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 3 季 13F 持有人
Salesforce, Inc. 在 2023/9/30 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
- 2,294
- 較 2023 年第 2 季 +24 家
- 持有股數
- 7.65 億
- 較 2023 年第 2 季 +63.9 萬 (+0.1%)
- 總市值
- $1,551 億
- 較 2023 年第 2 季 −$56.9 億 (−3.5%)
- 新進機構
- 152
- 另有 949 家加碼
- 清倉機構
- 128
- 另有 882 家減碼
另有 31 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Old Well Partners, LLC | 4,700 | $95.3 萬 | 0.83% | 00.0% | 不變 |
| Seven Springs Wealth Group, LLC | 4,714 | $95.6 萬 | 0.46% | +49+1.1% | 加碼 |
| Cooper Financial Group | 4,718 | $95.7 萬 | 0.23% | −205−4.2% | 減碼 |
| Diligent Investors, LLC | 4,728 | $95.9 萬 | 0.29% | −150−3.1% | 減碼 |
| Legacy Financial Advisors, Inc. | 4,729 | $95.9 萬 | 0.19% | +858+22.2% | 加碼 |
| Legacy Capital Group California, Inc. | 4,734 | $96.0 萬 | 0.41% | +73+1.6% | 加碼 |
| Ayrshire Capital Management LLC | 4,739 | $96.1 萬 | 0.62% | +7+0.1% | 加碼 |
| Jefferies Financial Group Inc. | 4,744 | $96.2 萬 | 0.02% | −63,249−93.0% | 減碼 |
| Hillsdale Investment Management Inc. | 4,765 | $96.6 萬 | 0.09% | +1,400+41.6% | 加碼 |
| Cornerstone Wealth Management, LLC | 4,771 | $96.7 萬 | 0.09% | +25+0.5% | 加碼 |
| Romano Brothers and Company | 4,783 | $97.0 萬 | 0.15% | +605+14.5% | 加碼 |
| Smith, Salley & Associates | 4,810 | $97.5 萬 | 0.07% | +220+4.8% | 加碼 |
| Exencial Wealth Advisors, LLC | 4,831 | $98.0 萬 | 0.05% | −73−1.5% | 減碼 |
| Peterson Wealth Management | 4,835 | $98.0 萬 | 0.81% | +143+3.0% | 加碼 |
| Highlander Capital Management, LLC | 4,842 | $98.2 萬 | 0.39% | 00.0% | 不變 |
| Wealth Advisors of Iowa, LLC | 4,844 | $98.2 萬 | 0.69% | 00.0% | 不變 |
| Okabena Investment Services Inc | 4,846 | $98.3 萬 | 0.76% | −308−6.0% | 減碼 |
| Ellevest, Inc. | 4,848 | $98.3 萬 | 0.08% | +219+4.7% | 加碼 |
| Occidental Asset Management, LLC | 4,853 | $98.4 萬 | 0.23% | −1,600−24.8% | 減碼 |
| Bank Ozk | 4,868 | $98.7 萬 | 0.54% | −3,513−41.9% | 減碼 |
| Sargent Investment Group, LLC | 4,871 | $98.8 萬 | 0.24% | +276+6.0% | 加碼 |
| Eqis Capital Management, Inc. | 4,876 | $98.9 萬 | 0.12% | −620−11.3% | 減碼 |
| Aaron Wealth Advisors | 4,899 | $99.3 萬 | 0.13% | −546−10.0% | 減碼 |
| Parcion Private Wealth LLC | 4,901 | $99.4 萬 | 0.10% | −21−0.4% | 減碼 |
| Rainsberger Wealth Advisors, Inc. | 4,906 | $99.5 萬 | 0.61% | +19+0.4% | 加碼 |
| Congress Asset Management Co | 4,916 | $99.7 萬 | 0.01% | 00.0% | 不變 |
| Brown, Lisle/Cummings, Inc. | 4,919 | $99.7 萬 | 0.45% | +200+4.2% | 加碼 |
| Michael B. Yongue | 4,927 | $99.9 萬 | 0.97% | −352−6.7% | 減碼 |
| Focus Financial Network, Inc. | 4,933 | $100.0 萬 | 0.06% | +76+1.6% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 4,934 | $100.1 萬 | 0.30% | −878−15.1% | 減碼 |
| Paradigm Asset Management Co LLC | 4,950 | $100.4 萬 | 0.28% | 00.0% | 不變 |
| Coastline Trust Co | 4,964 | $100.7 萬 | 0.15% | +516+11.6% | 加碼 |
| Octavia Wealth Advisors, LLC | 4,970 | $100.8 萬 | 0.20% | +101+2.1% | 加碼 |
| Legacy Bridge, LLC | 4,974 | $100.9 萬 | 0.72% | 00.0% | 不變 |
| StoneX Group Inc. | 4,988 | $101.1 萬 | 0.11% | +9+0.2% | 加碼 |
| DB Fitzpatrick & Co, Inc | 4,998 | $101.3 萬 | 1.08% | −2,821−36.1% | 減碼 |
| Winton Group Ltd | 5,004 | $101.5 萬 | 0.08% | +1,138+29.4% | 加碼 |
| Coastwise Capital Group, LLC | 5,029 | $102.0 萬 | 1.17% | −222−4.2% | 減碼 |
| VELA Investment Management, LLC | 5,040 | $102.2 萬 | 0.45% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 5,045 | $102.3 萬 | 0.08% | +35+0.7% | 加碼 |
| Guerra Pan Advisors, LLC | 5,046 | $102.3 萬 | 1.18% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 4,851 | $102.5 萬 | 0.74% | −1,384−22.2% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 5,059 | $102.6 萬 | 0.36% | −70−1.4% | 減碼 |
| Etesian Wealth Advisors, Inc. | 5,081 | $103.0 萬 | 0.69% | −78−1.5% | 減碼 |
| Lumina Fund Management LLC | 5,100 | $103.4 萬 | 0.50% | 00.0% | 不變 |
| Argent Advisors, Inc. | 5,118 | $103.8 萬 | 0.47% | −83−1.6% | 減碼 |
| Aldebaran Financial Inc. | 5,129 | $104.0 萬 | 1.70% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,137 | $104.2 萬 | 0.17% | −97−1.9% | 減碼 |
| Avantax Planning Partners, Inc. | 5,137 | $104.2 萬 | 0.04% | −59−1.1% | 減碼 |
| Jump Financial, LLC | 5,158 | $104.6 萬 | 0.04% | −10,805−67.7% | 減碼 |
| Syon Capital LLC | 5,166 | $104.8 萬 | 0.13% | +5,166 | 新進 |
| Connective Portfolio Management, LLC | 5,170 | $104.8 萬 | 3.19% | 00.0% | 不變 |
| Prudent Man Advisors, LLC | 5,170 | $104.8 萬 | 0.42% | −106−2.0% | 減碼 |
| Farther Finance Advisors, LLC | 5,184 | $105.1 萬 | 0.17% | +1,279+32.8% | 加碼 |
| RFG Advisory, LLC | 5,187 | $105.2 萬 | 0.05% | +224+4.5% | 加碼 |
| Naviter Wealth, LLC | 5,194 | $105.3 萬 | 0.25% | +139+2.7% | 加碼 |
| Strategic Investment Advisors | 5,216 | $105.8 萬 | 0.17% | −90−1.7% | 減碼 |
| Keeler Thomas Management LLC | 5,243 | $105.9 萬 | 0.39% | −712−12.0% | 減碼 |
| 9258 Wealth Management, LLC | 5,230 | $106.1 萬 | 0.21% | +222+4.4% | 加碼 |
| David Loasby | 5,256 | $106.1 萬 | 0.12% | +1,605+44.0% | 加碼 |
| Strategic Investment Solutions, Inc. | 4,914 | $106.2 萬 | 0.01% | +4,836+6,200.0% | 加碼 |
| Three Seasons Wealth, LLC | 5,252 | $106.5 萬 | 1.05% | +5,252 | 新進 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,270 | $106.9 萬 | 0.04% | +1,685+47.0% | 加碼 |
| Bridgefront Capital, LLC | 5,271 | $106.9 萬 | 0.75% | +2,334+79.5% | 加碼 |
| World Equity Group, Inc. | 5,243 | $107.3 萬 | 0.22% | +133+2.6% | 加碼 |
| Gilbert & Cook, Inc. | 5,293 | $107.3 萬 | 0.17% | +2,026+62.0% | 加碼 |
| Rehmann Capital Advisory Group | 5,307 | $107.6 萬 | 0.10% | −149−2.7% | 減碼 |
| Fidelis Capital Partners, LLC | 5,325 | $107.7 萬 | 0.37% | +148+2.9% | 加碼 |
| Tilt Investment Management Holdings, PBC | 5,315 | $107.8 萬 | 0.77% | 00.0% | 不變 |
| Sumitomo Mitsui Financial Group, Inc. | 5,313 | $108.0 萬 | 0.03% | +1,557+41.5% | 加碼 |
| Keel Point, LLC | 5,343 | $108.3 萬 | 0.15% | +2,740+105.3% | 加碼 |
| Ballast, Inc. | 5,350 | $108.5 萬 | 0.43% | −278−4.9% | 減碼 |
| Congress Wealth Management LLC | 5,353 | $108.6 萬 | 0.02% | +1,779+49.8% | 加碼 |
| Garda Capital Partners LP | 5,356 | $108.6 萬 | 0.69% | +5,356 | 新進 |
| Arrowroot Family Office, LLC | 5,357 | $108.6 萬 | 0.86% | −1,430−21.1% | 減碼 |
| Wealthsource Partners, LLC | 5,365 | $108.8 萬 | 0.07% | −37−0.7% | 減碼 |
| Laidlaw Wealth Management LLC | 5,403 | $109.6 萬 | 0.36% | −113−2.0% | 減碼 |
| CX Institutional | 5,413 | $109.8 萬 | 0.06% | −114−2.1% | 減碼 |
| Clear Harbor Asset Management, LLC | 5,413 | $109.8 萬 | 0.11% | −35−0.6% | 減碼 |
| Cornerstone National Bank & Trust Co | 5,421 | $109.9 萬 | 0.68% | −76−1.4% | 減碼 |
| Country Club Bank | 5,446 | $110.7 萬 | 0.09% | −332−5.7% | 減碼 |
| St. Johns Investment Management Company, LLC | 5,476 | $111.0 萬 | 0.63% | −58−1.0% | 減碼 |
| GPS Wealth Strategies Group, LLC | 5,490 | $111.3 萬 | 0.21% | +759+16.0% | 加碼 |
| Grace & Mercy Foundation, Inc. | 5,500 | $111.5 萬 | 0.34% | +5,500 | 新進 |
| KPP Advisory Services LLC | 5,517 | $111.9 萬 | 0.37% | +5,517 | 新進 |
| Aptus Capital Advisors, LLC | 5,517 | $111.9 萬 | 0.03% | +3,370+157.0% | 加碼 |
| Cynosure Management, LLC | 5,527 | $112.1 萬 | 0.34% | −693−11.1% | 減碼 |
| RMR Wealth Builders | 5,529 | $112.1 萬 | 0.18% | +1,941+54.1% | 加碼 |
| Lindbrook Capital, LLC | 5,531 | $112.2 萬 | 0.13% | −1,251−18.4% | 減碼 |
| Legal Advantage Investments, Inc. | 5,531 | $112.2 萬 | 0.80% | −34−0.6% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 5,552 | $112.6 萬 | 0.49% | −20−0.4% | 減碼 |
| Secure Asset Management, LLC | 5,554 | $112.6 萬 | 0.34% | +142+2.6% | 加碼 |
| Oxler Private Wealth LLC | 5,557 | $112.7 萬 | 0.57% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 5,567 | $112.9 萬 | 0.71% | +5,567 | 新進 |
| Belpointe Asset Management LLC | 5,578 | $113.1 萬 | 0.12% | +413+8.0% | 加碼 |
| Synergy Financial Management, LLC | 5,583 | $113.2 萬 | 0.22% | +3,299+144.4% | 加碼 |
| CWA Asset Management Group, LLC | 5,583 | $113.2 萬 | 0.08% | +731+15.1% | 加碼 |
| Oak Harvest Investment Services | 5,599 | $113.5 萬 | 0.24% | +2,127+61.3% | 加碼 |
| Laffer Tengler Investments | 5,610 | $113.8 萬 | 0.33% | −1,219−17.9% | 減碼 |
| Alta Wealth Advisors LLC | 5,611 | $113.8 萬 | 0.70% | 00.0% | 不變 |