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 |
|---|---|---|---|---|---|
| Regatta Capital Group, LLC | 5,627 | $114.1 萬 | 0.36% | −70−1.2% | 減碼 |
| Sentry Investment Management LLC | 5,656 | $114.7 萬 | 0.55% | +1,707+43.2% | 加碼 |
| Buckingham Strategic Wealth, LLC | 5,668 | $114.9 萬 | 0.02% | +39+0.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 5,680 | $115.2 萬 | 0.12% | −333−5.5% | 減碼 |
| Intellectus Partners, LLC | 5,682 | $115.2 萬 | 0.36% | −70−1.2% | 減碼 |
| Wambolt & Associates, LLC | 901,248 | $115.4 萬 | 0.42% | +40.0% | 加碼 |
| Dearborn Partners LLC | 5,700 | $115.6 萬 | 0.05% | 00.0% | 不變 |
| Carr Financial Group Corp | 5,573 | $115.6 萬 | 0.46% | +8+0.1% | 加碼 |
| Options Solutions, LLC | 5,711 | $115.8 萬 | 1.33% | −156−2.7% | 減碼 |
| KRS Capital Management, LLC | 5,716 | $115.9 萬 | 1.24% | +50+0.9% | 加碼 |
| Wade G W & Inc | 5,731 | $116.2 萬 | 0.04% | +1,099+23.7% | 加碼 |
| Compton Wealth Advisory Group, LLC | 5,748 | $116.6 萬 | 0.40% | +15+0.3% | 加碼 |
| Archford Capital Strategies, LLC | 5,777 | $117.1 萬 | 0.23% | −160−2.7% | 減碼 |
| Balentine LLC | 5,788 | $117.4 萬 | 0.04% | +101+1.8% | 加碼 |
| EFG Asset Management (North America) Corp. | 5,798 | $117.6 萬 | 0.28% | +662+12.9% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 5,807 | $117.8 萬 | 0.09% | +1,474+34.0% | 加碼 |
| Eastover Investment Advisors LLC | 5,820 | $118.0 萬 | 0.71% | +244+4.4% | 加碼 |
| Chicago Trust Co NA | 5,828 | $118.2 萬 | 0.30% | +42+0.7% | 加碼 |
| Trillium Asset Management, LLC | 5,832 | $118.3 萬 | 0.04% | −174−2.9% | 減碼 |
| Riverview Capital Advisers, LLC | 5,844 | $118.5 萬 | 0.52% | −20−0.3% | 減碼 |
| Ironwood Investment Management LLC | 5,861 | $118.8 萬 | 0.73% | −40−0.7% | 減碼 |
| RSM US Wealth Management LLC | 5,882 | $119.3 萬 | 0.04% | +175+3.1% | 加碼 |
| Scott & Selber, Inc. | 5,900 | $119.6 萬 | 0.49% | −10−0.2% | 減碼 |
| International Assets Investment Management, LLC | 5,920 | $120.0 萬 | 0.16% | +978+19.8% | 加碼 |
| Werba Rubin Papier Wealth Management | 5,959 | $120.8 萬 | 0.43% | +95+1.6% | 加碼 |
| Saturna Capital CORP | 5,970 | $121.1 萬 | 0.02% | −50−0.8% | 減碼 |
| Joseph Group Capital Management | 5,971 | $121.1 萬 | 0.87% | +227+4.0% | 加碼 |
| Donaldson Capital Management, LLC | 5,972 | $121.1 萬 | 0.06% | +202+3.5% | 加碼 |
| Arete Wealth Advisors, LLC | 5,973 | $121.1 萬 | 0.21% | +835+16.3% | 加碼 |
| Charter Oak Capital Management, LLC | 5,974 | $121.1 萬 | 0.16% | 00.0% | 不變 |
| Conning Inc. | 5,986 | $121.4 萬 | 0.04% | +40+0.7% | 加碼 |
| Plancorp, LLC | 5,986 | $121.4 萬 | 0.06% | +250+4.4% | 加碼 |
| PKO Investment Management Joint-Stock Co | 6,000 | $121.7 萬 | 0.16% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 6,014 | $122.0 萬 | 0.01% | +112+1.9% | 加碼 |
| First Pacific Financial | 6,042 | $122.5 萬 | 0.55% | −111−1.8% | 減碼 |
| Shorepoint Capital Partners LLC | 6,063 | $122.9 萬 | 0.36% | +482+8.6% | 加碼 |
| Sanders Morris Harris LLC | 6,061 | $123.1 萬 | 0.25% | 00.0% | 不變 |
| Leelyn Smith, LLC | 6,128 | $124.3 萬 | 0.30% | −104−1.7% | 減碼 |
| Jamison Private Wealth Management, Inc. | 6,172 | $125.2 萬 | 0.26% | +6,172 | 新進 |
| ProVise Management Group, LLC | 6,199 | $125.7 萬 | 0.12% | +80+1.3% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 6,202 | $125.8 萬 | 0.83% | +57+0.9% | 加碼 |
| Strategic Advocates LLC | 6,220 | $126.1 萬 | 0.59% | +6,220 | 新進 |
| Ramirez Asset Management, Inc. | 6,236 | $126.5 萬 | 0.27% | +6,236 | 新進 |
| Mount Yale Investment Advisors, LLC | 6,243 | $126.6 萬 | 0.14% | +4,521+262.5% | 加碼 |
| Rossmore Private Capital | 6,257 | $126.9 萬 | 0.19% | −12−0.2% | 減碼 |
| Duality Advisers, LP | 6,278 | $127.3 萬 | 0.15% | +6,278 | 新進 |
| Atlas Brown,Inc. | 6,316 | $128.1 萬 | 0.58% | +79+1.3% | 加碼 |
| FinTrust Capital Advisors, LLC | 6,318 | $128.1 萬 | 0.28% | −94−1.5% | 減碼 |
| Keudell/Morrison Wealth Management | 6,349 | $128.7 萬 | 0.39% | 00.0% | 不變 |
| Cito Capital Group, LLC | 6,350 | $128.8 萬 | 0.62% | 00.0% | 不變 |
| Altfest L J & Co Inc | 6,391 | $129.6 萬 | 0.20% | +49+0.8% | 加碼 |
| TRUE Private Wealth Advisors | 6,394 | $129.7 萬 | 0.18% | +122+1.9% | 加碼 |
| Segment Wealth Management, LLC | 6,415 | $130.1 萬 | 0.13% | +681+11.9% | 加碼 |
| Quadrant Capital Group LLC | 6,417 | $130.1 萬 | 0.13% | −401−5.9% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 6,425 | $130.3 萬 | 0.75% | −700−9.8% | 減碼 |
| River & Mercantile Asset Management LLP | 6,453 | $130.8 萬 | 0.31% | +493+8.3% | 加碼 |
| Independent Solutions Wealth Management, LLC | 6,475 | $131.3 萬 | 0.36% | +5,403+504.0% | 加碼 |
| Vetamer Capital Management, L.P. | 6,482 | $131.4 萬 | 2.42% | −2,270−25.9% | 減碼 |
| Quantum Private Wealth, LLC | 6,484 | $131.5 萬 | 0.63% | −3,023−31.8% | 減碼 |
| Doliver Advisors, LP | 6,485 | $131.5 萬 | 0.40% | −148−2.2% | 減碼 |
| Capital Markets Trading UK LLP | 6,506 | $131.9 萬 | 1.15% | +5,038+343.2% | 加碼 |
| Wealthspire Advisors, LLC | 6,514 | $132.1 萬 | 0.02% | −317−4.6% | 減碼 |
| Clark Capital Management Group, Inc. | 6,523 | $132.3 萬 | 0.01% | −96−1.5% | 減碼 |
| Voya Financial Advisors, Inc. | 6,514 | $132.4 萬 | 0.16% | −6−0.1% | 減碼 |
| Bank Pictet & Cie (Asia) Ltd | 6,530 | $132.4 萬 | 0.39% | −325−4.7% | 減碼 |
| V Wealth Advisors LLC | 6,580 | $133.4 萬 | 1.08% | −4,993−43.1% | 減碼 |
| Capital Investment Advisors, LLC | 6,584 | $133.5 萬 | 0.04% | +864+15.1% | 加碼 |
| Western Wealth Management, LLC | 6,599 | $133.8 萬 | 0.11% | +373+6.0% | 加碼 |
| Moody Lynn & Lieberson, LLC | 6,606 | $134.0 萬 | 0.11% | −15,077−69.5% | 減碼 |
| Mission Creek Capital Partners, Inc. | 6,627 | $134.4 萬 | 0.45% | +125+1.9% | 加碼 |
| Global Wealth Management Investment Advisory, Inc. | 6,657 | $135.0 萬 | 0.38% | +270+4.2% | 加碼 |
| Heritage Trust Co | 6,660 | $135.1 萬 | 0.21% | −220−3.2% | 減碼 |
| 1776 Wealth LLC | 6,681 | $135.5 萬 | 0.72% | 00.0% | 不變 |
| Eagle Strategies LLC | 6,687 | $135.6 萬 | 0.33% | +315+4.9% | 加碼 |
| IMA Wealth, Inc. | 6,728 | $136.4 萬 | 0.35% | −118−1.7% | 減碼 |
| TLWM | 6,790 | $137.7 萬 | 0.37% | +217+3.3% | 加碼 |
| Ibex Wealth Advisors | 6,793 | $137.7 萬 | 0.35% | +6,793 | 新進 |
| CoreCap Advisors, LLC | 6,792 | $137.7 萬 | 0.10% | +5,160+316.2% | 加碼 |
| Capstone Triton Financial Group, LLC | 6,807 | $138.0 萬 | 1.01% | +191+2.9% | 加碼 |
| Redmond Asset Management, LLC | 6,810 | $138.1 萬 | 0.49% | +369+5.7% | 加碼 |
| Lake Street Financial LLC | 6,796 | $138.1 萬 | 0.25% | +431+6.8% | 加碼 |
| Rathbone Brothers plc | 6,823 | $138.4 萬 | 0.01% | +5,671+492.3% | 加碼 |
| Columbia Trust Co 01012016 | 6,831 | $138.5 萬 | 0.80% | +375+5.8% | 加碼 |
| Wealthcare Advisory Partners LLC | 6,840 | $138.7 萬 | 0.06% | −17−0.2% | 減碼 |
| Harel Insurance Investments & Financial Services Ltd. | 6,839 | $139.0 萬 | 0.03% | −4,024−37.0% | 減碼 |
| Jacobi Capital Management LLC | 6,860 | $139.1 萬 | 0.16% | +364+5.6% | 加碼 |
| Del-Sette Capital Management, LLC | 6,890 | $139.7 萬 | 1.37% | +3,954+134.7% | 加碼 |
| InTrack Investment Management Inc | 6,895 | $139.8 萬 | 1.23% | +822+13.5% | 加碼 |
| Brandywine Managers, LLC | 6,913 | $140.2 萬 | 2.37% | 00.0% | 不變 |
| Stonegate Investment Group, LLC | 6,916 | $140.2 萬 | 0.05% | −24−0.3% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 6,918 | $140.3 萬 | 0.74% | +664+10.6% | 加碼 |
| EPG Wealth Management LLC | 6,948 | $140.9 萬 | 0.42% | −27−0.4% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 6,957 | $141.1 萬 | 0.10% | +66+1.0% | 加碼 |
| Northstar Group, Inc. | 6,966 | $141.3 萬 | 0.33% | −56−0.8% | 減碼 |
| Charter Research & Investment Group, Inc. | 6,972 | $141.4 萬 | 1.27% | −325−4.5% | 減碼 |
| First County Bank | 6,973 | $141.4 萬 | 0.74% | +480+7.4% | 加碼 |
| Walleye Trading LLC | 6,979 | $141.5 萬 | 0.03% | +6,979 | 新進 |
| Tiedemann Advisors, LLC | 7,018 | $142.4 萬 | 0.06% | −149−2.1% | 減碼 |
| Camden Capital, LLC | 7,027 | $142.5 萬 | 0.17% | +1,681+31.4% | 加碼 |
| Chicago Partners Investment Group LLC | 7,065 | $142.7 萬 | 0.08% | +454+6.9% | 加碼 |