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 |
|---|---|---|---|---|---|
| Kozak & Associates, Inc. | 2,427 | $51.4 萬 | 0.21% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 2,405 | $51.4 萬 | 0.09% | −62−2.5% | 減碼 |
| BSW Wealth Partners | 2,439 | $51.5 萬 | 0.11% | +13+0.5% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 2,442 | $51.6 萬 | 0.01% | −847−25.8% | 減碼 |
| SageView Advisory Group, LLC | 2,445 | $51.7 萬 | 0.03% | +137+5.9% | 加碼 |
| Gradient Investments LLC | 2,446 | $51.7 萬 | 0.01% | +840+52.3% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 2,460 | $51.9 萬 | 0.39% | +44+1.8% | 加碼 |
| Smithfield Trust Co | 2,485 | $52.4 萬 | 0.03% | +306+14.0% | 加碼 |
| Inceptionr LLC | 2,482 | $52.4 萬 | 0.28% | +720+40.9% | 加碼 |
| Solstein Capital, LLC | 2,487 | $52.5 萬 | 0.44% | +86+3.6% | 加碼 |
| New Republic Capital, LLC | 2,489 | $52.6 萬 | 0.37% | −536−17.7% | 減碼 |
| Washington Trust Advisors, Inc. | 2,492 | $52.6 萬 | 0.05% | +81+3.4% | 加碼 |
| Mirador Capital Partners LP | 2,496 | $52.7 萬 | 0.13% | −13,825−84.7% | 減碼 |
| Headinvest, LLC | 2,529 | $52.8 萬 | 0.11% | +10.0% | 加碼 |
| L2 Asset Management, LLC | 2,499 | $52.8 萬 | 0.26% | +198+8.6% | 加碼 |
| Troluce Capital Advisors LLC | 2,500 | $52.8 萬 | 0.80% | +2,500 | 新進 |
| Quent Capital, LLC | 2,502 | $52.9 萬 | 0.08% | +81+3.3% | 加碼 |
| Hengehold Capital Management LLC | 2,504 | $52.9 萬 | 0.07% | +229+10.1% | 加碼 |
| Lion Street Advisors, LLC | 1,779 | $53.3 萬 | 0.18% | +557+45.6% | 加碼 |
| Anchor Investment Management, LLC | 2,528 | $53.4 萬 | 0.07% | +227+9.9% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 2,542 | $53.7 萬 | 0.06% | +244+10.6% | 加碼 |
| Citizens Financial Group Inc | 2,544 | $53.7 萬 | 0.02% | −1,882−42.5% | 減碼 |
| Interchange Capital Partners, LLC | 2,559 | $54.0 萬 | 0.41% | −1,809−41.4% | 減碼 |
| Walkner Condon Financial Advisors LLC | 2,559 | $54.1 萬 | 0.14% | −40−1.5% | 減碼 |
| Investment House LLC | 2,560 | $54.1 萬 | 0.04% | −995−28.0% | 減碼 |
| Key Financial Inc | 2,567 | $54.2 萬 | 0.18% | +60+2.4% | 加碼 |
| Corton Capital Inc. | 2,586 | $54.6 萬 | 0.26% | −225−8.0% | 減碼 |
| Financial Advisory Service, Inc. | 2,587 | $54.7 萬 | 0.07% | +21+0.8% | 加碼 |
| Vigilare Wealth Management | 2,600 | $54.9 萬 | 0.32% | −508−16.3% | 減碼 |
| Grey Street Capital, LLC | 2,600 | $54.9 萬 | 0.29% | +2,600 | 新進 |
| Keel Point, LLC | 2,603 | $55.0 萬 | 0.07% | +211+8.8% | 加碼 |
| Consolidated Portfolio Review Corp | 2,610 | $55.1 萬 | 0.13% | +68+2.7% | 加碼 |
| Abbot Financial Management, Inc. | 2,618 | $55.3 萬 | 0.35% | −150−5.4% | 減碼 |
| Simon Quick Advisors, LLC | 2,620 | $55.4 萬 | 0.05% | +137+5.5% | 加碼 |
| RAM Investment Partners, LLC | 2,625 | $55.5 萬 | 0.23% | +139+5.6% | 加碼 |
| Alpha Cubed Investments, LLC | 2,636 | $55.7 萬 | 0.04% | +68+2.6% | 加碼 |
| First Foundation Advisors | 2,642 | $55.8 萬 | 0.02% | −955−26.5% | 減碼 |
| Seaport Global Advisors, LLC | 2,647 | $55.9 萬 | 1.65% | −1,028−28.0% | 減碼 |
| Masso Torrence Wealth Management Inc. | 2,670 | $56.4 萬 | 0.41% | +40+1.5% | 加碼 |
| Fulcrum Capital LLC | 2,683 | $56.7 萬 | 0.15% | −1,086−28.8% | 減碼 |
| GraniteShares Advisors LLC | 2,686 | $56.7 萬 | 0.51% | −233−8.0% | 減碼 |
| Knuff & Co LLC | 2,690 | $56.8 萬 | 0.21% | 00.0% | 不變 |
| Dover Advisors, LLC | 2,693 | $56.9 萬 | 0.50% | +19+0.7% | 加碼 |
| Alta Advisers Ltd | 2,700 | $57.0 萬 | 0.32% | 00.0% | 不變 |
| Nwam LLC | 2,712 | $57.3 萬 | 0.05% | +211+8.4% | 加碼 |
| Blodgett Wealth Advisors, LLC | 2,730 | $57.7 萬 | 0.60% | −390−12.5% | 減碼 |
| Angeles Wealth Management, LLC | 2,742 | $57.9 萬 | 0.08% | +118+4.5% | 加碼 |
| Newbridge Financial Services Group, Inc. | 2,743 | $57.9 萬 | 0.28% | +350+14.6% | 加碼 |
| Cantor Fitzgerald, L. P. | 2,750 | $58.1 萬 | 0.01% | +2,750 | 新進 |
| Mathes Company, Inc. | 2,752 | $58.1 萬 | 0.25% | +2,752 | 新進 |
| Parkside Financial Bank & Trust | 2,758 | $58.3 萬 | 0.14% | −7−0.3% | 減碼 |
| Carret Asset Management, LLC | 2,775 | $58.6 萬 | 0.08% | 00.0% | 不變 |
| TSFG, LLC | 2,777 | $58.7 萬 | 0.22% | +41+1.5% | 加碼 |
| Haverford Trust Co | 2,787 | $58.9 萬 | 0.01% | +104+3.9% | 加碼 |
| V2 Financial group LLC | 2,790 | $58.9 萬 | 0.42% | −2−0.1% | 減碼 |
| CenterStar Asset Management, LLC | 2,792 | $59.0 萬 | 0.53% | +2,792 | 新進 |
| Little House Capital LLC | 2,795 | $59.0 萬 | 0.25% | +19+0.7% | 加碼 |
| EPIQ Capital Group, LLC | 2,815 | $59.5 萬 | 0.31% | 00.0% | 不變 |
| S&CO Inc | 2,821 | $59.5 萬 | 0.05% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 2,829 | $59.8 萬 | 0.27% | +493+21.1% | 加碼 |
| Malaga Cove Capital, LLC | 2,831 | $59.8 萬 | 0.28% | −184−6.1% | 減碼 |
| Eastern Bank | 2,832 | $59.8 萬 | 0.03% | −331−10.5% | 減碼 |
| Hill Island Financial LLC | 2,834 | $59.9 萬 | 0.23% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 2,834 | $59.9 萬 | 0.27% | +2,834 | 新進 |
| Aspire Private Capital, LLC | 2,838 | $60.0 萬 | 0.19% | +2,638+1,319.0% | 加碼 |
| Inscription Capital, LLC | 2,846 | $60.1 萬 | 0.19% | −249−8.0% | 減碼 |
| Juncture Wealth Strategies, LLC | 2,862 | $60.5 萬 | 0.28% | +2,862 | 新進 |
| QCM Cayman, Ltd. | 2,869 | $60.6 萬 | 3.56% | +2,869 | 新進 |
| Legacy Advisors, LLC | 2,870 | $60.6 萬 | 0.09% | +273+10.5% | 加碼 |
| TFG Advisers LLC | 2,872 | $60.7 萬 | 0.28% | +30+1.1% | 加碼 |
| Copperwynd Financial, LLC | 2,873 | $60.7 萬 | 0.28% | −9,865−77.4% | 減碼 |
| Appleton Partners Inc | 2,881 | $60.9 萬 | 0.05% | −35−1.2% | 減碼 |
| Strait & Sound Wealth Management LLC | 2,884 | $60.9 萬 | 0.60% | −1,091−27.4% | 減碼 |
| FLC Capital Advisors | 2,896 | $61.2 萬 | 0.18% | 00.0% | 不變 |
| Sherbrooke Park Advisers LLC | 2,900 | $61.3 萬 | 0.32% | +2,900 | 新進 |
| Prelude Capital Management, LLC | 2,902 | $61.3 萬 | 0.05% | +918+46.3% | 加碼 |
| Coastal Investment Advisors, Inc. | 2,910 | $61.5 萬 | 0.14% | −223−7.1% | 減碼 |
| Janney Capital Management LLC | 2,913 | $61.5 萬 | 0.04% | +63+2.2% | 加碼 |
| Icapital Wealth LLC | 2,919 | $61.7 萬 | 0.39% | +10+0.3% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,920 | $61.7 萬 | 0.08% | −146−4.8% | 減碼 |
| Tranquility Partners, LLC | 2,923 | $61.8 萬 | 0.27% | 00.0% | 不變 |
| Bienville Capital Management, LLC | 2,924 | $61.8 萬 | 0.24% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 2,932 | $61.9 萬 | 0.23% | −173−5.6% | 減碼 |
| Kensington Investment Counsel, LLC | 2,934 | $62.0 萬 | 0.39% | +125+4.4% | 加碼 |
| Alpha Family Trust | 2,935 | $62.0 萬 | 0.43% | 00.0% | 不變 |
| Del-Sette Capital Management, LLC | 2,936 | $62.0 萬 | 0.59% | +2,936 | 新進 |
| Bridgefront Capital, LLC | 2,937 | $62.0 萬 | 0.34% | +2,937 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 2,962 | $62.6 萬 | 0.12% | −175−5.6% | 減碼 |
| FineMark National Bank & Trust | 2,964 | $62.6 萬 | 0.03% | −11−0.4% | 減碼 |
| Financial Advisory Corp | 2,977 | $62.9 萬 | 0.28% | −38−1.3% | 減碼 |
| Gerber Kawasaki Wealth & Investment Management | 2,990 | $63.2 萬 | 0.04% | +254+9.3% | 加碼 |
| Sonora Investment Management Group, LLC | 2,991 | $63.2 萬 | 0.05% | +651+27.8% | 加碼 |
| Sterling Investment Counsel, LLC | 3,006 | $63.5 萬 | 0.34% | +77+2.6% | 加碼 |
| Kapstone Financial Advisors LLC | 2,832 | $63.5 萬 | 0.53% | −240−7.8% | 減碼 |
| Diametric Capital, LP | 3,012 | $63.6 萬 | 0.28% | +3,012 | 新進 |
| Gabelli Funds LLC | 3,020 | $63.8 萬 | 0.00% | −205−6.4% | 減碼 |
| AlphaCore Capital LLC | 3,022 | $63.8 萬 | 0.10% | +145+5.0% | 加碼 |
| Convergence Investment Partners, LLC | 3,030 | $64.0 萬 | 0.37% | +1,313+76.5% | 加碼 |
| Corvex Management LP | 3,032 | $64.1 萬 | 0.04% | −20,400−87.1% | 減碼 |
| Gryphon Financial Partners LLC | 3,051 | $64.5 萬 | 0.14% | +125+4.3% | 加碼 |