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 2,493 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
- 2,293
- 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 948 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 | 2,493 | $1,095 億 |
| 2026 年第 1 季 | 2,695 | $1,379 億 |
| 2025 年第 4 季 | 2,958 | $2,019 億 |
| 2025 年第 3 季 | 2,815 | $1,798 億 |
| 2025 年第 2 季 | 2,959 | $2,100 億 |
| 2025 年第 1 季 | 2,955 | $2,091 億 |
| 2024 年第 4 季 | 3,109 | $2,587 億 |
| 2024 年第 3 季 | 2,656 | $2,091 億 |
| 2024 年第 2 季 | 2,629 | $1,988 億 |
| 2024 年第 1 季 | 2,768 | $2,357 億 |
| 2023 年第 4 季 | 2,600 | $2,048 億 |
| 2023 年第 3 季 | 2,293 | $1,551 億 |
| 2023 年第 2 季 | 2,300 | $1,617 億 |
| 2023 年第 1 季 | 2,182 | $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 |
|---|---|---|---|---|---|
| Wrapmanager Inc | 7,066 | $143.3 萬 | 0.46% | −1,571−18.2% | 減碼 |
| Morse Asset Management, Inc | 7,069 | $143.3 萬 | 0.45% | +990+16.3% | 加碼 |
| Koshinski Asset Management, Inc. | 7,086 | $143.7 萬 | 0.17% | −75−1.0% | 減碼 |
| Bard Financial Services, Inc. | 7,095 | $143.9 萬 | 0.18% | +210+3.1% | 加碼 |
| Global Retirement Partners, LLC | 7,151 | $144.4 萬 | 0.07% | +161+2.3% | 加碼 |
| Boyd Watterson Asset Management LLC | 7,120 | $144.4 萬 | 0.63% | −9−0.1% | 減碼 |
| Bristlecone Advisors, LLC | 7,161 | $145.2 萬 | 0.16% | −73−1.0% | 減碼 |
| Kaizen Financial Strategies | 7,167 | $145.3 萬 | 1.23% | −265−3.6% | 減碼 |
| Schmidt P J Investment Management Inc | 6,986 | $145.5 萬 | 0.31% | −79−1.1% | 減碼 |
| Ameritas Advisory Services, LLC | 7,161 | $145.6 萬 | 0.07% | +5,471+323.7% | 加碼 |
| Elmwood Wealth Management, Inc. | 7,189 | $145.8 萬 | 0.70% | −30−0.4% | 減碼 |
| Cardiff Park Advisors, LLC | 7,199 | $146.0 萬 | 0.18% | +7,199 | 新進 |
| Gardner Lewis Asset Management L P | 7,200 | $146.0 萬 | 0.53% | −11,307−61.1% | 減碼 |
| Amica Retiree Medical Trust | 7,205 | $146.1 萬 | 1.72% | 00.0% | 不變 |
| Pinnacle Wealth Management, LLC | 7,209 | $146.2 萬 | 1.77% | +7,209 | 新進 |
| Americana Partners, LLC | 7,387 | $146.5 萬 | 0.16% | +3,782+104.9% | 加碼 |
| Camarda Financial Advisors, LLC | 7,242 | $146.9 萬 | 0.95% | +674+10.3% | 加碼 |
| Albion Financial Group | 7,273 | $147.5 萬 | 0.14% | +1,540+26.9% | 加碼 |
| Rosenbaum Jay D. | 7,305 | $148.1 萬 | 2.48% | −45−0.6% | 減碼 |
| FOCUS Wealth Advisors, LLC | 7,311 | $148.3 萬 | 1.03% | −6−0.1% | 減碼 |
| Wolf Group Capital Advisors | 7,319 | $148.4 萬 | 0.70% | −215−2.9% | 減碼 |
| Center for Financial Planning, Inc. | 7,351 | $149.1 萬 | 0.32% | +27+0.4% | 加碼 |
| Chickasaw Capital Management LLC | 7,384 | $149.7 萬 | 0.08% | 00.0% | 不變 |
| Teamwork Financial Advisors, LLC | 7,396 | $150.0 萬 | 0.24% | +7,396 | 新進 |
| Sound View Wealth Advisors Group, LLC | 7,397 | $150.0 萬 | 0.19% | +7+0.1% | 加碼 |
| Sciencast Management LP | 7,401 | $150.1 萬 | 0.68% | +1,920+35.0% | 加碼 |
| M&R Capital Management Inc | 7,407 | $150.2 萬 | 0.41% | +901+13.8% | 加碼 |
| Aviance Capital Partners, LLC | 7,416 | $150.4 萬 | 0.34% | −1,018−12.1% | 減碼 |
| AMG National Trust Bank | 7,447 | $151.0 萬 | 0.05% | +2,500+50.5% | 加碼 |
| Ascent Wealth Partners, LLC | 7,457 | $151.2 萬 | 0.28% | +20.0% | 加碼 |
| Bay Rivers Group | 7,459 | $151.2 萬 | 1.16% | +239+3.3% | 加碼 |
| Renasant Bank | 7,476 | $151.6 萬 | 1.28% | +3,020+67.8% | 加碼 |
| Cunning Capital Partners, LP | 7,475 | $151.6 萬 | 1.00% | +7,475 | 加碼 |
| Steinberg Asset Management LLC | 7,496 | $152.0 萬 | 1.35% | 00.0% | 不變 |
| Patton Fund Management, Inc. | 7,503 | $152.1 萬 | 0.41% | −5,058−40.3% | 減碼 |
| Financial Advocates Investment Management | 7,531 | $152.7 萬 | 0.11% | −122−1.6% | 減碼 |
| Penobscot Investment Management Company, Inc. | 7,541 | $152.9 萬 | 0.21% | +685+10.0% | 加碼 |
| Prana Capital Management, LP | 7,556 | $153.2 萬 | 0.10% | −633−7.7% | 減碼 |
| Intrust Bank NA | 7,560 | $153.3 萬 | 0.20% | +6+0.1% | 加碼 |
| V-Square Quantitative Management LLC | 7,573 | $153.6 萬 | 0.68% | +1,295+20.6% | 加碼 |
| Cypress Capital Group | 7,574 | $153.6 萬 | 0.22% | −34−0.4% | 減碼 |
| MidWestOne Financial Group, Inc. | 7,578 | $153.6 萬 | 0.35% | −22−0.3% | 減碼 |
| WP Advisors, LLC | 7,602 | $154.2 萬 | 0.64% | −23−0.3% | 減碼 |
| Grandview Asset Management LLC | 7,605 | $154.2 萬 | 0.88% | −524−6.4% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,863 | $154.3 萬 | 1.28% | −1,640−21.9% | 減碼 |
| Investment Management Corp of Ontario | 7,710 | $156.3 萬 | 0.06% | −2,793−26.6% | 減碼 |
| Beck Bode, LLC | 7,714 | $156.4 萬 | 0.40% | −183−2.3% | 減碼 |
| Norway Savings Bank | 7,746 | $157.1 萬 | 0.77% | +320+4.3% | 加碼 |
| F/M Investments LLC | 7,749 | $157.1 萬 | 1.17% | −555−6.7% | 減碼 |
| Field & Main Bank | 7,797 | $158.1 萬 | 0.74% | −280−3.5% | 減碼 |
| Roman Butler Fullerton & Co | 7,776 | $159.1 萬 | 0.75% | −530−6.4% | 減碼 |
| Waldron Private Wealth LLC | 7,867 | $159.5 萬 | 0.08% | −65−0.8% | 減碼 |
| Berkshire Bank | 7,899 | $160.2 萬 | 0.46% | +58+0.7% | 加碼 |
| TrinityPoint Wealth, LLC | 7,903 | $160.3 萬 | 0.32% | −628−7.4% | 減碼 |
| South Dakota Investment Council | 7,937 | $160.9 萬 | 0.04% | +37+0.5% | 加碼 |
| Shepherd Financial Partners LLC | 7,958 | $161.4 萬 | 0.25% | +70+0.9% | 加碼 |
| Nicholas Investment Partners, LP | 7,963 | $161.5 萬 | 0.12% | 00.0% | 不變 |
| United Asset Strategies, Inc. | 7,994 | $162.1 萬 | 0.21% | +6,229+352.9% | 加碼 |
| Supplemental Annuity Collective Trust of NJ | 8,000 | $162.2 萬 | 0.61% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 8,001 | $162.2 萬 | 0.12% | −6,019−42.9% | 減碼 |
| Global Endowment Management, LP | 8,002 | $162.3 萬 | 0.17% | +8,002 | 新進 |
| Missouri Trust & Investment Co | 8,009 | $162.4 萬 | 0.73% | +1,172+17.1% | 加碼 |
| Wealth Management Partners, LLC | 8,030 | $162.8 萬 | 1.02% | +640+8.7% | 加碼 |
| Moneta Group Investment Advisors LLC | 8,032 | $162.9 萬 | 0.04% | +511+6.8% | 加碼 |
| Edge Capital Group, LLC | 8,039 | $163.0 萬 | 0.11% | −28−0.3% | 減碼 |
| GraniteShares Advisors LLC | 8,060 | $163.4 萬 | 1.52% | +5,374+200.1% | 加碼 |
| IHT Wealth Management, LLC | 8,078 | $163.8 萬 | 0.08% | +152+1.9% | 加碼 |
| Lazari Capital Management, Inc. | 8,082 | $163.9 萬 | 0.98% | −141−1.7% | 減碼 |
| Resources Management Corp | 8,088 | $164.0 萬 | 0.27% | +97+1.2% | 加碼 |
| Navalign, LLC | 8,096 | $164.2 萬 | 0.62% | −184−2.2% | 減碼 |
| Forum Financial Management, LP | 8,099 | $164.2 萬 | 0.04% | +136+1.7% | 加碼 |
| VeraBank, N.A. | 8,104 | $164.3 萬 | 0.63% | −72−0.9% | 減碼 |
| Financial Engines Advisors L.L.C. | 8,127 | $164.8 萬 | 0.00% | +71+0.9% | 加碼 |
| Absoluto Partners Gestao de Recursos Ltda | 8,177 | $165.8 萬 | 0.76% | +1,056+14.8% | 加碼 |
| Thrive Wealth Management, LLC | 8,181 | $165.9 萬 | 0.44% | +2,560+45.5% | 加碼 |
| Birinyi Associates Inc | 8,190 | $166.1 萬 | 0.66% | +350+4.5% | 加碼 |
| Orin Green Financial, LLC | 8,233 | $166.9 萬 | 0.93% | −4,777−36.7% | 減碼 |
| Hudson Canyon Capital Management | 8,258 | $167.5 萬 | 1.37% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 8,287 | $168.0 萬 | 0.07% | −1,497−15.3% | 減碼 |
| Personal Cfo Solutions, LLC | 8,295 | $168.2 萬 | 0.33% | +793+10.6% | 加碼 |
| Burns J W & Co Inc | 8,316 | $168.6 萬 | 0.27% | +702+9.2% | 加碼 |
| Pictet Bank & Trust Ltd | 8,318 | $168.7 萬 | 1.81% | −414−4.7% | 減碼 |
| BlueCrest Capital Management Ltd | 8,327 | $168.9 萬 | 0.26% | +6,714+416.2% | 加碼 |
| Optas, LLC | 8,361 | $169.5 萬 | 0.56% | −209−2.4% | 減碼 |
| Geneva Capital Management LLC | 8,424 | $170.8 萬 | 0.04% | −234−2.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 8,426 | $170.9 萬 | 0.08% | +1,160+16.0% | 加碼 |
| Nikulski Financial, Inc. | 8,428 | $170.9 萬 | 0.71% | +652+8.4% | 加碼 |
| Barings LLC | 8,440 | $171.1 萬 | 0.06% | +6,318+297.7% | 加碼 |
| Ronald Blue Trust, Inc. | 8,163 | $172.5 萬 | 0.03% | +590+7.8% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 8,524 | $172.8 萬 | 0.17% | +2,100+32.7% | 加碼 |
| Harvey Capital Management Inc | 8,575 | $173.9 萬 | 0.61% | −50−0.6% | 減碼 |
| United Bank | 8,583 | $174.0 萬 | 1.04% | −178−2.0% | 減碼 |
| Summit Financial, LLC | 8,614 | $174.7 萬 | 0.13% | −7,269−45.8% | 減碼 |
| Bell Bank | 8,645 | $175.3 萬 | 0.19% | −82−0.9% | 減碼 |
| Gs Investments, Inc. | 8,648 | $175.4 萬 | 1.00% | −45−0.5% | 減碼 |
| L.M. Kohn & Company | 8,652 | $175.4 萬 | 0.64% | +20+0.2% | 加碼 |
| Ascent Group, LLC | 8,392 | $176.2 萬 | 0.19% | +4,027+92.3% | 加碼 |
| Nicolet Bankshares Inc | 8,751 | $177.5 萬 | 0.54% | −4,569−34.3% | 減碼 |
| Bridgewater Associates, LP | 8,827 | $179.0 萬 | 0.01% | +937+11.9% | 加碼 |
| Private Trust Co NA | 8,837 | $179.2 萬 | 0.24% | −43−0.5% | 減碼 |