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 |
|---|---|---|---|---|---|
| InterOcean Capital Group, LLC | 3,053 | $64.5 萬 | 0.02% | −70−2.2% | 減碼 |
| Avory & Company, LLC | 3,073 | $64.9 萬 | 0.49% | −767−20.0% | 減碼 |
| Baron Wealth Management LLC | 3,073 | $64.9 萬 | 0.41% | +24+0.8% | 加碼 |
| Covenant Partners, LLC | 3,085 | $65.2 萬 | 0.24% | 00.0% | 不變 |
| Founders Financial Securities LLC | 3,088 | $65.2 萬 | 0.09% | +126+4.3% | 加碼 |
| Probity Advisors, Inc. | 3,097 | $65.4 萬 | 0.14% | +3,097 | 新進 |
| BKD Wealth Advisors, LLC | 3,100 | $65.5 萬 | 0.02% | +92+3.1% | 加碼 |
| Congress Park Capital LLC | 3,105 | $65.6 萬 | 0.37% | −150−4.6% | 減碼 |
| Watershed Private Wealth LLC | 3,106 | $65.6 萬 | 0.40% | −206−6.2% | 減碼 |
| Dudley Capital Management, LLC | 3,112 | $65.7 萬 | 0.44% | 00.0% | 不變 |
| ORG Partners LLC | 3,127 | $66.1 萬 | 0.11% | +3,127 | 新進 |
| Studio Investment Management LLC | 3,127 | $66.1 萬 | 0.18% | −13−0.4% | 減碼 |
| BFT Financial Group, LLC | 3,154 | $66.6 萬 | 0.08% | −727−18.7% | 減碼 |
| Blueprint Investment Partners LLC | 3,157 | $66.7 萬 | 0.24% | −1,146−26.6% | 減碼 |
| Allen Investment Management LLC | 3,160 | $66.8 萬 | 0.01% | −29,563−90.3% | 減碼 |
| Mizuho Securities Co. Ltd. | 3,160 | $66.8 萬 | 1.50% | +390+14.1% | 加碼 |
| Marcum Wealth, LLC | 3,161 | $66.8 萬 | 0.08% | −71−2.2% | 減碼 |
| McGlone Suttner Wealth Management, Inc. | 3,168 | $66.9 萬 | 0.15% | +102+3.3% | 加碼 |
| American National Bank | 3,185 | $67.3 萬 | 0.11% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 3,187 | $67.3 萬 | 0.00% | −1,328,167−99.8% | 減碼 |
| XML Financial, LLC | 3,197 | $67.5 萬 | 0.08% | +40+1.3% | 加碼 |
| Olistico Wealth, LLC | 3,209 | $67.8 萬 | 0.58% | +475+17.4% | 加碼 |
| Davis R M Inc | 3,213 | $67.9 萬 | 0.02% | +18+0.6% | 加碼 |
| Stiles Financial Services Inc | 3,226 | $68.2 萬 | 0.34% | −10−0.3% | 減碼 |
| Visionary Wealth Advisors | 3,237 | $68.4 萬 | 0.05% | −61−1.8% | 減碼 |
| Evoke Wealth, LLC | 3,242 | $68.5 萬 | 0.02% | −43,421−93.1% | 減碼 |
| Fort Point Capital Partners LLC | 3,249 | $68.6 萬 | 0.10% | +171+5.6% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 3,261 | $68.9 萬 | 1.76% | 00.0% | 不變 |
| Weil Company, Inc. | 3,265 | $69.0 萬 | 0.31% | −9−0.3% | 減碼 |
| Israel Discount Bank of New York | 3,267 | $69.0 萬 | 0.55% | −797−19.6% | 減碼 |
| Gilbert & Cook, Inc. | 3,267 | $69.0 萬 | 0.11% | +971+42.3% | 加碼 |
| Donoghue Forlines LLC | 3,268 | $69.0 萬 | 0.22% | +668+25.7% | 加碼 |
| Magnolia Capital Advisors LLC | 3,276 | $69.2 萬 | 0.35% | +195+6.3% | 加碼 |
| Friedenthal Financial | 3,281 | $69.3 萬 | 0.46% | +3,281 | 新進 |
| Osterweis Capital Management Inc | 3,283 | $69.4 萬 | 0.05% | +2,700+463.1% | 加碼 |
| Viawealth, LLC | 3,289 | $69.5 萬 | 0.52% | −50−1.5% | 減碼 |
| Staley Capital Advisers Inc | 3,297 | $69.7 萬 | 0.04% | +10+0.3% | 加碼 |
| ArrowMark Colorado Holdings LLC | 3,318 | $70.1 萬 | 0.01% | 00.0% | 不變 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 3,349 | $70.8 萬 | 0.03% | +2,177+185.8% | 加碼 |
| Calamos Wealth Management LLC | 3,357 | $70.9 萬 | 0.05% | −496−12.9% | 減碼 |
| Concentric Capital Strategies, LP | 3,361 | $71.0 萬 | 0.15% | −11,702−77.7% | 減碼 |
| Hillsdale Investment Management Inc. | 3,365 | $71.1 萬 | 0.07% | −30−0.9% | 減碼 |
| Consilium Wealth Advisory, LLC | 3,369 | $71.2 萬 | 0.49% | +616+22.4% | 加碼 |
| Private Advisory Group LLC | 3,372 | $71.2 萬 | 0.14% | +1,729+105.2% | 加碼 |
| GFG Capital, LLC | 3,383 | $71.5 萬 | 0.13% | −992−22.7% | 減碼 |
| Everhart Financial Group, Inc. | 3,388 | $71.6 萬 | 0.30% | +421+14.2% | 加碼 |
| First National Bank | 3,403 | $71.9 萬 | 0.59% | −164−4.6% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,409 | $72.0 萬 | 0.09% | +251+7.9% | 加碼 |
| Kraematon Investment Advisors, Inc | 3,416 | $72.2 萬 | 0.79% | −185−5.1% | 減碼 |
| Cascade Investment Group, Inc. | 3,423 | $72.3 萬 | 0.66% | 00.0% | 不變 |
| Principal Street Partners, LLC | 3,425 | $72.4 萬 | 0.17% | +57+1.7% | 加碼 |
| Catalyst Financial Partners LLC | 3,426 | $72.4 萬 | 0.26% | +431+14.4% | 加碼 |
| Oak Harvest Investment Services | 3,472 | $73.3 萬 | 0.16% | −19,729−85.0% | 減碼 |
| Bowman & Co S.C. | 3,472 | $73.3 萬 | 0.56% | +110+3.3% | 加碼 |
| Tectonic Advisors LLC | 3,484 | $73.6 萬 | 0.09% | −1,057−23.3% | 減碼 |
| Financial Insights, Inc. | 3,493 | $73.8 萬 | 0.27% | +1,153+49.3% | 加碼 |
| Charles Carroll Financial Partners, LLC | 3,500 | $73.9 萬 | 0.94% | +3,500 | 新進 |
| Davenport & Co LLC | 3,510 | $74.2 萬 | 0.01% | +129+3.8% | 加碼 |
| ARS Wealth Advisors Group, LLC | 3,530 | $74.6 萬 | 0.12% | −830−19.0% | 減碼 |
| Congress Wealth Management LLC | 3,574 | $75.5 萬 | 0.02% | −368−9.3% | 減碼 |
| Lokken Investment Group LLC | 3,578 | $75.6 萬 | 0.49% | +3,578 | 新進 |
| LCM Capital Management Inc | 3,579 | $75.6 萬 | 0.61% | +44+1.2% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,585 | $75.7 萬 | 0.03% | −272−7.1% | 減碼 |
| RMR Wealth Builders | 3,588 | $75.8 萬 | 0.13% | −1,176−24.7% | 減碼 |
| Bordeaux Wealth Advisors LLC | 3,597 | $76.0 萬 | 0.31% | −72−2.0% | 減碼 |
| Ipswich Investment Management Co., Inc. | 3,601 | $76.1 萬 | 0.20% | −20−0.6% | 減碼 |
| Paradigm Financial Partners, LLC | 3,602 | $76.1 萬 | 0.21% | −101−2.7% | 減碼 |
| Americana Partners, LLC | 3,605 | $76.2 萬 | 0.10% | +1,975+121.2% | 加碼 |
| Hilltop Holdings Inc. | 3,616 | $76.4 萬 | 0.09% | −31−0.9% | 減碼 |
| Allstate Corp | 3,621 | $76.5 萬 | 0.05% | +8+0.2% | 加碼 |
| Platform Technology Partners | 3,461 | $76.5 萬 | 0.36% | +14+0.4% | 加碼 |
| Credential Qtrade Securities Inc. | 3,624 | $76.6 萬 | 0.05% | −65−1.8% | 減碼 |
| David Loasby | 3,651 | $76.7 萬 | 0.08% | +198+5.7% | 加碼 |
| Northern Oak Wealth Management Inc | 3,635 | $76.8 萬 | 0.09% | +963+36.0% | 加碼 |
| Seed Wealth Management, Inc. | 3,650 | $77.1 萬 | 0.82% | 00.0% | 不變 |
| FirstPurpose Wealth LLC | 3,679 | $77.7 萬 | 0.33% | −766−17.2% | 減碼 |
| DeDora Capital, Inc. | 3,701 | $78.2 萬 | 0.30% | +512+16.1% | 加碼 |
| Riverview Trust Co | 3,706 | $78.3 萬 | 0.71% | −71−1.9% | 減碼 |
| Silicon Valley Capital Partners | 3,709 | $78.4 萬 | 0.15% | +47+1.3% | 加碼 |
| Proequities, Inc. | 3,720 | $78.6 萬 | 0.06% | −41−1.1% | 減碼 |
| Sumitomo Mitsui Financial Group, Inc. | 3,756 | $79.0 萬 | 0.03% | +963+34.5% | 加碼 |
| Valley Brook Capital Group | 3,759 | $79.4 萬 | 0.73% | −40−1.1% | 減碼 |
| HF Advisory Group, LLC | 3,761 | $79.5 萬 | 0.63% | −83−2.2% | 減碼 |
| Glenview Trust Co | 3,774 | $79.7 萬 | 0.02% | +309+8.9% | 加碼 |
| Claro Advisors LLC | 3,790 | $80.1 萬 | 0.20% | +138+3.8% | 加碼 |
| Truadvice, LLC | 3,851 | $80.2 萬 | 0.29% | +1,207+45.7% | 加碼 |
| BigSur Wealth Management LLC | 3,800 | $80.3 萬 | 0.38% | −600−13.6% | 減碼 |
| Sky Investment Group LLC | 3,801 | $80.3 萬 | 0.17% | −50−1.3% | 減碼 |
| Warren Averett Asset Management, LLC | 3,808 | $80.4 萬 | 0.04% | +2,347+160.6% | 加碼 |
| Glen Eagle Advisors, LLC | 3,809 | $80.5 萬 | 0.19% | +13+0.3% | 加碼 |
| Symmetry Partners, LLC | 3,810 | $80.5 萬 | 0.04% | 00.0% | 不變 |
| Curbstone Financial Management Corp | 3,816 | $80.6 萬 | 0.19% | +60+1.6% | 加碼 |
| PFG Investments, LLC | 3,841 | $81.1 萬 | 0.14% | +132+3.6% | 加碼 |
| Community Bank & Trust, Waco, Texas | 3,844 | $81.2 萬 | 0.24% | +31+0.8% | 加碼 |
| Oder Investment Management, LLC | 3,849 | $81.3 萬 | 0.89% | −271−6.6% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 3,854 | $81.4 萬 | 0.25% | −46−1.2% | 減碼 |
| Ropes Wealth Advisors LLC | 3,859 | $81.5 萬 | 0.14% | +143+3.8% | 加碼 |
| Winton Group Ltd | 3,866 | $81.7 萬 | 0.07% | +3,866 | 新進 |
| Legacy Financial Advisors, Inc. | 3,871 | $81.8 萬 | 0.15% | +364+10.4% | 加碼 |
| Augustine Asset Management Inc | 3,873 | $81.8 萬 | 0.38% | +5+0.1% | 加碼 |