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 |
|---|---|---|---|---|---|
| Hyperion Capital Advisors LP | 1,934 | $40.9 萬 | 0.22% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 1,939 | $41.0 萬 | 0.10% | −215−10.0% | 減碼 |
| Tobam | 1,939 | $41.0 萬 | 0.03% | +493+34.1% | 加碼 |
| Contravisory Investment Management, Inc. | 1,948 | $41.2 萬 | 0.11% | +1,948 | 新進 |
| Monetary Management Group Inc | 1,950 | $41.2 萬 | 0.13% | −1,250−39.1% | 減碼 |
| Austin Private Wealth, LLC | 1,966 | $41.5 萬 | 0.06% | −170−8.0% | 減碼 |
| D.B. Root & Company, LLC | 1,966 | $41.5 萬 | 0.16% | +64+3.4% | 加碼 |
| Keystone Financial Group | 1,979 | $41.8 萬 | 0.07% | +1,979 | 新進 |
| Pine Haven Investment Counsel, Inc | 1,985 | $41.9 萬 | 0.42% | +55+2.8% | 加碼 |
| Essex LLC | 1,992 | $42.1 萬 | 0.12% | −136−6.4% | 減碼 |
| Synergy Financial Group, LTD | 1,995 | $42.1 萬 | 0.57% | +79+4.1% | 加碼 |
| Alphadyne Asset Management LP | 1,995 | $42.1 萬 | 1.29% | +1,995 | 新進 |
| Strategic Wealth Partners, Ltd. | 1,997 | $42.2 萬 | 0.05% | −265−11.7% | 減碼 |
| Csenge Advisory Group | 2,000 | $42.2 萬 | 0.03% | +353+21.4% | 加碼 |
| Alley Investment Management Company, LLC | 2,000 | $42.3 萬 | 0.07% | 00.0% | 不變 |
| St. Clair Advisors, LLC | 2,000 | $42.3 萬 | 0.16% | 00.0% | 不變 |
| Blue Barn Wealth, LLC | 2,004 | $42.3 萬 | 0.28% | −522−20.7% | 減碼 |
| Essex Financial Services, Inc. | 2,005 | $42.4 萬 | 0.05% | −424−17.5% | 減碼 |
| Truvestments Capital LLC | 2,006 | $42.4 萬 | 0.21% | −23−1.1% | 減碼 |
| Arden Trust Co | 2,013 | $42.5 萬 | 0.07% | −1,639−44.9% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,024 | $42.8 萬 | 0.04% | +101+5.3% | 加碼 |
| Lumature Wealth Partners, LLC | 2,026 | $42.8 萬 | 0.25% | −246−10.8% | 減碼 |
| Provence Wealth Management Group | 2,045 | $43.2 萬 | 0.25% | +39+1.9% | 加碼 |
| Bremer Bank National Association | 2,049 | $43.3 萬 | 0.08% | −52−2.5% | 減碼 |
| Integrated Investment Consultants, LLC | 2,051 | $43.3 萬 | 0.14% | +17+0.8% | 加碼 |
| Copperleaf Capital, LLC | 2,051 | $43.3 萬 | 0.41% | +160+8.5% | 加碼 |
| Angeles Investment Advisors, LLC | 2,054 | $43.4 萬 | 0.04% | −115−5.3% | 減碼 |
| Winthrop Advisory Group LLC | 2,079 | $43.9 萬 | 0.07% | +183+9.7% | 加碼 |
| Intrua Financial, LLC | 2,080 | $43.9 萬 | 0.08% | −7−0.3% | 減碼 |
| BOK Financial Private Wealth, Inc. | 2,081 | $44.0 萬 | 0.04% | 00.0% | 不變 |
| Lakeview Capital Partners, LLC | 2,086 | $44.1 萬 | 0.08% | +885+73.7% | 加碼 |
| Collective Family Office LLC | 2,087 | $44.1 萬 | 0.17% | −14−0.7% | 減碼 |
| Eads & Heald Wealth Management | 2,091 | $44.2 萬 | 0.22% | −330−13.6% | 減碼 |
| Amussen Hunsaker Associates LLC | 2,093 | $44.2 萬 | 0.10% | −41−1.9% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 2,094 | $44.2 萬 | 0.13% | +346+19.8% | 加碼 |
| SkyView Investment Advisors, LLC | 1,880 | $44.4 萬 | 0.11% | −144−7.1% | 減碼 |
| Catalyst Private Wealth, LLC | 2,111 | $44.6 萬 | 0.28% | −673−24.2% | 減碼 |
| Capital Investment Advisory Services, LLC | 2,117 | $44.7 萬 | 0.04% | +12+0.6% | 加碼 |
| Barings LLC | 2,122 | $44.8 萬 | 0.02% | +141+7.1% | 加碼 |
| WESPAC Advisors SoCal, LLC | 2,124 | $44.9 萬 | 0.15% | −110−4.9% | 減碼 |
| Blue Fin Capital, Inc. | 2,130 | $45.0 萬 | 0.13% | +14+0.7% | 加碼 |
| Commons Capital, LLC | 2,139 | $45.2 萬 | 0.68% | −391−15.5% | 減碼 |
| Valmark Advisers, Inc. | 2,139 | $45.2 萬 | 0.01% | −214−9.1% | 減碼 |
| Saiph Capital, LLC | 2,143 | $45.3 萬 | 0.25% | −137−6.0% | 減碼 |
| Advanced Portfolio Management, LLC | 2,143 | $45.3 萬 | 0.41% | +2,143 | 新進 |
| Aptus Capital Advisors, LLC | 2,147 | $45.4 萬 | 0.01% | +421+24.4% | 加碼 |
| Cim Investment Mangement Inc | 2,154 | $45.5 萬 | 0.15% | +5+0.2% | 加碼 |
| Salvus Wealth Management, LLC | 2,157 | $45.6 萬 | 0.35% | +38+1.8% | 加碼 |
| Stokes Family Office, LLC | 2,159 | $45.6 萬 | 0.05% | −78−3.5% | 減碼 |
| Magnus Financial Group LLC | 2,165 | $45.7 萬 | 0.07% | +722+50.0% | 加碼 |
| Silver Oak Securities, Inc | 2,185 | $46.2 萬 | 0.07% | +98+4.7% | 加碼 |
| Naples Global Advisors, LLC | 2,194 | $46.4 萬 | 0.05% | +321+17.1% | 加碼 |
| Strategy Asset Managers LLC | 2,197 | $46.4 萬 | 0.10% | +133+6.4% | 加碼 |
| Park National Corp | 2,205 | $46.6 萬 | 0.02% | −282−11.3% | 減碼 |
| Meridian Investment Counsel Inc. | 2,210 | $46.7 萬 | 0.17% | −62−2.7% | 減碼 |
| Vise Technologies, Inc. | 2,218 | $46.9 萬 | 0.11% | +146+7.0% | 加碼 |
| Centurion Wealth Management LLC | 2,219 | $46.9 萬 | 0.23% | −11−0.5% | 減碼 |
| Delta Financial Advisors LLC | 2,233 | $47.2 萬 | 0.21% | +458+25.8% | 加碼 |
| Prentice Wealth Management LLC | 2,234 | $47.2 萬 | 0.21% | +4+0.2% | 加碼 |
| Valley National Advisers Inc | 2,238 | $47.3 萬 | 0.08% | +109+5.1% | 加碼 |
| First Financial Corp | 2,239 | $47.3 萬 | 0.30% | −87−3.7% | 減碼 |
| WBI Investments | 2,247 | $47.5 萬 | 0.09% | +2,247 | 新進 |
| New World Advisors LLC | 2,252 | $47.6 萬 | 0.17% | −636−22.0% | 減碼 |
| Greenwich Wealth Management LLC | 2,251 | $47.6 萬 | 0.05% | 00.0% | 不變 |
| Greystone Financial Group, LLC | 2,257 | $47.7 萬 | 0.11% | +2,257 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 2,256 | $47.7 萬 | 0.03% | +2,256 | 新進 |
| Johnson Financial Group, Inc. | 2,262 | $47.8 萬 | 0.03% | +601+36.2% | 加碼 |
| Regal Investment Advisors LLC | 2,274 | $48.0 萬 | 0.04% | −597−20.8% | 減碼 |
| Brandywine Oak Private Wealth LLC | 2,276 | $48.1 萬 | 0.05% | +10.0% | 加碼 |
| Redwood Financial Network Corp | 2,281 | $48.2 萬 | 0.45% | +87+4.0% | 加碼 |
| Synergy Financial Management, LLC | 2,284 | $48.3 萬 | 0.12% | +223+10.8% | 加碼 |
| Garden State Investment Advisory Services LLC | 2,296 | $48.5 萬 | 0.21% | +47+2.1% | 加碼 |
| Parkside Advisors LLC | 2,299 | $48.6 萬 | 0.15% | −124−5.1% | 減碼 |
| Sustainable Insight Capital Management, LLC | 2,299 | $48.6 萬 | 0.45% | +107+4.9% | 加碼 |
| Boston Trust Walden Corp | 2,302 | $48.6 萬 | 0.00% | −109−4.5% | 減碼 |
| IVC Wealth Advisors LLC | 2,303 | $48.7 萬 | 0.31% | −190−7.6% | 減碼 |
| Clarus Wealth Advisors | 2,323 | $48.7 萬 | 0.30% | +2,323 | 新進 |
| AlphaStar Capital Management, LLC | 2,315 | $48.9 萬 | 0.06% | +2,315 | 新進 |
| Sonen Capital LLC | 2,319 | $49.0 萬 | 0.81% | −626−21.3% | 減碼 |
| IFP Advisors, Inc | 7,306 | $49.0 萬 | 0.02% | +2,458+50.7% | 加碼 |
| Regent Peak Wealth Advisors LLC | 2,331 | $49.2 萬 | 0.14% | −44−1.9% | 減碼 |
| Sunflower Bank, N.A. | 2,337 | $49.4 萬 | 0.11% | −12−0.5% | 減碼 |
| Roberts Glore & Co Inc | 2,337 | $49.4 萬 | 0.16% | −35−1.5% | 減碼 |
| Golden Green, Inc. | 2,340 | $49.4 萬 | 0.54% | +2,340 | 新進 |
| Castleview Partners, LLC | 2,343 | $49.5 萬 | 0.45% | −739−24.0% | 減碼 |
| Silicon Hills Wealth Management, LLC | 2,349 | $49.6 萬 | 0.28% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 2,360 | $49.9 萬 | 0.02% | −132−5.3% | 減碼 |
| Circle Wealth Management, LLC | 2,380 | $50.3 萬 | 0.07% | −8−0.3% | 減碼 |
| Barnes Pettey Financial Advisors, LLC | 2,384 | $50.4 萬 | 0.44% | −400−14.4% | 減碼 |
| Vista Wealth Management Group, LLC | 2,393 | $50.6 萬 | 0.05% | −676−22.0% | 減碼 |
| Sage Mountain Advisors LLC | 2,398 | $50.7 萬 | 0.07% | +212+9.7% | 加碼 |
| Perfromance Wealth Partners, LLC | 2,371 | $50.7 萬 | 0.02% | −182−7.1% | 減碼 |
| Symmetry Investments LP | 2,400 | $50.7 萬 | 0.15% | +2,400 | 新進 |
| Advisor Resource Council | 2,402 | $50.7 萬 | 0.30% | +973+68.1% | 加碼 |
| AdvisorNet Financial, Inc | 2,407 | $50.9 萬 | 0.04% | −175−6.8% | 減碼 |
| Soltis Investment Advisors LLC | 2,409 | $50.9 萬 | 0.06% | +691+40.2% | 加碼 |
| Montag A & Associates Inc | 2,409 | $50.9 萬 | 0.03% | −104−4.1% | 減碼 |
| Choate Investment Advisors | 2,414 | $51.0 萬 | 0.02% | +1,280+112.9% | 加碼 |
| Allred Capital Management, LLC | 2,417 | $51.1 萬 | 0.25% | −191−7.3% | 減碼 |
| Advisory Research Inc | 2,422 | $51.2 萬 | 0.07% | +2,422 | 新進 |