913 | $40.4 萬 | 0.04% | +1,913 | 新進 |
| Connecticut Wealth Management, LLC | 1,917 | $40.5 萬 | 0.03% | +1,917 | 新進 |
| Riversedge Advisors, LLC | 1,933 | $40.8 萬 | 0.11% | +1,933 | 新進 |